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Create Chart Dialog (Business View Based)

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Create Chart Dialog (Business View Based)

The Create Chart dialog that is based on business view differs for a normal chart and a KPI chart.

For Normal Chart

This wizard appears when you select Insert > Chart, or drag the button of the desired chart type from the Components panel into a report that is created using business views. It helps you to create a chart in the report, and consists of the following screens:

Back

Goes back to the previous screen.

Next

Goes to the next screen.

Finish

Finishes creating a chart and closes this wizard.

Cancel

Does not retain changes and closes this wizard.

Help

Displays the help document about this feature.

Data

Specifies the business view that you want to use to create the chart. See the screen.

Resources

Lists all the business views in the current catalog. Specify the one you want to use.

Type

Specifies the type of the chart. You can refer to the section Chart Types which describes each of the chart type in detail. Only the 2-D chart types are supported.

See the screen.

Single chart

Specifies to create a single chart.

  • Chart Type
    Lists all the chart types that can be used to create a single chart.
  • Subtype
    Lists all the subtypes of the selected chart type. Hover the mouse pointer on a subtype icon and you will see its name.

Combo chart

Specifies to make more than one type use the primary or secondary axis. The types should be featured as Combination charts. Two types of data markers are used to represent different data values.

  • Chart Type
    Lists all the chart types that can be added as a combo chart.
  • Subtype
    Lists all the subtypes of the selected chart type. Hover the mouse pointer on a subtype icon and you will see its name.
  • Chart Type Groups
    Lists all the chart types that are to be used in the combo chart.
    • Primary Axis
      • <Add Combo Type>
        Adds a chart type to the primary axis.
    • Secondary Axis
      • <Add Combo Type>
        Adds a chart type to the secondary axis.
  • Remove button
    Removes a specified chart type from the Chart Type Groups box.

Display

The Display screen differs with chart type: common chart types, organization chart, or heat map.

For common chart types

Specifies the data displayed on the chart. See the screen.

Title

Specifies the title of the chart.

Resources

Lists all the available data resources in the selected business view. You can also create dynamic formulas and aggregations to use in the chart.

Add button

Adds the selected fields to be displayed in the chart.

Remove button

Removes the selected fields from the chart if they are not required.

Category/Series box

The box lists the field you want to display on the category/series axis of the chart.

For a real time chart, if no category field is specified, Use System Refresh Time will be automatically displayed in the category box, namely, the time at which the chart refreshes itself will be used as the category value; the series axis will be disabled.

  • Special Group
    Opens the User Defined Group dialog to define how to group information.
  • Order/Select N
    Opens the Category Options dialog or Series Options dialog to specify the sort order of the category or series values and define the number of the category or series values that will be displayed in the chart.

Show Value box

The box lists the values you want to show in the chart. For a real time chart, the values you add must be of Numeric type and cannot be summary fields.

  • Edit button
    Opens the Edit Additional Value dialog to edit an additional value. Available only when a constant value or an average value is selected.
  • Move Up button
    Moves the selected value one step up.
  • Move Down button
    Moves the selected value one step down.
  • Add button
    Adds a new pair of Y Axis and Radius for the bubble chart.
  • Remove button
    Removes the selected field from the bubble chart if they are not required.
  • X-Axis
    Lists the value you want to show on the X axis of the bubble chart.
  • Y-Axis
    Lists the value you want to show on the Y axis of the bubble chart.
  • Size
    Lists the value you want to show as the bubble size.

Motion Bar for Playable Chart

Lists the field you want to use as the motion field. A motion field can only be of Integer, Date or Time data type. Available to single bar, bench and bubble charts in web reports and library components only.

  • Special Function
    Opens the Special Function dialog to define some special function to the motion field. Available only when the motion field is of Date data type.

Real Time

Specifies to run the chart in real time mode, which means it will be updated automatically by using real time data after it is published to Logi JReport Server. Available to single bar, bench, line, and area charts in web reports and library components only.

  • Use System Time for Category
    Specifies to use the time at which the chart refreshes itself as the category value.
  • Refresh Interval
    Specifies the time interval at which the chart will get data and refresh itself automatically.
  • Show Most Recent N Points
    Specifies the number of points that will be kept for the real time data on the chart.
  • Incremental Fetch
    Opens the Unique Key dialog to configure a unique key for the real time chart.

For organization chart

Specifies the data displayed on the chart. See the screen.

Node

Specify a field from the drop-down list which identifies the entity.

Parent

Specify a field from the drop-down list which shows the "reporting to" relationship among the entity members, that is, which child field member reports to or belongs to which child field member.

Resources

Lists all the available resources that can be added to the organization chart. You can also create dynamic formulas and aggregations to use in the chart.

Properties

The Properties box presents a node model of the organization chart. Data fields, labels and images can be inserted into the node as the information about the entity in the organization chart.

For heat map

Specifies the data displayed on the chart. See the screen.

Resources

Lists all the available data resources in the selected dataset. You can also create dynamic formulas and aggregations to use in the chart.

Area

Lists the fields used to group the data to different areas. There should be at least one group. When there are multiple groups, their levels are defined by their positions from top down. The group at the top is of the highest level and the bottom the lowest.

  • Color By
    Specifies whether to color by a group. 0-n groups can be used as the color-by fields.
  • Label By
    Specifies whether to show the group name in the innermost rectangle.
  • Special Group
    Opens the User Defined Group dialog to define how to group information.
  • Order/Select N
    Opens the Group Options dialog to specify the sort order of the group values and define the number of the group values that will be displayed in the chart.

Property

Lists the summaries used to do size-by/color-by or displayed in the innermost rectangle.

When no group is specified in the Groups box, you can insert any static summary, and its group-by field will be inserted into the Groups box automatically. When there are multiple groups, static summaries should match the lowest-level group. For example, if the groups level is A > B > C, the static summaries grouped by C can be inserted into the Summaries box, but the static summaries grouped by A, B or other fields cannot.

  • Size By
    Specifies to size by one summary or none.
  • Color By
    Specifies to color by one summary or none.
  • Label By
    Specifies whether to show a summary in the innermost rectangle.

Filter

Specifies to filter the data used in the chart. See the screen.

The options in the screen are the same as those in the Edit Filter dialog.

Layout

The Layout screen differs with chart type: common chart types, organization chart, or heat map.

For common chart types

Specifies settings of some of the chart elements. See the screen.

Data

  • Category Start Offset
    Specifies the start offset of category from which the chart will be displayed.
  • Category End Offset
    Specifies the end offset of category to which the chart will be displayed.
  • Series Start Offset
    Specifies the start offset series from which the chart will be displayed.
  • Series End Offset
    Specifies the end offset of series to which the chart will be displayed.
  • Reverse Category
    Specifies whether to reverse the display order of the categories.
  • Reverse Series
    Specifies whether to reverse the display order of the series.
  • Swap Groups
    Specifies to display values from different data fields by switching data between the category and series axes, the category and values axes.

Notes:

  • If values are set to be less than 0, it means the categories or series will be displayed without any offset.
  • If values are set to be greater than 0 and the value of Category/Series Start Offset is greater than that of Category/Series End Offset, all of the categories or series will be displayed.

Title

  • Chart Title
    Specifies the title of the chart.
  • Category (X) Axis Title
    Specifies the title of the X-axis.
  • Value (Y) Axis Title
    Specifies the title of the Y-axis.
  • Value (Y2) Axis Title
    Specifies the title of the Y2-axis.

Axis

  • Show Category (X) Axis
    Specifies whether to show the category (X) axis in this chart.
  • Show Value (Y) Axis
    Specifies whether to show the value (Y) axis in this chart.
  • Show Value (Y2) Axis
    Specifies whether to show the value (Y2) axis in this chart.
  • Show Series (Z) Axis
    Specifies whether to show the series (Z) axis in this chart.

Wall

  • Show Wall
    Specifies whether to show the wall in this chart.
  • Show Floor
    Specifies whether to show the floor in this chart.

Gridlines

  • Show Category (X) Axis Gridlines
    Specifies whether to show the gridlines of category (X) axis.
  • Show Value (Y) Axis Gridlines
    Specifies whether to show the gridlines of value (Y) axis.
  • Show Value (Y2) Axis Gridlines
    Specifies whether to show the gridlines of value (Y2) axis.
  • Show Series (Z) Axis Gridlines
    Specifies whether to show the gridlines of series (Z) axis.

Legend

  • Show Legend
    Specifies whether to show the legend in this chart.

Export

  • Mapping Component
    This option is disabled when creating a chart. It specifies the component to which the chart will be mapped (for details, see Creating Dynamic Chart in Excel).

For organization chart

Specifies the layout of the chart elements. See the screen.

Type

Specifies the layout mode of the organization chart.

  • Top down
    The organization chart tree expands from top to bottom.
  • Bottom up
    The organization chart tree expands from bottom to top. It is the reverse of the top down type.
  • Left right
    The organization chart tree expands from left to right.

Title

  • Chart Title
    Specifies the title of the chart.

Export

For heat map

Specifies the layout of the chart elements. See the screen.

Title

  • Chart Title
    Specifies the title of the chart.

Legend

  • Show Legend
    Specifies whether to show the legend in this chart.

Style

Specifies the style of the chart. See the screen.

Style

Specifies the style of the chart.

Preview

Displays the selected style and layout effects.

Inherit Style

Specifies whether to make the chart take the style of its parent. This options is available only when the chart is inserted in a banded object in a page report.

For KPI Chart

The wizard appears when you right-click in the blank area of a KPI component and then select Insert KPI Chart from the shortcut menu. It helps you insert a KPI chart into a KPI component and consists of the following screens:

Back

Goes back to the previous screen.

Next

Goes to the next screen.

Finish

Inserts the KPI chart into the KPI component and closes the wizard.

Cancel

Does not retain changes and closes the wizard.

Help

Displays the help document about this feature.

Data

Shows the business view bound to the KPI component. The business view will be used as the data source of the KPI chart. See the screen.

Type

Specifies the type of the chart. You can refer to the section Chart Types for the corresponding chart types in detail in detail. The following 2-D chart types are supported in KPI charts: Bar, Bench, Line, Area, Pie, and Bullet. See the screen.

Single chart

Specifies to create a single chart.

  • Chart Type
    Lists all the chart types that can be used to create a single chart.
  • Subtype
    Lists all the subtypes of the selected chart type.

Combo chart

Specifies to make more than one type use the primary or secondary axis. The types should be featured as combination charts. Two types of data markers are used to represent different data values.

  • Chart Type
    Lists all the chart types that can be added as a combo chart.
  • Subtype
    Lists all the subtypes of the selected chart type.
  • Chart Type Groups
    Lists all the chart types that are to be used in the combo chart.
    • Primary Axis
      • <Add Combo Type>
        Adds a chart type to the primary axis.
    • Secondary Axis
      • <Add Combo Type>
        Adds a chart type to the secondary axis.
  • Remove button
    Removes a specified chart type from the Chart Type Groups box.

Display

Specifies the data displayed on the chart. See the screen.

Title

Specifies the title of the chart.

Resources

Lists all the available data resources in the bound business view. You can also create dynamic formulas and aggregations to use in the chart.

Add button

Adds the selected fields to be displayed in the chart.

Remove button

Removes the selected fields from the chart if they are not required.

Category/Series

The box lists the field you want to display on the category/series axis of the chart.

For a real time chart, if no category field is specified, Use System Refresh Time will be automatically displayed in the Category box, namely, the time at which the chart refreshes itself will be used as the category value; the series axis will be disabled.

  • Special Group
    Opens the User Defined Group dialog to define how to group information.
  • Order/Select N
    Opens the Category Options dialog or Series Options dialog to specify the sort order of the category or series values and define the number of the category or series values that will be displayed in the chart.

Show Values

Lists the values you want to show in the chart. For a real time chart, the values you add must be of Numeric type and cannot be summary fields.

  • Edit button
    Opens the Edit Additional Value dialog to edit an additional value. Available only when a constant value or an average value is selected.
  • Move Up button
    Moves the selected value one step up.
  • Move Down button
    Moves the selected value one step down.

Motion Bar for Playable Chart

Lists the field you want to use as the motion field. A motion field can only be of Integer, Date or Time data type. Available to single bar and bench charts in KPI charts only.

  • Special Function
    Opens the Special Function dialog to define some special function to the motion field. Available only when the motion field is of Date data type.

Real Time

Specifies to run the chart in real time mode, which means it will be updated automatically by using real time data after it is published to Logi JReport Server. Available to single bar, bench, line, and area charts in web reports and library components only.

  • Use System Time for Category
    Specifies to use the time at which the chart refreshes itself as the category value.
  • Refresh Interval
    Specifies the time interval at which the chart will get data and refresh itself automatically.
  • Show Most Recent N Points
    Specifies the number of points that will be kept for the real time data on the chart.
  • Incremental Fetch
    Opens the Unique Key dialog to configure a unique key for the real time chart.

Filter

Specifies to filter the data used in the chart. See the screen.

The options in the screen are the same as those in the Edit Filter dialog.

Layout

Specifies the layout of the chart elements. See the screen.

Data

  • Category Start Offset
    Specifies the start offset of category from which the chart will be displayed.
  • Category End Offset
    Specifies the end offset of category to which the chart will be displayed.
  • Series Start Offset
    Specifies the start offset of series from which the chart will be displayed.
  • Series End Offset
    Specifies the end offset of series to which the chart will be displayed.
  • Reverse Category
    Specifies whether to reverse the display order of the categories.
  • Reverse Series
    Specifies whether to reverse the display order of the series.
  • Swap Groups
    Specifies to display values from different data fields by switching data between the category and series axes, the category and values axes.

Notes:

  • If values are set to be less than 0, it means the categories or series will be displayed without any offset.
  • If values are set to be greater than 0 and the value of Category/Series Start Offset is greater than that of Category/Series End Offset, all of the categories or series will be displayed.

Title

  • Chart Title
    Specifies the title of the chart.

Wall

  • Show Wall
    Specifies whether to show the wall in this chart.

Export

Style

Specifies the style of the chart. See the screen.

Style

Specifies the style of the chart.

Preview

Displays a diagram illustrating the effect of the selected style on the chart.

Inherit Style

Specifies whether to make the chart take the style of the parent KPI component.

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