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The Chart configuration window comprises a number of tabs that can differ depending on the selected type of a chart:
In the right part of the window there is a chart preview area.
On this tab, beside the chart type (bars, pie, lines and so on), you can specify the main chart parameters.
- Enable 3D - if this check box is selected, the chart will be presented in three dimensions, for example:
- Date/Time based chart - select this check box if the chart displays change of values depending on time (that is, the argument field is of the date type). For example, if it is a monthly sales chart or chart displaying distribution of calls between the week days. At that, the Date Interval tab and additional possibilities will become available.
One chart can have a number of different datasets.
For example, in the picture below there are 3 datasets (red, yellow and blue):
Every dataset can use different records and fields. For example, you can create a chart comparing levels of sales and paid taxes by months.
Depending on the chart type, the values from different datasets with the same argument can be displayed differently or can be summed up (stack charts), or can be displayed in percentage (percentage charts):
To create a new dataset, click the New button.
- Dataset name - name, displayed in the legend (in case there is any);
- Data source - determines the data source for the dataset. There are 3 possible data sources:
- Filter - filter for records.
For example, if we want to compare the sales level for 2 products, we specify the same data source for 2 datasets but set up different filters, for example: "[Product]=Prod_A" and "[Product]=Prod_B".
- Argument field - specify a field that will be the argument (usually defined horizontally). For example, if you want to get the average level of sales for goods, select the 'Name of Goods' field as the argument; if you want to get a chart of changing the average cost of goods in time, select the 'Order Date' field as the argument.
Note: If the argument field has the 'Data' type, the program will offer to pass to the 'date chart'. In contrast to a usual chart, the date chart has a possibility to group records by days, weeks, months and provides fields to choose the time interval.
- Value field - specify a field from which it is necessary to get data that should be displayed on the chart (numeric value, usually defined vertically). For example, for a chart displaying changes of the average order price in time, the value is the 'order cost'.
- Value operation - define how to group values with the same argument. Possible values: sum, average, min, max. For example, for the chart displaying levels of sales by goods, it is necessary to specify 'sum', and for the chart displaying changes of the average order price in time - 'average'.
- Color - allows you to define the dataset color and its transparency. This option is ignored for pie charts.
Availability of other dataset properties depends on the chart type (for example, the weight of lines or the column form).
The legend is a list of datasets displayed on the chart, with their color definition.
On this tab, you can specify the position, font and colors of the legend.
For example, in the picture below the legend is at the upper part of the chart:
Axis X/Axis Y
This tab allows you to set up the appearance of axes:
- Display/hide an axis;
- Add/delete the axis label;
- Change the color, font and the font angle for the axis label;
- Change the output format for values. Learn more about the values format...
This tab allows you to set up the appearance of the chart area:
- Chart background.
- Presence of the grid on the chart, and the grid color.
- Presence and the format of labels to the datasets elements. Labels are displayed separately for every value:
The label can contain the percentage/absolute expression value, the argument name or any other text.
This tab is available only if the 'Date/Time Based Chart' check box is selected on the 'Type' tab.
Using this tab, you can specify how to define the range of dates displayed on the chart:
- Automatically - automatically displays the latest N dates. At that, you should specify an interval of grouping (day, month, year, week day). For example, if the number of intervals is equal to 12, and monthly grouping is selected, the data for the last 12 months will be displayed.
- Manually - the user can define the range of dates him-/herself.
To perform this, the control panel will appear above the chart.
This tab is available only if the chart type is pie:
The tab allows you to:
- Select the size, font angle, material (solid/glass) and background for the pie:
- Specify the format, appearance and the position of labels to the parts of the pie chart:
This tab is not available if the chart type is 'Date/Time Based'.
- Order By - sorting order. You can sort by the argument value, as well as by the value of one of the datasets.
- Max # of values - defines the maximum number of values displayed on the chart.
At that, all other values will be summed up and specified as defined in the Name all other as field. For example:
In the first picture, the number of values is not limited (all 7 values are displayed).
In the second picture, the number of values is limited to 5, therefore the last 2 values ("AUD=17" and "RUB=10") are united into the "Other" value which equals 27 (10+17).