Chart Wizard

The Chart Wizard guides you through the process of creating a chart. When you drag and drop the Chart data region onto the report design surface, the Chart Wizard is displayed.

Select Data and Chart type

The first screen of the Chart Wizard asks you to select a data set and a chart type.

Settings

In the second screen of the Chart Wizard, specify the plot properties to configure the data values, category, detail encodings, etc., specific to the chart type.

Data Series

• Data Values

  Defines the measure or numerical field that will be plotted in the chart (for example, Sales Amount, Quantity, or Revenue).

  • Multiple measures can be added using the +button,

  • Use the Show items button next to it to view or manage the added values.

Category Groups

• Field: The categorical dimension used for the X-axis (for example, Product Name, Month, or Region).

• Sort Direction: Controls the order of categories in the chart. Options: Ascending or Descending.

Series Groups

• Field: A secondary dimension used for data binding. This field splits the data series into multiple sub-series (for example, Sales by Year, Gender, or Product Category).

• Break-down Method: Determines how multiple series are displayed in the chart:

  • Cluster – Places each series side by side.

  • Stack: Stacks the values of each series on top of one another.

  • Percentage Stack: Stacks the values but normalizes them into percentages, making each stack total 100%.

• Sort Direction: Specifies the order in which the series groups are displayed. Options: Ascending or Descending.

Preview

Select a chart palette from the drop-down list. Click Finish to add the chart to the report or choose any of the advanced customization options.

For information on how to create a chart, see the walkthrough Report with Chart.