Note: Charts should only be placed into a Group Header, Group Footer, Report Header or Report Footer sections.

Transcription

1 Charts Wizard T insert a chart select a cell and then click the Insert Chart buttn ( ). The Chart Wizard will appear. The Chart Wizard has three tabs: Appearance, Data and Labels. Nte: Charts shuld nly be placed int a Grup Header, Grup Fter, Reprt Header r Reprt Fter sectins. Appearance In the Appearance tab select the type f chart, its size, its clrs and where t display the legend. Select the chart type by clicking the icn that represents it. Check the Use 3D Style bx t make the chart three dimensinal. There are three ways t set the size f the chart. Enter the height and width in the dimensin bxes.

2 Resize the chart by dragging the lwer right crner in the preview. Check the bx Fit t Cell. In the clr drp-dwn either select a clr theme r specify a linear range f clrs. Nte: The legend may verlap the chart if the size is t small. There are tw types f charts: single series and multi-series. Single Series Pie, Dughnut, Funnel, and Pyramid charts utilize a single Data Field t visually cmpare each element t the whle. (Ex. Each sectin f a pie chart may represent a regin and the size f the sectin indicates hw many peple live in that regin). Paret charts are a special type f single series chart generally used t highlight the mst imprtant element amngst a grup. The bars f a Paret chart will display in descending rder while a line shw the cumulative percentage f the ttal. Yu can read mre abut Paret Charts here. Multi-Series Bar, Clumn, and Scatter charts display the values f ne Data Field fr each element f anther Data Field. (Ex. A clumn chart will have a series f clumns whse height indicates the number f custmers in each regin fr each cmpany). Line and Spline charts display the values f ne Data Field fr each element f anther Data Field, the secnd f which usually represents an interval f time. Area Charts and Spline Area Charts are special types f Line and Spline charts which additinally display cumulative ttals by filling in the areas underneath each Line r Spline. Bubble Charts are a special type f Scatter chart which use a third Data Field t specify the size f the data pints.

3 Data Use the Data tab t set specific data values and data labels fr the chart. Use the Data Values drp-dwn t select the cell that cntains the numeric value fr the chart. Use the Data Labels drp-dwn t select the cell that cntains the Data Field that names each element f the chart. Use the Y Values drpdwn t select the cell cntaining the numeric values fr the Y axis. Use the X Values drpdwn t select the select the cell cntaining the numeric values fr the X axis. Frm the Series Labels select the cell that cntains the Data Field with the name f the series elements. (Bubble Charts) Use the Bubble Size drpdwn t select the select the cell cntaining the numeric values fr the size f the bubbles. (Bubble Charts) Use the Bubble Label drpdwn t select the cell cntaining the Data Field with the name f each bubble. Use the Srt data by drpdwns t specify the rder f the chart data. Reprt Order The chart will fllw the rder f the infrmatin n the reprt.

4 Data Labels The chart will be srted by the data labels (either alphabetically r numerically). Data Values The chart will be srted by the data values. T ignre values that are t large r t small, enter a value int Exclude values less/greater than/ bxes. T manually set the axis values enter a value int the Data Axis Minimum/Maximum Value bxes. Check the Align Data Labels Acrss Series if yu have multi-series data with cmmn data labels amng series. Nte: Fr example, cnsider charting huse values as a functin f lcatin and building type. We chse lcatin as the series labels and building type as data labels. Since each lcatin uses the same building types, we check the 'Align Data Labels Acrss Series' bx t align like data labels in the chart. On the ther hand, if we want t chart city ppulatins where we use cuntry name as the series labels and city name as the data labels, we leave the bx unchecked. This is because the data labels (city name) used fr ne series (cuntry name) have n relatin t thse used in thers. Labels In the Labels tab set the visual ptins f the Chart. Chart Title: Enter the text yu want t appear in at the tp f the chart.

5 X-Axis Title: Enter the text yu want t appear n the bttm f the chart. Y-Axis Title: Enter the text yu want t appear n the left f the chart. Pint Labels: Use the drpdwn t display the values f each element f the chart. Legend Psitin: Use the drpdwn t specify where t shw the legend n the chart. Number Frmat : Use the number frmat buttn menu t specify hw data and axis labels shuld be frmatted. Benchmark Lines : Use the benchmark lines buttn menu t add hrizntal benchmark lines at specific sectins f the chart. See Benchmark Lines. Nte: Single Series charts nly have a Chart Title. Multi-series charts additinally have X and Y Axis titles. Benchmark Lines T add a Benchmark Line t a chart, pen the Benchmark Lines menu by clicking the buttn in the Labels tab. Press the New buttn ( ) fr each new benchmark yu wish t add t yur chart. Label: Enter the text yu want t appear as the label f the benchmark.

6 Value: Specify the numeric value yu wuld like t define as the benchmark. The benchmark line will display hrizntally at this pint n the Y axis. Clr: Use the clr drp-dwn t specify the clr f the line. Line Style: Use the drp-dwn t specify the style f the line (either Slid r Dashed). The resulting Benchmark Line will appear as s n the chart: