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Using the Charts Builder

This page applies to: Analytics Add-on module

The Charts Builder requires you to select the report data you want to emphasize by selecting the fields that represent that data. The most common types of charts in Analytics involve plotting two variables: one on the horizontal axis (or X-axis) and one on the vertical axis (or Y-axis). The fields that can be used to plot a chart include both dimension (text-based) and metric (number and date) fields. However, dimension fields are typically used to plot X-axis (horizontal) data, while metric fields can be used to plot both X-axis and Y-axis (vertical) data. Color can also be added to charts by employing the same field used to plot the X-axis or Y-axis, or selecting a different field.

Another common type of chart is the pie chart, which also uses size and color variables to plot data, instead of plotting data on an X-axis and Y-axis. For more information on the types of charts that can be used to represent the data in an Analytics Report, see Chart Types.

1

Charts tab

Select the tab to display the Charts Builder.

  You can also access the Charts Builder by selecting the Edit tab in the Output screen, and selecting Charts.

2

Chart Type option

  • If you want the program to auto-select the best chart for your report, depending on the fields you select, ensure the Auto Chart option is selected.
  • If you want to select the type of chart used to display your data, click on the image079.png icon to display a menu, and click on Select Chart Type to display the Select Chart window. See Chart Types for more information.

  If the chart type you select is not appropriate to your data, the following message will display below the chart message: The currently selected chart fields cannot be used with this chart type. The chart can be selected, but all of the chart fields will be cleared.

3

Available Fields list and Horizontal Axis panel

  • Locate the field whose information you want displayed along the horizontal axis (or X-axis) of the chart in the Available Fields list. Text-based fields are displayed under Dimensions and include the icon, while numeric and date fields are displayed under Metrics and include the icon.
  • Click on the field, and then drag-and-drop it into the Horizontal Axis panel.

If the field cannot be used on the horizontal axis, you will not be able to drop it into the panel. However, most fields can be added to horizontal axis.

4

Available Fields list and Vertical Axis panel

  • Locate the field whose information you want displayed along the vertical axis (or Y-axis) of the chart in the Available Fields list. Text-based fields are displayed under Dimensions and include the icon, while numeric and date fields are displayed under Metrics and include the icon.
  • Click on the field, and then drag-and-drop it into the Vertical Axis panel.

If the field cannot be used on the vertical axis, you will not be able to drop it into the panel. Typically, metric fields are used on the vertical axis.

5

Available Fields list and Color panel

  • Locate the field you want to use to provide color-coding for the chart in the Available Fields list. Color-coding is optional.
  • Click on the field, and then drag-and-drop it into the Color panel. You can use the field in the Horizontal Axis or Vertical Axis panel if you want to display a chart using the same color, but different shades of the color.

If the field cannot be used to color-code the chart, you will not be able to drop it into the panel.

6

Functions panel

If you want to perform a function for a report field, click on the function to select it, and then drag and drop it into the Horizontal Axis or Vertical Axis panel. See Chart Functions.

Note: You can also access the available functions for a report field in the Horizontal Axis or Vertical Axis panel by hovering over the field until the image080.png icon displays. Click on the icon to display a menu, select Add Function to display a list of the functions that can be applied to the field, and click on a function to select it.

7

Chart display

View the chart that was created using the fields you added to the Horizontal Axis, Vertical Axis, and Color panels.

  To format the chart to your specifications, see the formatting options.

8

Information pop-up

If you want to view the values for a report record, represented by the individual color-coded bars in the example shown, hover over any bar to display a pop-up containing each field used in the chart and its associated value.

9

Chart legend

View the legend to assist you in interpreting the information in the chart.

  To reformat the chart legend, see Chart Legend.

10

Select Chart icon

If you want to change the type of chart used to represent your data, click on the icon to display the Select Chart window, and click on a different chart type to select it.

Selecting a different chart type will clear the Horizontal Axis, Vertical Axis, and Color panels and you will have to repopulate the fields by dragging-and-dropping fields from the Available Fields list.

11

Add Visualization icon

If you want to add a second chart to the report, click on the image082.png icon to display a blank Chart Builder screen. You can display the same information in the new chart type, or use different data for the new chart. Repeat Steps 3-7 to add a second chart type to the report.

  If you add more than one chart type to a report, both charts will be displayed in the final report, which is displayed when you click the Output tab.

12

Output tab

Click to display the full report, which now includes the chart that will be displayed for every dataset in the report.

13

Report dataset chart

View the chart for the first dataset in the report, including the information displayed on the X-axis and Y-axis, as well as the values in the chart, as represented by bars in the example shown.

  To view additional information, hover over any bar to display a pop-up containing each field used in the chart and its associated value.

14

Chart legend

View the legend to assist you in interpreting the information in the chart.

15

Report dataset

View the records for the first dataset in the full report.

16

Report dataset chart

Scroll down to view the chart for the second dataset in the report.

17

Chart legend

View the legend to assist you in interpreting the information in the chart.

18

Report dataset

View the records for the second dataset in the full report.

Repeat Steps 16-18 to view all the information in the full report.

19

Report menu

Click on Report to display a menu, and select Save to display a Save Report window.

  If Save is not an option in the Report menu, click on the Data tab to return to the Report Builder, and then click on the Report tab from this screen.

20

Save button

Click to add the chart to the report.

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