Summary View form – Configuring interactive charts
Configuring an interactive chart on a summary view report involves first selecting the type of chart to include and then selecting a chart subtype.
The available charts are:
- Pie – normal, exploded, or doughnut
- Bar – clustered, overlaid, stacked, 100%
- Column – clustered, overlaid, stacked, 100%
- Area – overlaid, stacked, 100%
- Line – segment, step, horizontal, vertical, curved, reverse step
- Gauge – normal, pie, speedometer, progress, semi pie
- Bubble – normal
Complete the fields on each form to configure the chart. Click Submit to save the configuration. Click Cancel to abandon your edits and close the form.
Data
Specify the data and some format options for this chart.
Pie charts
| Field | Description |
| Name Field | Select one field that is used as the name for the wedge in ToolTips and legends. Select from the properties in the Group By array on the Content tab. |
| Limit to top | Optional. To reduce the count of graph elements to a number that users can more
easily interpret, choose a quantity. The default is no limit.
After the system sorts elements by Name Field, the system combines elements that rank lower than the limit into a single chart element. For example, if you limit to the top 5 values, the chart contains the top 5 values plus a 6th value representing the sum of all values not in the top 5. |
Bar, Column, Area, and Line charts
| Field | Description |
| Category Axis | Select one or two category axes. Available categories are determined by the
elements in the Group By array on the
Content tab. If you select two category axes, select the
major one first. Optionally, enter a text label. If you don't enter a label, the Group By caption appears at runtime. |
| Data Axis | Select at least one data axis. Available data values are determined by the
properties in the Fields array on the
Content tab. Optionally, enter a text label for each data axis. If you don't enter a label, the Field caption appears at runtime. |
| Swap Series/Groups | Select to cause the data axis to appear as the vertical axis (the Y axis) and
the category axis to appear as the horizontal axis (the X axis.) Leave unselected for the more familiar presentation, so that categories appear on the Y axis and data values on the X axis. |
| Uniform Minor Group | This check box appears when you select two Category Axis values and one Data
Axis series. Select to indicate that the values for the minor group are uniform and common among values of the major group. |
| Limit to top | Optional. To reduce the count of graph elements to a number that users can more
easily interpret, choose a quantity. The default is no limit.
After sorting by largest category first, the system combines elements that rank lower than the limit into a single chart element. For example, if you limit to the top 5 values, the chart contains the top 5 values plus a 6th value representing the sum of all values not in the top 5. This value is ignored if you select the Swap Series/Groups box. |
| of | If you chose a numeric limit in the Limit to top field, identify which data axis when sorted determines the top elements. |
Bubble charts
| Field | Description |
| Group By | Select the Group By row on the Content tab. |
| X Axis | Select a property in a row from the Fields array on the
Content tab to determine the horizontal axis location of
each bubble. Optionally, enter a text label. If you don't enter a label, the Fields caption appears at runtime. |
| Y Axis | Select another property in a row from the Fields array
to determine the vertical axis location of each bubble. Optionally, enter a text label. If you don't enter a label, the Fields caption appears at runtime. |
| Radius Axis | Select a third value from the Fields array to determine the radius of each bubble. |
| Limit to top | Optional. To reduce the count of graph elements to a number that users can more
easily interpret, choose a quantity. The default is no limit.
After sorting by largest category first, the system combines elements that rank lower than the limit into a single chart element. For example, if you limit to the top 5 values, the chart contains the top 5 values plus a 6th value representing the sum of all values not in the top 5. |
| of | If you chose a numeric limit in the Limit to top field, identify which data axis when sorted determines the top elements. |
| Group By Format | Optional. Select a control to format the values. (Choose a control that returns a string value, such as Date. You can't use a control that returns HTML markup here.) |
Gauge charts
| Field | Description |
| Minimum Value | Optional. Enter a constant to define the lowest value (leftmost value) to be shown in the gauge chart. |
| Maximum Value | Optional. Enter a constant to define the highest value (rightmost value) to be shown in the gauge chart. If the Minimum Value and Maximum Value fields are blank, the minimum and maximum values specified in the threshold apply. |
| Format Options | Optional. Select Number,
Date/Time or Custom to format the gauge
labels.
|
This tab is not used for pie or gauge charts. For other types, complete these fields to control the location and appearance of axes.
| Field | Description |
| Group Axis (X Axis) | |
| Show Grid Lines | Select to include grid lines for groups. If not selected, only tick marks appear. |
| Show labels | Select to label points on the group axis with values. |
| Placement | For a bar chart, select Left or Right as the location of the group axis. For column, line, and area charts, select Bottom or Top as the location of the group axis. |
| Scale | For a line chart, select Category or DateTime to identify the element of the group axis. (For other chart types, only Category is used) |
| Format (group) | Select a control ( Rule-HTML-Property ) to be used to format
the axis values. Click the Open icon  button to create, review or
update the control. |
| Data Axis (Y Axis) | |
| Show Grid Lines | Select to include grid lines for the data axis. If not selected, only tick marks appear. |
| Show labels | Select to label points on the data axis. |
| Placement | For column, line, and area charts, select Left or Right as the location of the data axis. For bar charts, select Bottom or Top as the location of the data axis. |
| Format | Select Number, Date/Time, or
Custom. The form changes to reflect your choice.
|
| Radius Axis | For bubble charts only. |
| Show labels | Select to label points on the data axis. |
| Format | Select Number, Date/Time, or
Custom. The form changes to reflect your choice.
|
Text
Configure the chart title.
Chart
| Field | Description |
| Title | Provide a descriptive title for the chart |
| Font style | Select a style: regular, bold, italic, or bold italic |
| Font size | Select the font size. |
For bar, column, line, area, and bubble charts, configure the titles for the X and Y axes:
| Field | Description |
| Group axis title | Provide a descriptive title for the X-axis. |
| Data axis title | Provide a descriptive title for the Y-axis. |
| Font style | Select a style: regular, bold, italic, or bold italic |
| Font size | Select the font size. |
Options
Configure the chart options.
| Field | Description |
| Customize Settings | |
| Chart Size | Select Small (300x200px), Medium (500x300px, or 350x300px for pie charts), Large (700x400px, or 400x300px for pie charts), or Custom. If you choose Custom, enter a width and height in pixels. |
| Show Data Tips | Select to display data points in ToolTip text. |
| Show Maximize Button | Select to include a maximize button that allows users of this interactive chart to open the chart in a new window at full screen size. |
| Show Data Button | Select to include a Show Data button that allows users to view the summary view data in tabular, non-chart format. This button is functional only when the chart is produced by the chart JSP tag. |
| Open in New Window | If the Show Data Button box is selected, select to cause the summary view data to open in a new window rather than in the current window. |
| Maximum Column/bar Width | For column and bar charts only. Choose a value between 0.1 and 1 to restrict the size of the largest column (or bar) as a fraction of the overall chart height (or width). For example, if a chart size is 300 pixels high and you select .5, columns in the chart can't be taller than 150 pixels. Accept the default setting of 0 to enforce no restriction. |
| Exploded /Inner Radius | For pie charts only. For Exploded pie charts, set to control the gap between pie slices. For Doughnut pie charts, set to control the size of the hole. Values between 0.1 to 0.5 are typical. |
| Series Effect | Use an effect to allow users to interact with the chart. This is most useful
for line charts with a DateTime axis and for other charts
with many category values. Select an effect:
|
| Line Weight in Pixels | For line charts, select to control the width of lines in pixels. |
| Drop Shadow Filter | For line charts, select to apply a drop shadow to lines. |
| Legend | |
| Show Legend | Select to present a legend identifying chart categories and colors for each category. If not selected, other fields in this area of the tab are ignored. |
| Direction | Select Horizontal or Vertical for the legend presentation. |
| Placement | Select Top, Left, Bottom or Right for the legend location relative to the chart. |
| Slider | |
| Show Slider | Select to present a slider control. If not selected, other fields in this area of the tab are ignored. Not used with pie charts. |
| Title | Optional. Enter title text to appear to the left of the slider, identifying the function or units of the slider. |
| Size | Optional. Enter a width in pixels for the slider. |
| Group Count | Optional. Enter a maximum number of group elements to present initially. The user can move the slider to see more or fewer elements. |
| Label | |
| Show Label | (Pie charts only) Select to show labels that display information about each data point. If not selected, other fields in this area of the tab are ignored. |
| Include Field | (Pie charts only) Select to include the value of the wedge in the label. |
| Include NameField | (Pie charts only) Select to include the name of the wedge in the label. |
| Include Percent | (Pie charts only) Select to include the size of the wedge relative to the pie in the label. |
| Label Position | (Pie charts only) Optional. Indicate how to render labels for each wedge.
|
| Gauge Settings | |
| Major Ticks | Enter an integer to set the number of major tick marks on the chart. |
| Minor Ticks | Enter an integer to set the number of major tick marks on the chart. |
| Major Tick Length | Set the length of major tick marks. |
| Minor Tick Length | Set the length of minor tick marks. |
| Major Tick Thickness | Set the width of major tick marks. |
| Minor Tick Thickness | Set the width of minor tick marks. |
| Border Thickness | Set the width of the border. |
| Border Alpha | Select a value between 0.0 and 1.0 to control the color of the background of the border. |
| Cover Radius | Set the radius of the gauge cover. |
| Cover Alpha | Select a value between 0.0 and 1.0 to set the color of the background of the cover. |
| Needle Thickness | Set the width of the needle. |
| Needle Alpha | Select a value between 0.0 and 1.0 to set the color of the background of the needle. |
| Needle Style | Select Normal or Pointed as a needle style. For Pointed, enter Base Width and Top Width values. |
Color
Optionally, you can specify one or more colors for the chart background and for the foreground elements (bars, columns, slices, and so on).
Colors are defined by the HTML standard of three pairs of hexadecimal digits representing red, green, and blue. You can type the digits representing the color you want, or use the Windows color picker installed on your workstation.
For arrays, click the + icon below the array to add a row.
| Field | Description |
| Background Color | Optional. Identify a background color. Leave blank for a default transparent
background. Click the icon to the right of the field to access a color picker dialog box. If you enter two or more colors in this array, the chart includes a background with a gradient in the order the colors are listed. Typically, specify only one or two background colors. |
| Foreground Color | Optional. Leave blank to accept default colors for chart elements. Complete this array to control colors for the pie wedges, bars, columns or other elements in the chart. For column or bar charts, specify only one foreground color. Click the + icon below the array to add a row. For pie charts, order is significant: the first color listed is used for the top category (largest slice), and so on. Identify a foreground color. Click the icon to the right of the field to access a color picker dialog box. |
| Conditional Foreground Color | Optional. For bar, column, and pie charts, you can associate a color with each
category value. This assures color consistency from run to run of the report, in
that a category value that is green on January 1 appears as green again when the
summary view rule is rerun on January 20. Leave the Foreground Color array blank if you complete this array. |
| Identify a category for the pie chart. | |
| () | Select a comparator. |
| Enter a value of that category. | |
| Identify a foreground color for the slice that represents the value. Click Color to access a color picker dialog box. | |
| Gauge Color Settings | |
| Major Tick | Specify a color for the major tick marks. |
| Minor Tick | Specify a color for the minor tick marks. |
| Border | Specify a color for the border. |
| Cover | Specify a color for the gauge cover. |
| Cover Border | Specify a color for the border of the gauge cover. |
| Needle | Specify a color for the needle. |
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