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Adding Visualizations to a Report
Adding Visualizations to a Report

This article helps you understand how to add visualizations to a report.

Updated over a week ago

This guide is designed to walk users through adding a visualization to the example report. For this example, we'll create a chart visualization, keeping in mind that GeoCharts, Google Maps and gauges are other possible visualization types. More info on GeoCharts, Google Maps, and gauges can be found in their respective articles.

Click on the below links for details:

Adding the Chart

First, select a cell in in the Report Footer and click the Visualization icon in the toolbar.

Or, right-click a cell in the Report Footer, hover over Insert and click Chart.

Note: Charts rely on aggregating data and are therefore best placed in a group or report footer.

The Chart Wizard

The chart wizard will step you through building the visualization.

Type Tab

The Chart Wizard opens on the Type tab, where you may select the type of chart to create. The charts are broken up into five groups: Line; Bar and Column; Pie and Other Single-Series; Scatter and Bubble; and Combination.

Line charts show trends in one or multiple data sets over time. These can be single- or multi-series.

Bar and Column charts compare values, aggregate values, and percentages to each other. They can be either single-series or multi-series.

Pie and Other Single-Series display the parts of a whole in percentage point terms and only display one series at a time.

Scatter and Bubble Scatter and Bubble charts show the relationship between distinct data points in one or more series.

Combination charts are just that β€” a combination of more than one type of chart. For example, a line and bar chart.

For this report, the desire is to show a chart that allows direct visual comparison of total revenue generated by each product. This is best accomplished with a Bar or Column chart.

Data Tab

The Data Tab is where data is refined for the selected chart and where the interaction of the data is determined. A data value and a data label for the chart must be set before proceeding.

Using the dropdown menus set the X-Axis Labels to Products.ProductName and set the Series Values to the formula for product revenue, =[B5]*[C5]. For the Other Options, set the Sort data by dropdown boxes to Data Values and Ascending to sort in ascending order for quick comparison.

Appearance Tab
In this tab, we can customize the chart's appearance by applying a theme, labels, number formatting, benchmark lines, and other features.
Note: The Values in the Appearance Tab are optional.

Size and Preview Tab
After the chart has been formatted, either click the Finish button to dismiss the chart wizard or move on to the Size and Preview Tab. The preview displays dummy data formatted according to the user's specifications and gives users the option to resize the chart.

Reading the Chart

Click Finish and execute the report to HTML. Below is the visualization we've just constructed:

After execution, it is clear that Tarte au Sucre has generated the most revenue and that Chocolade has generated the least.

Interactive Report Viewer

In the Report Viewer users are able to make adjustments to the chart without having to re-execute the report. Right clicking on the chart will bring up a series of menus

These menus include:

Type - This allows users to change the chart type within the HTML viewer

Theme - This allows users to change the theme of the chart within the HTML viewer

Legend Location - This allows users to add, remove, or change the location of a chart legend.

Sort By - This allows users to adjust chart sorts within the HTML viewer.

Next Article: Dashboard Viewer

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