Report Charts and Maps
Add charts to a report in the Additional Display Formats section in edit mode.
Optionally, embed a report's charts in a profile using the Report Part block.
Notes
- These do not print or export. Take a screenshot to put it in a document.
- Some of the configuration options shown below are not currently available. For example, Share Area Under Line in Line Charts.
- Columns that are Sectioned cannot be used in charts.
- Charts generally follow the sort order of the data table.
Example stacked bar chart:
Case Count Column
Each chart type requires a way to count records, so report writers need to include a field in the report to act as a numerical hook for the chart.
Your site might already have such a field in your Report Library that you can add to a report with the Add Column link.
If you need to add a count column, use Advanced Add Columns, Method 2, to add a "New Literal Number" column to the report. If you are counting cases, add the new column from the Case Data fields list:
Then edit that column after it appears on your report. Optionally change the Heading. Put the number 1 in the Expression box:
Now your report will show a "1" in that column on every row.
Date Columns
Charts display dates based on the configuration of the date column in the report. This example shows a bar chart tracking cases closed over a 3 month period by the full mm/dd/yyyy date:
To create a chart that tracks cases closed by month, open the column configuration for the Date Closed field and select "Year and Month Only" from the Format dropdown.
The resulting bar chart counts cases on a monthly basis rather than a daily basis:
Resizing a Chart
With the exception of maps, you can resize a chart by clicking on the triangle in the lower right corner of the chart and dragging it to the desired size.
Pie Charts
Add a pie chart by clicking on "Pie" in the Additional Display Formats menu.
Click the pencil icon to open the chart's configuration options.
Select the Case Count column from the Size of Pie Wedge dropdown.
In the Label of Pie Wedge dropdown, select the column you want to represent in the pie chart.
In this example, the chart represents the distribution of values from the Legal Problem Code Category column.
To view the percentage of a particular value, hover over the pie wedge as shown here.
Clicking on a pie wedge will highlight the wedge by separating slightly from the rest of the pie.
Bar Charts
Add a bar chart by clicking on "Bar" in the Additional Display Formats menu.
Click the pencil icon to open the chart's configuration options.
Select the Case Count column from the Height dropdown.
In the Bar Label dropdown, select the column you want to represent with the bar chart.
These settings will produce a simple vertical bar chart of open cases by assigned office, as shown here:
Select a column from the Bar Grouping dropdown to produce a bar chart that subdivides the bars. In the example, the Assigned Office values will be subdivided by the LPC Category values:
. . . which produces the following chart:
By enabling the Stack Grouped Bars? setting, the subdivided bars will be grouped vertically, as shown here:
Checking the Horizontal Bars? box will change the layout of the chart as shown:
For a more focused comparison of the groups, you can click on the names of groups in the legend to remove them from the chart, as illustrated in this example:
Line Charts
Add a line chart by clicking on "Line" in the Additional Display Formats menu.
Click the pencil icon to open the chart's configuration options.
Select the column you want to track from the X Value dropdown, which defines the horizontal axis of the chart.
Select the Case Count column from the Y Value dropdown, which defines the vertical axis of the chart.
In the example, the chart tracks the number of cases opened over the course of several years.
Enabling the Shade area under line? setting changes the appearance of the chart as shown here:
You can zoom in on a section of the line chart by clicking in the chart and selecting an area . . .
. . . which produces a more detailed view of the zoomed area.
Select Smooth Line? to add curves to the line rather than sharp angles.
By selecting a column from the Y Line Grouping dropdown, you can create a chart with different lines for each value in the category.
This setting produces a chart that looks like this:
For a more focused comparison of the values in the groups, you can click on the names of groups in the legend to remove them from the chart, as illustrated in this example:
Use stock chart view? gives you the ability to create slices of the chart dynamically and move them horizontally.
To set the zoom area, click and drag the sliders on the left and right of the timeline or manually enter the start and stop dates.
To move the zoom area, click and drag the scroll bar at the bottom of the timeline.
Area Maps (deprecated)
We're removing Area Map as an Additional Display Format in reports. If you've tried using it, you know that it often just doesn't work, and is slow if it does. Export the data to CSV or Excel and import it into a mapping program, or pull it into such a program via the Reports API.