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Chart Wizard (Business View Based)

The wizard differs for a normal chart and a KPI chart.

For normal chart

The wizard appears when you do one of the following:

The wizard helps you create a chart in a library component or page report, or modify an existing chart, and consists of the following screens:

Back

Goes back to the previous screen.

Next

Goes to the next screen.

Finish

Finishes creating or modifying the chart and closes this wizard.

Cancel

Does not retain changes and closes this wizard.

Help

Displays the help document about this feature.

Data

Specifies the business view for the chart.

Chart Wizard based on business view - Data screen

Resources

Lists all the business views in the current catalog. Specify the one you want to use.

Type

Specifies the type of the chart. You can refer to the section Chart Types which describes each of the chart type in detail. Only the 2-D chart types are supported.

Chart Wizard based on business view - Type screen

Single chart

Specifies to create a single chart.

Combo chart

Specifies to make more than one type use the primary or secondary axis. The types should be featured as combination charts. Two types of data markers are used to represent different data values.

Display

The Display screen differs with chart types: common chart types, organization chart, or heat map.

For common chart types

Specifies the data displayed on the chart.

Chart Wizard based on business view - Display screen for common chart types

Title

Specifies the title of the chart.

Resources

Lists all the available data resources in the selected business view. You can also create dynamic formulas and aggregations to use in the chart in a web report or library component.

Add button

Adds the selected fields to be displayed in the chart.

Remove button

Removes the selected fields from the chart if they are not required.

Category/Series

The box lists the field you want to display on the category/series axis of the chart.

For a real time chart, if no category field is specified, Use System Refresh Time will be automatically displayed in the Category box, namely, the time at which the chart refreshes itself will be used as the category value; the series axis will be disabled.

Show Values

Lists the values you want to show in the chart. For a real time chart, the values you add must be of Numeric type and cannot be summary fields.

Motion Bar for Playable Chart

Lists the field you want to use as the motion field. A motion field can only be of Integer, Date or Time data type. Available to single bar, bench and bubble charts in web reports and library components only.

Real Time

Specifies to run the chart in real time mode, which means it will be updated automatically by using real time data after it is published to JReport Server. Available to single bar, bench, line, and area charts in web reports and library components only.

For organization chart

Specifies the data displayed on the chart.

Chart Wizard based on business view - Display screen for organization chart

Node

Specify a field from the drop-down list which identifies the entity.

Parent

Specify a field from the drop-down list which shows the "reporting to" relationship among the entity members, that is, which child field member reports to or belongs to which child field member.

Resources

Lists all the available resources that can be added to the organization chart. You can also create dynamic formulas and aggregations to use in the chart in a web report or library component.

Properties

The Properties box presents a node model of the organization chart. Data fields, labels and images can be inserted into the node as the information about the entity in the organization chart.

For heat map

Specifies the data displayed on the chart.

Chart Wizard based on business view - Display screen for heat map

Resources

Lists all the available data resources in the selected business view. You can also create dynamic formulas and aggregations to use in the chart in a web report or library component.

Area

Lists the fields used to group the data to different areas. There should be at least one group. When there are multiple groups, their levels are defined by their positions from top down. The group at the top is of the highest level and the bottom the lowest.

Property

Lists the summaries used to do size-by/color-by or displayed in the innermost rectangle.

Filter

Specifies to filter the data used in the chart. This screen is available only when you create a chart.

Chart Wizard based on business view - Filter screen

The options in the screen are the same as those in the Edit Filter dialog.

Layout

The Layout screen differs with chart type: common chart types, organization chart, or heat map.

For common chart types

Specifies the layout of the chart elements.

Chart Wizard based on business view - Layout screen for common chart types

Data

Notes:

Title

Axis

Wall

Gridlines

Legend

Export

For organization chart

Specifies the layout of the chart elements.

Chart Wizard based on business view - Layout screen for organization chart

Type

Specifies the layout mode of the organization chart.

Title

Export

For heat map

Specifies the layout of the chart elements.

Chart Wizard based on business view - Layout screen for heat map

Title

Legend

Style

Specifies the style of the chart.

Chart Wizard based on business view - Style screen

Style

Specifies the style of the chart.

Preview

Displays a diagram illustrating the effect of the selected style on the chart.

Inherit Style

Specifies whether to make the chart take the style of its parent. This options is available only when the chart is inserted in a banded object in a page report.

Page Setup

Opens the Page Setup dialog to specify page properties. Available only when creating a chart in a page report.

For KPI chart

The wizard appears when you right-click a KPI chart in a KPI component in a web report or library component and select Chart Wizard from the shortcut menu. It helps you to modify a KPI chart and consists of the following screens:

Back

Goes back to the previous screen.

Next

Goes to the next screen.

Finish

Applies the changes to the KPI chart and closes the wizard.

Cancel

Does not retain changes and closes the wizard.

Help

Displays the help document about this feature.

Data

Shows the business view used by the KPI chart.

Chart Wizard for KPI chart - Data screen

Type

Specifies the type of the chart. The following 2-D chart types are supported in KPI charts: Bar, Bench, Line, Area, Pie, and Bullet. You can refer to the section Chart Types for the corresponding chart types in detail.

Chart Wizard for KPI chart- Type screen

Single chart

Specifies to create a single chart.

Combo chart

Specifies to make more than one type use the primary or secondary axis. The types should be featured as combination charts. Two types of data markers are used to represent different data values.

Display

Specifies the data displayed on the chart.

Chart Wizard for KPI chart- Display screen

Title

Specifies the title of the chart.

Resources

Lists all the available data resources in the bound business view. You can also create dynamic formulas and aggregations to use in the chart.

Add button

Adds the selected fields to be displayed in the chart.

Remove button

Removes the selected fields from the chart if they are not required.

Replace button

Replaces the added field on the right with the selected field in the Resources box.

Category/Series

The box lists the field you want to display on the category/series axis of the chart.

For a real time chart, if no category field is specified, Use System Refresh Time will be automatically displayed in the Category box, namely, the time at which the chart refreshes itself will be used as the category value; the series axis will be disabled.

Show Values

Lists the values you want to show in the chart. For a real time chart, the values you add must be of Numeric type and cannot be summary fields.

Motion Bar for Playable Chart

Lists the field you want to use as the motion field. A motion field can only be of Integer, Date or Time data type. Available to single bar and bench charts in KPI charts only.

Real Time

Specifies to run the chart in real time mode, which means it will be updated automatically by using real time data after it is published to JReport Server. Available to single bar, bench, line, and area charts in web reports and library components only.

Layout

Specifies the layout of the chart elements.

Chart Wizard for KPI chart- Layout screen

Data

Notes:

Title

Wall

Export

Style

Specifies the style of the chart.

Chart Wizard for KPI chart - Style screen

Style

Specifies the style of the chart.

Preview

Displays a diagram illustrating the effect of the selected style on the chart.

Inherit Style

Specifies whether to make the chart take the style of the parent KPI component.

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