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To Chart

This dialog appears when you right-click a crosstab and then select To Chart on the shortcut menu or click Menu > Edit > To Chart. It allows you to specify settings for converting a crosstab into a chart excluding the organization chart and varies with different chart types: common chart types, organization chart, heat map.

OK

Applies the settings and closes the dialog.

Cancel

Cancels the settings and closes the dialog.

Help button

Displays the help document about this feature.

Close button

Ignores the setting and closes this dialog.

For common chart types

To Chart dialog - Common

Title

Specifies a title for the chart.

Font button

Specifies the font properties of the chart title.

Resources

Displays all the view elements used in the crosstab.

Sort button

Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

Search button

Launches the quick search toolbar to search for view elements. For the usage of the toolbar click here.

Add Item button

Adds the selected group or aggregation object to be displayed in the chart.

Category box

The actual name of the box varies with different chart types, for example, it is X-Axis for a clustered bar chart. The box lists the group object Group Object that will be displayed on the category axis of the chart.

Series box

The actual name of the box varies with different chart types, for example, it is Clustering for a clustered bar chart. The box lists the group object Group Object that will be displayed on the series axis of the chart.

Value box

The actual name of the box varies with different chart types, for example, it is Bar Length for a clustered bar chart. The box specifies the types for chart and sets the values for the Primary Axis or Secondary Axis separately.

Secondary Axis

Specifies whether to show the secondary axis in the chart.

Top N button

Opens the Category Options dialog or Series Options dialog to define the sort order of the category or series values and specify the number of the category or series values that will be displayed in the chart.

Add Combo Chart

Adds a combo chart to the Primary Axis or Secondary Axis.

Move Up button

Moves the selected view element one level up.

Move Down button

Moves the selected view element one level down.

Add button

Adds a new pair of Y Axis and Radius for the bubble chart.

Delete button

Removes the selected view element.

For organization chart

To Chart dialog - Organization

Chart Title

Specifies the title of the chart. The title is a special label bound with the chart. Though it can be positioned freely in a report, once you remove the chart from the report, the title will be removed too.

Font button

Specifies the font properties of the chart title.

Resources

Displays the resources that can be added to the chart.

Sort button

Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

Search button

Launches the quick search toolbar to search for view elements. For the usage of the toolbar click here.

Value box

Properties

The Properties box presents a node model of the org chart. Data fields, labels and images can be inserted into the node as the information about the entity in the org chart, by using Add Item button. By default all added objects are placed at the left top of the node, you need to adjust their positions and sizes in the node. You can also resize the node if required.

To remove an object from the node, select it and then click Remove Item button.

For heat map

To Chart dialog - Heat Map

Title

Specifies the title of the chart. The title is a special label bound with the chart. Though it can be positioned freely in a report, once you remove the chart from the report, the title will be removed too.

Font button

Specifies the font properties of the chart title.

Resources

Displays the resources that can be added to the chart.

Sort button

Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

Search button

Launches the quick search toolbar to search for view elements. For the usage of the toolbar click here.

Add Item button

Adds the selected field into the Area or Property box.

Remove Item button

Removes the selected field from the Area or Property box.

Chart type drop-down list

Displays Heat Map as the selected chart type.

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 summary fields used as size-by/color-by or displayed in the innermost rectangle.

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