Chart

Opens a sub-menu allowing you to create a chart based on the data listed in your report.

Note: The Scatter option is only available if the column you first select (that is, whose data you will use as the Y axis) lists numeric data.

To create a chart based on the data listed in your report:

1. At the heading of the column whose data you want to use as the Y axis for your chart, click the down arrow icon to open the HTML Active column feature menu.
2. From the Chart sub-menu, highlight the option for the type of chart you want (Pie, Line, Bar, or Scatter), and then from the Group By (X) pop-up menu, click the column name whose data you want to use as the X axis for your chart.

   

   A box opens displaying your chart. Here is an example of a pie chart:

   

   You can click the icons in the chart toolbar to perform various functions.

   The chart toolbar, located as in the image below, enables you to perform various functions.

   

   The toolbar provides these icons:

   (data menu)

   Opens a menu providing these options:

   • New: Click this to create a new instance of your chart that you can edit while leaving the original untouched.
   • Group By (X): Select this to open a sub-menu where you can select other data groupings to add to your X axis or remove them.

     

   • Add (Y): Select this to open a sub-menu where you can select other data groupings to add to your Y axis or remove them.

     

   • Top: Select this to open a sub-menu where you can click an option to display just the top 3, 5, or 10 records in the chart, or clear a previous top selection.

     

   • Restore Original: Click this to restore the original chart, removing any edits you made.

   Bar

   Click this to render the chart as a bar chart.

   

   Pie

   Click this to render the chart as a pie chart.

   

   Line

   Click this to render the chart as a line chart.

   

   Scatter

   Click this to render the chart as a scatter chart.

   

   Rollup

   Click this to render the chart as rollup information.

   

   Original Chart

   Click this to restore the original chart, removing any edits you made.

   (lock)

   Click this to set the current chart as the original chart, which you can then return to later after making edits by clicking the Original Chart icon .

   (recalculate Y axis)

   Opens a menu allowing you to select one of these options to refresh the chart with a recalculated Y axis:

   • Sum: Refreshes the chart to display the Y axis as sum values (this is the default).
   • Avg: Refreshes the chart to display the Y axis as average values.
   • Min: Refreshes the chart to display the Y axis as minimum values.
   • Max: Refreshes the chart to display the Y axis as maximum values.
   • Count: Refreshes the chart to display the Y axis as count values.
   • Distinct: Refreshes the chart to display the Y axis as distinct values. A distinct value is one that is unique or is the first occurrence of a duplicate value.