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Configuring Bar Charts for Build Your Own Reports

When you add a vertical or horizontal bar chart to a report, you can configure additional options.

Before You Begin

  • To build and deploy reports, your CommCell user account requires a role with the Add Report permission and an association with the CommCell entity.

For more information on users, permissions, and associations, see User Administration and Security - Overview.

Procedure

  1. On the Web Console for the Private Metrics Reporting Server, click Reports.

    The Worldwide Dashboard appears.

  2. To open a report where you have already added a data set, at the top of the page, click Worldwide Reports > Report Manager , and on the Reports tab, next to the Report Name under Actions, click Edit.
  3. Optional: If your report has multiple pages, click the tab for the page that you want to edit.
  4. From the Visualization tab, drag Vertical Bar or Horizontal Bar to the Drop components to build the report box.
  5. From the Data Sets list, drag an alphabetic-type field name to the Drop X-Axis box.

    By default, the Y-Axis will show a count of the field that you selected for the X-Axis.

  6. If you want to graph something other than default, delete the Y-Axis selection, and from the Data Sets list, drag another field name to the Drop Y-Axis box.

    A drop-down list appears under Drop Y-Axis.

  7. Select an option for the type of aggregate information that you want to display in the chart.

    Options vary based on the type of field that you select.

  8. You can drop multiple field names into the Drop Y-Axis box to plot multiple bars in the chart.

  9. Select the chart, on the Properties tab, click General , and configure any of the chart settings.

    The following table lists the properties you can change:

    Goal Perform action under General
    Enter a label for the chart In the Chart Title box, type a name for the chart.
    Customize the label for the Y-Axis In the Y-Axis Title box, type a name.
    Customize the label for the X-Axis In the X-Axis Title box, type a name.
    Change the type of chart displayed In the Chart Type list, selection another type of chart such as Horizontal Bar or Pie Chart.
    Display multiple Y-Axis bars side-by-side instead of stacked. Set Grouped to On. This option appears only if you added multiple Y-Axis values.
    Hide gridlines Set Show Gridlines to Off.
    Sort the chart data in ascending order Set Toggle Chart to On.
    Display the value associated with each bar Set Show Data Labels to On. If there are too many data points to display, then the labels will be automatically sampled.
    Show the legend Set Show Legend to On.
    Configure the placement of the legend in the chart In the Legend Position list, select Top, Bottom, Left, or Right.
    Configure the maximum number of characters in legend labels In the Max Legend Label Length box, type a number.
    Customize the legend labels  
  10. On the Properties tab, click Fields , and configure any of the chart settings:
    • Configure default sorting for the chart under Sorting.

      The following table lists the properties you can change:

      Goal Perform action under Sorting
      Sort by the X-Axis values In the Sort By list, select X-Axis.
      Sort by the Y-Axis values In the Sort By list, select Y-Axis.
      Sort in ascending order In the Sort Order list, select Asc for ascending.
    • Configure the chart settings under Measure.

      The following table lists the properties you can change:

      Goal Perform action under Measure
      Automatically convert display sizes for labels. Select Auto convert values.

      For example, 10,000 KB is converted to 10 MB.

      Specify the type of numeric value to display in the bars. Expand the aggregate box, and In the Aggregate list, select one of the available options, such as Distinct or Avg.
    • Configure the chart settings under Dimension.

      The following table lists some of the properties you can change:

      Goal Perform action under Dimension
      Display x-axis labels at a slanted angle Select Slant X-Axis labels and in the box, type a value for the degree of the angle. If there are over five labels, then labels will be automatically slanted.
      Specify the maximum number of values that appear in the chart Next to Max Points, type a number.
      Include all data points in the chart Select All Points.
    • To configure settings in Formatter under Measure or Dimension, see Formatting Data in Components for Build Your Own Reports.
    • Configure the chart settings under Custom Colors:
      1. Click Customize Series Colors .

        A list box and color box appear.

      2. Select a value from the list, or type a value, if not available in the list, and then click on the box next to it.
      3. In the Color dialog box, select a color, and then click OK.
      4. Repeat these steps to specify a color for any value.
      5. You can click the Default Color box, select a color from the Color dialog box, and then click OK.

        Any bar that is not configured with a custom color displays the color configured in the Default Color box.

  11. To configure settings under Custom Group, see Configuring Custom Groups in Charts.
  12. To configure settings under Custom Code , see Configuring Custom Code and Custom Styles for Reports.
  13. Click Close to close the Properties dialog box.
  14. To save this version of your report specification in the Reports Manager, at the top of the Report Builder page, click Save.
  15. To make the report available to end users on the Reports page, at the top of the page, click Deploy.

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