Setting Levels

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When you add a field or dimension to a column or row, a multi-level slider located at the top of the Filters pane allows you to set the level of aggregation to use for viewing the data. The number of fields or dimensions in the row or column determines the number of levels on the slider; measures are not reflected in the slider.

The following figure shows the effect of the slider on a chart with one level of aggregation for both rows and columns.

Report Effect of the Slider on a Chart.png

Figure: Effect of the Slider on a Chart

Changing Date Grouping

If your chart includes data based on a date field, you can change the level of aggregation for the time data. To select the unit of time to chart:

Right-click on the date field in the Layout Band and select Change Grouping. Then select the time period you want form the cascading sub-menu.

The view updates to reflect the new date grouping.

Changing the Summary Function of a Measure

You can get a new view of your data by changing the summary function of a measure, for example, from sum to average. To select a new summary function for a measure:

Right-click on the measure in the Layout Band and select Change Summary Function. Then select the function you want form the cascading sub-menu.

The view updates to reflect the new summary function.

Pivoting a Chart

You are able to pivot a chart in two ways:

Pivot the entire chart by clicking ( Report Pivot Chart Icon.png ). The row and column groups switch places; slider levels are maintained. The following figure shows the effect of pivoting a basic column chart.

Report Effect of Pivoting a Chart.png

Figure: Effect of Pivoting a Chart

Pivot a single group:

To pivot a single row group, right-click it and select Switch to Column Group. You can also move any field or dimension by dragging. You cannot drag a measure to a different group.
To pivot a single column group, right-click it and select Switch to Row Group. You can also move any field or dimension by dragging. You cannot drag a measure to a different group.

Selecting a Chart Type

There are a number of chart types to choose from to best represent your information, including:

Column: compares values displayed as columns
Bar: compares values displayed as bars
Line: compares values displayed as points connected by lines
Area: compares values displayed as shaded areas
Pie: compares values displayed as slices of a circular graph

By default, the Reports Editor creates a column chart. However, you may select a different chart at any time.

Selecting a New Chart

In the Reports View panel, click the icon to show the Canvas Options menu.

Reports Chart Drop-Down Menu.png

Figure: Chart Drop-Down Menu

Select Chart Types from the drop-down menu.

Reports Select Chart Type Screen.png

Figure: Select Chart Type Screen

Click the type of chart you want to apply to your report. The selected chart type is outlined in blue.
Leave the Selected Chart Type window open to rapidly switch between chart types, or click the icon at the top right of the window to close it.

Interacting with Charts

Once you have chosen rows and columns and selected the type of chart you want, you can further explore your data using interactive features such as brushing an area of the chart to zoom in or clicking on a legend to hide the members of a group.

Zooming

Zooming allows you to view a smaller area of the chart more closely. Zooming can also be helpful when the labels at the bottom of a chart are difficult to read, because only the labels corresponding to the selected area are displayed.