Charting and Graphing

Tony Coffman -

Charting and Graphing

Standard Charting

Standard Charting and graphing allows you to quickly take the Group and Sum information and create a simple graphical representation of the data.


To add a chart to your View, click on the Graph and Chart tab and enter the Chart Title, Graph Type, Show Value As, Select X Axis, Select Y Axis and select one or more of the chart options.

  • Chart Title
    • The name you wish to display on the Chart
  • Graph Type, choose one of the following:
    • Area
    • Bar
    • Bubble
    • Column
    • Cylinder
    • Dial Gauge
    • Doughnut
    • Funnel
    • Line
    • Multi-year Line
    • Multi-year Column
    • Pie
    • Point
    • Pyramid
    • Radar
    • Spline
  • Show Value As
    • Currency
    • Numeric
    • Percentage
  • Date Options
    • When grouping by a Date the data returned will be by each individual date. Date Options allow you to view the data by Month or Year, rather than an individual date.
  • Select X Axis
    • The data element that you are Grouping By
  • Select Y Axis
    • The Summary information within your view
  • Sort by Y
    • Orders the chart by the Y Axis data in Ascending Order
  • Animate
    • Animates 3D graphs
  • Labels
    • Places a formatted labels on each data point
  • 3D
    • Display the chart in 3D, by default Graph are displayed in 2D
  • Date/Time
    • Adds a date and time stamp to your chart title
  • Show Legend
    • Adds a legend when showing multiple charts together
  • Bollinger Bands
  • Show Trend
    • Displays a Trend Line to better see if the selected data is trending up or down
  • Show Average
    • Displays an Average Line representing the numeric average of the data being displayed on the Graph

To view the Graph, click on the Graph tab under Details and Summary on the bottom section of the form.   In the example below we selected a Multi-Year chart, displaying the values as a currency where we can see historical transactions year over year.

In the example below we selected a cylinder chart, displaying the values as a Number. We can see the total number of transaction by day, month to date.


Advanced Charting

Advanced Charting is a feature rich, wizard based charting control for creating more complex charts.

Step 1: Select your Chart Type


Step 2: Define the Appearance by selecting a color Palette:


Step 3: Define your Series and Series Options. A series represents a subset of your overall chart.

Step 4: Bind each Series to data within your View using either the Detail or Summary Data Sets:

After Step 4 there is enough information for the wizard to produce your Chart. Click on Finish to see the results.

Further refinement of your Advanced Chart is available in the Presentation section of the Advanced Charting Wizard.

Example of an Advanced Chart:

Have more questions? Submit a request


Powered by Zendesk