Group-Level Charting in Finished Reports – BridgeWorks Help Center

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Article Goal

Show how to configure charts in Finished Reports so they display group-specific data by applying filters at the series level.

What / Why – Group-Level Charting

What: Group-level charting filters a chart’s data so each group instance displays only the data relevant to that group (for example, per EmployeeID).

Why: Without group-level filters, charts will display the full dataset for every group, which can be misleading. Proper filtering ensures each chart accurately reflects the grouped data it represents.

Configuration Note

Item	Details
Chart placement	The chart must be placed inside the appropriate Group Band.
Filtering method	Filters are applied at the Series level using parameters.
Parameters	Group-level filtering relies on control parameters passed into the chart.

Use Case

Scenario	Description
Grouped reporting	Display charts per employee, customer, or category within grouped reports.
Accurate visuals	Ensure charts only reflect the data associated with the current group.
Data analysis	Improve clarity when comparing grouped results visually.

Overview Example (Before Filtering)

Below is an example of a chart before applying group-level filters.
The report is grouped on EmployeeID, but the chart currently displays the entire dataset for every employee.

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Steps to Set Up Group-Level Charting

Step 1: Place the Chart in the Group Band

Place the chart inside the desired Group Level band.
Click OK when the chart designer opens.

Step 2: Open Chart Tasks

Select the chart and click the Chart Tasks button.

Step 3: Enter the Parameters Collection

Navigate to the Parameters collection in the chart designer.

Step 4: Add a Group Parameter

Click Add, set the Binding to the field used for grouping (EmployeeID in this example), then click OK.

Step 5: Run the Chart Designer

Select the chart again, click Chart Tasks, and choose Run Designer.

Step 6: Add a Chart Series

Click the + icon next to Series (0) and select the chart type.
(This example uses a Bar chart.)

Step 7: Configure the Data Tab

Select the Data tab.

Step 8: Select Chart Fields

Choose the fields to be used for the chart’s data.

Step 9: Open the Properties Tab

Switch to the Properties tab.

Step 10: Expand Date-Time Summary Options

Expand the Date-Time Summary Options section.

Step 11: Set the Summary Function

Choose the desired Summary Function.
(This example uses Count.)

Step 12: Add a Filter Condition

Add a new condition to the Filter String.

Step 13: Set the Filter Field

Set the first filter value to the grouping field.
(This example uses EmployeeID.)

Step 14: Bind the Filter to the Parameter

Change the second filter value to a parameter by clicking the pencil icon twice until it displays ?controlParameter1, then click OK.

Step 15: Verify Filter String Setup

Confirm the filter string is configured correctly.

Step 16: Set the Measure Unit

Set the chart’s Measure Unit.
(This example uses Years.)

Step 17: Configure the Primary Axis

Select Primary Axis X, expand Date Time Scale Options, and set the Measure Unit.
(This example uses Year.)

Step 18: Preview the Report

Preview the Finished Report to validate the results.

Resulting Output (After Filtering)

Below is the chart output after applying the EmployeeID filter.
Each group now displays only its relevant data, and the chart output differs for each EmployeeID.

Article Summary

This article walks through configuring group-level charting in Finished Reports by using parameters and series-level filters. By binding chart data to the report’s grouping field, each chart instance displays only the data relevant to its group. This approach ensures accurate visualizations and prevents charts from showing duplicated or misleading data across grouped sections.