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Auto Series Chart

Garrick Guillory
Updated

Auto Series Chart creates chart series automatically from the values in a selected field. This allows you to compare groups without adding each series individually.

This example uses EmployeeID to create the series, OrderDate for the chart’s arguments, and Freight for its values.

If you’d like to practice the steps using a provided demo view, you can download and open the view with saved data here.

Before You Begin

  1. Open the VDM View containing the data you want to chart.
  2. Click Run View to populate the data.
  3. Confirm that the fields you want to use are included in the results.

Important: Open and run the View before configuring the chart so its data is available.

Step 1: Open the Chart Designer

  1. Under Visualize in the left navigation, select Charting.
  2. Click Chart Designer in the upper-right corner.

If the View does not already contain a chart, the designer opens without any visible series.

Step 2: Select the Chart Data

  1. Select Chart at the top of the left panel.
  2. Select the Data tab on the right.
  3. Expand Details to display the available fields for this example.

The lower part of the Data tab contains the Series, Argument, Value, Color, and ToolTip Hint areas.

Select Chart, then open the Data tab to configure automatically created series.

Step 3: Assign the Series, Argument, and Value

Drag the fields from the field list into the following areas:

Area Example field Purpose
Series EmployeeID Creates a separate series for each employee ID represented in the data.
Argument OrderDate Places order dates along the chart’s horizontal axis.
Value Freight Supplies the numeric values plotted in the chart.

For this example:

  1. Drag EmployeeID to Series.
  2. Drag OrderDate to Argument.
  3. Drag Freight to Value.

Leave Color and ToolTip Hint unassigned for this example.

An Auto-created Series item appears under Series in the left panel. You do not need to add a separate series manually for each employee.

EmployeeID, OrderDate, and Freight assigned to Series, Argument, and Value.

Note: The Chart Designer may display sample values and generic series names in its preview. Click OK to review the chart using the View’s results.

Step 4: Review the Completed Chart

  1. Click OK to close the Chart Designer.
  2. Review the chart in the Charting workspace.
  3. Confirm that the expected series, dates, and values are displayed.

In this example, the legend identifies the employee IDs, the horizontal axis displays order dates, and the bars represent freight values.

The completed chart displaying automatically created series from the View’s results.

If the chart does not show the expected information, reopen Chart Designer, select Chart, and review the assignments on the Data tab.

Step 5: Save the View

Click Save to save the chart configuration with the VDM View.

Additional Chart Settings

Use the Chart Designer to adjust chart types, titles, axes, legends, and appearance. For these settings, see Using Charting in VDM below.

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