Auto Series Chart

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In this article we cover the process of setting up a chart with an Auto Created Series. An auto-generated series will automatically create data series based on the results of the selected field. You don’t have to set up each series yourself, making it quicker and easier to work with large or changing data.

If you’d like to practice the steps using a provided demo view, you can download and open the view with saved data here. The saved data matches the article’s steps exactly, allowing you to follow along seamlessly.

Setting Up Auto Series Chart

Below are the steps to setting up an Auto Series through the Chart Designer. This can be done in Finished Reports or Charting.

1. Click on Charting under the Graphical section of VDM (If using Finished Reports add the chart to your report then follow from step 3)

2. Click on the Chart Designer.

3. Click on the Data tab. (Make sure that you are selected on the Chart. By default, chart is selected.)

4. Define your chart data by dragging the fields into the values below.

     - First select the field for Series. (This example uses EmployeeID)

     - Second, select the field for Argument. (This example uses OrderDate)

     - Third, select the field for Value. (This example uses Freight)

7. Click Okay and preview the Chart.