Inserting a chart

To insert a chart into a report, follow the steps below:

1. Position the mouse pointer at the destination where you want to insert the chart. A chart can be inserted in the report areas listed in Component placement.
2. Do one of the following to open the Create Chart wizard:
   • Click Insert > Chart on the menu bar.
   • Click the Insert Chart button on the Insert toolbar.
   • Drag Chart from the Toolbox panel to the destination.
3. In the Data screen of the wizard, define or select the dataset on which the chart will be created.
   • New
     If checked, the chart will be built on a new dataset created from the catalog resources.
   • Existing
     If checked, specify the dataset in the current report set from which the chart will be created.
   • Current
     If checked, the chart will be built on the dataset which is used by its parent.
4. In the Type screen, specify the type of the chart.
   • To create a single chart, check the Single Chart radio button, and then select the required type from the Chart Type box and its subtype accordingly.
   • To create a combo chart, check the Combo Chart radio button. You can see that the Chart Type Groups box lists the two value axes: the primary axis (Y1) and the secondary axis (Y2), and an <Add Combo Type> item is displayed for each axis. A default chart subtype has been added to the primary axis. To add an additional subtype to an axis, click the corresponding <Add Combo Type>, and you will find that a subtype has been added. To change any subtype listed in the box, select it, then choose your required chart type from the Chart Type box, and click the thumbnail for the subtype you want in the Sub Type box. To delete a subtype, select it and click .
5. In the Display screen, add the required fields from the Resources panel to be displayed on the category axis, series axis and value axis of the chart, and define the sort order , special function and Select N condition of the fields if required.
   

   Notes:

   • If you specify to create a pie chart, you can add several fields to its value axis as long as the fields are of Numeric type. However, you can add formulas and DBFields to the axis at the same time, but when a summary has been added to the axis, no other DBFields or formulas can be added.
   • If you have defined a subtype of the Stock type, you should add fields for the subtype in the order indicated by the subtype name, e.g., if you define the Open-High-Low-Close 2-D subtype, then you should add four fields to the Show Values box for this subtype, and arrange them to the order of Open-High-Low-Close by clicking the buttons and .
6. To apply some filters to the chart so as to reduce the data displayed in the chart, go to the Filter screen and define the filter conditions as required.

   To define a filter condition, click the Add Condition button to add a condition line, then from the field drop-down list, select the field on which the filter will be based, set the operator with which to compose the filter expression from the operator drop-down list, and in the value combo box, type the value of how to filter the field or select the value from the drop-down list.

7. In the Layout screen, with the Data category selected in the Options list box, you can specify the category/series start and end offset, whether or not to reverse the category/series field value sequence, and whether or not to swap groups. Besides, you can set whether or not to show the titles, axes, walls, gridlines, and legend. If yes, set the titles for the chart, the category axis and the value axis according to your requirements. If you choose not to display a certain axis, the labels and tick marks along the axis will be hidden as well.
8. In the Style screen, select a style for the chart.

   If you have specified to insert the chart into a table or a banded object, by default the chart will inherit its parent's style. If you want to apply another style to the chart, uncheck the Inherit Style option and then select the required style from the Style box. For more information, see Inheriting the style from a data container.

9. Click Finish to insert the chart.

   If you have specified to insert the chart in the report body, the chart will be inserted there upon clicking the Finish button; otherwise, you need to click the mouse button in the destination again to insert the chart.

When a chart has been created, you can further format its elements according to your requirements. You can also customize its appearance and behavior by setting properties in the Report Inspector, which can be saved as a CSS style for future use (for details, see Creating a CSS style).