The first screen you will see when adding a chart is the chart property screen. This screen allows you to specify where the information will come from, what type of chart to display, as well as the filters and grouping options (legend field) for the chart.
To create a Chart, you need to follow below steps:
- Step 1: Enter the Title
Enter the Chart Title of your choice.
- Step 2: Select the Entity Type
Select the Entity from the drop-down. You can select only one entity for the chart at a time.
- Step 3: Select the Argument field Type
As per the Entity selected in the Step 2, the respective Fields populated in the ‘Argument Field’ drop-down. Select the Field from the drop-down.
- Step 4: Select the Query Type
Select the query type from the drop-down. You will be able to select one of the following query types:
- Sum
- Count
- Step 5: Select the Chart Type
Select the Chart type from the drop-down. You will be able to select one of the following types:
- Bar
- StackedBar
- Column
- StackedColumn
- Line
- Pie
- Donut
- Step 6: Select the Top records to show
Select the top records you want to display on the chart or else you can select ‘All’.
- Step 7: Add the Rules
This step allows you to define specific criteria/rules to create a Chart.