How to add a chart?

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 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.

Use the below steps to define the criteria/rule:

• Add Rule: Follow the below steps to add the rule:

• Step A: Click on ‘Add Rule’.
• 

• Step B: Select the current table fields from the dropdown. Please note that the list of fields present in the drop-down is dependent on the Entity selected in the ‘Step 2: Select the Entity’.

• Step C: Select the ‘Rule Type’ from the dropdown to be applied for the selected field.

• Step D: Add the Conditional Value (if needed)

• Step E: Similarly, you can add multiple rules as shown below:

• Step F: Define either one of the following Rule Condition for the added rules:
  • AND
  • ORAdd Group: By default, one group is added as shown in the above snaps. You won’t be able to delete the default group. If needed, you can add another group to define the rules.

                 Delete: Click on the ‘Delete’ button to remove the added ‘Rule’ or ‘Group’.

• Step 6: Save the changes