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14 Charting
Creating charts
Charting on details or formula fields (Advanced layout)
The Advanced layout allows you to create a chart based on specific values. Since
charts are a good way to display summarized information, they are often based on
a summary field in your report. With an Advanced layout, you can create a chart
without the need for a summary field by using values that appear in the Details
section of your report.
To create a chart based on the Advanced layout, you must specify two things:
• Conditions (there can be two).
• Values (there can be multiple values).
Condition
The condition is used to indicate when to plot the point. For example, a chart
showing last year’s sales for your customers uses the Customer Name field as the
condition. Each time the condition changes (the customer name changes), a point
is plotted.
You also have the option of plotting a point for each record, or plotting one point
for all records.
Value
The Advanced chart uses the value to indicate what information is plotted as the
points on your chart. For example, to create a chart showing last year’s sales for
your customers, the Last Year’s Sales field would be the value.
To chart on a details or formula field
1 On the Insert menu, click Chart.
Tip: Another way to do this is to click the Insert Chart button on the Insert Tools
toolbar.
The Chart Expert dialog box appears.
2 On the Type tab, in the Chart type list, select a chart type. Then click the chart
subtype that best illustrates your data. See “Chart types” on page 237.
3 Select Automatically set chart options if you want the Chart Expert to use the
default options on the Axes and Options tabs.
Note: If you want to select options on the Axes and Options tabs manually,
ensure that “Automatically set chart options” is not selected.
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