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Setting Levels

Last updated: Thu, 27 Apr 2017 19:06:59 GMT
iOffice Support

Setting Levels

When you add a field or dimension to a column or row, a multi-level slider located at the top of the Filters pane allows you to set the level of aggregation to use for viewing the data. The number of fields or dimensions in the row or column determines the number of levels on the slider; measures are not reflected in the slider.

 

The following figure shows the effect of the slider on a chart with one level of aggregation for both rows and columns. 

Report Effect of the Slider on a Chart.png

Figure: Effect of the Slider on a Chart

Changing Date Grouping

If your chart includes data based on a date field, you can change the level of aggregation for the time data. To select the unit of time to chart:

  • Right-click on the date field in the Layout Band and select Change Grouping. Then select the time period you want form the cascading sub-menu.

 

The view updates to reflect the new date grouping.

Changing the Summary Function of a Measure

You can get a new view of your data by changing the summary function of a measure, for example, from sum to average. To select a new summary function for a measure:

  • Right-click on the measure in the Layout Band and select Change Summary Function. Then select the function you want form the cascading sub-menu.

 

The view updates to reflect the new summary function.

Pivoting a Chart

You are able to pivot a chart in two ways:

Pivot the entire chart by clicking (Report Pivot Chart Icon.png). The row and column groups switch places; slider levels are maintained. The following figure shows the effect of pivoting a basic column chart. 

Report Effect of Pivoting a Chart.png

Figure: Effect of Pivoting a Chart

Pivot a single group:

  • To pivot a single row group, right-click it and select Switch to Column Group. You can also move any field or dimension by dragging. You cannot drag a measure to a different group.

  • To pivot a single column group, right-click it and select Switch to Row Group. You can also move any field or dimension by dragging. You cannot drag a measure to a different group.

Selecting a Chart Type

There are a number of chart types to choose from to best represent your information, including:

  • Column: compares values displayed as columns

  • Bar: compares values displayed as bars

  • Line: compares values displayed as points connected by lines

  • Area: compares values displayed as shaded areas

  • Pie: compares values displayed as slices of a circular graph

 

By default, the Reports Editor creates a column chart. However, you may select a different chart at any time. 

Selecting a New Chart

  1. In the Reports View panel, click the Reports View Panel Icon.png icon to show the Canvas Options menu.

Reports Chart Drop-Down Menu.png

Figure: Chart Drop-Down Menu

  1. Select Chart Types from the drop-down menu.

Reports Select Chart Type Screen.png

Figure: Select Chart Type Screen

  1. Click the type of chart you want to apply to your report. The selected chart type is outlined in blue.

  2. Leave the Selected Chart Type window open to rapidly switch between chart types, or click the Reports Close Icon BW.png icon at the top right of the window to close it. 

Interacting with Charts

Once you have chosen rows and columns and selected the type of chart you want, you can further explore your data using interactive features such as brushing an area of the chart to zoom in or clicking on a legend to hide the members of a group.

Zooming

Zooming allows you to view a smaller area of the chart more closely. Zooming can also be helpful when the labels at the bottom of a chart are difficult to read, because only the labels corresponding to the selected area are displayed. 

 

Zooming in on an Area of the Chart

  • Click and drag or brush the area you want to zoom in on. As you are dragging or brushing a pale blue area indicates the selected area.

 

The view zooms to the area you have selected.

Viewing the Entire Chart After Zooming

  • Click Reset Zoom at the upper right of the canvas. 

 

The following images show a bar chart before and after zooming.

Reports Selecting a Zoom Area.png

Figure: Selecting a Zoom Area

Reports Area After Zooming.png

Figure: Area After Zooming

 

 

Related Topics

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