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.
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 (). The row and column groups switch places; slider levels are maintained. The following figure shows the effect of pivoting a basic column chart.
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
In the Reports View panel, click the icon to show the Canvas Options menu.
Figure: Chart Drop-Down Menu
Select Chart Types from the drop-down menu.
Figure: Select Chart Type Screen
Click the type of chart you want to apply to your report. The selected chart type is outlined in blue.
Leave the Selected Chart Type window open to rapidly switch between chart types, or click the 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 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.