This topic describes how to use the Report Designer to configure Area/Bar/Column/Line charts.
Before You Begin
The mechanics of creating a new report definition are the same across report types. See Creating, Editing, Deleting Reports (Beta). In addition, for any report type you'll also need to configure the Scope & Filters tab, and the Team tab. These are also standard across report types. Before you read on it's also a good idea to read the section "Understanding the Field Path," which describes how to find the fields you want to include in your reports.
This topic focuses on report configuration that takes place on the Data and the Display tabs; the Data tab is where you add fields to your report, and the Display tab is where you configure how you want the data displayed. These tabs vary by report type. For example, some report types require a set of fields that are grouped into one bucket (List report), while other reports types have multiple buckets into which fields are added - each bucket might correspond to an axis (Bar chart), for example, or a value (Crosstab). Another place where these tabs vary by report type is that List, Crosstab, and Gantt report types also use the Preview Pane to configure certain report visualization elements. Using the Preview Pane for data formatting is described in the topics for those report type. However, don't forget that the Preview Pane displays sample data with real-time updates for ALL reports types - this is hugely useful and supports a very satisfying trial and error approach to building reports.
If you wish to learn how to build a different type of report, click on the appropriate link below:
The screenshots below are example charts that are configured similarly:
Left Axis fields: Forecasted Costs, Actual Costs
Bottom Axis field (max 1): Title
Left Axis field (max 1): Status
Bottom Axis field: Count
Both charts have Left and Bottom axes; the line chart has 2 fields that represent the categories being compared. Each has one Left Axis field, which defines the discrete against which the bottom axis values are measured.
Create the Report
As for any report type, start by doing the following.
- Navigate to Reports and click the New button. The report designer opens. (Remember you must have permission to create reports in order to see the New button.)
- In the General tab, select a Topic, and Type, and enter a Title.
- Click the Data tab, and here we go:
Adding Fields (Data Tab)
For purposes of discussion we have grouped together reports that are built similarly.
As discussed in "Understanding the Field Path," you choose the fields that comprise your report from the Available Fields section and drop them in the sections below, in this case Left Axis and Bottom Axis.
For Area charts and Line charts, the Bottom Axis reflects the
Area and Line Charts
An area chart is just a line chart with the area below the line filling it. You configure them the same way:
Bottom Axis is a field whose relationship you are tracking against the one or more categories on the Left Axis. For example, your Bottom Axis field might be project TItle, and the Left Axis field is Total Actual Cost. This configuration produces an area or line chart that shows each project's Total Actual Cost. You can add another Bottom Axis field, such as Total Forecast Costs, and the result would be 2 areas - each a different color - comparing Total Actual Cost and Total Forecast Cost.
If you have not already done so, click the Data tab. You will see the Available Fields, Left Axis, and Bottom Axis sections. Note that the Left Axis and Bottom Axis sections are reversed for Line charts.
Bar charts require one field that represents a discrete category of data (Left axis), and at least one (max of 10) field for the Bottom Axis, which represents are the categories you are comparing
Line charts require one field that represents at least one (and a max of 10) field is required for the Bottom Axis, and can hold up to 10 fields.
To add fields to the report simply double-click on a field in the Available Fields section (or select the field and click the right arrow next to the appropriate section). If you choose a numeric field, such as Actual Hours, it will automatically drop into the Left Axis section. Any subsequent fields you select will automatically land in the Bottom Axis section. You can also select fields and click the right-arrow next to the section you want to put the field in.
Adding/Formatting Heading and Data Values
|To display data|