Report Designer: Insert > Chart dialog

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Select a cell in the designer grid where you would like to place a chart and choose Insert > Chart.

Notes

  • A cell in the Report Designer that contains a chart is indicated by a light-blue tag in the top-left corner. The chart is visible only when you preview or print the report or statement.
  • To format an existing chart, select the row in which the chart was inserted, and choose Format > Chart.
  • To delete an existing chart, select the cell in which the chart was inserted and choose Insert > Remove Chart.

See also: Inserting a chart

Tabbed pages in this dialog

Select one of the following chart types to insert in the selected report.

Column

Column chart

Bar

Bar chart

Line

Line chart

Area

Area chart

Scatter

Scatter chart

Pie

Pie chart

Doughnut

Doughnut chart

Cell range. Enter the range of cells that define the data points in the chart. (For example, enter B4:C5 to include amounts that are within the cell range of current year and prior year budgets.)

Labels. Define the collection (data points) labels for the chart.

Series labels. Define the series (legend entries) labels for the chart. To display the legend with the chart, use the Legend Properties tab.

Sample chart 1

General. Enter a title and/or subtitle and font properties for the text; define the height and width for the chart.

Border. Select a border type (none, solid, dash, dot, dash dot, or dash dot dot).

Mark the Display in 3D checkbox to provide an extra dimension to the chart view.

Mark the Display margins checkbox to add extra space in the margins of the chart to optimize the view.

Note: When the Display margins checkbox is marked, you can mark the Automatically adjust margins to optimize column/bar widths checkbox to utilize more of the chart's available plot area in charts with a single data point or a single series of columns/bars.

X and Y Axis. Choose to display gridlines and select a format presentation of the axis labels (general, number, amount, or percentage); define decimal places for numbers, amounts, or percentages.

X Axis only. Specify the interval of data points to display along the primary axis; automatically fit and adjust the axis labels using dynamic font size, word wrap, offset labels, or angled labels.

Y Axis only. Choose to automatically scale the Y axis with minimum and maximum values.

Palette. Choose the appropriate color for the chart.

Display data labels. Mark this checkbox to display labels for each item in the chart; format the labels (general, number, amount, or percentage); define decimal places for numbers, amounts or percentages; choose zero amount formatting; select the display angle for amounts.

General. Mark the Display legend checkbox to have the legend appear with the chart; define the position of the legend in the chart area (top, bottom, left, right, and so forth), as well as define the font properties.

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