Using the Chart Wizard
The Chart Wizard walks you through creating and formatting custom charts.
The
Chart Wizard
lets you create and format custom charts that you can add to reports.note
In general, you can add a chart only to reports that contain data related to the data featured in the chart.
To open the
Chart Wizard
, follow these steps.- SelectSetup, thenCustom Formats.
- Open the report where you want to add the chart.
- You can either:
- SelectCharton the toolbar, then drag the cursor to create a container on the format for the chart.
- Then double-click the chart you added to open theChart Wizard. Or,
- In theFieldspane, right-clickCustom Chartand selectAdd Custom Chart.
- Select the tabs on the side to set up the chart.
- Enter a name for the chart, then selectAdd Custom Chartto add the chart to the system.
The chart is now available to use on other reports.
Chart type
- Select the type of chart from the available options, including 2D and 3D types.
- Select the option to change the orientation of the axes of the chart.
- Set the rotation of the chart relative to the viewer.
- Change the lighting of the chart.
Appearance
On this screen, you can change the appearance of individual elements of the chart.
- SelectPaletteto determine the color palette for the chart.
- Select a line, axis, or other element in thePreviewpane and modify it.
Chart data
Select and set up the data for the chart on this screen.
- InSeries, add and delete data elements (series) and change the sequence in which they are displayed.
- SelectSeries Settingsto edit the names of the series, change the chart type of the selected series, and select the data that defines each series.
- Select theChart Series Formula Editorto open theChart Series Formulaswindow, and select fields and set up formulas.
Titles
Use this screen to format additional text elements on the edges of the chart.
- SelectTitlesto add and delete titles, make them visible or invisible, rename them, and specify their locations.
- SelectTitle propertiesto edit the text shown in titles and format their appearance.
Axes
- Select each axis to modify the title and font; select whether to display labels, tick marks, and grid lines.
- Select to show the title or labels inside the table; and change the number format of the axis label.
Legend
- SelectLabelsto format the font used for the labels within the legend.
- Select theHeaderandFooteroptions to add and format text shown at the top and bottom of the legend.
- SelectPositionto specify the position of the legend and whether it appears within the chart.
- SelectGrid layoutto decide how you want the legend displayed (for example, as a vertical column or horizontal row).