How do I add or edit a chart in a report?

Environment:

Analytics, Charts
Oracle B2C Service

Resolution:

You can include charts with custom reports, including bar charts, line charts, pie charts, and area charts.

For most chart types, you must specify a category and series. The category is the segmentation (or grouping) of the data. For example, if you were reporting the # of responses sent by different staff members, the 'staff members' would be your category. In a line chart, the category represents the values on the x-axis.

The series represents the numerical values that are plotted, such as the height of a bar or the size of a slice in a pie chart. In a line chart, the series is the value plotted on the y-axis. In a graph, you can think of the series as the actual bars that extend across the screen, or the pieces of the pie, representing the actual count or measured value for each category. For example, if you were reporting the # of responses sent by different staff members, '# of responses' would be your series.

In a horizontal bar chart, the category is used define the y-axis segmentation, whereas the series defines the measurements on the x-axis. Similarly, in a vertical bar chart, the category defines the groups along the x-axis and the series represents the values on the y-axis that will display the height of the vertical bars.

New report: When adding a new report, you can select between a grid report, standard report and standard report with chart. Select Standard Report with Chart. This option includes a blank chart section in the design space of the report.

Adding a chart to an existing report: If you want to add a chart to an existing report, you can change the report type by opening the report for editing and selecting the Home tab > Reports Layouts button > Standard Report with Chart or Chart Report.

If the report you are editing is already a standard report, you can enable the Charts section from the Display tab. Expand the Output Levels and then expand the options under the specific output level name.  Enable the Charts checkbox.

Note:  You cannot add a chart to a grid report. You must first change the report type using the Home tab > Reports Layouts button.

To add a chart to a report, use the steps below. These steps assume that you have set filters and output columns for your report.

1. Open your report for editing.
   
   
2. If necessary, change the report type to Standard Report with Chart. Click the Display tab and enable the Charts check box.
   
   
3. Right click on the Charts section in the design space and select Add Chart.
   
   
4. In the pop-up window, select the type of chart and sub-type and click Next.
   
   
5. On the Source Data page, drag fields from the Available Columns box (the output columns of your report) to the category and series boxes on the right.
   
   
6. Depending on the type of chart you wish to add, use the chart wizard to define fields to use in the chart and labels and titles. Use the Next and Back keys to navigate between screens of the wizard.
   
   
7. Click Finish to add the chart to your report.
   
   
8. Save your report.

To edit the chart, right click on the chart and select Edit Chart. The Edit Chart option re-opens the Chart Wizard so that you can redesign your chart.

To edit the style of an existing chart, right click on the report and select Edit Chart.  Then navigate through the wizard to the General page and click the chart style to select a different style.

For additional information, refer to the 'Add or edit a chart with the Chart Wizard' section in the Online Help User Guide documentation. To access Oracle B2C Service manuals and documentation online, refer to the Documentation for Oracle B2C Service Products.