Adding Ad Hoc Charts to a Report at Runtime

Last Updated: 08/12/2016 Introduced in Verision: 2.0

When viewing a report, a user can add a chart to display the report’s data in a different format.  There are many chart types to choose from, including Pie, Bars, and Columns.

A report must already contain a chart for a user to be able to add a chart at runtime.

To add a chart to a report at runtime, click the add an ad hoc chart button.  Select the chart type, enter a title, and click Add Chart.


The goal of this example is to:

  1. Create a portal page.
  2. Add a Data View component for the report Folder Report to it.
  3. Preview the page and add a Columns chart to the report.

The Folder Report was created for this example and contains a chart.  To begin, navigate to a Designer folder and click the Create Page/Dashboard button.


In the resulting pop-up window, name the page and click Ok to open it in the Page Designer.



To add the report to the portal page, in the Toolbox Panel, expand the Reports > [Existing Reports] > [Current Folder] > Report: Folder Report, and drag a Data View component to the workspace.



Save the page and close the Page Designer.

To view the report, click the page’s thumbnail and select View > Preview Page from its Action menu.



The report will open in a new window.  Be sure the Charts view mode for the report is selected.  This can be accomplished by clicking on the Charts icon.



Next, in the upper right, click on the Add an ad hoc chart button.



In the resulting pop-up window select chart type from the Type drop down list.  In the Title field, enter a title and click Add Chart.



In the upper left, click the View Mode: Charts button and select the name of the chart to view from the menu.



The chart chosen is displayed.



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