Adding Charts to a Report

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

Charts represent report results in a graphical form.  To create a chart from a report, a column in the report must have its results grouped.

To add a chart to a report, select the column to be charted and in its Action menu, select Group.  The charts of the Components Panel will expand to display a component for each type of chart usable for that specific column.  To add a chart of the selected column’s results, drag a chart component into the workspace.


The goal of this example is to:

  1.  Create a report and group the report results by a column.
  2. Add a chart to the report.
  3. Run the report to view the chart.

Begin in the portal by navigating to a Designer Folder.  Select the Create Report button and select Create Report.



In the resulting New Report pop-up window, the new report a name and click Ok.


Define a data source for the report by dragging Folder Data Source to the Sources list from the Data Source > Common category in the Toolbox Panel.


Now, expand the Folder Data Source and drag the columns Entity Name, Folder Type Name, and Nesting Level to the workspace.


Next, group the results of the Folder Type Name column by selecting its header and in its Action menu select Group.  To add a chart, at least one column must be grouped.


To add a chart, click Add in the views section of the Report Designer.  Hover over the Charts option to see the available types and click on the desired type.


In the resulting Add chart pop-up window, fill in the Title field with “Columns” and select Count(folder_type_name) in the Field drop down list.  Then click Add chart button.


A new Columns icon, named after the chart, will appear.  When clicked, it will show a preview of the chart.


This completes the report.  Save it and close the Report Designer.  Click the Save Report option on the menu bar, then click Ok in the pop-up window.


Back in the portal, select the Report and, in its Action menu, select Run Report.


The report will open in a new window.  Select the Columns option to see a chart illustration of the number of folders that fall into each Folder Type.


Additional Resources