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8.6 Adding Charts and Graphs to Your Reports

Sep/1/2007



Tradepoint includes a Charts wizard to give your Reports extra impact with the visual graphic of your data in a variety of possible graphs. This tool is espacially effective when used with the Business Analytic Reports found in the My Business Section.

To add Analytics charts to your reports choose the Charts icon from the toolbar.

When you click on the Chart icon the Charts wizard will open with the options for preference for your chart within your Report.

The type of Chart as well as other preferences relevant to its presentation are available through the toolbar on the left. As you specify your choices the prompts on the lower right will ask you for information specific to the Analytic Chart you have chosen for your Report.

Preferences for your Chart include:

  • Chart Type (what kind of Chart)
  • Appearance (colors, layout and background)
  • Series (the qualities of your data that you want displayed such as date/time or numerical)
  • Data (which data you want displayed from your Report)
  • Diagram (add specific labels for each series of data in your chart)
  • Axes (specify the X or Y Axis that you want shown in your Chart)
  • Series Views (Customize a Series view of your data such as the width of bars in a Bar chart of change the color of one series in your Chart)
  • Point Labels (Create and highlight labels you want highlighted in your Chart)
  • Chart Titles (Create a Title for your Chart in your Report)
  • Legend (Create a Legend outlining the data your are illustrating in your Chart)

Each of the windows in the Chart wizard does give graphic detail of each step in defining your chart and Tips and Tricks highlighted in the top section of the window shown in teh Appearance screen below.

 

The User Guide found on the Support Section of our website provides specific examples of different types of Charts that can be added to specific types of Reports.


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