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Creating Simple-Series Charts

Key Concepts

When working with charts, you can add extra information on top of the data you want to display. This comes in the form of:

  • Chart Trendlines, which will display as lines across your chart. These are particularly useful when you want to display the relationship between your variables or the overall direction your information is taking. There are several algorithms, also known as regressions, which you can apply to your charts; you can select them within the Chart Trendline dropdown.

  • Axis Configuration: the axis configuration lets you configure the minimum and maximum values for your charts. The minimum value is set to 0 by default and the maximum calculated automatically depending on your values.

    • Logarithmic Axis Configuration: if you check the "Logarithmic" checkbox, the scale for your values will be calculated with a non-linear scale which takes magnitude into account instead of the usual linear scale.


Sample Data Source

For this tutorial, you will use the "Simple Series Charts" sheet in the ReportPlus Tutorials Spreadsheet.


Creating a basic Column Chart

1. Create a Dashboard

Desktop-New-Dashboard

In the dashboard viewer, click the blue "New Dashboard" button in the top left-hand corner.

2. Select your Data Source

Desktop-Select-SimpleSeries-Charts

Under "Recent Data Sources", click "Browse Files" and select the ReportPlus Tutorials Spreadsheet. Click the "Simple Series Charts" sheet and then "Select".

3. Organize your data

Desktop-Pivot-Table-Column-Chart

This column chart, for example, will display the population for a select list of countries. Drag and drop the "Country Name" field to "Rows" and the "Population" field into "Values".

4. Open the Visualizations pane

Desktop-Visualizations-Pane

In the top right corner, click the visualizations icon. This will expand the Visualizations pane.

5. Select your Visualization

Desktop-Select-Scatter-Visualization

By default, the visualization type will be set to "Grid". Select the Column Chart visualization.


Changing your Chart Type

If needed, you can choose a different type of chart more fitted to your needs. In order to do this:

1. Access the Visualizations pane

Desktop-Select-Visualizations

In the widget editor, click the Visualizations icon in the top right-hand corner to expand the menu.

2. Select your visualization

Desktop-Select-ChartType

In the Visualizations pane, select the chart type you need. This section has a preview of every chart type at the top.


Adding a trendline to your Chart

You can add a chart trendline to display the relationship between your chart variables, or to display the overall direction of your information. In order to do this:

1. Change settings

Desktop-OHLC-Visualization-Settings

Go to the Visualization settings section.

2. Access the Advanced section

Desktop-Charts-Access-Advanced

Expand the Advanced section.

3. Access the Chart Trendline dropdown

Desktop-Charts-Trendline-Dropdown

Expand the Chart Trendline dropdown.

4. Select a Chart trendline

Desktop-Chart-Trendline-Select

Select one of ReportPlus' predefined trendlines.

Changing your Axis Configuration

Similarly to the Gauge bounds, Chart axis configuration allows you to set the lowest and highest values in your chart (bounds). You can use this feature to include or exclude specific data.

1. Change settings

Desktop-Charts-Access-Visualization-Settings

Go to the Visualization settings section.

2. Access the Advanced section

Desktop-Charts-Access-Advanced

Expand the Advanced section.

3. Access the Axis Configuration section

Desktop-Axis-Configuration-Charts

Navigate to the Axis Configuration.

Depending on whether you want to set the minimum or maximum value (or both), you will need to access one of the options:

Changing the Minimum Bound

1. Access the Minimum Bound

Desktop-Charts-Access-Advanced

Go to the Minimum settings section.

2. Change the Default Selection

Desktop-OHLC-Value-Axis-Configuration

The default Number value is set to "0". Enter the value you want the chart to start with.

Changing the Maximum Bound

1. Access Maximum Bound

Desktop-Candlestick-MaxBound

Go to the Maximum settings section.

2. Change the Default Selection

Desktop-Candlestick-MaxBound-Dropdown

The default value is set to "Automatic" so that ReportPlus uses your original data. In order to set your bound, change it to "Number".

3. Enter your value

Desktop-Candlestick-MaxBound-Value

Enter the value you want for the chart’s top limit.


Setting your axis configuration as logarithmic

1. Change settings

Desktop-Charts-Access-Visualization-Settings

Go to the Visualization settings section.

2. Access the Advanced section

Desktop-Charts-Access-Advanced

Expand the Advanced section.

3. Check the Logarithmic box

Desktop-Logarithmic-2YAxis

Under the Axis Configuration section, you will find a Logarithmic box; check it in order to apply it to your chart.


Changing the Slice Labels for Funnel, Pie and Doughnut Charts

For Funnel, Pie and Doughnut charts, you can change the slice labels to display values, percentages, or both at the same time. In order to do this:

1. Change settings

Desktop-Charts-Access-Visualization-Settings

Go to the Visualization settings section.

2. Access the Advanced section

Desktop-Charts-Access-Advanced

Expand the Advanced section.

3. Access the Slice Labels section

Desktop-Logarithmic-2YAxis

Expand the Slice Labels dropdown.

4. Select a Slice Label

Desktop-Select-Slice-Label-Value

Select an option from the Slice Labels dropdown (Percentage, Value, or Value and Percentage).