User Manual / Report / Create Chart
Create Chart

Follow the steps below to create chart report. 

  1. On the Report Homepage, click Create Report.
  2. You will be directed to Create Report screen.
  3. Select the Report Category, Report Type and choose Chart for Report Format, then click Next.
  4. On Create Filters screen, you can define specific filter criteria that selected records must match, then click Next to continue.
  5. The Create Chart steps will be displayed. 

 

 6. Chart Style: Witly has 2 chart styles. The different between both of them as following

  • Classic: Display chart as image and not support for multi screen size. The chart that suppported are column, stacked column, 100% stacked column, line, spline, step line, bar, stacked bar, 100% stacked bar, pie, doughnut, funnel and pyramid.
  • Responsive: Display chart as HTML5 and support for multiple screen sizes. The chart that supported are column, stacked column, line, spline, step line, bar, stacked bar, pie, doughnut.

 7. Data series setting

  • Field: Select field to display on chart as data series. Click Add a Series to add additional series. Multi-series chart can be created by adding multiple fields to data series.
  • Aggregate: Select aggregate functions like sum, count, min, max and average.
  • Chart Type: Select chart type (e.g., Column, Line, Bar, Pie)
  • Sorting: Select Ascending or Descending command.
  • Limit: Set the limit number of records to display on the chart.

 8. Set Category Axis Label to group data in chart.

 9. Chart appearance setting

  • Chart Title: Add chart title.
  • X-Axis Title: Add vertical axis title. 
  • Y-Axis Title: Add horizontal axis title.
  • Legend Position: Select the desired legend position
  • Enabled 3D: Display chart as 3D
  • Width: Set chart width
  • Height: Set chart height

 10. Preview your chart.

 11. Click Next to continue.

 12. On the Report Details screen, enter report name, Drill down report, report descriptions and choose a color theme. You can set drill down to expand additional details on tabular and summary report when chart is opening in dashboard. The filter of current chart report will pass to drill down report automatically.

 13 .Click Save to save your report.

Last modified on Sep 19, 2018