Charts

FlexiPage has four chart types. They all read records from a table, group them into categories, and plot a calculated value. Pick the type that fits your data:

• Pie: the share of a whole, such as revenue by product category.
• Bar: a comparison across categories, such as sales by region.
• Line: a trend over time, such as revenue by month.
• Area: a trend with the area below filled in, useful for volume or cumulative totals.

For choosing the source table and using dynamic filters to automate reports, see the Report Automation guide.

Add a chart

1. Type / in the editor and choose a chart, such as Bar Chart. It appears with sample data.
2. Click the chart. The Properties panel shows two tabs: Configuration and Design & Data.

Set the data

On the Configuration tab:

1. Under Source, pick the Base, the Table, and optionally a View.
2. Under Group by, choose the field that forms the categories, such as Month. Each group becomes one pie slice, or one point along the axis for bar, line, and area charts.
3. Under Value fields, choose what to calculate for each group. A value field reads like a sentence: a function, a field, and a label, such as Sum of Revenue, labelled Revenue. Click + Add value to plot more than one measure, and set a display format if you want, such as currency.

Design the chart

On the Design & Data tab, set the Title and Description, then adjust the look:

• Legend: show or hide it, and for a pie chart set its position.
• Labels: show the number on each slice or bar. For a pie chart, choose Show percentage or Show value.
• Pie Chart options: raise the Inner Radius to turn a pie into a donut.
• Axis Options (bar, line, and area): show or hide the X and Y axes, rotate the category labels, and set the value axis tick count.
• Border, Padding, and colors, to match your document.

note

The editor draws the chart with sample data from the Data Points section. Turn on preview to see it drawn from your real records.