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Convert to Chart Dialog Box Properties

This topic describes how you can use the Convert to Chart dialog box to convert a data component to the chart type. The dialog box varies with different chart types: common chart types, organization chart, and heat map.

Server displays the dialog box when you focus on a table, crosstab, or chart and then select a chart type on the visualization toolbar but the data fields in the current component are not enough for the target chart type.

OK

Select OK to convert to the specified chart type.

Cancel

Select Cancel to close the dialog box without saving any changes.

Help button

Select to view information about the Convert to Chart dialog box.

Close button

Select to close the dialog box without saving any changes.

For Common Chart Types

Convert to Chart dialog - Common

Chart Title

Specify the title of the chart. The title is a special label bound with the chart. Though you can position the chart title freely in a report, once you remove the chart from the report, Server removes the chart title too.

Font button

Specifies the font properties of the chart title.

After you select the button, Server displays the following dialog box for you to edit the font properties:

  • Font
    Select the font face of the title.
  • Font Style
    Select the font style of the title: regular, bold, italic, and bold italic.
  • Size
    Specify the font size of the title.
  • Align
    Specify the position of the title to be left, right, center, or justify.
  • Font Color
    Specify the font color of the title.

    To change the color, select the color indicator. Server displays the color palette. Select a color, or select More Colors to access the Color Picker dialog box in which you can specify a color within a wider range. You can also type a hexadecimal RGB value to specify a color, for example, #9933ff.

  • Background Color
    Specify the background color of the title.
  • OK
    Select to apply any changes you made here and exit the dialog box.
  • Cancel
    Select to close the dialog box without saving any changes.

Data Source

Specifies the business view in the current catalog on which the chart will be built.

Filter

Opens the Query Filter dialog box to specify the filter you want to apply to the selected business view.

Resources

Displays the resources that can be added to the chart.

Show All Fields/Show Used Fields

Specifies to show all the business view elements or only the ones used in the current data component in the Resources box. Not available when you select another business view to convert to chart with.

Sort button

Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

The order can be one of the following:

  • Predefined Order
    Select if you want to sort the resources in the order as in the Business View Editor of Designer.
  • Resource Types
    Select if you want to sort the resources by the resource type. Namely, category objects come first, then group objects, then aggregation objects, and at last detail objects.
  • Alphabetical Order
    Select if you want to sort the resources in alphabetical order. Logi Report sorts the resources that are not in any category first, and then the categories. It also sorts the resources in each category alphabetically.

Search button

Launches the search bar to search for view elements.

See the following properties in the search bar:

Quick Search Toolbar

  • Text box
    Type the text you want to search in the text box. Server lists the values that contain the matched text.
  • Close button Close button
    Select to close the search bar.
  • Search Options More Options button
    Select the button and Server displays more search options.
    • Highlight All
      Select if you want to highlight all matched text.
    • Match Case
      Select if you want to search for text that meets the case of the typed text.
    • Match Whole Word
      Select if you want to search for text that looks the same as the typed text.
  • Previous Text Previous button
    Select to go to the previous matched text when you have selected Highlight All.
  • Next Text Next button
    Select to go to the next matched text when you have selected Highlight All.

Add Item button

Adds the selected resource to be displayed in the chart.

Value box

The actual name of the box varies with different chart types, for example, it is Bar Length for a clustered bar chart. The box lists the values you want to show in the chart. For a real time chart, the values you add must be of Numeric type and cannot be aggregation objects.

  • Primary Axis
    Adds a chart type to the primary axis.
  • Secondary Axis
    Adds a chart type to the secondary axis. Active only when the option Secondary Axis is selected. Not available to gauge chart.
  • X-Axis
    Lists the value you want to show on the X axis of the bubble chart.
  • Y-Axis
    Lists the value you want to show on the Y axis of the bubble chart.
  • Size
    Lists the value you want to show as the bubble size.

Add Combo Chart

Adds a combo chart to the Primary Axis or Secondary Axis. Not available to gauge chart.

Edit Additional Value

Opens the Edit Additional Value dialog box to edit the selected additional value.

Move Up buttonMove Up button

Select to move the selected item higher in the list.

Move Down buttonMove Down button

Select to move the selected item lower in the list.

Add button

Adds a new pair of Y Axis and Radius for the bubble chart.

Secondary Axis

Specifies whether to show the secondary axis in the chart. Not available to gauge chart.

Category box

The actual name of the box varies with different chart types, for example, it is X-Axis for a clustered bar chart. The box lists the group object Group Object that will be displayed on the category axis of the chart.

For a real time chart, if no object is specified on the category axis, Use System Refresh Time will be automatically displayed in the Category text box, namely, the time at which the chart refreshes itself will be used as the category value.

Series box

The actual name of the box varies with different chart types, for example, it is Clustering for a clustered bar chart. The box lists the group object Group Object that will be displayed on the series axis of the chart. Not available to real time chart.

Category/Series Options

Opens the Category Options dialog box or Series Options dialog box to define the sort order of the category or series values and specify the number of the category or series values that will be displayed in the chart.

Motion Bar for Playable Chart

Lists the group object Group Objectyou want to use as the motion field. A motion field can only be of Integer, Date or Time data type. Available to single bar, bench and bubble chart types only.

  • Special Function
    Available only when the motion field is of Date data type. Select it to define the special function.
    • Field
      Displays on which field the special function will be applied.
    • Function
      Specifies the special function to the field.
    • OK
      Accepts the special function settings and leaves the dialog box.
    • Cancel
      Cancels the special function settings and leaves the dialog box.

Real Time

Specifies to run the chart in real time mode, which means it will be updated automatically using real time data. Available to single bar, bench, line, and area chart types only.

  • Use System Time for Category
    Specifies to use the time at which the chart refreshes itself as the category value.
  • Refresh Interval
    Specifies the time interval at which the chart will get data and refresh itself automatically.
  • Show Most Recent N Points
    Specifies the number of records that will be kept for the real time data in the chart.
  • Incremental Fetch
    Opens the Unique Key dialog box to configure a unique key for the real time chart.

Delete button

Removes the selected resource.

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For Organization Chart

Convert to Chart dialog - Organization

Chart Title

Specify the title of the chart. The title is a special label bound with the chart. Though you can position the chart title freely in a report, once you remove the chart from the report, Server removes the chart title too.

Font button

Specifies the font properties of the chart title.

Data Source

Specifies the business view in the current catalog on which the chart will be built.

Filter

Opens the Query Filter dialog box to specify the filter you want to apply to the selected business view.

Resources

Displays the resources that can be added to the chart.

Show All Fields/Show Used Fields

Specifies to show all the business view elements or only the ones used in the current data component in the Resources box. Not available when you select another business view to convert to chart with.

Sort button

Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

Search button

Launches the search bar to search for view elements.

Value box

  • Primary Axis
    Select Org from the chart type drop-down menu.
  • Node
    Add a field from the Resources box which identifies the entity by selecting both the field and Node and then selecting Add Item button.
  • Parent
    Add a field from the Resources box which shows the "reporting to" relationship among the entity members, that is, which child node field member reports to or belongs to which child node field member, by selecting both the field and Parent and then selecting Add Item button.
  • Delete button
    Select to remove the selected child node or parent field.

Properties

The properties box presents a node model of the org chart. Data fields, labels and images can be inserted into the node as the information about the entity in the org chart, using Add Item button. By default, all added objects are placed at the left top of the node, you need to adjust their positions and sizes in the node. You can also resize the node.

To remove an object from the node, select it, and then select Remove Item button.

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For Heat Map

Convert to Chart dialog - Heat Map

Chart Title

Specify the title of the chart. The title is a special label bound with the chart. Though you can position the chart title freely in a report, once you remove the chart from the report, Server removes the chart title too.

Font button

Specifies the font properties of the chart title.

Data Source

Displays the business view that has been used in the chart.

Filter

Opens the Query Filter dialog box to specify the filter you want to apply to the selected business view.

Resources

Displays the resources that can be added to the chart.

Show All Fields/Show Used Fields

Specifies to show all the business view elements or only the ones used in the current data component in the Resources box. Not available when you select another business view to convert to chart with.

Sort button

Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

Search button

Launches the search bar to search for view elements.

Add Item button

Adds the selected field into the Area or Property box.

Remove Item button

Removes the selected field from the Area or Property box.

Chart type drop-down list

Displays Heat Map as the selected chart type.

Area

Lists the fields used to group the data to different areas. There should be at least one group. When there are multiple groups, their levels are defined by their positions from top down. The group at the top is of the highest level and the bottom the lowest.

  • Color by
    Specifies whether to color by a group. 0-n groups can be used as the color-by fields.
  • Label by
    Specifies whether to show the group name in the innermost rectangle.
  • Move Up button
    Moves the selected group field higher in the list.
  • Move Down button
    Moves the selected group field lower in the list.
  • Group Options
    Opens the Group Options dialog box to define the sort order of the group values and specify the number of the group values that will be displayed in the chart.
  • Delete button
    Removes the selected group field.

Property

Lists the summary fields used as size-by/color-by or displayed in the innermost rectangle.

  • Size by
    Specifies to size by one summary or none.
  • Color by
    Specifies to color by one summary or none.
  • Label by
    Specifies whether to show a summary in the innermost rectangle.

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