Creating a new Bar Chart

Bar charts can be used to present the details in a Summary report in a visual style. To start creating a new Bar Chart, click on “Create a New Report” in the Report Builder landing page as shown in this tutorial to bring up the “Design your Report” wizard.

 

Step 1: Choose Report Type

To build a Bar, click on the icon. 

 

Step 2: Choose Data for Report

After selecting the Bar Report Type, users will have to select the data that will populate the columns on the report. This action is performed in the “Choose Data for Report” section of the wizard.

Here, users can select different groups or tables of data from their database and pick up different fields within these tables to populate the report. For example, click on the Orders table in the example below will bring up all the fields in that table.

Depending on how the database is set up, different information will be available in different tables. As shown in the above screenshot, clicking on the Orders table brings up the fields that make up this table in the database. The user can now choose only the fields they wish to have in their report, or they can also click the select all button to select all the fields in the table.

The fields that are selected for the report can be seen in the “Selected Data for the Report” section.  In this section, users have the ability to reorder the data, delete any fields that they don’t want, or add filters to the report. 

 

For Bar Graphs, the first field in the field list, as shown above, will be used for the x-axis. All other data will be presented in the y-axis in relation to the field in the x-axis. Furthermore, only numeric data will be displayed in the y-axis. For example, in the field list screenshot above, the order dates, grouped by month, will be shown in the x-axis. All the other numeric data will be shown as bars for each month. Employee names will not be displayed. The user can, however, create filters for the employee name to create bar graphs for each employee’s yearly sales perfomance.

Step 3: Choose Filters

Users can add filters directly in the “Selected Data for the Report” section as shown above. However, there is also a dedicated “Choose Filters” section to create more filters. Choosing a filter in this section allows for more flexibility when configuring filters at the report building stage. Depending on the field type that is being filtered, different options will appear for filtering. For example, when choosing ordered date for the filter, different qualifiers will appear as compared to choosing employee name for the filter.

Step 4: Name and Save the Report

Once the data has been chosen, ordered correctly and any necessary filters are created the user will need to give the report a name, a description (optional) and create an initial sorting selection.  When saving the report, the user will have to choose which folder that report will reside in.  After choosing the folder, click Save Report. 

A notification will show up in the top right corner to let the user know that the report was created successfully. 

The new report that was created can now be seen in the Report Builder page by navigating to the folder it was saved in.

Clicking on the Run Report icon will generate the report and display it for the user.