Create a Chart Report Part

Create a Chart Report Part

Adhoc reports can contain multiple report parts. This article will show how to create a Chart report part. Either create a new adhoc report or add this report part to an existing adhoc report.

  1. From the Report Viewer screen, click Edit and select Design.
  2. Either click the orange button labeled Add Report Part or click the plus sign on one of the grey boxes under the Report Body section of the report. 
  3. Select Chart as the report part type. 
  4. Select the type of chart from the dropdown on the Report Properties tab on the right. 
  5. Add a Title and Description for the chart. Note - this title and description is specific to this report part, not general to the entire report. 
  6. Drag a field from the list into the Labels (X-axis) box.
  7. Select the field to customize the Field Properties listed in the menu on the right.
  8. Drag a field from the list into the Values (Y-axis) box.
  9. By default, the function is sum. Change the function of the field by clicking the field and selecting a function from the Function dropdown on the Report Part Properties tab. 
  10. Select the Report Part Properties tab on the right to adjust properties for the this report part. 
  11. Click the Save dropdown and select Save.




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