Instructions for Creating Chart Reports

In order to create a chart report, the user should follow the steps described below.

Steps:

1. Define one or more of the following:
   •  Category
   Select one of the options provided in the Category pull down menu located at the top of the Chart Screen . The selected category will define one of the chart axes. Note: Selection of a category for the chart report is required.
   •  Series
   Select one of the options provided in the Series pull down menu located at the top of the Chart Screen . The selected series will define the chart legend. Note: Selection of a series for the chart report is optional.
   Note: Clicking the Swap button allows trading places of category and series selections.
   •  Value(s)
   Select one or more of the options provided in the Values section.
   Note that when only the Category is defined, the user can select one or more Values . Hence the Values section consists of a collection of checkbox-type elements. If, however, the administrator has defined both Categories and Series prior to defining Values , the user can only select one Value . Hence the Value section consists of a collection of radio-button- type elements.
   •  Chart Type
   Click on the button that represents the preferred chart type from the following: a. column chart; b. pie chart; c. line chart; d. bar chart; e. stacked column chart; f. stacked bar chart; g. 3D column chart; h. 3D pie chart; i. 3D bar chart; j. 3D stacked column chart; and, k. 3D stacked bar chart.
   Note: In the event the administrator defines pie chart or 3D pie chart as the chart type, s/he can define only one value for that chart to be generated.
2. Click on the Please click here to see your changes in effect link for the chart to be generated.