Chart Designer Overview

The Chart tab allows users to create charts for custom reports. The Chart tab is available for all custom report types.

Best Practice for Adding Charts to Published Reports: When you add a chart to a report that you would like to publish, the act of adding a chart will change the way the data is displayed in the report. Adding a chart summarizes the data in the report. Therefore, if you do not want the report to be summarized but want to add a chart and publish it, then it is a best practice to copy the report. This way, you can have a version of the report that is not published (and not summarized) and a version that is published.

Chart Preview

The chart that displays on the Chart tab is a preview of the chart that will display in the report output. The preview displays data for up to 1,000 records. The chart displays and updates when the user clicks the Refresh button. The chart appearance will vary, depending on the number of records used to generate the chart. For instance, in the chart preview, a chart may appear with five columns and five colors.

Maximum Number of Records

Charts display the first 1,000 records in the chart tab (chart preview) and when generating the chart output from the preview drop-down options.

Minimum Fields Required

It is recommended that you first add fields to the report grid prior to adding fields to your chart. Add the minimum number of fields you want to include in the chart, then add these fields to the chart grid to generate the chart.

Chart Title

Currently, the title of the chart is the same title as the report. The title of the chart can be modified by updating the report title.

Plotted Data Points Limit

A limit will be set for the number of dimension data points that can be plotted per chart. By default, the limit is set to 50 data points across one- or two-dimension charts. If the chart exceeds the maximum number of plotted data points, then an error message displays when refreshing the chart.

Example 1:Closed An administrator would like to chart the number of users registered for training titles. She creates a column chart with Training Titles as the dimension and User ID as the measure. Based on the 50 data points limit, the number of training titles in the chart cannot exceed 50.

Example 2:Closed An administrator would like to chart the status of the users in learning objects. She creates a column chart with Training Status as the first dimension and Training Titles as the second dimension. The measure is User ID. The number of training statuses multiplied by the number of training titles cannot exceed 50.

Note: The data points limit can be modified through a backend setting. Contact Global Customer Support to modify this setting from the default value.

Refresh/Update Chart

The Refresh button is used to refresh the chart. To refresh the chart manually, click the Refresh button. When the chart is refreshed, the chart displays the first 1,000 records.

The chart automatically refreshes when the chart type or color palette selection is changed.

Note: Clicking Refresh also updates the report grid.