Creating a chart in a Yellowfin report

This topic explains how to create a new chart in Yellowfin.

Charts are used to visualize the data displayed in the report by displaying it as a simple summary or illustrating complex relationships within it. For example, you can create a pie chart that shows the voucher amounts for each issuing user.

Charts can be created when:

  1. Select the Charts tab.

  2. In the Report Fields, drag the chart fields to the Horizontal Axis and Vertical Axis panes.

    		3.

    There are three types of chart fields:

    • Dimensions (Yellow): Information that categorizes the data displayed, such as Issuing user, Agent/c. client, or T. File Destination.

    • Measures (Blue): Information that can be quantified, such as Amount, Selling Price, Markup and Comm.

    • Functions (Green): New fields based on an existing report field with a selected function applied to it, such as Average, Set Analysis and Variance.

    For more information on functions, see the Yellowfin Online Help

  3. The chart is automatically generated.

  4. To change the chart type:

    1. In the Charts pane, in the Auto Chart menu, click the blue arrow (), and select Select Chart Type.

      2. OR,

    2. In the Right Pane, click the Select Chart () button

      3. The Select Chart pane is displayed.

    3. Click on the chart type you want to create.

      4. The chart is automatically refreshed.

  5. You can use the menu bar to further customize the chart the following actions on the report:

    6. Menu bar option

    Description

    Click this button to undo the most recent change made to the chart.

    Click this button to open the Chart Settings pane in which you can:

    • Edit the chart size and position

    • Edit the chart style and formatting

    • Enable the chart to be displayed as part of a series.

    The formatting options are different for each chart type.

    Note: You can also edit the size and position of the chart in the design tab,

    Click this button to open the Title pane in which you can edit the chart title, and title formatting.

    Click this button to open the Legend pane in which you can:

    • Edit the legend position

    • Edit the legend font

    • Edit the legend style

    Click this button to open the Background pane in which you can edit the formatting of the plot and chart areas.

    Click this button to open the Labels pane in which you can choose whether to display labels for the individual values in the chart.

    N/A

    The formatting options are different for each chart type. For more information on chart customization and chart series, see the Yellowfin Online Help

  6. To continue working on the report return to the Data tab. The chart is automatically saved.

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