Adding Charts

Objective

After completing this lesson, you will be able to add charts directly to a story without using the data explorer mode. Using the story we have created already.

Now let’s look at how we can also add charts directly to a story without using the data explorer mode

  1. Using the story we have created already, select the Left Side Panel button.

  2. Drag and drop the Chart widget into the story.

Note

Within the Builder panel on the right the data source
  1. Under Accounts select + At least 1 Account required

  1. Navigate down through Accounts > Net Income > Operating Income > Gross Margin

  1. Select outside the dropdown selection box to close the dropdown.

  2. Under Dimensions select + Add Dimension.

  1. Select the Products checkbox.

Note

The hierarchy indicator to the right of Products indicates this can be drilled down on.

  1. Within the generated chart, select the All Product Lines blue bar.

  2. Select the Drill Down option.

  3. Select Products.

  1. Under Currently Selected Chart, choose Combination Column & Line chart type.

Note

We can choose a different color scheme to highlight the measure by setting the Color scheme to the colors displayed in the screenshot.

  1. Under Color, select the dropdown by the Color Palette.

  2. Select the highlighted Color Palette.

Note

You can set specific patterns colors for chart objects if you wish.
  1. Sort the products in the report by Gross Margin by selecting More Actions > Sort > Gross Margin > Highest to Lowest.

  1. Select File and then the Save Icon to save the Story.

Now let’s look at how we can also add charts directly to a story without using the data explorer mode

  1. Using the story we have created already, select the Left Side Panel button.

  2. Drag and drop the Chart widget into the story.

Note

Within the Builder panel on the right the data source
  1. Under Accounts select + At least 1 Account required

  1. Navigate down through Accounts > Net Income > Operating Income > Gross Margin

  1. Select outside the dropdown selection box to close the dropdown.

  2. Under Dimensions select + Add Dimension.

  1. Select the Products checkbox.

Note

The hierarchy indicator to the right of Products indicates this can be drilled down on.

  1. Within the generated chart, select the All Product Lines blue bar.

  2. Select the Drill Down option.

  3. Select Products.

  1. Under Currently Selected Chart, choose Combination Column & Line chart type.

Note

We can choose a different color scheme to highlight the measure by setting the Color scheme to the colors displayed in the screenshot.

  1. Under Color, select the dropdown by the Color Palette.

  2. Select the highlighted Color Palette.

Note

You can set specific patterns colors for chart objects if you wish.
  1. Sort the products in the report by Gross Margin by selecting More Actions > Sort > Gross Margin > Highest to Lowest.

  1. Select File and then the Save Icon to save the Story.
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