Displaying and Formatting Data in Charts


After completing this lesson, you will be able to:

  • Present and format data in charts


Your report is the gateway to insights and actionable information. Using the right charts means that your audience interprets data the right way and gets the right insights without any confusion. We broke them down into groups so you can identify the one that is most relevant depending on what you are trying to demonstrate.

You want to ask yourself a few questions before picking visualizations. These are examples that help you know why you might need a specific chart. Are you trying to compare values or analyze trends? Do you want to demonstrate the composition of a process or understand how your data is distributed? Do you want to highlight the relationship between several data subsets?

Charts are grouped by intentions and the type of analysis you want to run.

We broke them down in multiple groups to help you decide which ones are the most relevant to your needs.


In Web Intelligence, the Trellis chart is a type of chart that enables you to display multiple smaller charts or graphs arranged in a grid-like fashion, each representing a subset of data. It is useful for analyzing and comparing data across different categories simultaneously.

The Trellis chart divides the data into multiple panels or cells, typically with rows and columns, based on a certain dimension. Each cell contains a separate chart that shows the data for a specific category or group within that dimension.

For example, if you have sales data for different regions and want to compare the sales performance across those regions, you can use the Trellis chart to display a grid of charts, each representing a specific region's sales data. This allows you to easily compare the sales trends, patterns, or outliers across regions.

The Trellis chart can be customized with various chart types such as bar charts, line charts, pie charts, etc. You can also apply additional features like colors, legends, titles, and axis labels to enhance the overall visualization.

Geographical Database

The 100 000-inhabitant cities limit for other countries than United States of America has been removed and this geographical database contains about 10 times more cities.

The Geo-Mapping by Name process has also been optimized and is faster, even if the database contains more cities.

Insert a Chart

In Edit mode, you can directly insert any of all supported charts. In the Insert section of the toolbar, click the Insert Chart button to open the menu. Select a chart category and in the sub-menu that opens, the chart to add.

Chart Format

You can format your report and report elements in order to present the report with a company style.

Select a chart and the Format tab to view formatting settings.

The table lists the Display settings:

The table lists the Appearance settings:

The table lists the Style settings:

Watch this video to learn how to select a palette for a chart:

The table lists the Layout settings:

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