Creating Charts

Creating Charts

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Open the Report for which you want to generate a Chart by clicking Start > Reporting > My Reports.

NOTE: By default, Reports in Workbooks are private, which means that users can't create charts for Reports they don't have write access to.

With the Report open, click Chart this Report (in the Actions section of the left-hand column). From the list presented, click on the type of Report you want to create.

Bar & Line Charts

  • Title - give your Chart a name.
  • Columns - choose the column(s) you want to use as data series by clicking in the appropriate checkboxes next to the options provided. You must choose at least one column.
  • Labels - Workbooks will auto-populate the field next to Label data with although you can choose another option using the dropdown picklist. Complete the horizontal and vertical axes name fields if you want these to appear on your Chart or leave blank.
  • General Styling - choose how you want your Chart to appear by ticking/unticking the checkboxes in this section and specify the orientation of the bars and labels using the dropdown picklists.
  • Horizontal & Vertical Axes - choose how you want the axes to appear by ticking/unticking the checkboxes in this section.

Pie Charts

  • Title - give your Chart a name.
  • Columns - choose the column you want to use as data series using the dropdown picklist. (Pie charts can only chart one column.)