To generate a Bar Chart you will first need to create a report that can be broken down into segments easily, such as the Template Report, Template - Sales - Total Performance, which shows the total value of won Opportunities.

Once you have created and run the report you will have the option to Chart this View; selecting this will generate a new window.

From this window you can select the type of chart you wish to create; to create a Bar Chart select the Create a bar chart option.

Data series (vertical)

Column - Select which columns on your report will be represented on the vertical axis of the chart. You will only be able to select columns on the Report View that contain numeric results. This checkbox is multiselect, allowing you to see multiple columns from the report to show in a single chart.

Targets

Show Targets - Targets that have been configured on the report can be presented on the Bar Chart. These can also be configured with styling to change the appearance depending on performance against target. More information on configuring the targets can be found on the Targets on Bar Charts page.

Axis Name - By default the chart will use the column label as the name for the axis, however this can be overwritten with a different value by updating this field.

Category (horizontal)

Label Column - Select the column of the report that will be used as the horizontal axis of the chart. Normally this will be the Grouping Column used within the Report View.

Axis Name - By default the chart will use the column label as the name for the axis, however this can be overwritten with a different value by updating this field.

Advanced

Label Orientation - Change whether the labels along the horizontal axis are displayed horizontally or vertically when the chart is generated. Vertical may be preferred if you have a large number of bars on the report, or long axis labels.

Sort Labels by - This will change the order that the bars appear in the chart, by default this will use the order set in the report.

Sort labels direction - If you have changed the 'Sort Labels by' setting, the direction of sort can be changed between ascending and descending.

Legend

Show legend - Enabling the legend creates a box on the chart informing you of what each coloured column is associated with in the report. The legend can also be used to remove bars from the chart for more detailed comparisons

Position - The legend can be placed around the the chart, by default this will be set to be positioned under the chart but can be moved to either be above or to the left or right of the chart instead.

Layout - The legend can either be wrapped so that all of the values appear in the chart window, however this may mean that values appear over multiple lines, reducing the size of the chart. Alternatively, they can be set to a single row and you will have the ability to scroll off screen to find the required value.

Styling

Palette - Choose from a number of colour palettes; this will determine the colour in which the bars will appear in.

Reverse the palette - Bars will be coloured in the order of the palette; if you do not want to use the first colour you can reverse the palette and use the final colour instead.

Vertical Lines - Apply grid lines along the vertical axis; these can be used to better mark values on the chart for easy analysis.

Vertical Axis marks - Choose whether you would like the vertical axis marked at intervals to make it easier to read the values of the data.

Vertical Axis labels - It is possible to remove the value labels from the vertical axis; this setting may be used if you are interested in overall trends rather than the actual numeric values.

Horizontal Lines - Apply grid lines along the horizontal axis, these can be used to better mark values on the chart for easy analysis.

Horizontal Axis marks - Choose whether you would like the horizontal axis marked at intervals to make it easier to read the values of the data.

Horizontal Axis labels - It is possible to remove the value labels from the horizontal axis; this setting may be used if you are interested in overall trends rather than the actual numeric values.

Advanced

Bar orientation - By default this will be set to vertical bars, but can be changed to appear as horizontal bars. This setting will purely invert how the horizontal and vertical axis are displayed on the chart, the settings will remain the same.

Show values on bar - Show the value from the report column within the bar.

Show values on mouseover - Only display the value from the report column when you mouseover a specific bar, otherwise the values remain hidden.

Show grand total - Creates a box that displays the total of all the bars within the chart, which is positioned under the horizontal axis. The Grand Total displays the total of what is on the chart, so if filters are applied through the legend the Grand Total will change accordingly.

3D - Displays the bar chart in three dimensions

Stacked - If you have more than one vertical column selected in the report you can choose whether to display the different columns side by side or stacked on top of each other.

Show actual and visible values - If you have the Grand Total shown on the chart and want to display what the overall total is at all times regardless of the filters applied, then this setting needs to be enabled.