Working with Charts Activity

 

 

 

Step

Action

1. 

Begin by viewing existing chart reports.

 

Enter Chart into the search field in the upper right of the screen.

2. 

Click the Search button in the upper right of the screen.

3. 

The search results appear.

 

Click the 01. Geographic Results by Segment Report link to execute the report.

4. 

Note: This report displays a Column Chart.

 

5. 

Point to the Chart Types menu, the gears icon in the upper left of the screen.

6. 

Click the Chart Types... menu item.

7. 

Note: The Select Chart Type window appears.

 

 

The Ad Hoc Editor makes available nine kinds of charts: Column, Bar, Line, Area, Dual-Axis, Multi-Axis, Time Series, Scatter and Pie.

8. 

Click the Stacked Column chart type. This is the second item in the Column and Bar row.

9. 

Click on the 'X' in the upper right of the Select Chart Type window to close it.

10. 

Note: The chart now displays as a Stacked Column chart.

11. 

Point to the Chart Options menu.

12. 

Click the Chart Types... menu item.

13. 

Note: The Select Chart Type window appears.

14. 

 Click the Pie chart type.

15. 

Click on the 'X' in the upper right of the Select Chart Type window to close it.

16. 

Note: The chart now displays as Pie charts.

17. 

Point to the Chart Options menu.

18. 

Click the Chart Types... menu item.

19. 

Note:The Select Chart Type window appears.

20. 

Click the Line chart type. This is the first item in the Line and Area row.

21. 

Click on the 'X' in the upper right of the Select Chart Type window to close it.

22. 

Note: The chart now displays as a Line chart.

23. 

Point to the Chart Options menu.

24. 

Click the Chart Types... menu item.

25. 

Note:The Select Chart Type window appears.

26. 

Click the Area chart type. This is the third item in the Line and Area row.

27. 

Click on the 'X' in the upper right of the Select Chart Type window to close it.

28. 

Note: The chart now displays as an Area chart.

29. 

Click the Back button to close the report and return to the reports list.

30. 

Scroll down and click 5. Unit Sales Trend.

31. 

Note: This displays a Time Series chart.

32. 

Point to the View pull-down menu at the top of the screen.

33. 

Click Repository in that menu.

34. 

Click the Search button in the upper right of the screen.

35. 

Scroll down and select 7. Brand Sales Analysis.

36. 

Note: A Scatter report is displayed.

37. 

Point to the View pull-down menu at the top of the screen.

38. 

Click Repository in that menu.

39. 

Click the Search button in the upper right of the screen.

40. 

Scroll down and click 8. Key Performance Metric Trend.

41. 

Note: A Dual-Axis Column Line chart is displayed.

42. 

Point to the View pull-down menu at the top of the screen.

43. 

Click Repository in that menu.

44. 

Click the Search button in the upper right of the screen.

45. 

Note: Task 1: Review standard chart types, is complete.

46. 

Next, convert an existing table view to a chart view.

 

Click in the Search field and delete any text there.

47. 

Find the Fully Formatted View you created earlier.

 

Enter Fully into the Search field.

48. 

Click the Search button.

49. 

Click the Fully Formatted View title to open the view in the Ad Hoc Editor.

50. 

Note: The view opens in the Ad Hoc Editor. The table view displays the Company Name, Freight, and City columns, and results are grouped by Country.

51. 

Now, display the view as a chart.

 

Click the Display Mode drop-down near the right end of the menu bar.

52. 

Click the Chart list item.

53. 

Note: Three columns display by default, one for each field except the original Group field.

54. 

You want the chart to display shipping charges by country or city.

 

The chart displays city information better when the City field is in the Columns box.

 

Click to delete City from the Rows box.

55. 

Click to delete the company Name field.

56. 

Now, add City to the Columns box.

 

Right-click the City field name in the Fields panel.

57. 

Click the Add to Columns list item.

58. 

Note: City is added to the Columns box.

59. 

Note: The chart column indicates that total shipping charges across all countries amount to about $65K.

60. 

Note: Notice the Columns and Rows Data Level sliders in the Filters panel.

61. 

Note: A slider is present when one or more fields appear in that box of the Layout Band.

 

In this view, the City field is in the Columns box, and the Country field is in the Rows box.

62. 

Provide more room for the chart to display.

 

Click the small button in the top-left corner of the Fields panel to hide the panel.

63. 

Note: The Fields panel is hidden and the canvas area offers greater space for the chart to display.

64. 

Now, move a slider to the right to display the column chart in terms of that field.

 

Click the Columns slider so the chart displays shipping charges by City.

65. 

Note: The $65K in total shipping charges is broken out and displayed by city.

66. 

Note: The scale in the left margin updates appropriately.

67. 

Point to the tall column near the middle to see shipping information for the city of Graz.

68. 

Note: The city of Graz generated over $6,200 in shipping charges.

69. 

Click the Columns slider to return to default chart view.

70. 

To better view shipping charges by country, in the Layout Band move the Shipping charge measure from the Rows box to the Columns box.

 

In the Rows box, right-click the Shipping charge measure.

71. 

Click the Switch to Column Group list item.

72. 

Note: Shipping charge is moved to the Columns box.

73. 

Provide more room for the chart to display.

 

Click the small button at the immediate left of the Filters panel label to hide the Filters panel.

74. 

Note: The Filters panel is hidden, and the Data Sliders appear in their own window.

75. 

The Rows box in the Layout Band contains the Country field.

 

Click the Rows slider so the chart displays shipping charges by country.

76. 

Note: Shipping charges are broken out and displayed alphabetically by country name.

77. 

Task 2: Convert an existing table view to a chart view, is complete.

78. 

Next, create a new column chart view.

 

Point to the Create menu.

79. 

Click the Ad Hoc View menu item.

80. 

Click the OK button to confirm your action.

81. 

Click to select the foodmart data for crosstab list item in the Data Chooser: Source window.

82. 

Click the Chart button to open the Ad Hoc Editor.

83. 

Note: The Ad Hoc Editor appears. The database fields of the foodmart data for crosstab Topic are available for views.

 

Expand the Fields panel.

 

Numeric fields, known as Measures, are broken out into a separate panel at the bottom.

84. 

The column chart view you are creating uses one measure.

 

Near the bottom of the Measures panel, double-click the Store Sales measure to move it into the Columns box.

85. 

Note: Store Sales appears in the Columns box, and the default single-column chart displays total store sales.

86. 

In the Fields panel, right-click the Product Family field and move it into the Columns box.

87. 

Note: The Product Family field is moved into the Columns box, and a slider labeled Columns appears.

88. 

Now, drag the Quarter field into the Rows box.

89. 

Note: Two fields and a measure appear in the Layout Band. Notice that the default column did not animate in any way as you added the Product Family or Date field.

90. 

Note: The initial display reflects only the measures you add; it does not change when you add fields.

 

For each measure you add to the chart, a single column representing the total value of the measure appears, regardless of how many fields you add.

91. 

Note: Two Data Level sliders are present now, because one or more fields appear in each box of the Layout Band.

92. 

Hover the mouse cursor over the end of a slider to display the name of the field associated with that slider position.

 

Point to the right end of the Columns slider.

93. 

Note: The Product Family field name appears.

94. 

Now, display store sales broken out by product family.

 

Click the Columns slider.

95. 

Note: The chart displays store sales data for drink, food, and non-consumable items, as defined in the legend.

96. 

Return the chart to default view.

 

Click the left end of the Columns slider.

97. 

Click to display store sales broken out by four quarters of the year.

 

Click the Rows slider.

98. 

Note: Sales data displays by quarter.

99. 

Display sales data by quarter and product family.

 

Click the Columns slider.

100. 

Note: Sales data displays, grouped by quarter and product family.

101. 

Note: Task 3: Create a column chart view, is complete.

102. 

Next, explore chart features.

 

Change the chart type to stacked bar chart.

 

Point to the Chart Types menu, the gear icon under the Layout Band.

103. 

Click the Chart Types menu item.

104. 

Note:The Select Chart Type window appears.

105. 

Click the Stacked Bar menu item, the fifth choice in the Column and Bar row.

106. 

Note: Click on the 'X' in the upper right of the Select Chart Type window to close it.

107. 

Note: The chart now displays as a stacked bar chart.

108. 

Return to column chart view.

 

Point to the Chart Types menu, click Chart Types, and select the column chart option, which is the first chart in the Column and Bar row.

109. 

Note: Click on the 'X' in the upper right of the Select Chart Type window to close it.

110. 

Hover the cursor over a column to display its data.

 

Point to the Q3 1998 column to see exact beverage sales figures.

111. 

Note: Drink sales were nearly $26,000 in Q3.

112. 

Note: The Jaspersoft charting engine provides zoom options.

 

Click and drag to select the range of measure values on which you want to zoom.

113. 

Example: If you want a more-detailed view of the sales data in the range between the least and greatest non-consumable quarterly sales (the green columns), then click and drag to connect the top of the tallest and shortest green columns.

114. 

Note: If you prefer, click and drag vertically up or down to specify the range you want to zoom.

115. 

Now, click and drag from the top of the third Non-Consumable Store Sales green column to the fourth (shortest) one.

116. 

Note: Click-and-drag produces a pale-blue rectangle that stretches between the start and end points of your click-and-drag operation.

 

Again, click and drag vertically instead if that suits you. The height, not the width, of the click-and-drag rectangle determines the zoom range.

 

This zoom rectangle stretches vertically between about $35,000 and $65,000, so the chart will zoom to that range.

117. 

Note: The chart adjusts to display the data between the low and high values of your click-and-drag. Notice that the scale at the left of the chart adjusted to reflect the zoom range.

118. 

You can zoom multiple times to view very detailed information.

 

Now, click and drag again to view more-detailed information.

119. 

Note: The chart zooms again to display greater detail. The scale at the left adjusts accordingly.

120. 

Return to regular chart view.

 

Click the Reset zoom button near the top right of the chart.

121. 

Note: The chart zooms out to standard view.

122. 

Jaspersoft charting lets you hide individual columns.

 

Click the Drink Store Sales link at the lower left of the chart legend to hide the Drink column.

123. 

Note: The Drink column no longer appears in the chart.

124. 

Click the Drink Store Sales link to return Drink columns to the chart.

125. 

Note: The drink columns appear in the chart.

126. 

Next, explore Chart Format options.

 

Point to the Chart Options menu.

127. 

Click the Chart Format menu item.

128. 

Note: The Chart Format window appears.

 

 

Specify here whether or not to display the measure's name along the value axis, at what interval to display axis labels, and the angle at which axis labels appear. Changes take effect when you click the Apply button.

129. 

Note: Currently the name of the Store Sales measure does not appear anywhere along the Y axis.

130. 

Display the name of the measure along the Y axis if it is not already displayed.

 

Click the Show measure name option.

131. 

Note: Currently, Y axis labels increment every $25,000. Configure labels to display every $50,000 instead.

132. 

Click in the Step Y axis field to select the text.

133. 

Display every second label along the Y axis.

 

Enter 2 into the Step Y axis field.

134. 

Note: X axis labels may look better if they display at a 45 degree angle.

135. 

Click the Rotate X axis label value to select the text if it is not already at a 45 degree angle.

136. 

Display the labels at -45 degrees.

 

Enter -45 into the Rotate X axis label field.

137. 

Click the Apply button to see your changes.

138. 

Your changes are applied.

 

Click the Close button.

139. 

Note: The Store Sales measure name appears along the Y axis, and labels display every $50,000.

140. 

Note: X axis labels display at -45 degrees.

141. 

Next, explore Time Series Grouping. 

 

Type Key Performance in the Search Field.

142. 

Click the Search button.

143. 

Note: The search results appear.

144. 

Click on the Key Performance Metric Trend report.

145. 

Note: The Key Performance Metric Trend report appears with store statistics grouped by month.

146. 

At the top of the screen, in the Rows category, right-click the Date field.

147. 

Point to the Change Grouping menu item.

148. 

The Time Series Grouping menu appears.

 

Click the Quarter menu item.

149. 

Note: The Key Performance Metric Trend report appears with store statistics grouped by quarter.

150. 

At the top of the screen, in the Rows category, right-click the Date field.

151. 

Point to the Change Grouping menu item.

152. 

The Time Series Grouping menu appears.

 

Click the Day menu item.

153. 

Note: The Key Performance Metric Trend report appears with store statistics grouped by day.

154. 

Draw a zoom rectangle that encompases the first quarter inch of the X axis and the full height of the Y axis.

155. 

Note: The Key Performance Metric Trend report appears showing the zoomed in area.

 

Task 4: Explore chart view features, is complete.

156. 

Click the Home Page button to quit the Ad Hoc Editor and end the activity.

157. 

Congratulations!

 

You completed the following four tasks:

 

- Review standard chart types

- Convert an existing table view to a chart view

- Create a column chart view

- Explore chart view features

End of Procedure.