Tuesday, 13 June 2016

1. Enter the Report Designer through one of the following pathways:
   • If your report grabs data from the datasheet open in front of you, then click Report Wizard on the DataSight Ribbon. Then step through the wizard as required. Click Finish when you are done. You will now enter Report Designer.
   • If your report grabs data from a saved view, then click Report Designer. Then step through the Query Builder and Wizard as required. Click Finish when you are done. You will now enter Report Designer.
2. Add a chart in your report design by doing one of the following:
   • To add a chart within an existing Group Footer band, drag Chart under standard controls and drop in Group Footer band of your report. This will open the Chart Designer window.
   • To add a chart to a new Group Footer band:
     1. Right-click in the design panel.
     2. Select Insert Band and then click GroupFooter.
     3. (Optional) Right-click and select Edit and Reorder Bands to manage your bands.
     4. Drag a Chart control from Standard Control panel and drop it in the new Group Footer band. This will open the Chart Designer window.
3. In the Chart Designer window, click + near Series Collection to add a series.
4. Select the series from the available types such as Bar, Line, etc.
5. Under Options on the right, name your series after your first variable.
6. Under Data, choose a data source.
7. Once your data has been populated, drop down the new data source table.
8. From here, drag a data member to the Argument box below. This will serve as an argument variable on the x-axis. A common argument data member is MONITORING_DATETIME.
9. Then drag a data member to the Value. This will serve as a value variable on the y-axis. A common value data member is VALUE_NUMERIC.
10. Click on Properties.
11. Under Behaviour, change the ArgumentScaleType as necessary. For example, the  ArgumentScaleType is Date Time for MONITORING_DATETIME.
12. We will now filter this series for a desired variable and its values. To do this:
    1. Click Properties Tab.
    2. Under Data, click … against DataFilters. This will open the Data Filter Collection Editor.
    3. If And radio button is not selected, please select it now.
    4. Click Add. This opens Misc on the right.
    5. Select a ColumnName field from the drop down menus. To filter by variable name, select VARIABLENAME.
    6. Ensure that a suitable Condition is selected. To filter for exactly matching variable names,  select Equal.
    7. Now enter a valid Value that matches the desired variable name. Please note that the Value must be exactly identifiable for case and grammar with the variable.
    8. (Optional) You may also add more conditions as required.
    9. Click Close to apply filtering. Your first series will now be filtered for the desired variable matched in 7.
13. To add another variable series in the Chart, click + near Series Collection. Then follow steps 4 to 12 as required for the new variable.
14. After customising the chart series, click OK in the Chart Designer window to return to Report Designer.