Get Started with Charts

The Chart control allows you to add charts of various types to reports—bar charts, pie charts, line charts, and many more. Charts can plot data from external databases, ArcGIS map services, or ArcGIS feature services.

Geocortex Reporting 5 supports complex charts with many parts. Because of the potential complexity, it is easiest to start with simple charts and build on that.

This topic lays the foundation that you will need to create real-world charts for your reports. It has the following sections:

Chart Terminology

A set of data points is called a series. The way that a series is represented in a chart is called the view. Some common views are pie, bar, point, and line.

Common views: pie (), bar (), point (), and line series ()

Many views have axes, most often an X-axis and a Y-axis. The axes are the essential grids of reference for a chart.

Chart with an X-axis and Y-axis

Each data point in a series is defined by two coordinates: an argument and a value. In a chart with an X-axis and Y-axis, the argument is the X coordinate and the value is the Y coordinate: data point = (argument, value).

Axes corresponding to arguments and values

The view determines how a data point is represented:

Main Steps to Create a Simple Chart

The steps below outline how to create a simple chart. The chart is simple in the following sense:

To include a simple chart in a report:

Required Steps

  1. Add the Chart control to the desired band in the report's layout.

  2. Open Chart Designer: Select the Chart control and click Run Designer.

  3. Bind the chart to the data source and table that the chart's data will come from: Make sure the chart is selected in Chart Structure. In the Properties panel, configure the Data Source and Data Member settings.

    Chart Designer, showing the Chart Structure (), preview area (), and Properties panel ()

    You can also configure the Data Source and Data Member settings in Report Designer, in the Data section of the Properties panel.

  4. Specify the set of data points to plot.

    A set of data points is called a series. Each data point in a series is defined by two values: an argument (X coordinate) and a value (Y coordinate).

    1. Add a series:

      In Chart Structure, click Series. Click the Add icon and select the view.

    2. Configure the source of the X coordinates:

      In the Properties panel, set Argument Data Member to the desired field.

    3. Configure the source of the Y coordinates:

      In the Properties panel, set Value Data Members | Value to the desired field.

    Chart Designer shows a preview of the chart. The preview uses sample data, so the labels on the series and axes may appear unrealistic.

    To preview the chart using the actual data, close Chart Designer and preview the report in Report Designer.

  5. Click OK to close Chart Designer.

  6. Click Preview to preview the report.

Optional Configuration

The table below summarizes where to configure various aspects of a simple chart. Note that the table only lists aspects that are commonly customized. It is not a complete list.

Location of common configuration settings for a simple chart

Component

Aspect

Location

Chart

Title

In Chart Structure, click Titles. Click the Add icon and select the title's position. Configure the title's text and formatting in the Properties panel.

Predefined Palettes

In Report Designer, select the Chart control. Configure the Palette Name setting in the Appearance section of the Properties panel.

Series

X Coordinates

In Chart Structure, select the series. Configure the Argument Data Member setting.

Y Coordinates

In Chart Structure, select the series. Expand Value Data Members and configure the Value setting.

Labels

In Chart Structure, select the series. Configure the label's properties in the Label section of the Properties panel.
or
In Chart Structure, expand the series. Click Label. Configure the appearance of the labels in the Properties panel.

Labels Visibility

In Chart Structure, select the series. Configure the Labels Visibility setting in the Properties panel.

Axes

 

X-Axis

In Chart Structure, expand Diagram and click Primary Axis X. Configure the axis' properties in the Properties panel.

Y-Axis

In Chart Structure, expand Diagram and click Primary Axis Y. Configure the axis' properties in the Properties panel.

Legend

Text

In Chart Structure, select the series. Configure the Legend Text Pattern setting in the Properties panel.

Appearance

In Chart Structure, click Legend. Configure the legend's appearance in the Properties panel.

Title

In Chart Structure, click Titles. Click the Add icon and select the title's position. Configure the title's text and formatting in the Properties panel.

Tutorial - Create a Bar Chart

This tutorial shows how to create a simple bar chart. The tutorial uses a public ArcGIS feature service called NapiervilleShelters that maps emergency shelters.

The tutorial is divided into the following parts:

 

Part 1: Create a bar chart

  1. Add an ArcGIS data source with the following URL:

    http://sampleserver5.arcgisonline.com/arcgis/rest/services/NapervilleShelters/FeatureServer/

    To add a data source, click Data Sources in the sidebar, select ArcGIS, enter a name, paste the service's URL into the Service URL box, and click Save.

  2. Create a new, blank report: Click File, click New, and double-click Blank Report.

  3. Bind the report to the data source: Click Add SQL Data Source , select the data source, and click Next. Expand Tables, select Shelters, and click Finish.

  4. Change the page orientation to Landscape: Make sure the report is selected and select the Page Settings | Landscape checkbox.

    This is to simplify the formatting that is required for the tutorial.

  5. Add a Report Header band: Select the report and click the Insert Report Header Band icon in the Actions section.

    Location of icon to add a Report Header band to the report

  6. Drag a Chart control to the Report Header band. Position the control at the top left of the band. To simplify the formatting that is required, resize the control to 9" x 5".

    Placing the chart in the Report Header band displays the chart once at the beginning of the report.

    Chart control added to the Report Header band

    In the screen capture, all the bands except the Report Header are collapsed.

  7. Make sure the Chart control is selected and click Run Designer to open Chart Designer.

    Chart Designer, showing the Chart Structure (), preview area (), and Properties panel ()

    The Properties panel shows the properties for the component that is selected in Chart Structure.

  8. Bind the chart to the data source:

    1. Make sure Chart is selected in Chart Structure.

    2. In the Properties panel, select the data source from the Data Source drop-down list.

    3. Select the Shelters table from the Data Member drop-down list.

      The Data Member is the table that results from querying the data source.

  9. Add a series to the chart.

    1. In Chart Structure, click Series to show the Add icon .

    2. Click the Add icon to show the drop-down list of views.

      List of views

    3. Select Bar .

      Bar view

      A series is added to the chart. The new series appears in the Chart Structure, shown below at .

      The preview area shows an example of the selected view using sample data provided by Chart Designer (). The preview also shows the default legend.

      The Properties panel shows that the series is a bar series ().

      New series (), preview using sample data (), and the type of view ()

  10. Specify the source of the X and Y values:

    1. Make sure the series is selected in Chart Structure.

    2. In the Properties panel, select facname (facility name) from the Argument Data Member drop-down list.

      The Argument Data Member setting specifies the field that the X coordinates will come from (the arguments).

    3. If necessary, expand Value Data Members.

    4. Select sheltcap (shelter capacity) from the Value drop-down list.

      The Value setting specifies the field that the Y coordinates will come from (the values).

  11. To use a more meaningful label than "Series1" in the legend, rename the series. Basing the name on the Value setting provides a meaningful label.

    By default, the legend uses the series name. You can override the default by configuring the series' Legend Text Pattern setting.

    1. Make sure the series is selected in Chart Structure.

    2. In the Properties panel, set Name to Capacity.

      Legend with series name

      The chart is ready to preview. To preview a chart using the actual data instead of sample data, preview the report in Report Designer.

  12. Click OK to close Chart Designer.

  13. Click Preview to preview the report.

    Report preview showing a bar chart that plots the capacity of emergency shelters located in schools

    You have successfully created your first chart.

Part 2: Customize the chart

This part of the tutorial shows a few ways to improve the chart's appearance and utility. These improvements are configured in Chart Designer.

Add a Title to the Chart

  1. In Chart Structure, click Titles to show the Add icon .

  2. Click the Add icon to show the list of title positions relative to the diagram.

    Possible positions of the title () relative to the diagram ()

  3. Select a position for the title, for example, top left .

    A title is added to the chart. The new title appears in Chart Structure and in the preview.

  4. Make sure the title is selected in Chart Structure.

  5. In the Properties panel, set Text to Capacity of Emergency Shelters.

  6. Click away from the Text box to update the chart preview.

    Chart preview showing the chart title at the top left

    You can change the title's position at any time using the Dock and Alignment settings.

Add a Title to the Y-Axis

  1. In Chart Structure, expand Diagram and select Primary Axis Y.

  2. In the Properties panel, scroll down and expand Title.

  3. Set Text to Number of Adults.

  4. Set Alignment to Center.

  5. Set Visibility to True.

  6. Expand Font and configure Font Name and Size as desired.

    Chart preview showing the title on the Y-axis

Reposition the Legend

In its default position, the legend takes up some of the available width. Moving the legend to the bottom allows the X-axis to be longer.

  1. In Chart Structure, select Legend.

    The Chart Structure has two items related to legends—Legend and Legends. Legend is the default legend. Legends are custom legends.

  2. Set Vertical Alignment to Bottom Outside.

  3. Set Horizontal Alignment to Left.

    Chart preview showing the legend at the bottom left

Part 3: Change to a point chart and then line chart

For a chart with a single series, changing the type of chart is as simple as changing the series' view.

  1. In Chart Structure, select the series.

  2. In the Properties panel, set View to Point.

  3. Click away from the View box to update the preview.

    Chart preview of the chart represented as a point chart

  4. Set View to Line.

  5. Click away from the View box.

    Chart preview of the chart represented as a line chart

  6. Reset the view to Bar in preparation for the next part of the tutorial.

Part 4: Add a second series to the chart

Charts are often used to compare quantities. You can plot more than one data set in a chart to facilitate comparisons.

This part of the tutorial shows how to add a second bar series to the chart. The first series shows shelter capacity. The second series will show the current occupancy.

  1. In Chart Structure, click Series to show the Add icon .

  2. Click the Add icon and select Bar.

  3. Set the series name to Current Occupancy.

  4. Set Argument Data Member to facname.

  5. Set Value Data Members | Value to sheltcurpop.

    Chart preview of the chart with two bar series

  6. Click OK to close Chart Designer.

  7. Click Preview to preview the report.

    Report preview showing a chart with two bar series, the capacity and occupancy of emergency shelters

Troubleshooting

If the Chart control is completely blank when you preview the report in Report Designer, verify the configuration as follows:

© 2019 Latitude Geographics Group Ltd. All Rights Reserved.

Documentation Version 5.4