Use Charts in Reports

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

Geocortex Reporting supports complex charts with many parts. Because of the potential complexity, it is easiest to start with simple charts and build your knowledge incrementally.

The charting documentation includes the following:

Chart Terminology

Chart terminology is also given in the Glossary. To open the Glossary, click the Glossary tab next to the Contents tab.

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:

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

  2. Open Chart Designer:

    Select the Chart control on the design surface and click Run Designer.

  3. If the report is bound to more than one data table, bind the chart to the 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.

    If the report is only bound to one table, the chart will use the report's table by default. In this case, you do not need to configure Data Source and Data Member.

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

  4. Specify the set of data points to plot (the 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 arguments:

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

    3. Configure the source of the values:

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

      Alternatively, select a Summary Function | Function and, if the function requires an argument, set Summary Function | Argument to the field that you want the function to operate on.

    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.

Additional 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.

© 2019 Latitude Geographics Group Ltd. All Rights Reserved.

Documentation Version 5.4