Creating Charts in the BI Module

Now that reports have been created in the BI Module, users might want to see the data represented in a visual format to review information quickly.

To begin, select a report by either double clicking the report or select the menu in the right corner and click "Edit" to edit the report.

A pop-up will appear informing the user that a draft report will be created that can be edited, this allows the user to experiment with fields, formatting, etc without overwriting the original report. Note: If you click save and activate the draft, it will over-write the original unless you save the report under a different name.

You will see the report columns on the left menu panel, select the fields you want to review and add them to the Horizontal and Vertical Axis.
Once selected, you now have a visual representation of the report data.
By default, the system selects the best chart type for you based on the data you have selected.
You can customize the charts by selecting the Auto Chart drop-down and click the "Select Chart Type" option for a list of available chart formats. Click on any of the charts to change the look of your data. The Chart Formatting Toolbar provides further editing options as well.

You can combine the tabular data with the chart data into one view by clicking on the Design link.

The results are displayed as shown below. This display can be further enhanced with additional formatting using the formatting toolbar.
To save the report, click Report on the top left corner and click "Save". You have the option to save the report with a different name or if you leave all fields as they were previously then the report will update/overwrite the existing report.