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The Chart Wizard has four tabs: Type, Data, Appearance, and Size and Preview. You can navigate between the tabs by clicking on the tab, or using the 
Data, Appearance, and Size and Preview. You can navigate between the tabs by clicking on the tab, or using the Previous and 
Next buttons.
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Combination charts are several different charts layered on top of one another. They comprise of a combination of Column, Line, Area, and/or Stacked Column charts. (Column and Stacked Column charts are not compatible with each other). Combination charts can have up to two Y-axes.
Data
The Data Tab is used to specify Specify which cells to use as chart data. You can change how data is translated into points by changing the data layoutthe Data Layout. You can also choose a sort ordera Sort Order, as well as upper and lower boundaries as Upper and Lower boundaries for the data and axes, if applicable.
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Add series to the chart by selecting a Data Field data field containing numeric values from the Series Values dropdown menuValues list. Some charts may require you to select a data field to label the X-Axis. Some charts may ask for two or three data fields per series. The data axis is drawn automatically when the chart is generated.
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Tip: Data is on the Y-Axis; this may not always be the vertical axis. Labels are on the X-Axis; this may not always be the horizontal axis. |
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Scatter charts |
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have no labels axis, but have X |
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and Y |
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data axes. |
Add For multi-series charts, you can add additional series by pressing the 
Add Series button (disabled for single-series charts). Give a Name to each series. Press 
to remove a series.
Change the data layout by pressing the 
Data Layout... button. This will open the Data Layout dialog. If you change the data layout, this section will change for you to add either individual points, or groups of series, instead of adding individual series. See Data Layout for details.
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Use the Sort data by dropdown to determine how series data should be ordered:
Report Order – Use the sort order specified by the report.
Data Labels – Sort by the label axis value, alphabetically or numerically.
Data Values – Sort by the value of the data.
You can sort data in Ascending (A- Z, 0-9) or Descending (Z-A, 9-0) order.
Use the Exclude values fields to ignore values that are too large and/or too small.
(Grid charts) Use the Data Axis Value fields to set upper and/or lower bounds for the data axis.
(Grid charts) Check Align Data Labels Across Series if you have multiple series with data points at common intervals.
(Pie charts) Use the Other Category Percent field to group data fields with small quantities into an "Other" category.
Data Layout
Your data may not fit neatly into series. This dialog accommodates different data layouts by allowing you to select from a couple of clicking the Add Series icon. Enter a Name for each series.
Data Layout (advanced users)
The data layout types allow you to select from a few different ways to build a chart.
Column Based Chart
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The default . This layout builds charts by taking data fields, and mapping selected values as Y-coordinates on the data axis. Determine which values are selected by specifying a data field with a common relation as the X-axis. This layout is useful if you want to plot one or more unrelated series in a group (e.g. Budget and Sales and Expenditures per Store).
Use Column Based Chart if... Your report contains a group with one or more elements. For example:
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Row Based Chart is a little more complex. This layout still uses fields as series, but all your series are a group, nested within another group which determines the X-axis values. Data values are mapped per series per group. This layout is useful if you want to plot two or more related series in a group (e.g. Sales per Employee per Store).
Use Row Based Chart if... Your report contains a group within a group. For example:
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If you select this layout, the data selector will change to allow you to add all your series as a group, nested within an outer group for the data labels:
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Cell Based Chart is the simplest option. This layout builds charts by taking pairs of static report values, and using them as (X,Y) or (label, value) coordinate pairs.
In order for the chart wizard to recognize report cells, they must be in Formula form, with a preceding = sign, text surrounded by quotes, and data fields surrounded by braces { }. Examples, column based charts are used for two situations:
Mapping data fields to X and Y axes, across common rows
Example: Each OrderDetails.Total for each Orders.OrderDate
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Mapping group aggregates against a sort field or category
Example: The aggregate sum of OrderDetails.Total for each Employee
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Column based pie chart for Sales per Employee
Row Based Chart
Row based charts are multi-dimensional. They are used for visualizing nested groups, or in other words, some grouped data per an outer group, per another outer group.
Example: The aggregate sum of OrderDetails.Total for each Month(Orders.OrderDate) for each Employee
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Cell Based Chart
Use this layout to build charts statically, from non-dynamic data. Enter coordinates onto the report grid manually.
Data points must be formatted as formulas, with a leading equal sign (=):
Number: =42
Text: ="February 24th"
Data field: ={Employees.EmployeeName}
Formula: =Month{Orders.OrderDate}
Math: ={Orders.UnitPrice} * 2.43
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Use Cell Based Chart if... You want to build a chart point by point, and only have one data series. For example:
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If you select this layout, the data selector will change to allow you to add points. This layout only supports one series of data (duplicating data labels will create duplicate axis labels):
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Appearance
The Appearance Tab contains options for customizing Customize how the chart will looklooks, and add some additional features, such as axes and benchmark lines.
Colors
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Use the Colors dropdown to select Select a color theme to apply to the chart. Specify Use a custom range of colors theme by selecting the Linear Range option.Check Range or Custom Colors options. For some chart types you can select Use 3D Style to give your the chart a three-dimensional look. For SPC and combination charts you can choose whether to Allow Scrolling left or right in the chart output.
Labels
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Chart Title – Enter the text you want to appear in at the top You can optionally add labels to different parts of the chart.
(Grid charts) X-Axis Title – Enter the text you want to appear on the X-Axis (horizontal axis).
(Grid charts) Y-Axis Title – Enter the text you want to appear on the Y-Axis (vertical axis).
Use the Point Labels dropdown to label the points on the chart:
Series Values
Percent of Series Values
Data Labels
Data Labels with Data Values
Use the Legend Position dropdown to choose where to display the legend relative to the chart.
Use the Label Font dropdown to specify the font for the labels.
Use the 
Number Format... dialog to specify how data and axis labels should be formatted:
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(Line & combo charts) (v2016.3) Use the Chart Axes button to add and format axes:
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Press
Add Y Axis to add an additional axis. Give it a title, and use the formatting options to format the axis labels and data labels for associated series. Press
to remove an axis.
Y-Axis Assignment – Use the dropdown menu for each series to associate the series with an axis. Each series will have the same format as the axis, and hiding an axis will hide associated series.
Press
OK when done.
Use the 
Benchmark Lines... dialog to add horizontal lines at specific sections of the chart:
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Press
New to add a benchmark line:
Label – Enter the text you want to label the line.
Value – Set the value for where the line will display.
Color –Specify the color of the line.
Line Style – Solid or Dashed.
Press
to remove a benchmark line. Press
OK when done.
Other Features
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This section allows you to customize a variety of attributes. The following attributes are supported:
Font color
Font size
Background opacity
Background color
Title alignment
Title font size
Title on top
Legend title
Title font size
Show border
Show tooltip
Subtitle
Subtitle font size
To add a customization, select an attribute from the dropdown menu and press Add Attribute. Then enter a custom property into the attribute field or select from the attribute dropdown menu.
Press to remove a customization.
Size and Preview
The Size and Preview Tab allows you to change the size of the chart and preview any customizations.
NOTE. Chart previews in the Wizard and on the Design Grid use placeholder data.
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You can change the size of the chart in one of three ways:
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Drag-and-drop the handle
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at the bottom-right corner.
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Check Fit to Cell and resize the chart cell on the Design Grid.
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Some labels are only available for some chart types.
Chart Title
X-Axis Title for line charts—except spark and SPC—and bar and scatter charts.
Y-Axis Title for line charts—except spark and SPC—and bar and scatter charts.
Point Labels can be the series, labels, values, or percentages; options are based on the chart type. Not available for scatter or spark charts.
Legend Position adjacent to the chart, or hidden. Available for pie and stack charts, or any chart—except spark—using the Row Based layout.
Label Font of point labels
Number Format / Chart Axes
For charts with no axes, or which only support one Y-axis, the Number Format window lets you choose how the axis values and point labels are formatted. See Number Format for more information.
Line charts—except zoom and spark—and combination charts support up to two Y-axes. For these charts, the Chart Axes window lets you add a second Y-axis, label and format axes, and assign each series to an axis. The following options are available:
X-Axis Title
Y-Axis Formatting and title for each Y-Axis. Click ( + )
Y-Axis Assignment matches each series' color and point label formatting with its assigned axis. Axes and their assigned series can be toggled on and off in the chart output.
Benchmark Lines
Benchmarks are horizontal lines at locations on a chart that are used to call out certain types of values, such as ranges, limits, and averages. Benchmarks are not available for spark or pie charts. To add a benchmark line, click New. Then specify its location and appearance using the following options:
Line Type and Value determine the location of the benchmark. This can be a static location or derived from a calculation on the series data. The following line types are available:
Static point specified in the Value field
Minimum value in the series
Maximum value in the series
Mean, or average, of the series
Median, or midpoint, of the series
Standard Deviation of the series, as given by the Value formula:
μ + nσ
You can set how many (n) standard deviations (σ) from the mean (μ), and in what direction (+/-), the line is drawn.
Use Population for a full data set. Use Sample for a portion of a larger set.
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Tip: Statistical Process Control charts have benchmark lines at the mean and at +3 and -3 standard deviations from the mean by default. These cannot be removed, but you can change their formulas and appearances if desired. |
Label for the line
Color of the line, selected using the picker or by entering a color value
Style of the line, either Solid or Dashed
Conditional Colors
Bars, columns, segments of pie charts, points in line and scatter charts, and bubbles in bubble charts can change color conditionally, depending on a formula. To add a conditional formula, click Add. Choose a color by using the color picker, or enter a color value. Then click the Formula icon to open the Formula Editor and set the condition.
There are additional parameters available when making chart conditional formulas that allow you to set the condition for coloring points based on the point data. The following parameters are available depending on the type of chart and data layout:
@data_label@ - the value of the point's Data Label field, or Y Value field for scatter and bubble charts
@data_value@ - the value of the point's Data Value field, or X Value field for scatter and bubble charts
@series_label@ - the value of the point's Series Label field for charts using the Row Based layout
@bubble_size@ - the value of the point's Bubble Size field for bubble charts
@bubble_label@ - the value of the point's Bubble Label field for bubble charts
Conditional formulas must evaluate to True or False, to determine whether the condition has been met and the color. See Conditional Formulas for more information.
Other Features
Other features are miscellaneous attributes that affect the appearance of the chart. To add an attribute, select it from the list, click Add Attribute, then set its value. The following attributes are available:
Font color affects the color of all text in the chart
Background opacity is the transparency of the chart, from 0 (transparent) to 100 (opaque)
Font size affects the size of axis and point labels
Background color
Title alignment is the horizontal alignment of the chart title
Title font size
Title on top sets whether the title is above or below the chart
Show border adds a thin gray border around the chart
Subtitle is additional text below the chart title
Subtitle font size