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The Chart/Rollup Tool enables you to organize and summarize selected columns of data in order for you to obtain a desired report.
The Chart/Rollup Tool contains a list of columns available in an active report, and Group By and Measure sort fields. You can click and drag the desired columns into the sort fields. Once you define the report, you can display the data as a chart or Rollup Table.
Important: In order for you to generate all the charts described in this topic, your environment must have access to (or a connection to) a WebFOCUS Client hosted on a web server. When you are connected to a WebFOCUS Client, you are in connected mode. When you are not connected to a WebFOCUS Client (that is, when you are in disconnected mode), you can also generate certain charts. The supported charts in disconnected mode are the default bar, pie, line, and scatter charts.
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This topic provides step-by-step instructions for selecting and organizing the data that you want to include in a report. It also describes how to present the selected data in chart format, or in tabular format as a Rollup Table.
The Chart/Rollup Tool opens, with the Series tab displayed, as shown in the following image.
The Series tab includes the Columns, Group By, and Measure lists. The Columns list includes all available columns in the active report. You can drag and drop columns from the Columns list into the Group By or Measure sort field. The Charts tab allows you to select the desired chart type. The Data tab displays the result of your report design as a Rollup Table.
The following image shows a report that has been designed on the Series tab.
WebFOCUS automatically generates a new window that contains a pie chart when there is more than one field in the Group By and Measure sort fields.
Only the four default charts (pie, bar, line, and scatter) are available on the Charts tab if you are running an active report or an active dashboard for PDF.
When you point to a chart label, the complete descriptive name of the chart is provided.
The chart type in the output window dynamically changes to the chart type selected. The chart image in the tool window is highlighted to indicate the chart type selected and displayed in the output window.
The following image shows an output window with the selected data presented as a pie chart.
You can click the Rollup icon to display the data in tabular (grid) format.
You can click the Advanced Chart icon to return to the Series tab in the Chart/Rollup Tool.
You can click the Lock/Unlock icon to lock (freeze) the report.
You can click the Original Chart icon to restore the current chart type to the initial chart type that was displayed.
You can click the Aggregation icon to change the aggregation type.
You can click the Menu icon, and click Chart/Rollup Tool, to open the Chart/Rollup Tool again.
The selected data is displayed in tabular format. Click the arrow on a column heading to display a menu of your data sort options, as shown in the following image.
From the Data tab, you can return to the Series or Charts tab.
The following apply when you use the Chart/Rollup Tool in an active report for Adobe Flash Player:
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A chart often conveys meaning more clearly and effectively than data displayed in tabular form. A chart enables you to visually communicate quantitative information. On a chart, you can give data a shape and form, and reveal patterns and relationships among many data values.
It is important that you select a chart type that is appropriate for your data. The Chart/Rollup Tool provides a complete chart type library, which includes advanced chart types, as well as basic types. You can select from a wide variety of chart types to best represent the data that you want to display.
The Charts and Pie tabs on the Chart/Rollup Tool are shown in the following image.
The following are the chart types that you can select.
The following is an example of a basic bar chart.
Pie charts. Pie charts emphasize where your data fits, in relation to a larger whole. Pie charts work best when the data consists of several large segments. Too many variables divide the pie into small segments that are difficult to see. Use color on individual segments to create visual contrast. For a complete list of available pie chart types, see Pie Chart Types.
The following is an example of a basic pie chart.
You can also plot line charts with two or more scales to present a comparison of the same value, or set of values, in different time periods. For a complete list of available line chart types, see Line Chart Types.
The following is an example of a basic line chart.
Scatter. Scatter charts share many of the characteristics of basic line charts. You can plot data using variable scales on both axes. When you use a scatter chart, the data is plotted with a basic line pattern so that you can visualize the density of individual data values around particular points, or discern patterns in the data. A numeric X-axis, or sort field, always yields a scatter chart by default.
Scatter charts and line charts are distinguishable from one another only by virtue of their X-axis format. Line charts can appear without connecting lines, making them look like scatter charts, and scatter charts can appear with connecting lines, making them look like line charts. For a complete list of scatter chart types, see Scatter Chart Types.
The following is an example of a basic scatter chart.
On a stream line funnel chart, each slice in the funnel depicts a process flow that has filtered the data. Data points are arranged in descending order, based on their cumulative percentage value. Like a funnel chart, a stream line funnel chart is a single-series chart.
This topic contains reference tables which list the chart types that are supported by Active Technologies for Adobe Flash Player and for PDF.
As noted in the tables, the default chart types (bar, pie, line, and scatter) are available for both active report/active dashboard for Adobe Flash Player and active report/active dashboard for PDF. You can use the default chart types when you are not connected to a WebFOCUS Client (that is, when you are in disconnected mode).
The non-default chart types are available only for active report/active dashboard for Adobe Flash Player. You must have access to a WebFOCUS Client in order to use the non-default chart types.
Bar Chart Type |
Description |
---|---|
Default Bar |
Default Active Technologies bar chart for Adobe Flash Player. Available for both active report/active dashboard for Adobe Flash Player and active report/active dashboard for PDF. Can be used in disconnected mode. |
The following bar chart types and column chart types are available for active report/active dashboard for Adobe Flash Player. To use these charts, you must have access to a WebFOCUS Client.
Bar Chart Type |
Column Chart Type |
---|---|
Bar 2D |
Column 2D |
Multi-Series Bar 2D |
Column 3D |
Multi-Series Bar 3D |
Multi-Series Column 2D |
Stacked Bar 2D |
Multi-Series Column 3D |
Stacked Bar 3D |
Stacked Column 2D |
Stacked Column 3D | |
Scroll Multi-Series Column 2D | |
Scroll Stacked Column 2D | |
Logarithmic Multi-Series Column 2D | |
Inverse Y-Axis Multi-Series Column 2D |
Pie Chart Type |
Description |
---|---|
Default Pie |
Default Active Technologies pie chart for Adobe Flash Player. Available for both active report/active dashboard for Adobe Flash Player and active report/active dashboard for PDF. Can be used in disconnected mode. |
The following pie chart types and doughnut chart types are available for active report/active dashboard for Adobe Flash Player. To use these charts, you must have access to a WebFOCUS Client.
Pie Chart Type |
Doughnut Chart Type |
---|---|
Pie 2D |
Doughnut 2D |
Pie 3D |
Doughnut 3D |
Line Chart Type |
Description |
---|---|
Default Line |
Default Active Technologies line chart for Adobe Flash Player. Available for both active report/active dashboard for Adobe Flash Player and active report/active dashboard for PDF. Can be used in disconnected mode. |
The following line chart types and area chart types are available for active report/active dashboard for Adobe Flash Player. To use these charts, you must have access to a WebFOCUS Client.
Line Chart Type |
Area Chart Type |
---|---|
Line 2D |
Area 2D |
Multi-Series Line 2D |
Multi-Series Area 2D |
Scroll Multi-Series Line 2D |
Stacked Area 2D |
Logarithmic Multi-Series Line |
Scroll Multi-Series Area 2D |
Inverse Y-Axis Multi-Series Line 2D |
Inverse Y-Axis Multi-Series Area |
Spline |
Spline Area |
Multi-Series Spline |
Multi-Series Spline Area |
Scatter Chart Type |
Description |
---|---|
Default Scatter |
Default Active Technologies scatter chart for Adobe Flash Player. Available for both active report/active dashboard for Adobe Flash Player and active report/active dashboard for PDF. Can be used in disconnected mode. |
The following scatter chart types and bubble chart types are available for active report/active dashboard for Adobe Flash Player. To use these charts, you must have access to a WebFOCUS Client.
Scatter Chart Type |
Bubble Chart Type |
---|---|
Scatter (XY Plot) |
Bubble |
When you create a bubble chart, you must include a pair of columns for each series on the chart.
For example, consider the following sample code.
TABLE FILE CENTURYSALES SUM LINEPRICE AS 'Revenue' PROFIT . . .
As written, the code creates a single-series bubble chart. The pair of columns for the series includes LINEPRICE and PROFIT. WebFOCUS uses the value of LINEPRICE to position each bubble in the series, and the value of PROFIT to size each bubble in the series.
To add another series to the sample bubble chart, you must include a pair of columns for that series also, as shown in the following code.
TABLE FILE CENTURY SALES SUM LINEPRICE AS 'Revenue' PROFIT COSTOFGOODSSOLD PROFIT . . .
The pair of columns for the second series includes COSTOFGOODSSOLD and PROFIT. WebFOCUS uses the value of COSTOFGOODSSOLD to position each bubble in the second series, and the value of PROFIT to size each bubble in the second series.
When the sample bubble chart is run, the bubbles in each series are positioned and sized correctly, as shown in the following image. The first bubble series (Revenue) is displayed in blue, and the second bubble series (Cost of Goods Sold) is displayed in red.
For every new series that you add to the chart, you must include a pair of columns.
If you do not specify a pair of columns for a series, WebFOCUS sets the size of each bubble in the series to 1.
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