Using the Chart/Rollup Tool With Active Technologies Reports for Adobe Flash Player

In this section:

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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Selecting and Displaying Data Using the Chart/Rollup Tool

How to:

Reference:

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.



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Procedure: How to Select and Display Data Using the Chart/Rollup Tool
  1. Create an active report with an output format of either active report for Adobe Flash Player (FLEX) or active report for PDF (APDF).
  2. Run the active report.
  3. In any column heading, click the arrow to display a drop-down menu. From the menu, click Chart/Rollup Tool, as shown in the following image.

    Selecting the Pivot Tool

    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.
  4. Left-click and drag the desired columns from the Columns list into the Group By and Measure sort fields.
  5. You can edit the sort fields by clicking the X icon to delete columns, drag multiple columns into the Group By and Measure sort fields, reorder the columns in the sort fields, and change the aggregation type of the Measure by clicking the Calculation icon.

    The following image shows a report that has been designed on the Series tab.

    Report designed on Series tab of Chart/Rollup Tool

    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.

  6. To change the chart type, click the Charts tab and then click the chart type of your choosing (Bar, Pie, Line, Scatter, or Other), as shown in the following image.

    Charts tab

    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.

  7. Click the close button, X, in the upper-right corner of the Chart/Rollup Tool to exit the tool.
  8. From the output window, you can change the chart format to one of the available types.
    • The Column icon changes the type to the default column chart.
    • The Pie icon changes the type to the default pie chart.
    • The Line icon changes the type to the default line chart.
    • The Scatter icon changes the type to the default scatter 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.

  9. To display the result of your chart design as a Rollup Table, open the Chart/Rollup Tool and click the Data tab.

    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.

    Rollup Table with menu options

    From the Data tab, you can return to the Series or Charts tab.



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Reference: Chart/Rollup Tool Usage Notes

The following apply when you use the Chart/Rollup Tool in an active report for Adobe Flash Player:


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Working With Charts

In this section:

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.

Chart Types group



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Chart Types

The following are the chart types that you can select.



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Supported Chart Types

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.



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Reference: Bar 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



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Reference: Pie Chart Types

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



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Reference: Line Chart Types

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



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Reference: Scatter Chart Types

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



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Reference: Other Chart Types

The following charts are available for active report/active dashboard for Adobe Flash Player. To use these charts, you must have access to a WebFOCUS Client.

Funnel and Pyramid Chart Type

Radar Chart Type

Funnel

Radar

Pyramid



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Creating a Bubble Chart

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.


WebFOCUS