Create New Chart

1

Select “Add Chart”

Click on the Add Chart button on the toolbar of the Report editing panel to begin creating a new chart.

2

Choose a Chart Type

In the Visualizations panel (usually on the right side of the screen), you'll see a variety of chart types such as:

• Column Chart

• Line Chart

• Pie Chart

• Combo Chart

• And more...

Select the chart type that best fits your analysis needs.

3

Drag and Drop Data Fields

From the Fields panel, drag data elements into the relevant drop zones of the chart:

• Dimensions: Used to define categories or groupings (e.g. time, product type, region).

• Legends: Used to distinguish different series or groups visually (e.g. by color or label).

• Metrics: The numerical values to be calculated and visualized (e.g. revenue, quantity).

• Tooltips, Sort, Limit: Additional settings to enhance interactivity and data presentation (see detailed definitions).

4

Customize the Chart

After placing the chart on the report canvas:

• Select the chart to activate its settings panel.

• In the Visualizations panel, click on the Style tab.

• Customize visual elements such as:

  • Colors

  • Chart title and labels

  • Font size and style

  • Background and grid lines

This helps improve the readability and aesthetics of your chart.

5

Refine the Report Layout

• Adjust Size and Position: Use drag-and-drop to reposition and resize the Chart to fit your report layout.

• Add Additional Charts or Elements: You can insert other components such as tables, slicers, or even create new pages to expand your report.

6

Save the Report

Once you’re satisfied with your chart and layout:

• Click Save to retain your work and publish the updated report.