How to: Add Charts to Role Centers and List Pages
When you have complex information, you may want to view a visual representation of the data to help see trends and make decisions. For example, you may want to monitor the balances per bank account for your company in a chart.
You use the chart pane to visually show data from a list on the following types of pages:
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On your Role Center, where you can select from predefined generic charts.
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On a list page, where you can select to view a list as a chart.
To add a generic chart to your Role Center
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On your Role Center, on the Application menu
, select Customize, and then Customize this Page. -
In the Customize the Role Center window, in the Available parts field, select Chart Part, and then choose Add.
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Use the Move Up, Move Down, Move Left, and Move Right buttons to position the Chart Part on your Role Center.
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Choose Customize Part.
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In the Customize Chart window, select the predefined chart that you want to display, and then choose the OK button.
To view a list as a chart
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On the list page, select Show as Chart.
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Select a measure and a dimension to create a custom chart. To see additional information, select a secondary dimension. For example, to create a simple bar chart, select a dimension on the x-axis, and then select the Dimension Count dimension on the y-axis.
Note |
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| By default, the chart pane is hidden because it can slow down performance. You should only show the chart when you must have the information. |
Note