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Creating a legacy chart BI report
Who is this article for?
Users who want to learn about BI reporting
Reporting authorities, roles, and record access controls restrict data visibility. Basic JasperSoft knowledge is helpful.
Legacy chart reports are generated through a third-party tool called JasperSoft. This tool presents an opportunity to create a chart that contains child-level information often displayed in a record as a grid, tags, or cards.
To access this JasperSoft tool, begin by searching for records and applying filters using the Ideagen BI filters on the top of each screen. Once the correct set of records has been set, select Other from the Chart display option in the upper right-hand corner.
By default, all legacy charts are in Summarized view. The level of summarization can be modified by dragging the Columns and Rows sliders that are visible in the Filters regions.
Chart Types
The legacy chart report Summarize data in a graphical presentation. Multiple chart types are available.
Hover over the gear icon in the upper left corner to change types.
Chart restrictions
Some chart types may have restrictions based on the types and number of required reporting measures.
Row return defaulted to One
Every report comes with a standard measure calledCount. It creates charts and crosstab reports based on the number of records returned. This measure is simply set to 1 for every row returned.
Chart Modifications
Example with both Columns and Rows summarized:
Example with only Columns not summarized:
Example with both Columns and Rows not summarized:
View distinct types of charts by clicking the 'Switch to groups' button.
This flips the Columns and Rows positions:
Example of a Pareto chart.
To create a Pareto chart, sort the data by the desired field in Crosstab then switch to Chart. These items may be temporarily hidden. Click the key value again to view the chart elements.
Chart Formatting
Simple chart formatting options are available by selecting Chart Format... from the gear icon.
Advanced Chart Formatting
For change a report's appearance, select Chart Format... from
the Gear Icon, then go to the Advanced tab.
From this tab colors, fonts, labels, and other chart types can be controlled.
All available advanced formatting options can be viewed by clicking the Fields or Option tab, or by going to JasperSoft.com.
Adding advanced formatting to a chart requires two elements: a Property and a Value.
JasperSoft properties
It is recommended to copy and paste the Property from the JasperSoft web page. This web page also lists the available values for each property.
| Advanced Formatting Property | Function | Value | Example |
|---|---|---|---|
| colors | Dictate colors for chart elements | ["Color1", "Color2", "ColorN"'] | ["red", "blue", "green"] |
| plotOptions.series.dataLabels.enabled | Displays data values on a chart | true or false | true |
| plotOptions.series.dataLabels.format | Applies formatting to data labels | {format string} | {point.y:.2f} |
| plotOptions.series.dataLabels.rotation | Rotates data labels from 0 to 360 degrees | Value | 45 |
| plotOptions.series.dataLabels.y | Offsets the label from the chart objects | Value | -20 |
| chart.plotBackgroundColor | Changes the chart background color | "Color" | "Pink" |
For more details, and a list of all available formatting properties, click on the "More information" link in the Advanced window, to connect to the JasperSoft online help.
All available advanced formatting options can be viewed by clicking the Fields or Option tab, or by going to JasperSoft.com.
Adding advanced formatting to a chart requires two elements: a Property and a Value.
Additional recommendations
Copy and paste the Property from the JasperSoft web page. This web page also lists the available values for each property.