Intended Audience

Ideagen EHSQ Enterprise or Decani Users seeking to save chart reports within the Classic User Interface.

Data visibility is governed by reporting authorities, roles, and record access controls.

Chart reports serve as an effective method for visually presenting data, thereby facilitating the comprehension of complex information. By converting numerical data into graphical representations, charts enable users to identify trends, patterns, and anomalies that may not be immediately apparent in raw data.

A variety of chart types are available to suit different purposes. For instance, bar charts are ideal for comparing quantities across categories, while line charts effectively depict changes over time. Pie charts are beneficial for illustrating proportions and percentages, thereby clarifying parts of a whole. Scatter plots assist in visualising the relationship between two variables, providing insights into potential correlations within the dataset.

Chart Types

Whether the objective is to demonstrate trends over time, compare distinct categories, or display proportions within a whole, the extensive range of chart options accommodates diverse communication requirements and preferences.

When viewing a chart, the chart type may be altered by hovering over the gear icon located at the upper left corner of the canvas.

Certain chart types may have restrictions based on the nature and number of measures being reported.

Each report includes a standard measure known as Count, which facilitates the creation of charts and crosstab reports based on the number of records retrieved. This measure assigns a value of 1 to each row returned.

By default, all charts are displayed in a summarised view. The level of summarisation can be adjusted by modifying the Columns and Rows sliders located within the Filters section.

Example demonstrating summarisation applied to both Columns and Rows.

Example illustrating summarisation applied only to Columns.

Example showing no summarisation applied to either Columns or Rows.

Columns versus Rows

By selecting the 'Switch to groups' button, the chart can be viewed from an alternative perspective. This action effectively interchanges the positions of the Columns and Rows, enabling the data to be presented in a different format. This feature offers a novel approach to data analysis, facilitating the identification of patterns or trends that may be less evident in the original arrangement.

Incorporating a Pareto Chart

A Pareto chart is a valuable visual instrument that combines bar and line graphs to emphasise the most significant factors within a dataset. By depicting both individual and cumulative effects, a Pareto chart assists decision-makers in allocating resources and efforts more effectively, focusing on areas that will generate the greatest improvements.

The bars in the chart represent individual values, arranged in descending order from left to right. This configuration enables viewers to readily identify the largest contributors to a specific issue or outcome.

Accompanying the bars, a line graph illustrates the cumulative total of these values, providing a clear visual representation of each factor's contribution to the overall sum. This type of chart is particularly advantageous for prioritising problems or opportunities, as it directs attention to the factors with the most substantial impact.

Pareto charts are widely employed in disciplines such as quality control and project management. In quality control, they aid teams in identifying the most frequent sources of defects or errors, guiding corrective measures to enhance product quality. Similarly, in project management, these charts facilitate the identification of key issues or bottlenecks impeding progress, thereby supporting more strategic planning and problem-solving.

To generate a Pareto chart, first sort the data by the desired field in the Crosstab view, then switch to the Chart view. To aid data analysis, chart elements related to specific values may be temporarily hidden by clicking the corresponding value in the legend.

Clicking the legend value again will restore the visibility of the chart elements.

Chart Formatting

Basic chart formatting options are accessible by selecting Chart Format... from the gear icon.

Advanced Chart Formatting

For detailed control over the appearance of your report, select Chart Format... from the gear icon, then proceed to the Advanced tab. Within this section, you may customise colours, fonts, labels, and explore two additional chart types not yet available via the user interface, namely waterfall and gauge.

All available advanced formatting options can be reviewed by selecting the Fields or Options tab, or by visiting JasperSoft.com.

Applying advanced formatting to a chart requires two components: a Property and a Value.

Recommendation:
It is advisable to copy and paste the Property from the JasperSoft website, which also provides a list of permissible values for each property.