Horizontal Chart with Dynamic Series

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Follow the steps below to configure a Horizontal Bar Chart with Dynamic Series. If you are unsure if a Dynamic Series is right for your usage please consult the example here.

 

1. Select the Style of Chart you would like to work with.

 

bar_chart_Style

Figure 1: The 3D Horizontal Bar chart style was sleeted.

 

2. Select the Switch to Dynamic Series button. NOTE: You will be warned that you will lose any configurations at this point. You can, additionally, switch back to a static series configuration at any point.

 

dynamic_chart_button

Figure 2: The Dynamic Series button in the insert chart dialog.

 

3. Select the Field that you want to be presented on the Category Axis ( X-Axis) from the drop down list of available fields.

 

bar_chart_dynamic_xaxis

Figure 3: Education was selected as the field for the Category axis.

 

4. Select the Field that you want to be presented on the Value Axis ( Y-Axis) from the drop down list of available fields.

 

bar_chart_dynamic_yaxis

Figure 4: The sum of Internet sales is used for the value of the chart.

 

5. If needed change the function of the Value Axis by selecting the summation button.

 

Chart_Select_Function

Figure 5: The list of available function types.

 

6. You will need to select the dimension whose values will be used to create the series dynamically.

 

bar_chart_dynamic_series

Figure 6: Year was selected for the series.

 

7. Once you have configured all of your series all of your Chart, you may need to apply a local filter to your data. Visit this helpful page to learn more about applying a local filter.

 

local_Filter_button

Figure 7: The edit filter button in the Insert Chart Dialog.

 

8. You are able to enter a Caption for the Chart in the Properties section if needed.

 

bar_chart_dynamic_caption

Figure 8: A caption was added to the Chart.

 

9. Once you have set up the Dynamic Series select Insert and the chart will be inserted in to the design surface.

 

bar_chart_dynamic_designSurface

Figure 9: The resulting chart in the design surface.  

 

Next Steps

Chart Properties - Learn about how to edit and customize your chart after inserting it into the design surface.

Include or Exclude Widgets - Learn how to exclude widgets from your dashboard without deleting it all together.

Resizing Widgets - Learn how to resize your widgets in the design surface.

Repositioning Widgets - Lean how to reposition your widgets after inserting into the design surface.