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

 

Figure 1: Year-Quarter was selected form the Category axis.

 

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

 

Figure 2: The sum of the Retail sales was selected to be the value of the chart.

 

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

 

Figure 3: The list of available function types.

 

4. Select which Line Type you would like to use for this series.

 

Figure 4: The options for the line type.

 

5. Select the Rename button to give your series a revenant name.

 

Figure 5: The series was renamed to Sales.

 

6. Repeat these steps (1-5) to create as many series as you need for the chart you are creating.

 

Figure 6: A second series was added to reflect the sales quota.

 

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.

 

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.

 

Figure 8: A caption was added to the Chart.

 

9. Once you have set up all the necessary series select Insert and the chart will be inserted in to the design surface.

 

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.