Charting Tool

The Charting tool has been deprecated and replaced by the Interactive Chart Tool.

The Charting tool allows you to display data in various chart types.

Configure the tool

  1. Select Chart Type. See Chart Types.
  2. Select the fields to Chart: This grid populates based on the chart type chosen. The Preview on the right will change the display based on your selections.
    • Series: A series is an element of the chart. Depending on the chart type, multiple series are supported. Each Series will have its own control for display. The Combination chart example below is displaying a chart with 4 series. One series is the column and the other 3 series are lines. The Box and Whisker example chart has 5 series. They are the individual color bars representing the departments: Bakery, Deli, Grocery, Pharmacy and Produce.
  3. Label Field: What displays for each record you are charting. For most chart types this will appear on the horizontal axis as demonstrated in the 2 examples above. Bar and Tornado charts will display the record label on the vertical axis.
  4. Setup Chart Appearance: Select the panel on the left to expose individual settings for chart display. The preview will reflect the selections chosen.
  5. General: This panel controls the basic chart appearance.

    Font Details: Separate font controls for different areas of the chart. These settings are only necessary if you want to change the Primary font setting in the General Panel.

    Borders, Backgrounds: Controls for the appearance of borders and background colors.

    Grouping: Controls how many charts are rendered for the incoming data. By default, Grouping is turned off and a single chart will be created as a summary of the incoming data. When a Grouping field is specified, a chart will be created for each group of records.

    • Specify the Field or fields for grouping. The All and Clear buttons assist with multiple selections.

    Legend, Data Layout: Controls specific to the chart legend and how the tool plots the incoming data.

    Vertical Axis: Control for the Vertical or Y Axis display. Users can control the fonts, place a title on the axis, and turn grid lines off/on.

    Right Vertical Axis: To Use Right Axis, select Yes. This reveals controls for the right Vertical or Z Axis display. Users can control the fonts, place a title on the axis, and toggle grid lines.

    Horizontal Axis: Control for the Horizontal or X Axis display. Users can control the fonts, place a title on the axis, and turn grid lines on or off.

    Containing Axis: Control for the Containing Axis of a Radar Chart. Grid lines for Polar and Radar Charts cannot be turned off.

    • Display: Choices include Polygon or Circle.

    Series style, named to match the dropdowns under Select Field(s) To Chart: Control for the display of the individual series elements of the chart.

    Watermark: Control for the display of a watermark on the chart.

Because this tool includes an expression editor, an additional input anchor displays when the tool is used in an app or macro workflow. Use the Interface tools to connect to a Question anchor. See Interface Tools.