Lesson 2: Trend Charts

Lesson 2-1 Creating a Trend Chart showing Orders by Month

1. From the ReportList.aspx page Click on "Design a New Report". Or if you are in report designer click the "New" icon. Now we need to select a data source.
2. Click on the "Data Sources" tab. Then click on the drop down box and choose "Orders".
3. Click on the "Chart" tab. This is where we create charts.
4. Click on the "Chart Type" drop down box and choose "Trend" for the chart type.
5. Click on the "Date" drop down box and select "OrderDate" for our date field.
6. For the "Date" function select "Group (Month Name)" from the drop down box.
7. Click on the "Value" drop down box and select "OrderID" for our value field.
8. For the "Value" function select "Count Distinct" from the drop down box.
9. Click on the "Preview" tab so you can view the report. Let's add a title to this report.
10. 10. Click on the "Misc" tab.
11. In the "Title" text box enter "Orders by Month"
12. Click the "Preview" tab. Now the Report is Titled. Let's Save it.
13. Click on the "Save as" tool bar button, name your report, for example "Lesson 2-1", and enter the category you want the report to be shown under, for example "Training" , click ok. The Izenda report is saved.

Lesson 2-2 Advanced Trend Chart Report

1. If you did not just complete lesson 2-1 then you will need to load it. This can be done from the reports list or report designer. It will be under the "Training" category and labeled "Lesson 2-1". In report designer just click the name. In reports list you click the pencil next to the name and this will load the report in report designer.
2. Click on the "Chart" tab.
3. Click on the "Show Advanced" button.
4. Click on the "Separator" drop down box and select "OrderDate"
5. Click on the "Separator" "Function" drop down box and select "Group (year)" this is how the data will be separated.
6. Notice that the legend check box is selected.
7. Click on the "Smooth" check box.
8. Click the "Preview" tab. Now the Trend Chart has been enhanced and separated by year. Let's update the title for this report.
9. Click on the "Misc" tab.
10. In the "Title" text box enter "Orders by Month and Year"
11. Click the "Preview" tab. Let's Save it.
12. Click on the "Save as" tool bar button, name your report, for example "Lesson 2-2", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.