Lesson 3: Bar Charts

Lesson 3-1 Creating a Bar Chart showing Top 15 Countries by number of customers

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 "Bar" for the chart type.
5. Click on the "Label" drop down box and select "ShipCountry" for our label field.
6. For the "Label" function select "Group" from the drop down box.
7. Click on the "Value" drop down box and select "CustomerID" for our value field.
8. For the "Value" function select "Count Distinct" from the drop down box. Let's limit the number of Countries listed on the graph to 15.
9. Click on the Show records textbox. Enter "15". Let's sort the data so we get the Top 15 countries sorted by number of customers.
10. Click on the sort checkbox for the value field.
11. Click on the "Preview" tab so you can view the report. Let's add a title to this report.
12. Click on the "Misc" tab.
13. In the "Title" text box enter "Top 15 Countries"
14. Click the "Preview" tab. Now the Report is Titled. Let's Save it.
15. Click on the "Save as" tool bar button, name your report, for example "Lesson 3-1", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.

Lesson 3-2 Advanced Bar Chart Report

1. If you did not just complete lesson 3-1 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 3-1". 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 the "Preview" tab. Now the Bar Chart has been enhanced to show the countries with the most customers separated by year. Let's update the title for this report.
8. Click on the "Misc" tab.
9. In the "Title" text box enter "Top 15 Countries by Year"
10. Click the "Preview" tab. Let's Save it.
11. Click on the "Save as" tool bar button, name your report, for example "Lesson 3-2", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.