Detailed Steps to Add a Chart

Open the Visualization Pane

• Click on the canvas in the editing page. On the right-hand side, locate the "Components" panel, where various chart icons are displayed.

  

Select and Add a Chart

• Choose the appropriate chart type based on your data visualization needs (e.g., bar chart, line chart, pie chart, scatter plot, etc.).

• Click on the desired chart icon, then click on the report canvas or drag and drop it to create a blank chart placeholder.

  

Configure Chart Fields

• Click on the "Data" panel on the right and select "Analysis Model" to link an analytical model to the chart.

  

• Select the desired analysis model.

  

• Click the "Back" button to return to the data panel.

  

• Add the "X-axis" field for the bar chart.

  

• Select the desired field.

  

• Click "Back" again to return to the data panel.

  

• Similarly, add the "Measure" field just like the X-axis field.

  

Customize Chart Style and Formatting

• Select the chart and click on the "Style" panel on the right to open the styling options.

  

• Adjust the following settings as needed:

  • Title & Labels: Configure the chart title, font, color, and size. Adjust axis labels' display settings.
  • Background & Borders: Modify the background color, border styles, and shadow effects to align with the report's overall theme.
  • Data Labels: Enable and format data labels to improve readability and provide better insights.
  

Adjust Chart Layout

• Resize and reposition the chart on the report canvas by dragging its borders to ensure optimal visibility.

  

• Use alignment tools, gridlines, and distribution options to ensure that multiple charts are properly aligned, enhancing the report's readability and visual appeal.