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- Open a new view, enter a Name, and select Chart from the View Type drop-down list.
- Notice that the tab layout is updated automatically: a new Chart tab appears in the dialog and the Fields, Format, Hierarchy, and Paging tabs are removed.
- Note that not all of the tabs shown in figure may be available on your system, depending on how your administrator configured the Chart View type's properties.
- If you want to use an existing template as the starting point for your view, click the Load Template... button. See Loading a View Template for details.
- Note that the Show Default Preview Pane option is only applicable to list views.
- Click the Chart tab.
- Select a Chart Type. See About the Chart View Types for information on the supported chart types.
- Click the Grouping tab and specify how the view should organize record data in the chart.
- See Configuring Grouping Properties in a Chart View for instructions.
- You must define the grouping characteristics to successfully create a chart view.
- Click the Summary tab and specify what function the chart should use to summarize the data.
- See Configuring Summary SQL Operation for Chart View for instructions.
- The default summary operation is a Count of record IDs in each group.
- Click the Display tab and configure the legend and grid lines that appear on the chart.
- See Formatting Chart View Display for instructions.
- If you accept the default settings, the chart displays all major grid lines for each of its axes. No legend is displayed.
- Click the Color tab and configure the color scheme for the chart.
- See Formatting Chart View Color for instructions.
- If you accept the default settings, the chart background is white and chart elements are randomly assigned colors.
- Click the Title tab and add one to four titles to the chart.
- See Specifying a Chart View Title for instructions.
- See Specifying a Chart View Title for instructions.
- Click the Data Options tab and configure the chart's labels and other data settings.
- See Specifying Chart View Data Options for instructions.
- See Specifying Chart View Data Options for instructions.
- Click the Axis Scaling tab to specify a scale for the chart's axes (if applicable).
- See Specifying Axis Scaling for a Chart View for instructions.
- If you accept the default settings, charts that include axes use smart scaling.
- Click the Filters tab to specify filter criteria for the view. See Defining View Filters for instructions on creating filter statements.
- Click the Auto Refresh tab to configure how often the view should automatically refresh. See Enabling a View to Automatically Refresh for details.
- If you want this view to run automatically on a pre-determined schedule (for example, to send out a report periodically to a defined recipient list), click the Scheduling tab and configure the available options. See Scheduling a View to Run Automatically for details.
- Click OK to load the view.