Chart question type

Applies to Infiniti v8.0 or later
 
 

Charts or graphs are often used to visually represent data, making documents richer and more engaging while delivering the relevant information very efficiently to the reader. Infiniti provides the charting question type to draw information from a data source and represent it visually in the generated document.

 

Example Chart

Document Preparation

Before using the charting question, you must prepare the document by adding a placeholder where the chart is to be inserted. Make sure your placeholder is positioned with enough space for the size of the chart, and that the paragraph where the placeholder is positioned has all the appropriate justification and spacing settings.

Usage

The charting question is driven by data, so ensure you have a data source question configured appropriately. This is usually a multi-row data source, and any data to be used in the chart must be first mapped to answers in the data source question. These are used by the chart to specify the series and category values. The selection type attribute in the Data Source Properties should be set as Multiple Rows for the datas to be used in the chart. For further information refer to Data Source Question Type

How to add a charting question

1.   From the toolbox, drag and drop a Chart question onto a page, section column or tab.


 

2.   In Question Properties under Chartset the following properties:

 

Property

Description / Examples

Title

Type the chart title, which is to appear above the chart.

Palette

Select the color palette for a pie chart. In all other chart types, this property has no effect as you must select a palette or fill colour on the series.

Color

Select the color for the background area around the chart.

Line Style

Select the line style for the border around the entire chart area.

Line Width

Select or type the width in pixels for the border.

Line Color

Select the color for the border.


3.   Click on the Series button on the right side of Question Properties.
 

4.   The Series properties define the values and categories to be charted. Set the following properties:

 

Property

Description / Examples

Name

Type the name of the data series, as displayed in the legend.

Type

Select the series display type from the drop-down list. Display types include bar, column, line, pie and point, stacked bar and stacked column.

Data Question

Select the data source question to use as the source of data for this series in the chart.

Categories Field

Select the data field containing the categories of data, for example month names.

Value Field

Select the data field with values to be plotted in the chart, for example average temperature for each month.

Palette

Select the color palette for the series. If set, this overrides the Fill Color property.

Note this property is not relevant to pie charts, which is set in the Chart Properties.

Data Point Label:

Select Value to have a the value show up near each segment of the graph.

Select Category to have the category show up near each segment of the graph

Color

Select the color for the data series. If a Palette is selected above, this will only affect the legend for the series.

Line Style

Select the line style for the border around the series.

Line Width

Select or type the width in pixels for the border.

Line Color

Select the color for the border.


5.   Click on the Properties button on the top right and scroll down to Legend.

6.   The Legend properties define the visibility and style of the legend. Set the following properties:
 

Property

Description / Examples

Visible

When checked the legend will display, otherwise it will not.

Position

Select the legend position in the chart area from the drop-down list.

Color

Select the color for the background of the legend.

Line Style

Select the line style for the border around the legend.

Line Width

Select or type the width in pixels for the border.

Line Color

Select the color for the border.


7.   Scroll down to Chart Area

8.   The Chart Area properties affect the actual chart itself, and not the legend, titles or surrounding areas. Set the following properties:
 

Property

Description / Examples

Enable 3D Chart Area

Turns the chart into a viewable 3D chart

Color

Select the color for the background of the chart area.

Line Style

Select the line style for the chart border.

Line Width

Select or type the width in pixels for the border.

Line Color

Select the color for the border.


9.    Scroll down to Value Axis

10.  The Value Axis is how values are displayed on the chart, which differs for each chart type. In a column chart the value axis runs vertically on the left side of the chart. Set the following properties:
 

Property

Description / Examples

Hide axis title

Tick to hide the axis title.

Title

Type the axis title to be displayed.

Alignment

Select the alignment of the title, Left, Middle or Right justified to the axis.

Hide axis labels

Hides all labels along the axis.

Hide first and last labels along this axis

Hides only the first and last labels of the axis, which can make the chart appear less cluttered while still providing detailed information.

Line Style

Select the line style for the axis line.

Line Width

Select or type the line width.

Line Color

Select the line color.


11.  Scroll down to Category Axis

12.  The Category Axis runs horizontally along the bottom of a column chart, but differs for each chart type. Set the properties same as in Value Axis.

13.  Click on the Chart's answer. Set the answer properties as below.
 

Property

Description / Examples

Max Height

Set the maximum height of the area for the chart to be placed in the document.

Max Width

Set the maximum width of the area for the chart to be placed in the document

Units

Select the unit of measure for the height and width.


14.  From the Placeholders tab, drag and drop any placeholders onto the answer that are to be populated by the chart.

 

Related Articles

 

Keywords

data source datasource