Using the Chart/Rollup Tool

How to:

Reference:

The Chart/Rollup Tool enables you to select multiple group fields in the Chart or Rollup Table generated.

The Chart/Rollup Tool contains a list of columns available in the active report and Group By and Measure sort fields. Click and drag the columns into the desired sort field.

Procedure: How to Use the Chart/Rollup Tool

  1. Run the active report, click the arrow in any column heading, and select Chart/Rollup Tool.

    The Chart/Rollup Tool opens, as shown in the image below.


    Chart/Rollup Tool

  2. Left-click and drag the columns into the Group By and Measure sort fields.

    For charts, Group By is the column(s) used for the X-axis and Measure is the column(s) used for the Y-axis.

  3. You may edit the sort fields by clicking the X icon to delete columns, drag multiple columns into the Group By and Measure sort fields, reorder the sort fields, and change the aggregation type of the Measure by clicking the Calculation icon.
  4. You can select the Line, Pie, Bar, Scatter, or Rollup icon.

    Pie chart is selected by default.

    In the example below, CAR and MODEL are the Group By sort fields, DEALER_COST and RETAIL_COST are the Measure fields, and Line chart is selected.


    Chart/Rollup Tool

  5. Click OK to close the Chart/Rollup Tool.

    The Chart or Rollup Table is generated based on the sort fields selected. You may click the New icon from the Chart or Rollup Table and select Chart/Rollup Tool to open the Chart/Rollup Tool again.

Reference: Chart/Rollup Tool Usage Notes

The following apply when you use the Chart/Rollup Tool in active reports:

  • The Group By and Measure sort fields are required.
  • You may use multiple Group By and Measure sort fields. Group By is the column(s) used for the X-axis and Measure is the column(s) used for the Y-axis.
  • You may only use one Measure sort field (as the Y-axis) when using a Pie chart.
  • The same column can appear in both the Group By and Measure sort field.
  • Columns can be dragged between the Group By and Measure sections but they cannot be dragged back to the Columns section.
  • The Measure sort field displays Sum for numeric fields and Count for non-numeric fields by default.
  • Headings for the chart are generated using the field name, or column title name. The report HEADING is inherited only if REPORT-VIEW=CHART is set in the FOCUS procedure.
  • When you use the Chart/Rollup Tool with hidden fields (HIDE=ON StyleSheet setting), the hidden columns will not be displayed in the Rollup Table. To display the hidden columns in the Rollup Table, select Show Columns from the active report menu, and select the column name you want to display.
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