Procedure: How to Create a Chart Using the Chart Wizard

After you launch the Chart Wizard, you can begin to create your chart procedure.

Note: If you choose to create a new chart using the shortcut menu in the Environments Tree panel, you will skip the first screen of the Chart Wizard. You will not have to specify whether you are creating a chart or SQL chart. You will instead be brought to the Chart Wizard - Choose location for the new chart window, with the location for your chart already selected.

  1. Click Create Chart.

    The Chart Wizard - Choose location for the new chart window opens

  2. Navigate to where you want to create the new chart and click Next.

    The Chart Wizard- Select a master file window opens.

  3. Choose an application folder in the app folder tree, and select a Master File. You can select the Use Qualified Path check box if you want to only display the data sources in the application folder.
  4. Click Finish.

    The Chart canvas opens.

  5. Double-click fields in the Data Panel to add them to the chart.

    You can use the features and functions on the ribbon that is located in the Chart canvas to format the chart.

  6. To save your chart, click the Save button on the Developer Workbench Quick Access Toolbar, or select Save from the Application menu.
  7. To run your chart, click the Run button on the Developer Workbench Quick Access Toolbar.