Lesson 4: Pie Charts

Lesson 4-1 Creating a Pie Chart showing the percentage of orders from each country

1. From the ReportList.aspx page Click on "Design a New Report". Or if you are in report designer click the "New" icon. Now we need to select a data source.
2. Click on the "Data Sources" tab. Then click on the drop down box and choose "Orders".
3. Click on the "Chart" tab. This is where we create charts.
4. Click on the "Chart Type" drop down box and choose "Pie" for the chart type.
5. Click on the "Label" drop down box and select "ShipCountry" for our label field.
6. For the "Label" function select "Group" from the drop down box.
7. Click on the "Value" drop down box and select "OrderID" for our value field.
8. For the "Value" function select "Count Distinct" from the drop down box. Let's sort the values so the countries with the most orders will be together.
9. Click on the sort checkbox for the value field.
10. Click on the "Preview" tab so you can view the report. Let's add a title to this report.
11. Click on the "Misc" tab.
12. In the "Title" text box enter "Orders By Country"
13. Click the "Preview" tab. Now the Report is Titled. Let's Save it.
14. Click on the "Save as" tool bar button, name your report, for example "Lesson 4-1", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.

Lesson 4-2 Advanced Pie Chart Report

1. If you did not just complete lesson 4-1 then you will need to load it. This can be done from the reports list or report designer. It will be under the "Training" category and labeled "Lesson 4-1". In report designer just click the name. In reports list you click the pencil next to the name and this will load the report in report designer.
2. Click on the "Chart" tab.
3. Click on the "Show Advanced" button.
4. Click on the "Separator" drop down box and select "OrderDate"
5. Click on the "Separator" "Function" drop down box and select "Group(Year)" this is how the data will be separated. Let's limit the number of records shown to 10.
6. Click on the Show records textbox. Enter 10. Let's add a legend.
7. Click on the "Legend" check box to select it. Let's explode the largest slice from each year.
8. Click on the "Explode Largest Slice" check box. Let's add percentages to the pie graph.
9. Click on the "Show Percentage" check box. Let's also change the type of pie chart.
10. Click on the "Chart Type" drop down box and select "Doughnut."
11. Click the "Preview" tab. Now the Pie Chart has been enhanced to show the countries with the most orders separated by year. Let's update the title for this report.
12. Click on the "Misc" tab.
13. In the "Title" text box enter "Orders By Country and Year"
14. Click the "Preview" tab. Let's Save it.
15. Click on the "Save as" tool bar button, name your report, for example "Lesson 4-2", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.