By the end of this exercise you will be able to:

• Create a line chart (time series)
• Create a

• bar chart
• Create a

• pie chart
• Create an aggregate view

Note in this exercise that you set

Series, Data Point

attributes and Horizontal Axis

Attributes by dragging

table attributes into the boxes against these fields.

Create a line chart (time series)

You will create a line chart, plotted over time, of debt levels broken down by payment means.

1. Create a Screen
   1. Click on Screen from the application home screen.
   2. Click 

      Insert excerpt
      _add _add nopanel true

      .
   1. Set the screen name to: Debt levels by payment means

1. 1. Select a Template e.g. Tile No Buttons.
   2. Click the Create Screen button.
   3. A new screen will open based on your template.
2. Now create a new view on the screen
   1. From the screen's toolbar, click

      Insert excerpt
      _tableOnly _tableOnly nopanel true

      s.
   2. Drag the table Overall debt levels onto the screen.
   3. Choose a Line Chart view.
   4. This creates a

1. 1. view - configuration options for the

1. 1. view show

1. 1. on the right.
   2. The Available Attributes box will be shown.
      1. Attributes can also be displayed by clicking 

         Insert excerpt
         _attributes_show _attributes_show nopanel true

          in the toolbar.

   3. Drag attributes on the view as follows:

      Field	Attribute
      SERIES	PaymentMeans
      Y ATTRIBUTES	DebtLevel
      X ATTRIBUTE	CalculationDate

1. 1. 
      

   2. To see the chart,

1. 1. switch to 

      Insert excerpt
      _app_mode _app_mode nopanel true

      . To update the

1. 1. chart again, go back into

1. 1. Insert excerpt
      _design_mode _design_mode nopanel true

      .

   2. To complete the

1. 1. setup, we will label the axes. In the

1. 1. screen, right-click on the view

1. 1. (the line chart) and select 

      Insert excerpt
      _view_show _view_show nopanel true

       configuration.

   2. In the settings on the right:

      1. Click 

         Insert excerpt
         _save _save nopanel true

          to save your changes. This is required in order to update the options below.
      2. Update the name of the view to Debt levels by payment means

      3. Set the Display Type to Line Chart (time)

1. 1. 1. .

      2. Scroll down to the Chart Layout section and enter the following settings:

         Field	Value
         Show Legend

1. 1. 1. 	Insert excerpt _toggle_on _toggle_on nopanel true
         Horizontal Axis Title	Calculation Date
         Label angle	Horizontal

1. 1. 1. Vertical Axis

1. 1. 1. Title

1. 1. 1. Debt level

         
         

   2. Click 

      Insert excerpt
      _finish _finish nopanel true

       to save your changes and close the window.
   3. Go into

      Insert excerpt
      _app_mode _app_mode nopanel true

       to see the chart.

Setting an upper limit

There is one data point in the data which is much greater than all the others, so movements in the levels of debt cannot be seen.

We can exclude this outlier and generate a more useful graph.

1. Switch back to

   Insert excerpt
   _design_mode _design_mode nopanel true

    and

   Insert excerpt
   _view_show _view_show nopanel true

    configuration
2. In the Chart Layout section, add a Maximum Value to the Vertical Axis of 30000

Then view the chart to see the results.

Setting a lower limit

You decide you are only interested if there is a debt level of more than 5,000.

1. Under Vertical Axis, set Minimum Value to 5000

Then view the chart to see the results.

Fixing the scale

You now decide that you want to show the graph always including the Vertical Axis (Y

) starting at zero:

1. Under Vertical Axis, set the Minimum Value to 0

1. Fixed Scale: 

   Insert excerpt
   _toggle_on _toggle_on nopanel true

Then view the chart to see the results.
Note: Fixed Scale is relevant when the graph data changes. The Minimum Value and Maximum will always be plotted on the Vertical Axis (Y

), even when the largest data value is lower than the Maximum Value and the lowest data value is larger than the Minimum Value.

Create a

bar chart

Now you will create a graph of the same data, but this time using a bar chart.

1. Create a

1. screen called Debt levels by payment means 2

1. Select a Template e.g. Tile No Buttons.
2. Now create a new view on the screen.
3. From the screen's toolbar, click

   Insert excerpt
   _tableOnly _tableOnly nopanel true

   s.
4. Drag the table Overall debt levels onto the

1. screen.
2. Select the view

1. type 

   Insert excerpt
   _chart_bar_vertical _chart_bar_vertical nopanel true

   .

2. Drag attributes into

1. the

1. view as follows:

   SERIES	PaymentMeans
   Y ATTRIBUTES	DebtLevel
   X ATTRIBUTE	CalculationDate

1. 
   

2. Right-click and 

   Insert excerpt
   _view_show _view_show nopanel true

    configuration.
   1. Update the name of the view to Debt levels by payment means 2
   2. Set the Display Type

1. 1. : Bar Chart (vertical)

   2. Update the following settings:

      Show Legend

1. 1. 	Insert excerpt _toggle_on _toggle_on nopanel true
      Horizontal Axis Title	Calculation Date
      Label Angle	Sloping
      Vertical Axis Title	Debt level

1. Insert excerpt
   _finish _finish nopanel true

    the settings.

2. Go into

   Insert excerpt
   _app_mode _app_mode nopanel true

    to view the results.

The view looks very cluttered – but we will filter this later to make this more useful.

Create an aggregate grid view

Now you will create a grid view on the data in Overall Debt Levels, but to show aggregated totals by payment method:

1. Create a

1. screen called Debt totals by payment means.
2. Select a Template e.g. Tile No Buttons.
3. From the screen's toolbar, click

   Insert excerpt
   _tableOnly _tableOnly nopanel true

   s.
4. Drag the

1. table Overall debt levels onto the

1. screen.
2. Select the view type

1. Insert excerpt
   _grid _grid nopanel true

   .
2. Drag the following attributes onto the

1. view

1. :
   • PaymentMeans
   • DebtLevel
   • Count()
2. We want to group the results by PaymentMeans, and for each value of this, sum the DebtLevel:

1. 1. Right-click on the grid and select

      Insert excerpt
      _view_show _view_show nopanel true

       configuration. 
   2. Update the Name of the view to Debt totals by payment means
   3. Double

1. 1. -click on

1. 1. DebtLevel in the View Attributes list

1. 1. :
      
      • Set the Name to TotalDebtLevel
      • Select the

1. 1. • Aggregate Function: Sum
      • Press 

1. 1. • Insert excerpt
        _finish _finish nopanel true

        .
2. Press 

   Insert excerpt
   _finish _finish nopanel true

    on the View settings to save your changes.

You should now see an aggregate view with an entry per Payment Means - 3 rows in total - with, for each, a sum of entries for that Payment Means, and a total debt level.

Create a

pie chart

Now you will create a further chart on the

table Overall Debt Levels, to give an overview of proportions of debt by various payment means. Create a new

screen and view with the settings: