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 

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      .
   1. Set the screen name to: Debt levels by payment means
   2. Select a Template e.g. Tile No Buttons.
   3. Click the Create Screen button.
   4. 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

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      s.
   2. Drag the table Overall debt levels onto the screen.
   3. Choose a Line Chart view.
   4. This creates a view - configuration options for the view show on the right.
   5. The Available Attributes box will be shown.
      1. Attributes can also be displayed by clicking 

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          in the toolbar.

   6. Drag attributes on the view as follows:

      Field	Attribute
      SERIES	PaymentMeans
      Y ATTRIBUTES	DebtLevel
      X ATTRIBUTE	CalculationDate

      
      

   7. To see the chart, switch to 

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      . To update the chart again, go back into

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      .

   8. To complete the setup, we will label the axes. In the screen, right-click on the view (the line chart) and select 

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       configuration.

   9. In the settings on the right:

      1. Click 

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          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).

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

         Field	Value
         Show Legend	Insert excerpt _toggle_on _toggle_on nopanel true
         Horizontal Axis Title	Calculation Date
         Label angle	Horizontal
         Vertical Axis Title	Debt level

         
         

   10. Click 

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

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        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

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    and

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    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: 

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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 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

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   s.
4. Drag the table Overall debt levels onto the screen.
5. Select the view type 

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   .

6. Drag attributes into the view as follows:

   SERIES	PaymentMeans
   Y ATTRIBUTES	DebtLevel
   X ATTRIBUTE	CalculationDate

   
   

7. Right-click and 

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    configuration.
   1. Update the name of the view to Debt levels by payment means 2
   2. Set the Display Type: Bar Chart (vertical)

   3. Update the following settings:

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

      
      

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    the settings.

9. Go into

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    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 screen called Debt totals by payment means.

1. Select a Template e.g. Tile No Buttons.
2. From the screen's toolbar, click

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   s.
3. Drag the table Overall debt levels onto the screen.
4. Select the view type

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   .
5. Drag the following attributes onto the view:
   • PaymentMeans
   • DebtLevel
   • Count()
6. We want to group the results by PaymentMeans, and for each value of this, sum the DebtLevel:
   1. Right-click on the grid and select

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       configuration. 
   2. Update the Name of the view to Debt totals by payment means
   3. Double-click on DebtLevel in the View Attributes list:
      
      • Set the Name to TotalDebtLevel
      • Select the Aggregate Function: Sum
      • Press 

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        .
2. Press 

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    on the View settings to save your changes

1. .

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: