Define the X-Axis Values for a Bar, Column, Line, or Scatter Chart Widget

Use the X-Axis page (accessed from within the Chart Series window) to define the values to display on the x-axis of a bar, column, line, or scatter chart widget.

Properties include:

  • Field name: Field whose values will be displayed in the chart as bars, columns, lines, or scatter points (example: Status values—New, Assigned, In Progress, etc.).

    In column, line, and scatter charts, the x-axis is the horizontal axis. In bar charts, the x-axis is the vertical axis because the bars go across the chart.

  • Lookup Sorting: The Lookup Table and field values to use for sorting x-axis values.

    Chart Widget X-Axis

    The Chart Series window is accessed from within the Widget Manager when you create or edit a chart widget, and then add a series.

To define the x-axis values for a bar, column, line, or scatter chart:

  1. Create a Chart Widget.
  2. In the Chart Series window, select the X-Axis page.
  3. Define the values to display on the x-axis:
    1. Field name: Select the Field whose values will be displayed in the chart as bars, columns, lines, or scatter points (example: Status values—New, Assigned, In Progress, etc.).

      The available fields are limited by value type (DateTime Field Icon Date/Time, Number Field Icon Number, Text Field Icon Text, and Logical Field Icon Logical). If the field you want is not available, change the x-axis x-value type on the Widget Properties X-Axis page.

    2. Use Foreign Key: You can enable the use of a foreign key on the drill-down of the value. When you drill down into a single value in a chart widget, it displays a record list. Enabling the use of foreign key lookup ensures the use of the validation ID property, so results return matching records created in all cultures. The check box is only visible and applicable to fields that are configured for globalization and validated against a localized lookup table.
  4. Define lookup sorting properties for the x-axis values:
    1. Lookup Table: Select a Lookup Table to use to sort x-axis values for the series.
    2. Source Field: Select a source field from the Lookup Table. Only fields that are of the same type as the field name selection are shown.
    3. Target Field: Select a target field from the Lookup Table. Only fields that are of the same type specified in the x-axis sorting options are shown.

      If a value from a source field matches the x-value of a point on the series, the value from the target field for that record is used. Otherwise, the x-value is used as-is.

  5. Select OK.