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Windward

Chart Tag Editor Tutorial

Overview

The editor gives you the full power of the Chart Tag - things like custom series names, data distributed across tables, nodes, and variables, filters, sorting, and more.

Here we'll give a simple walkthrough example. Start with that and see what you can do. For a complete understanding of the Chart Tag, see the Chart Tag Reference.

Example Walkthrough

1. Insert a new ChartTag.

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2. Click Edit Chart Data.

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3. Drag and drop the table or node.

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4. Drag and drop the series field.

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5. Drag and drop the X Axis field.

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6. Drag and drop the Y Axis field.

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7. Click Close.

File:Wiki/AutoTag/02AutoTag_Reference_Guide/03Tagging/001The_Windward_Reports_Tags/Chart_Tag/01_Chart_Tag_Editor_for_Office_Chart_Tags/adv-editor-007.PNG

Formatting the Chart

The chart is formatted the same way normal Office charts are formatted. See Simple Editor for Office Chart Tags.

No Series Field

Sometimes you don't have a series field. In that case, just put a single quote mark ( ' ) in the series box. Or you can put a single quote followed by some text to give the series a custom name ( 'Series ).

Custom Labels

Sometimes you want to use a custom label instead of a database field. In that case, just put a single quote mark ( ' ) in the series or X Axis box, followed by some text ( 'Series 1, 'Category 1 ).

Variables and Filters

To use variables (e.g., ${varName1}), use the wizard buttons or type the variables into the query boxes. This is often used for filtering, but may also be used for plot data.

Advanced Data

Many complex data scenarios are supported. See Chart Tag Reference for more information.

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