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Data you can graph on

You can graph on the following:

summary and subtotal fields (see How to graph on a summary or subtotal field, Page 408),

detail fields (see How to graph on a details field, Page 409).

formula fields (see How to graph on a formula field, Page 411), and

cross-tab summaries (see How to graph on cross-tab summaries, Page 412),

Before you create your graph

By default, graphing is performed on summarized data at the group level. In other words, you are graphing summary and subtotal information. Before you can create a graph, you must have at least one group and one summary or subtotal in your report.

For example, if you have a sales report grouped by Region and a subtotal of Last Year’s Sales for each Region, you can quickly create a graph that will display sales by Region.

HANDS-ON (Graphing)

How to graph on a summary or subtotal field

Many of the graphs/charts you will create will be based on summary or subtotals within your report. In order to create these graphs/charts, you must have a summary or subtotal already inserted in your report. For more information on inserting summaries or subtotals, see How to summarize grouped data, Page 289 and How to subtotal grouped data, Page 291.

408

Seagate Crystal Reports User’s Guide

With the summary or subtotal field selected, click the INSERT CHART button on the standard toolbar. The Graph/Chart Expert appears with the Type Tab active. Twelve graph/chart types appear as buttons.

Click the type of graph/chart that will best illustrate your data (see Choosing a graph or chart type, Page 406).

!Click the Group button on the Data Tab to specify that your graph/chart will be based on grouped data.

NOTE: When you summarize or subtotal a field the data is automatically grouped. For more information, see Sorting,

Grouping, and Totalling, Page 271.

"Specify the data you want to graph on using the appropriate drop-down boxes.

#If desired, add text to your graph using the Text Tab and add a legend, grid lines, etc., using the Options Tab.

$Click the Graph Done button when you are finished. An object frame appears. Position the frame where you want the graph to print and click once to place it.

NOTE: When you insert a graph/chart, it may cover a portion of your report. You will need to move the graph/chart and possibly resize it to fit in your report the way you want.

How to graph on a details field

A Detail Graph/Chart allows you to create a graph or chart based on specific values. Often, graphs are created based on some type of summary field in your report where the values plotted in the chart are dependent on the values in the summary field. With a Detail Graph/Chart, you can create a graph or chart without the need for a summary field by using values that appear in the Details section of your report.

To create a Detail Graph/Chart, you need to specify two things:

1.Condition.

2.Value.

Graphing

409

Condition

The Condition is used to indicate when to plot the point. For

 

example, the graph showing last year’s sales for your customers

 

uses the Customer Name field as the condition. Each time the

 

condition changes (the customer name changes), a point is

 

plotted.

Value

The Detail Graph/Chart uses the Value to indicate what is plotted

 

as the points on your graph. For example, if you want to create a

 

graph showing last year’s sales for your customers, the Last Year’s

 

Sales field would be the value. Each time a point is plotted, it will

 

be plotted at the point representing the corresponding value in the

 

Last Year’s Sales field.

 

Creating and modifying your Detail Graph/Chart is easy with the

 

use of the Graph/Chart Expert. The Expert walks you through the

 

creation of your graph step-by-step.

 

Highlight the details field you want to graph on and click the

 

INSERT CHART button on the standard toolbar. The Graph/

 

Chart Expert appears.

 

Choose the type of graph/chart you want to create by clicking

 

the corresponding button on the Type Tab.

 

! Click the Data Tab to activate it.

 

" Click the Detail, Formula button to specify a Detail graph/

 

chart.

 

# Enter the condition (when values will be plotted) and value

 

(what values will be plotted) in the appropriate boxes.

 

$ Enter a title, headings, etc., if desired using the Text Tab.

 

% Add a legend, grid lines, and other elements to your graph/

 

chart using the Options Tab.

 

& Click the Graph Done button when you are finished. An object

 

frame appears. Position the frame where you want the graph

 

to print and click once to place it.

 

NOTE: When you insert a graph/chart, it may cover a portion of

 

your report. You will need to move the graph/chart and possibly

 

resize it to fit in your report the way you want.

410

Seagate Crystal Reports User’s Guide

How to graph on a formula field

Seagate Crystal Reports allows you to create a graph based on a formula field. Graphing on a formula field is much like graphing on a details field (see How to graph on a details field, Page 409).

To create a graph/chart for a formula field you need to specify two things:

 

1.

Condition.

 

2.

Value.

Condition

The Condition is used to indicate when to plot the point. For

 

example, the graph showing last year’s sales by Country uses the

 

Country field as the condition. Each time the condition changes

 

(the country changes), a point is plotted.

Value

The Value is used to indicate what is plotted as points on your

 

graph. For example, if you want to create a graph showing a

 

calculation for last year’s sales (i.e., a budget projection for next

 

year of last year’s sales plus 10%), the Last Year’s Sales field would

 

be the value. Each time a point is plotted, it will be plotted at the

 

point representing the corresponding value in the Last Year’s

 

Sales field.

 

 

Highlight the formula field you want to graph on and click

 

 

the INSERT CHART button on the standard toolbar. The Graph/

 

 

Chart Expert appears.

 

 

Choose the type of graph/chart you want to create by clicking

 

 

the corresponding button on the Type Tab.

 

!

Click the Data Tab to activate it.

 

"

Click the Detail, Formula button to specify a graph/chart for

 

 

formulas.

 

#

Enter the condition (when values will be plotted) and value

 

 

(what values will be plotted) in the appropriate boxes.

 

$

Enter a title, headings, etc., if desired using the Text Tab.

 

%

Add a legend, grid lines, and other elements to your graph/

 

 

chart using the Options Tab.

Graphing

411

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