Configuring Custom Groups for Charts in the Report Builder

You can configure custom groups to display in bar charts, donut charts, and pie charts.

Before You Begin

  • Build a Report

  • To build and deploy reports, your CommCell user account requires a role with the Add Report permission and an association with the CommCell entity.

For more information on users, permissions, and associations, see User Administration and Security - Overview.

Procedure

  1. On the Web Console for the Private Metrics Reporting Server, click Reports.

    The Worldwide Dashboard appears.

  2. To open a report where you have already added a data set, from the navigation pane, click Configuration > Reports, and next to the Report Name under Actions, click Edit.

  3. Optional: If your report has multiple pages, click the tab for the page that you want to edit.

  4. Configure any of the following chart types:

  5. Select the chart, and on the Properties tab, click Fields fields_tab

    A name appears for each field in the chart.

  6. To create custom bars, donut pieces, or pie pieces based on string data from the field, configure the chart settings under Custom Groups:

    1. Set the Field Name to On, and then click Editedit_custom_group.

      donut_field_name

    2. Click Add Group.

    3. In the Group Name box, type a name for the bar or piece.

      For example: Multimedia

    4. In the Group Values box, type text or a formula that will define the content of the bar or piece.

      For example: avi,bmp,gif,jpeg,jpg,mid,mp3,mp4,mpeg,mpg,png,qt,wav,wmv,mov

      You can use regular expressions to define the content

    5. Click Add Group to define each additional bar that will appear in the chart.

    6. To remove a bar or piece, click Delete Groupdelete_group.

    7. To include all of your custom groups, even if there is no data to display, set Include custom groups even if there is no data to On.

    8. To include all values that are not part of a custom group in a single group titled, "Others," set Include values that are not part of a custom group to On.

    9. Click Apply.

      donut_custom_group

  7. To create custom bars, donut pieces, or pie pieces based on numerical data in the field, configure the chart settings under Custom Groups:

    1. Set the Field Name to On, and then click Editedit_custom_group.

      field_name_option

    2. Click Add Group.

    3. In the Group Name box, type a name for the bar or piece.

      For example: 0KB to 1MB

    4. In the Group Values box, type a formula that will define the content of the bar or piece.

      For example: >0 && <=1048576

      You can use regular expressions to define the content

    5. Click Add Group to define each additional bar that will appear in the chart.

    6. To remove a bar or piece, click Delete Groupdelete_group.

    7. To include all of your custom groups, even if there is no data to display, set Include custom groups even if there is no data to On.

    8. To include all values that are not part of a custom group in a single group titled, "Others," set Include values that are not part of a custom group to On.

    9. Click Apply.

      bar_custom_group

  8. To create custom bars, donut pieces, or pie pieces based on the date and time data in a field, configure the chart settings under Custom Groups:

    1. Set the Field Name to On, and then click Editedit_custom_group.

      field_name_option_date

    2. Click Add Group.

    3. In the Group Name box, type a name for the bar or piece.

      For example: 1 Year to 2 Years

    4. In the Group Values box, type a formula that will define the content of the bar or piece.

      For example: >1y & <2y

      You can use regular expressions to define the content

    5. Click Add Group to define each additional bar that will appear in the chart.

    6. To remove a bar or piece, click Delete Groupdelete_group.

    7. To include all of your custom groups, even if there is no data to display, set Include custom groups even if there is no data to On.

    8. To include all values that are not part of a custom group in a single group titled, "Others," set Include values that are not part of a custom group to On.

    9. Click Apply.

      date_custom_group

  9. To save this version of your report specification in the Reports Manager, at the top of the Report Builder page, click Save.

  10. To make the report available to end users on the Reports page, at the top of the page, click Deploy.

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