Charting on summary or subtotal fields (Group layout)

Many of the charts you create are based on summary or subtotals within your report. In order to create these charts, you must have a summary or subtotal already inserted into your report. For more information on inserting summaries and subtotals, see Summarizing grouped data and Subtotaling.

To chart on a summary or subtotal field
  1. On the Insert menu, click Chart.

    The Chart Expert dialog box appears.

    Tip:     Another way to do this is to click the Insert Chart button on the Standard toolbar.

  2. On the Type tab, in the Chart type list, select a chart type. Then click the chart subtype that best illustrates your data. See Chart types.
  3. Select Automatically set chart options if you want the Chart Expert to use the default options on the Axes and Options tabs.

    Note:    If you want to select options on the Axes and Options tabs manually, ensure that "Automatically set chart options" is not selected.

  4. Click the Data tab.

  5. In the Layout area, click Group, if it is not already selected.

    Note:    When summarizing or subtotaling a field, the data is automatically grouped. See Sorting, Grouping, and Totaling.

  6. In the Placement area, in the Place chart list, specify how often your chart appears on the report, then click Header or Footer to specify where to place your chart.

    Note:    The "Place chart" list includes all groups in your report that have summary fields except for the inner-most group.

  7. In the Data area, in the On change of list, click the group field you want to base your chart on; then, in the Show list, click the summary field you want to display on your chart.
  8. If the Axes and Options tabs appear, you can customize some of the chart's properties, such as the scaling of the axes, the legend, and the data points.
  9. Click the Text tab.
  10. Accept the default title information or add new titles to your chart.
  11. Click OK.

Your chart is placed in the Header or Footer section of the report, depending on your selection in Step 6. You may have to refresh your report to preview the finished chart.

Note:    When your chart is inserted, it may cover a portion of the report. Move and resize the chart so that it fits properly within the report.



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