Specify which data to display on each axis

1. In the first drop-down list under Legend Entries (Series), select a field to display on the series axis.
2. In the Aggregate drop-down list, click the option by which you want to group the field you selected in Legend Entries (Series).

   For non-numeric fields, you can only select Count: All or Count: Non-empty. For numeric fields, you can select one of the following aggregation options: Count: All, Count: Non-empty ,Avg, Max, Min, or Sum.

   Important

   • NULL values are not considered for computing minimum, maximum, and average of data. However, zeros (0) are considered. For example, if you have the following data:

     Topic	Potential Customer	Established Value
     Opportunity 1	Account 1	NULL
     Opportunity 2	Account 1	250
     Opportunity 3	Account 2	0
     Opportunity 4	Account 2	250

   The average for Account 1 is 250 because the NULL value was not used. The average for Account 2 is 125 because the zero was used.

   • If the records that are used in generating the chart involve multiple currencies, the aggregated data for records used in generating a chart may not be consistent.

   For example, you have two accounts, Account1 and Account2. The revenue specified at the time of creating the records for Account1 is 600,000 Indian rupees and Account2 is and 800,000 Japanese yen. The conversion rate when the records are created is 1:60 for the Indian rupees and 1:80 for the Japanese yen. When this revenue is converted to the base currency of US dollars, the revenue becomes 10000 for Account1 and 10000 for Account2.

   If you add the amounts, the data in the base currency is 20,000 US dollars.

   If the conversion rate changes to 1:40 for the Indian rupees and 1:75 for the Japanese yen, and the user’s default currency is Indian rupees, adding the amounts together in the chart is 800,000 Indian rupees (20000 US dollars ´ 40).

3. To create a chart with multiple series, click the Add a series icon , select another field to display on the series axis, and then select an aggregate option for that series.

   Note

   A multiple series chart can include up to five series items and only one category item.

4. To change the chart type for a series, select the series, click the Current chart type icon for that series, and then select a chart type.
5. To stack items in a chart, click the chart type, and then click Stacked or 100% Stacked. You can stack items only in a bar, column, or an area chart.
6. To display only top items on the chart, click the Top/Bottom Rules icon , then click the Top X Rule icon , and then click 3 or 5, or click Custom to specify a different number. For example, to display only the top three opportunities grouped by potential customers, click the Top/Bottom Rules icon , then click Top X Rule icon , and then click 3.

   - OR -

   To display only the bottom items on the chart, click the Top/Bottom Rules icon , then click the Bottom X Rule icon , and then click 3 or 5, or click Custom to specify a different number.

   Notes

   • When you apply the Top X or Bottom X rule in a chart, items are sorted on the series on which you have applied the top or bottom rule, and then based on the order, the top or bottom items are selected for that series and displayed in the chart.
   • To clear top or bottom rules for a series, click the Clear Rules icon next to that series.
7. From the list under Horizontal (Category), select the field to display on the category axis.
8. To create a comparison chart with multiple categories, click the Add a category icon , and then select another field to display on the category axis.

   Note

   A comparison chart can contain only two category items and one series item.

9. For fields that are of the datetime type, click the option by which you want to group the field you selected as the category.