Chart on Detail Level

In this example we suppose that we want to show the amount of currency sales and qty for each product category by month.

Create the query for the report

• The Query “Chart by Category” for the report looks like this:

• Create another identical Query and save it with another name.

We need to create another identical Query – Report Object for the second data source.

• So we will save it with another name – “Chart by Category – Data”.

Design the Report and Chart

• Lets load the “Chart by Category” Query – Report Object and open the report designer.
• Add a new Data Source to the Report.

• Select the second Query – Report Object and add it by double clicking.
• Select the query “Chart by Category – Data” as Data Source.

• Add Relationship.

Important! First you need to select the data source “Data” as parent query – table and then the child query – table.

• Click Add Relationship.
• Click Ok when finished.
• Add a new Group into the Report

• Select “Product Category”.

• Insert a Chart into the Group Header or Footer band.
• Define the Chart as usual.
• Assign a name for each series.

• Define Series Binding.

Important! You need to bind the series to the added data source; in this case to YYYY-MM – “Chart by Category Data”.

• Do so for each series.
• Format the chart to your liking.
• Format the report to your liking.

Here is how the finished chart looks like:

Note! Each product category is charted with its values.