Configuring Charts for Complex Reports

Owned by Mahisha Chandrakumar CTOO (Unlicensed)
Last updated: Jul 30, 2021

The following screenshot shows a sample Transaction chart report:

Refer Improve Business Reports with Charts for more information on prerequisites required for implementing charts in reports.


To create a complex report with charts as shown in the screenshot, configure the additional steps in Sigma Studio:

  1. Click Template Designer icon while configuring the complex report in Sigma Studio.


    The Template Designer page appears with the list of header and footer options on the left-hand side of the page and the list of layout tabs on the right-hand side of the page.

    The Template Designer feature is only applicable for PDF format.


  2. Select the type of field from the left-hand side of the page. In this example, Report Header field is selected.

  3. Select the chart layout ( ) tab on the right-hand side of the page. A list of existing chart apps appears on this tab. Refer the App Designer part from Creating Chart Widget from Spreadsheet using Canvas Studio video on Canvas Technology 19.1 Training Course for more information on creating charts.

  4. Drag and drop the created chart app into the design area.

  5. Click the chart app. A Parent Child Mapping window appears. This window enables you to map the key parent and the child columns through which the columns will be linked and provides the matching data on the report.

  6. Select the parent and the child (key) columns from Parent Column and Child Column fields. In this example, Account_no from the datasource aggregator (ACCOUNT_DS) and Account_no from the chart (Transaction Details App) are selected as the parent and the child column respectively.

  7. Click Save icon to save the template designer.

  8. Proceed with the other configurations for the report. Refer Configuring a Complex Report – Sample 1 for more information on configuring a complex report.

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