Configuring Charts for Simple Reports

Owned by Mahisha Chandrakumar CTOO (Unlicensed)
Last updated: Dec 08, 2022 by Lakshminarayanan1 S CTOO (Unlicensed)

The following screenshot shows a sample Account Statement chart report:

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

Chart App Configuration

To configure a chart app using App Designer in Sigma Studio, perform the following steps in Sigma Studio:

  1. Access App Designer and create a column chart widget with the relevant data source (SUMMARY DETAILS DS).
    1. Click Proceed to configure the column chart widget.



  2. Click the Columns tab and proceed to drag and drop the relevant columns of STATUS and AVAI_BALANCE to the X and Y Axes respectively.



  3. If required, click the chart design area to configure the additional chart properties. For instance, the palette colors of the chart can be modified in accordance with your needs and requirements.
    1. To modify the palette colors of a chart, select Functional from the Category lookup field and choose Palette Colors from the Property lookup field. In the Value text field, enter the color code of your choice, e.g. #FF0000 (Red color). To apply the modified chart palette color, click Apply.




  4.  Click the Save  icon to save the column chart widget (Summary Details App).


Report Configuration

To create a simple report with charts, configure the additional steps in Sigma Studio:

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



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

    The Template Designer feature is only applicable for the PDF format.



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



  3. Select the Chart Layout () tab on the right side. A list of existing chart apps appears on this tab.



  4. Drag and drop the created chart app (e.g. Summary Details App) within the design area.



  5. Click Save icon to save the template designer configurations.



  6. Proceed with the other configurations for the report. Refer Configuring a Simple Report for more information on configuring a simple report.

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