How to: Add Charts to Role Centers and List Places
When you have complex information, you may want to view a visual representation of the data to help see trends and make decisions. For example, you may want to monitor the balances per bank account for your company. You can more easily track the balances when you can see a chart of the data. You use the chart pane to visually show data from a list in the following places:
On your Role Center, where you can select from predefined charts.
On a list place, where you can select to view a list as a chart.
To add a predefined chart to your Role Center
On your Role Center, on the Application menu
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, select Customize, and then Customize this Page.In the Customize the Role Center window, in the Available parts field, select Chart Part, and then choose Add.
Use the Move Up, Move Down, Move Left, and Move Right buttons to position the Chart Part on your Role Center.
Choose Customize Part.
In the Customize Chart window, select the predefined chart that you want to display, and then choose the OK button.
To view a list as a chart
On the list place, select Show as Chart.
Select a measure and a dimension to create a custom chart. To see additional information, select a secondary dimension. For example, to create a simple bar chart, select a dimension on the x-axis, and then select the Dimension Count dimension on the y-axis.
Note
By default, the chart pane is hidden because it can slow down performance. You should only show the chart when you must have the information.
See Also
Tasks
How to: Customize FastTabs
How to: Customize FactBoxes and the FactBox Pane
How to: Customize the Ribbon