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Adding or editing charts in the Report Editor

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Note: The following content, referenced from Pega Community, is included here to help you better achieve the module learning objectives.

Display a graphical representation of the report data by adding a chart to the report in the Report Editor. The report requires aggregated data to include a chart.

  1. Run the report that you want to update.

    For more information, see Running a report.

  2. In the upper-right corner, click Edit report.

  3. In the Report Editor, click Add chart or Edit chart, depending on whether a chart already exists.

    Note: Each report requires aggregated data to include a chart. You aggregate the data by summarizing a column.
  4. Customize the chart:

    Choices Actions
    Select the chart types
    1. Click All chart types.

      For more information about chart types, see Chart types and subtypes.

    2. In the Select Chart Type modal dialog box, click a chart type that you want to include in the report.

    3. Click Submit.

    Add or edit the chart title
    1. Click Title.

    2. In the Title field, enter the chart title.

    3. In the Title font size list, select the title font size.

    4. In the Title font style list, select the title font style.

    5. Click Submit.

    Define the chart color options
    Note: Available options depend on the chart type.
    1. Click Color settings.

    2. To define the general chart color settings, click General color settings.

    3. To define the colors that conditionally apply to the chart elements, click Conditional colors.

    4. To define the colored lines indicating value thresholds in the chart, click Threshold colors.

    Adjust the chart general settings
    Note: Available options depend on the chart type.
    1. Click General settings.

    2. To adjust the font settings, click Format options.

    3. To manage the legend and slider in the chart, click Legend/Slider options.

    4. To manage the chart configuration options available in the Report Viewer, click Enable user commands.

    Specify the chart contents
    1. From the Available columns section, drag the desired columns into the relevant chart drop zones.

    2. In the drop zone, next to the column name, access the data settings by clicking the Properties icon.

      For more information about the data settings form, see Data settings form in the Chart Editor.

  5. Click Apply changes.

  6. Optional:

    To preview the chart data, click Preview.

    Note: The preview is not available if you change the function of a column.

  • Chart types and subtypes

    You can include charts in summarized reports.

  • Creating a report

    In addition to using the standard reports, you can create your own reports to meet additional business needs. For example, you can decide which columns to display in your report by using the Report Editor.

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