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Administrator Guide
Last Updated: 2023-06-23
Add Charts to Report Designs

Add Charts to Report Designs

Create a report design file.
Charts are a useful way to represent data or the relationships between sets of data. Report Designer offers a variety of ways to chart your data, and it is important that you choose the correct type. For example, a particular set of data might work best when presented as a bar chart.
  1. To add a chart to your report design, drag the
    Chart
     report item from the
    Palette
     view to the required location on the
    Layout
     tab of the main view.
  2. On the
    Select Chart Type
     tab of the
    New Chart
     dialog box, choose the type of chart that you would like to use. Different options are available for different chart types. For example, charts may offer multiple Y axes or 3D views.
    Charts with an
    Output Format
     set to
    SVG
     do not render when a PDF is generated on Workday's servers, so ensure that you select
    PNG
    ,
    JPG
    , or
    BMP
    .
  3. On the
    Select Data
     tab, specify the 2 types of data that Report Designer needs to create your chart: the Category series and the Value series. Think of these as your chart's X and Y axes. To add a series, drag a column heading from the
    Data Preview
     section to the
    Category (X) Series
     or
    Value (Y) Series
     field.
    Some chart types use slightly different names for the
    Category
     and
    Value
     fields, but the principle is always the same.
  4. On the
    Format Chart
     tab, edit the chart's formatting properties to your liking. Select a chart element from the
    Chart Area
     or
    Series
     categories on the left of the tab and adjust its properties on the right.