The Configuration section defines how data is visualized, interacted with, and controlled. It includes chart configuration options, advanced settings, report mapping, and data access controls.
¶ 1. Chart Configuration Options
Use these options to define how data is plotted and calculated.
| Configuration Option | Description |
| Chart Type |
|
| Type | Select a sub-type based on the selected chart type. |
| X-Axis and Y-Axis Fields | Select data fields from the data source to plot values on the horizontal and vertical axes. |
| Operation |
|
| Operation Field |
|
| Group By |
|
| Advanced Settings | Use this option to configure chart appearance, behavior, and interaction. |
| Report Mapping | Use this option to connect the chart with another report using common data fields. |
¶ 2. Advanced Settings
Advanced Settings control the visual properties and interaction behavior of the chart. The available settings are Marker, Legend, Zoom, Sort, X-Axis, Y-Axis, Data Label, User Interaction, Print, and Export.
| Configuration | Description |
|---|---|
| Marker | Highlight individual data points on the chart. You can show or hide markers, select a marker shape, and set a marker border color. |
| Legend | Identify the data series displayed in the chart. You can show or hide the legend, choose its position, and control alignment. |
| Zoom | Adjust the chart scale while viewing data. You can enable or disable zoom and choose whether zoom applies to the X-Axis, Y-Axis, or both. |
| Sort | Control the order in which data points appear in the chart. You can sort by X-Axis or Y-Axis and apply ascending or descending order. |
| X-Axis | Configure the horizontal axis display. You can set the axis title, label format, color, size, and alignment, manage label wrapping, trimming, width, and value type, and invert or position the axis on the opposite side. |
| Y-Axis | Configure the vertical axis display. It supports the same options as the X-Axis and also allows configuring multiple axes, opposite positioning, and axis inversion. |
| Data Label | Display values directly on the chart. You can show or hide data labels and configure their alignment, font style, and font size. |
| User Interaction | Control how users interact with the chart by selecting the interaction type and data editing permissions. |
| Allow users to print the chart by enabling the Print option. | |
| Export | Allow users to export the chart by enabling the Export option. |
¶ 3. Report Mapping
Report Mapping allows you to link the current chart to another report using common data fields. This enables contextual navigation from summary data to detailed records. Use this option when you want users to drill down from a chart into a related report. Follow the steps below to map:
- Select the target report from the list.
- Map fields from the current chart to fields in the selected report.
- Save the mapping.
Once configured, clicking a chart segment opens the mapped report with data filtered based on the selected segment.
¶ 4. Data Access
Data Access controls which record users can view in the chart. Use this option to restrict data visibility based on user profile information. You can apply data access based on the following profile fields:
- Company Name
- Employee Code
- Employee Email
- None if no data restriction is required.
¶ 4.1. Data Access Control Filters
Data Access Control Filters allow you to define column-level data restrictions. For each column in the report, you can choose one of the following options:
| No Restrict | Allows users to view all records for the selected column. |
| Restrict As Per Data | Restricts records based on the selected user profile field. Users will see only data that matches their own profile information. |
Use this configuration to ensure users access only relevant and authorized data.