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      Lesson 04 - Pie Charts

      Creating pie charts in Clear Impact Scorecard using the custom reporting module.

      Lesson 4-1 Creating a Pie Chart

      Goal - The goal of this lesson is to create a report that has a Pie Chart that shows the percentage of polarities for Performance Measures.

      1. Click Reports on the main menu
      2. Click on the New Report menu item
      3. On the "Data Sources" tab. Select the checkbox next to Polarities and PerfMeasures.
      4. Click on the "Chart" tab.
      5. Click on the "Chart Type" drop down box and choose "Pie" for the chart type.
      6. Click on the "Label" drop down box and select "Polarity Type" from the Polarities table
      7. For the "Label" function select "Group" from the drop down box.
      8. Click on the "Value" drop down box and select "ID" from the PerfMeasures table.
      9. For the "Value" function select "Count" from the drop down box.
      10. Click on the "Preview" tab so you can view the report. Let's add a title to this report.
      11. Click on the "Misc" tab.
      12. In the "Title" text box enter "Performance Measures by Polarity"
      13. Click the "Preview" tab. Now the Report is titled. Let's Save it.
      14. Click on the "Save as" tool bar button, name your report, for example "Lesson 4-1", and enter the category you want the report to be shown under, for example "Training", click ok. The custom report is saved.

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      Figure 9. Screen shot from report made in Lesson 4-1

      Lesson 4-2 Advanced Pie Chart Report

      Goal - The goal of this lesson is to modify the pie chart created in Lesson 4-1 by adding additional information and and restyling the pie chart

      1. Click on the "Chart" tab.
      2. Click on the "Advanced Properties" button.
      3. Click on the "Legend" check box to select it. Let's add percentages to the pie graph.
      4. Click on the "Show Percentage" check box. Let's also change the type of pie chart.
      5. Click on the "Chart Type" drop down box and select "Doughnut.. Let's also have less data combined so we can see more values
      6. Change the Combine Bottom % value to 1.
      7. Set the scale % value to 130% to enlarge the chart.
      8. Click the "Preview" tab. Let's Save it.
      9. Click on the "Save as" tool bar button, name your report, for example "Lesson 4-2", and enter the category you want the report to be shown under, for example "Training", click ok. The custom report is saved.

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      Figure 10. Screen shot from report made in Lesson 4-2