Specifying Simple Report Layouts

To specify how the data is represented, use the Layout tab. Record Set or Series Group.

Selecting either the Simple Report for Series Groups or Table for Record Sets or Composite Report radio buttons updates the Layout tab with options to support creating the report layout.

Series Group - Simple Report Layout

Series groups can be presented in a Simple Report consisting of a single chart or table.

For a simple chart layout, first enter a Report Title for the report. This title appears in the header for the chart. Select Chart and Chart Type from the Layout Type drop-down list.

Setting a Chart Layout Type
Figure: Setting a Chart Layout Type

Supported Chart Types

In case you have selected Chart as Layout Type, a drop-down list is provided to select the chart type. The charts offered in the list depend on the types of fact and dimensions you have selected. Pie charts are only offered for discrete dimensions.

Select Chart Type
Figure: Selecting the Chart Type

Supported chart types are the following:

Except for the candlestick the charts are supported for all series group. The candle stick chart is supported for non-count settings only.

XY Plot

The XY Plot plots a line for the specified data. It is displayed in an x-axis and y-axis dimension, where each group is represented in a different line.

XY-Plot Example
Figure: XY-Plot Example

Bar Chart

The Bar Chart is also displayed in an x-axis and y-axis dimension. Here, each group is represented as different bar.

The following example shows a bar chart for a descriptor OrderedItem and Count grouped by a descriptor describing a specific country.

Bar Chart
Figure: Bar Chart example

You can also display bar charts in stack series by selecting the Stack Series option in the Layout tab.

Bar Chart Stack Series
Figure: Bar Chart displayed in Stack Series

Candlestick

The Candlestick chart, which is also displayed in an x-axis and y-axis dimension, represents each group as a different stick.

Candlestick
Figure: Candlestick example

Pie Chart

The Pie Chart is displayed as pie with pie slices. Each group is displayed in a different pie slice.

The following example represents a pie chart with fact Process Instance Duration and dimension with numeric data.

Pie Chart
Figure: Pie Chart example

Donut Chart

The Donut Chart is displayed as donut with donut segments. Each group is displayed as a ring in the donut chart.

The following example represents a donut chart with fact Process Instance Duration and dimension with numeric data.

Donut Chart
Figure: Donut Chart example

Setting Chart Layout Options

The Layout option section updates based on the selected chart type.

Cursor options

To show the cursor as cross when moving over the plot, enable the Show Cursor option.

Cursor displayed as cross
Figure: Cursor displayed as cross

To display a tooltip showing the cursor position, select the Tooltip option. This option is not available for Donut or Pie chart types.

Tooltip displaying cursor position
Figure: Tooltip displaying cursor position

Select the Zoom option in case you like to enable the zooming functionality for your chart. To zoom the chart, click-and-drag on the plot. Note that in case the Show Cursor option is de-selected, the Zoom option is disabled as it requires the cursor. The Zoom option is not available for Donut or Pie chart types.


Figure: Disabled Zoom option

Highlighter Option

You can set a highlighter to highlight data points when they are moused over. To enable this option select Show Highlighter.

Show Highlighter option
Figure: Show Highlighter option

Additionally a tooltip provides information about the data point.

Highlighted Data Point
Figure: Highlighted Data Point

Displaying a legend

You can determine if a legend should be displayed with the chart. Disable or enable the Show Legend option accordingly.

Select Legend option
Figure: Select Legend option

If enabled, a chart legend with colors representing the according chart data values, is displayed at the selected legend location.

Show or Hide Legend
Figure: Show or Hide Legend

Per default, the legend position is East. You can change it by selecting another value in the Legend Position drop-down list.

Legend Position
Figure: Selecting the Legend position

Animation option

The Show Animation option allows the bars to be animated bottom to top and the line series left to right upon initial page load. This option is not available for Donut or Pie chart types.

Animation
Figure: Animation option

Stack Series option

For Bar charts, an additional option is provided to enable series stacking.

Stack Series
Figure: Stack Series option

If this option is enabled, the groupings are stacked on top of each other instead of displaying side-by-side. Note that this option only has an effect if the report data is grouped. See section Bar chart for an example.

X / Y Axis options

Wherever applicable for a chart type, X and Y axis settings can be configured in the X-Axis and Y-Axis section fields.

X / Y Axis
Figure: Options available for x- and y-axis

The following table gives an overview on the available layout options for the x- and y-axis plot:

Option Default Description
Minimum Determined Automatically

Minimum numerical value of the axis.(in data units, not pixels)

Maximum Determined Automatically

Maximum numerical value of the axis. (in data units, not pixels)

Label Name of Dimension Label to display for the axis.
Tick Position Outside Specifies where to put the tick marks on the axis. (Outside, Inside, Cross)

Tick Position

Mark Size 4

The length the tick will extend beyond the grid in pixels. For 'cross', length will be added above and below the grid boundary.

(Default = 4)

Label Format

Format String to use with the axis tick formatter

Label Angle

Label angle in which the tick labels are displayed

For example an x-axis label angle of 45 would look like the following:

Label Angle example

Show Gridline Enabled

Draw lines across the grid.

Show Tick Marks Enabled

Show the tick marks.

Show Tick Labels Enabled Show the tick labels

Series (Defaults) options

For XY Plots, Bar Charts and Candlestick Charts settings for displaying the series values can be configured in the Series (Defaults) section.

Option Default Description
Line Width 1.5

Width of the line in pixels.

Line Color (CSS) Determined automatically

Sets the color of a line

Show Shadow Enabled

Draws a shadow on lines

Show Markers Enabled

Show data point markers.

Marker Style Filled Circle

The style of the markers. Available options are Circle, Diamond, Square, Filled Circle, Filled Diamond or Filled Square.

Select Marker Style

Show Marker Shadow Disabled

Draws a shadow on markers

Show Marker Shadow

Show Point Label Disabled

Places labels on the plot at the data point locations

Show Point label

Show Trend Line Disabled

Draws trend lines

Show Trend Line

For more details on plotting options in general, see http://www.jqplot.com/docs/files/jqplot-core-js.html.

Series Group - Simple Report Table Layout

For a simple table layout, first enter a Report Title for the report, which will appear in the header for the table and select Table from the Layout Type drop-down list. The Layout tab updates accordingly.

Select Table Layout
Figure: Select Table Layout

The Display Dimension as option allows to specify whether the dimension should display as a row or column.

The Display Totals checkbox determines if a Total row should be appended to the bottom of the table that sums/adds the columns.

The following example shows a table layout with product items as dimension grouped by a descriptor of an Enumeration type with country values.

Example Table Layout
Figure: Example Table Layout

The table columns can be sorted according to the type of the entries by clicking the up and down arrows in the column header.

Restricting the Number of Entries Displayed per Page

In the Show ... entries field select the number of columns that should be displayed per page.

Show Entries
Figure: Restricting the number of entries displayed per page

Paging is provided below the table to navigate between the pages.

Paging
Figure: Paging

In the Search field you can enter a value which should be contained in the displayed rows of the table. In the following table, all rows containing the value "USA" are displayed in the table.


Figure: Searching for an Entry Pattern

Exporting as CSV or Excel

You have the option to export the report for viewing outside Infinity as CSV or Excel file. Click the CSV or Excel button above the table accordingly.

Export
Figure: Export option

Select the location of the CSV or Excel file in the file dialog accordingly. Now you can view your report in the selected format, e.g. as Excel file:

Report in Excel File
Figure: Report in Excel File

Report in CSV format
Figure: Report in CSV Format

Displaying Cumulants

In case the Data Set > Fact is not equal to Count, an Available Cumulants and Selected Cumulants control is available.

Select Cumulants
Figure: Select Cumulants

In the Display Cumulant(s) as drop-down list you can determine if the cumulant(s) should be displayed as rows or columns. This selection determines the orientation of your table data.

Note that in case the data set is grouped, these groups will appear on the opposite axis as the Display Cumulant(s) as selection. For example, if your data is grouped by Process Name, the process names in your data set will appear as the table columns when Display Cumulant(s) as is selected as Rows.

If the cumulation is displayed in columns, these attributes will display as sub-columns. Similarly, when the cumulation is displayed in rows they display as sub-rows.

Per default, available cumulants are:

You can re-order the attributes by using the up- and down arrows on the right side.

Displayed Cumulants Example

The following example demonstrates how to display cumulants for a fact other than Count. We select a numeric descriptor OrderCount as Fact and as dimension a descriptor ProducName.

Cumulants Example Data Set Settings
Figure: Data Set Setting with Fact other than Count

The values displayed in the following screenshots were entered for these descriptors:

Cumulants Example
Figure: Values for ProductName and OrderCount

In the Simple Report layout we select all available cumulants.

Cumulants Example
Figure: Select all available cumulants

Now we can see the calculated values for these cumulants in the resulting table in the Preview tab.

Example
Figure: Example Report

Record Set - Table Layout

To set up the Record sets report to display in a single table, select the Table radio button on the Layout tab.

Record Set Simple Report - Table
Figure: Record Set Simple Report - Table

Options are available to Show Search Input and Show Row Count Selector.

Record Set Simple Report - Table
Figure: Record Set Simple Report - Table

Search functionality, entries restriction as well as an export option is provided as for the Series Group table layout.