How to add and configure charts inside reports with Geocortex Reporting 5 [Geocortex Tech Tip] - Geocortex

How to add and configure charts inside reports with Geocortex Reporting 5 [Geocortex Tech Tip]

Patrick Fingler
Patrick Fingler
Technical Marketing Specialist
October 26, 2018

How to add and configure charts inside reports with Geocortex Reporting 5 [Geocortex Tech Tip]

When it comes to charting, Geocortex Reporting 5 offers a vast amount of highly-configurable options to better assist you with visualizing your data. Using the Chart Designer feature, you can enjoy total flexibility and control in what information you want to portray, and how you want it to look.

In this week’s Geocortex Tech Tip, we explore how to add and configure charts inside of a report using an example that highlights the land value and the improvement value of each tax parcel on our LA StreetMap server.

Watch on YouTube

Video Transcript

“Hi everyone, my name is Patrick Fingler. I work in our technical marketing department, and today I’m going to show you how you can add and configure charts within your reports using Geocortex Reporting 5.

Let’s take a look!

Okay, so in this tech tip video, I’m going to show you how you can configure charts within your reports using Geocortex Reporting 5.

Here I am in the Geocortex 5 designer interface. I’ve logged in with an ArcGIS Online identity, I’ve got a number of data sources that I have configured, and in this example we’re going to configure a chart using the tax parcels layer on our LA StreetMap server. I have created the data source connection to this map service, I can test it to make sure that it is working, and the next thing I am going to do is create a new report.

I’m going to use the Layer Report Wizard which allows me to use an existing data source, and then select my LA StreetMap data source here, and select my Tax Parcels layer that I am interested in. The nice thing about using that wizard is that it will already create a parameter for my ObjectIDs. So now if I preview this quickly just to make sure it’s working, I can see that I am creating a report that’s being run on those four ObjectIDs that I passed in. It’s a super basic report, but we can identify that it’s working.

Now let’s look at the attributes for our data. I’ve got a tax parcels layer and a variety of different attributes, but I am going to create a bar chart highlighting the land value and the improvement value of each tax parcel.

To begin, I am going to select our chart port element and run the designer. The first step you are going to want to do is create a new series. This is where you can define the type of chart you want to create. I am going to create a bar chart and now the next step is populating the data within this series.

This series accepts two things: an argument and a value. The argument is what you want to display on the X-axis, so this is going to be my tax parcel IDs and the value is going to be, in this case, my land value. I might want to enter that in the legend text to ensure that we know what we’re creating a chart on. So that’s pretty basic and we can confirm that this is working by entering in some IDs. We should see a pretty basic chart that is displaying land value for those five tax parcels.

What you can see here though, is that the same chart is being repeated for each feature and that’s not really ideal in this scenario. So, what we are going to want to do is actually move this chart outside of the Detail band. In order to do that, I can navigate to this Actions panel and insert a report header which will allow me to copy or move this chart into the Report Header, so that it is only being displayed once on the first page.

So again, if I re-ran this, we’ll see that the charts are being only being displayed once rather than five times. So, let’s start configuring this chart a little bit more!

The next thing I might want to do is create a new series to show my improvement values. I’m going to create a new bar chart. You can see it side by side. It’s important to note that I am going to want to select the same argument because they’re both using reporting on the tax parcel IDs but the value in this scenario is going to be the improvement value. One thing to also highlight is that all of the values in this example – at least for a bar chart – are integer or double values. You can’t have string values in here, so that important to note.

I’m going to select the improvement value and I’m pretty happy with that. Optionally if I wanted to change the colors of each of these bar charts or series, I could then manually start changing the fill style, choosing the colors of it, and make it solid etc. But in this example, I’m going to just use the default colors.

If I click preview, click run, we’ll see that I’m starting to get values here. Now, I don’t really like them side by side, it takes up a lot of space, so I might want to actually change this from a bar chart to a stacked bar chart and I can do that because they’re using the same X-axis. So, in this example, I might want to change this from a bar to a bar stacked and it’s important to do this for both series. I’ll change that from a bar to a bar stacked.

If I wanted to, I could also change the diagram or the axis titles by navigating into the primary axis and the primary Y-axis and adding a title. I’ll call the title for the x axis ‘Tax Parcels’. I’m going to set the visibility to True and the primary Y-axis is going to be the ‘Home Value’. And one thing I forgot to do is set the title for that. So, I’m going to go back into my series two and set the legend text to ‘Improvement Value’ so we know what we’re creating a chart on.

I’ll click preview, and I’ve got a nice stacked bar chart. Now I could additionally change where the legend goes, I might want to move this over here, so it looks a little better. I might also want to create a chart for each specific feature. If you want to do that, there’s a little tip that I can show you.

I’m going to copy this chart into the detail band. What I’m going to do, is I’m going to add a filter so that we’re only showing the specific chart for each specific tax parcel. In order to do that, you are going to navigate on each series – it’s important you do that. And we’re going to navigate down the Data Filters section here. We’re going to create a data filter, and in this example, I’m going to set the input as the tax parcel ID (I could also use the object ID as well in this scenario).

I’m going to set the report value as also the tax parcel ID. It’s important again I do this on both series, otherwise it won’t work. If I click ‘OK’ and now click ‘Preview’, what we’re going to see is a report showing one chart that shows all five charts or series. For each detail, we’re showing just each specific one, so we’re kind of zooming into each of these. The second one is not going to have anything, and this third one is going to have is going to have a little bit more, fourth and fifth and so on.

That’s pretty much the charting configuration within Geocortex Reporting 5 in a nutshell.

Hope you enjoyed it. Thanks for watching!”

Want to learn more about how Geocortex Reporting can augment your Web AppBuilder applications? Check out our webinar, Enhancing Web AppBuilder for ArcGIS® with Geocortex Reporting.

Watch Webinar


Categories:
Archive
Open: 2019
2019
October 18, 2019

Implementing Arcade Expressions in Geocortex Essentials [Geocortex Tech Tip]

October 17, 2019

Customer Spotlight: Geocortex Mobile

October 11, 2019

How to Format Your Reports [Geocortex Tech Tip]

October 4, 2019

Showing an image in a form after a file picker [Geocortex Tech Tip]

October 2, 2019

Richard Wiegmann Joins VertiGIS as President and CEO

September 27, 2019

Understanding the toolbar in Geocortex Web [Geocortex Tech Tip]

September 20, 2019

Refining Results in Geocortex Web [Geocortex Tech Tip]

September 19, 2019

Charting data using Geocortex Reporting: Honing your charting skills

September 13, 2019

Utilizing the flexibility of layout in Geocortex Web [Geocortex Tech Tip]

September 6, 2019

Creating Geocortex Web applications that move seamlessly between 2D and 3D [Geocortex Tech Tip]

August 28, 2019

Geocortex adds support for Arcade scripting and ArcGIS Online smart mapping

August 23, 2019

How to create sections and groups for your reports [Geocortex Tech Tip]

August 16, 2019

Displaying SQL Server Data in Geocortex Workflow [Geocortex Tech Tip]

August 14, 2019

Customer Spotlight: Geocortex Essentials

August 8, 2019

City of Austin: Spreading floodplain awareness with Geocortex

August 1, 2019

Geocortex Essentials 4.12: Improved integration with ArcGIS® Online

July 25, 2019

Introduction to Geocortex Printing: Learn to build stunning print templates

July 17, 2019

Updates to the Geocortex Product Life Cycle

July 8, 2019

Extending Web AppBuilder for ArcGIS® with Geocortex Essentials [Webinar]

July 4, 2019

City of Bellingham: Using Geocortex to take the stress out of water shut-off

June 27, 2019

Geocortex at the 2019 Esri User Conference

June 14, 2019

Customer Spotlight: Geocortex Workflow

May 17, 2019

Important Notice - Outage Issues & New Support Cases

May 17, 2019

How to build a summary report with aggregations of feature data [Geocortex Tech Tip]

May 16, 2019

Technology Q&A: Geocortex Mobile

May 10, 2019

How to create print templates for Web AppBuilder for ArcGIS®[Geocortex Tech Tip]

May 8, 2019

Dive into Geocortex Printing [Webinar]

May 3, 2019

Using Geocortex Workflow and Geocortex Reporting to produce a multi-layer report [Geocortex Tech Tip]

May 1, 2019

Market-Leading GIS Software and Services Companies Join to Form VertiGIS

May 1, 2019

Introducing VertiGIS

April 18, 2019

Integrating Workflows into Geocortex Mobile [Geocortex Tech Tip]

April 17, 2019

Customer Spotlight: Geocortex Reporting

April 12, 2019

Using Geocortex Go to preview app configurations [Geocortex Tech Tip]

April 10, 2019

How to Address Complex Form Navigation Using Geocortex Workflow

April 5, 2019

Building native, offline IOS, Android and Windows apps with Geocortex Mobile Viewer [Geocortex Tech Tip]

April 3, 2019

Streamlining mobile operations with Geocortex Mobile Viewer [Webinar]

March 29, 2019

A better way to run geoprocessing tasks in Web AppBuilder for ArcGIS [Geocortex Tech Tip]

March 28, 2019

Extend the reach and capabilities of your applications with integrations [eBook]

March 22, 2019

Displaying data from SQL Database when you select features [Geocortex Tech Tip]

March 20, 2019

How Geocortex users are enriching the communities they serve

March 15, 2019

How to Configure a Geocortex Essentials layer report with Geocortex Reporting 5 [Geocortex Tech Tip]

March 14, 2019

Region of Waterloo: How GIS & Geocortex technology helped meet local Source Protection Plan requirements

March 6, 2019

Integrating Business Intelligence and Data Sources with Geocortex Essentials [Webinar]

March 1, 2019

How to quickly add attachments to new features when editing [Geocortex Tech Tip]

February 22, 2019

Generating a report with sub reports from external data sources [Geocortex Tech Tip]

February 20, 2019

Geocortex Essentials 4.11: Saving Time & Increasing Efficiency

February 15, 2019

Accessing Samples and Building your First Workflow [Geocortex Tech Tip]

February 12, 2019

Open Beta of Geocortex Printing 5 Has Begun

February 8, 2019

Different Ways of Creating Selections of Features in Geocortex Viewer for HTML 5 [Geocortex Tech Tip]

February 6, 2019

4 Best Practices to Follow When Using Geocortex Workflow 5

February 1, 2019

Creating a Report that Displays a Screenshot of the Map [Geocortex Tech Tip]

January 28, 2019

Diving Into Geocortex Reporting 5 [Geocortex Tech Tip]

January 24, 2019

How Geocortex is Advancing Water Management Solutions

January 16, 2019

Creating Custom User Experiences with Geocortex Workflow 5 [Webinar]

January 11, 2019

Showing the search results using the item picker in Geocortex Workflow 5 [Geocortex Tech Tip]

January 9, 2019

City of Troy: Using GIS and asset management technologies to manage legislative requirements

January 4, 2019

Using scripting to put attachments in reports in Geocortex Reporting 5 [Geocortex Tech Tip]

Open: 2018
2018
December 21, 2018

Integrating Pictometry, Bing and other 3rd party maps within your Geocortex applications

December 19, 2018

Recapping the Texas Geocortex Regional User Group

December 14, 2018

How to use Geocortex Workflow 5 to populate the Attribute Table in Web AppBuilder for ArcGIS [Geocortex Tech Tip]

December 12, 2018

Finding yourself: Using geolocation in mobile and web applications [Webinar]

December 7, 2018

Enabling real-time user-to-user map collaboration within Geocortex Essentials

December 5, 2018

Reflecting on 2018

November 30, 2018

Creating mailing labels with reports with Geocortex Reporting 5 [Geocortex Tech Tip]

November 29, 2018

Alberta Energy Regulator: Supporting safe and responsible energy resource operations

November 26, 2018

Important update for ArcGIS and Transport Layer Security (TLS) Protocol Support!

November 23, 2018

Using fine-grained security to control access to layers, features, attributes and application functionality [Geocortex Tech Tip]

November 21, 2018

Enhancing Web AppBuilder for ArcGIS® with Geocortex Reporting [Webinar]

November 16, 2018

Using Geocortex Workflow 5 to automatically display a form for editing layer attributes [Geocortex Tech Tip]

November 15, 2018

Geocortex Achieves Esri’s “Release Ready Specialty” Designation

November 14, 2018

Celebrating GIS Day with York Regional Police: How GIS Data Has Mitigated Risk & Increased Efficiency in Crime Prevention

November 9, 2018

How to access a SQL database from a workflow using Geocortex Workflow 5 [Geocortex Tech Tip]

November 2, 2018

How to send an email from a workflow using Geocortex Workflow 5 [Geocortex Tech Tip]

October 26, 2018

How to add and configure charts inside reports with Geocortex Reporting 5 [Geocortex Tech Tip]

October 24, 2018

Geocortex Water Webinar Series

October 19, 2018

Integrating Geocortex Essentials with ArcGIS Online and ArcGIS Enterprise portal [Geocortex Tech Tip]

October 17, 2018

Cross-Platform Development with Xamarin [Webinar]

October 12, 2018

City of Fort Collins: Dynamic flood maps for public awareness, and flood insurance rate saving

October 2, 2018

Technology Q&A: Geocortex Workflow 5 “Behind the Firewall”

June 27, 2018

Geocortex Essentials 4.10 is here!

June 12, 2018

Geocortex and the GDPR

June 6, 2018

Geocortex at the 2018 Esri User Conference

May 15, 2018

Technology Q&A: The evolution of Geocortex and Web AppBuilder for ArcGIS

April 25, 2018

How to manage data collected from Geocortex Workflow 5 forms [Geocortex Tech Tip]

April 18, 2018

Delivering accessible mapping applications for everyone [Geocortex Tech Tip]

April 11, 2018

How to search for data in a non-spatial database [Geocortex Tech Tip]

April 5, 2018

Configuring Geocortex Analytics to monitor a new Portal for ArcGIS instance [Geocortex Tech Tip]

March 27, 2018

Getting started with forms in Geocortex Workflow 5 [Geocortex Tech Tip]

March 21, 2018

Using Geocortex Workflow with Web AppBuilder for ArcGIS [Geocortex Tech Tip]

March 15, 2018

Understanding tool usage in your GIS applications [Geocortex Tech Tip]

March 7, 2018

Running Geocortex Essentials workflows from an identify operation [Geocortex Tech Tip]

March 2, 2018

GIS Health Assessment: A new way to think about your system

February 28, 2018

Using the in-app help system in Geocortex Workflow 5 [Geocortex Tech Tip]

February 21, 2018

How to configure a personalized dashboard in Geocortex Analytics [Geocortex Tech Tip]

January 25, 2018

GIS is shifting to SaaS, and it’s a win for everyone


Categories

Popular Tags
Accessibility Active Operating Picture ArcGIS ArcGIS Online customer spotlight Customer Story Data Models Energy Esri Geocortex Geocortex 5-Series Geocortex Analytics Geocortex Essentials geocortex integrations geocortex mobile Geocortex Mobile Viewer geocortex printing Geocortex Printing 5 Geocortex Reporting Geocortex Reporting 5 geocortex tech tip Geocortex Tech Tips geocortex training Geocortex Viewer for HTML5 geocortex web Geocortex Web Viewer Geocortex Workflow Geocortex Workflow 5 GIS GIS Day GIS Health gis integrations Integrations Oil & Gas Pipelines Portal for ArcGIS SaaS Tech Tip Tech Tips Transportation vertigis Water Industry Web AppBuilder Web GIS Xamarin

Contributors