Create a Chart

Before you can create a chart, you must have a query for the data to use in the chart. An example of criteria for your query is an activity date greater than or equal to 1/1/2013. Select year received, member count, activity count, and sum of activity value as you output fields and sort by the year received field.

To create a new chart click Charts on the Navigation menu, click New Chart, and then follow these steps:

1. Enter a name for your chart.
2. Choose the details such as chart type, color palette to use, and background color for the chart.
3. Select the query to use and then choose the criteria for the Group, Value, and Series fields.
   1. The fields available will change depending on the type of query used as the data source.
4. Enter labels for the Group, Value, and Series fields.
5. Click Generate.
   1. Make changes to the Details, Data, or Labels fields and preview the results until you achieve the look you want.
6. Click Save and Close.

Looking at other charts is a good way to learn how charts are constructed. You can use an existing chart and change the name as well as some parameters to quickly create a new chart.