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Templates / Template Configuration / Charts
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    Excel charts can be added in Template layout which are visible in the Excel report. It is very useful as charts are often used in Excel reports to display graphical data. Along with that, it provides an advantage that the final chart will always be updated with the latest data, when the template is processed.

    The Excel charts are bound with template cells by specifying the series name, series value and axis labels in the template layout. While processing the template layout, the chart is bound to the data, and the Excel report is generated with the chart displaying final data. A chart can be placed in a worksheet with its data or in another worksheet too.

    Follow the steps mentioned below to add chart in a template layout and configure its data to template cells:

    Here we are adding a chart to a 'Quarterly Sales Data' report which displays the sales of electronic goods in different areas of North and South America. The chart in the template configures the name of an electronic item as series name, revenue as series value and the city in which sales have been done as axis labels to display the sales data in a graphical manner.

    You can also download the Excel template layout used in below example.

    1. Insert an empty chart in the Template layout in Excel.
      Empty chart


    2. Right click on the chart and choose 'Select Data' from context menu
      context menu


    3. In the 'Select Data Source' dialog box, click 'Add' button to add a series for the chart.
      Select Data Source dialog


    4. In the 'Edit Series' dialog box, click in 'Series Name' and then select 'ds.Salesman' field of the template layout as salesman field is being used as series for the chart.
      Edit Series dialog


    5. Next, click in 'Series Values' and then select 'ds.Sales' field of the template layout as sales field is being used as the value for the series of the chart.
      Series Values dialog


    6. Click on the 'Edit' button highlighted in the below screenshot.
      Series Values dialog


    7. In the 'Axis Labels' dialog box, click in 'Axis Label Range' and then select 'ds.Product' field of the template layout as products field is being used as axis label of the chart.
      Axis Labels dialog


    8. Click Ok to submit the data configuration.

    After processing the template layout, the Excel report will look like below.

    Excel report