IT Analytics Solution Tutorial: Configure a Pivot Chart Report

Using the Incident Cube we will create a Chart that will help us to compare the number of Closed Incidents in Q1 2007 to the number of Closed Incidents in Q1 2008.

1. Select the Incident Cube.
2. Click the Chart icon in the toolbar.
3. Click inside the Pivot Chart to display the Field List.
4. Drag and drop the Closed Incident Count measure into the middle of the Pivot Chart.
   
   

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5. Drag and drop the Priority attribute into the Category Fields pane.
   
   

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6. Drag and drop the Date Created.Quarter Name into the Filter Fields pane.
   
   

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7. Click the dropdown next to the Date Created.Quarter Name and uncheck (All), then scroll down and check Q1 2007 and Q1 2008 and click the OK button.
   
   

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8. Drag and drop the Date Created.Year Number into the Series pane.
   
   

   Click to view.

9. Click the Legend icon in the toolbar to expand the Legend.

   Now that we have the basic structure we are ready to do some formatting to make this chart easier to read.

10. Click the Options icon in the toolbar to launch the Commands and Options window.
    
    

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11. In the Commands and Options window select the Chart Workspace value from the dropdown list.
12. Click Chart Title icon in the toolbar to add a Chart Title.
13. Now select Title in the dropdown list
    
    

    Click to view.

14. Select the Format tab and update the following:
    
    1. Change the font size from 12 to 14.
    2. Update the Caption text box at the bottom to read "Closed Incident Comparison" or another appropriate title.
15. Click the General tab and select Legend from the dropdown list.
16. Click the Format tab and change the Position from Right to Bottom.
17. Click the General tab and select the "2007" value from the dropdown list.
18. Select the Labels icon to enable Data Labels on the 2007 portions of the Chart.
19. Select "2007 Data Labels 1" from the dropdown and select the Data Labels tab.
20. Check Series Name and Percentage and change the Separator dropdown from ',' to (New Line).
21. Click the General tab and select the "2008" value from the dropdown list.
22. Select the Labels icon to enable Data Labels on the 2008 portions of the Chart.
23. Select "2008 Data Labels 1" from the dropdown and select the Data Labels tab.
24. Check Series Name and Percentage and change the Separator dropdown from ',' to (New Line).
25. Select the General tab and select "Chart Workspace" in the dropdown list.
26. Select the Show/Hide tab and uncheck the "Field buttons/drop zones" checkbox.
    
    1. This will remove the drop panes to make the chart appear cleaner.
27. Close the Commands and Options window.
28. Finally click the Save icon and name this chart appropriately to save it for later use.
    
    

    Click to view.