Creating Rich Text charts

Rich Text charts allow you to insert text or HTML code within a dashboard [A dashboard is a visual display of the most important information - consolidated and arranged on a single screen to enable the information to be monitored at a glance.] with rich formatting options. It is similar to a Text or HTML editor with a text formatting toolbar where you can modify the font styles, format or indent text, insert pre-defined heading styles, or insert bulleted or numbered lists.

When to use a Rich Text Chart

Rich Text charts are particularly useful in story telling scenarios, where you would need to insert a story slide describing a visualization in a dashboard that is relatively difficult to comprehend.

Creating rich text charts

1.   On the toolbar, select + New Page from the Pages drop down, or on the Filters and Settings pane, select the Pages tabbed page and then click the + icon to create a new page.

2.   Click the icon in the chart area and then select the Basic tabbed page.

3.   Select the Rich Text chart type or click theicon at the top right corner of the chart area and then select Rich Text to create a Rich Text chart.

4.   Insert text into the chart and then use the formatting toolbar to modify the inserted text in terms of style, indentation, and so on.

5.   In the Filters and Settings pane, select any of the following:

▪       Filters tabbed page to browse the chart dimensions using the Dimensions Browser.

▪       Pages to view all pages in the current report as thumbnails.

▪       Settings to define drill through, page, or report properties for the chart.

• Before creating a visualization, it is recommended to select the Dimension Browser view by selecting the Filters tabbed page from the Filters and Settings pane. The Dimensions Browser enables you to easily drag and drop Dimensions or Measures from the Dimensions pane (depending on the chart type) into Dimensions, Measures, Legend, or Browsing Dimensions of the Dimension Browser.

Defining rich text chart properties

Envision allows you to define chart properties such as the title. You can use:

·       The Format tabbed page to modify the text properties such as font and paragraph, and perform actions such as cut, copy, paste, preview, clean up, review the inserted text.

·       The Insert tabbed page to insert tables, page breaks, and form fields such as TextArea, Lists, Radio buttons, Check boxes, and special objects such as Links, Media, Date Time, and so on.

The following table explains how to define these properties.