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Editing categories in the custom report document editor
Who is this article for?Users who want to learn how to edit categories in the Custom Report Document Editor.
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This guide helps you edit categories in a chart using the Custom Report Document Editor. Follow these instructions to customise categories, subcategories, and functions.
1. Editing categories in the custom report document editor
1.1. Video
1.2. Steps
- Start in the Document Editor of the Custom Report, with the chart added to the document.
- Double-click on the chart to open the editing options.
- Click on the pencil icon to access the editing options.
- Select the Category tab.
- Here you can make edits by adding the following to the chart:
- Title
- Subcategory
- Mapping
- Zero Values
- Legend
- Change the category by typing in the name in the smart search bar and select the desired category.
- Click to add a function to the category for data analysis. Adding a function improves your data by enabling you to:
- Manipulate the data
- Interpret it more effectively
- Provide actionable insights
- Uncover trends and patterns
- The Statistical functions can be used for:
- Identifying trends with AVERAGE, COUNTIF, MAX, and MIN.
- Comparing averages across different data or groups.
- Determining frequency of occurrences in the data.
- Identifying the highest and lowest frequencies in the data.
- Use Math functions to analyse numerical data in your chart for:
- Add - Sums values.
- Divide - Divides values.
- Percentages - Converts to percentage.
- Multiply - Multiplies values.
- Subtract - Analyses differences.
- Utilise Date functions for date categories by selecting a function to:
- Calculate the difference between dates
- Extract details like the year or month.
- You can use different text functions to concat text or change it to upper case or lower case.
- Add zero values for the category results so categories or items that currently hold a value of zero are visible in the chart.
- You can add a second subcategory to analyse two data points on a chart, but ensure you use a chart type that supports this, like a stacked chart or bar chart.
- To add a function to a subcategory, simply click the f(x) button for that subcategory.
- Let's open the functions window and add a subcategory, like the average (Avg) function.
- Next, enter the field name in the smart search and select from the matching options.
- After making the selection, Save the changes made.
- Next, enable the legend to identify the data in the chart.
- Add a title for the chart.
- Use the mapping feature to merge multiple data points into a single value, offering insights into trends. Start mapping by clicking the plus sign to add each data point you wish to combine.
- Next, choose the data points to merge, like selecting multiple visit reasons.
- Confirm the accuracy of the selected number that will be merged.
- Include the value for the merged data, such as the name.
- Save the changes.
- Examine the improved chart, which now offers a clearer visual representation, incorporating updates on:
- category
- subcategory
- functions
- mapping
- titles
- legend
- zero values
