- From Crystal main menu select Insert/Chart.
- Place chart box attached to mouse pointer in report section of choice
- A bar chart will appear by default. Right-click on the chart and select Chart Expert
- Select Type tab in Chart Expert dialog box.
- Select Pie as the chart type.
- Select Data tab in Chart Expert dialog box.
- Select the field that you want to represent the different pie chart segments and add this field to the On Change Of box.
- Select the field that you want to perform the Sum, Count, Average, etc... on for each pie chart segment and add this field to the Show Value(s) box.
- Select the OK button at bottom of the Chart Expert dialog box.
While the Chart Expert makes graphing and charting easy, there are some things you should know.
The four general categories (layouts) of graphs are:
- Advanced. You plot X and Y values. You can specify summary fields, perform TopN/Sort analysis, and control information grouping in the display. You used advanced graphs with formulas, but you do not need to insert a group or summary field into your report to use one.
- Group. This is likely the most commonly used form of graph. You use this where there is a group inserted into your report and you have a summary field (e.g., sum, average) based on that group. Such a graph can appear once, or it can appear on the group level with a separate graph for each group. You can use it to create a drill-down effect, where you start with a graph of the highest data level (e.g., gross sales) and then keep showing subsequently deeper levels of data (e.g., sales by region, sales by account, sales by product). A group graph, unlike an advanced graph, requires a group or summary field.
- Cross-tab graphs. This is similar to a group graph, but you use a cross-tab for the data source, instead.
- OLAP grid graphs. This is similar to a group graph, but you use OLAP grids for the data source, instead.
You can create graphs in the various formats (most of them in both 2D and 3D): bar, line, area, pie, doughnut,riser and surface, XY scatter, radar, bubble, and stock. As with Excel, you may need to change the sort order or XY fields for the graph to clearly convey the information.