In this article, we will show you how to generate report from Excel to chart-report

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The Goal: We want to upload the Excel and display it in Pie Chart format which can be viewed on Intranet.


LetLet's start!


LetLet’s say, you have an Excel with following data:



We upload the Excel into the system and create the “Data Source”. 


We start creating the ad-hoc report, by selecting the Data-Source we just added:


Once created, the system will retrieve the data inside the Excel and populate it into the table:

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We can group some data, by drag-and-drop the field to the Group Panel.




Now the table is grouped by Country:


We can also do multiple grouping. Let’s say, the second group will be the Item:



To make it easier to view, we can change the background color of the groups. Let’s take a look:




To create the chart, we need to prepare some Chart data, specially whether you want to display the sum of Amount:


Once it’s done, the chart will show: 




We can further configure the Chart information, such as the title and the type of chart. For example, we want it to show as Pie Chart: 




That’s it. It’s a really simple process to generate the report and the chart by your-self, without getting to know technical stuff.

       

The report and chart can be viewed online as well for others to view. For example; we can display it on the intranet website.