> For the complete documentation index, see [llms.txt](https://docs.inforiver.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inforiver.com/~/changes/mS6jwvARNLHpKqBa4cT9/working-with-inforiver/8.-paginated-reporting/header-and-footer/charts.md). # Charts In the header and footer, you can add all the inline charts such as sparklines, bullets, range plots, dot plots, and other unique charts such as donut charts and progress bars. Let's take a detailed look. ## 1. Adding the chart a) Click on 'Header & footer' in the 'Design' tab.

b) Choose 'Chart' from the 'Type' option.

c) By default, a donut chart gets inserted based on the data fields added to the report. Here we have a donut chart for the 4 quarters.

d) You can see the customization options present in the 'Customize' tab. Appearance and Legend config are covered in [customization options](#4.-customization-options).

## 2. Data selection Note that by default, the table is greyed out as shown in the image.

On hovering over the chart, the data selection button appears.

Click on the change data symbol to open the 'Data Selection' dialog box. The data source used to render the chart can be set using the methods listed below: a) Using data from rows b) Using data from columns c) Manually selecting the cells required for the chart ### **a) Data from rows** 1. To render the chart using row data, click on the 'Select Rows' dropdown.

2. The 'Select Rows' dialog box opens. You can select the rows that will contribute to rendering the chart. {% hint style="info" %} Click on the 'Clear' link to reset and remove all the selected rows {% endhint %}

3. After clicking on 'OK', the selected categories are displayed in the Data Selection dialog box. Click on 'Create' to render the chart. Notice that the rows that are used as data source for the chart have been highlighted.

### **b) Data from columns** 1. To render the chart using column data, click on the 'Select Columns/Measures' dropdown.

2. Select the columns and/or measures that will be used to render the chart. {% hint style="info" %} Click on 'Clear' to reset and remove the columns that have been selected. {% endhint %}

Columns and measures selected to render the chart

After clicking on 'OK', the columns that are selected are displayed in the Data Selection dialog box. Click on 'Create' to render the chart. Notice that the columns that are used as data source for the chart have been highlighted.

Chart rendered using columns or measures

### c**) Manual data selection** 1. To render the chart using manual data selection, click on the 'Manual Selection' link.

2\. From the grid, select the cells to be used as data source for the chart, the selection is immediately reflected in the header chart.

## 3. Chart types There are a number of chart types like Donut, Sparkline, Bullet etc. that can be inserted in the header. Let's see how to add or change them. a) By default, a donut chart is added to the header if the Chart option is selected. This can be changed from the Data Selection dialog box. {% hint style="warning" %} Some of the variants are not shown here but they can be accessed from the toolbar. {% endhint %}

The donut chart has now been changed to a Sparkline chart.

b) To easily browse the chart types and variants available, click on the 'Right arrow' in the cell as shown in the image. Notice that in the toolbar it says 'SparkLine'.

The chart has now been changed to a bar chart.

c) You can also view and select all the supported chart types and their variants from the toolbar as shown in the image below.

d) In case two data points are selected, you can also use variants of the progress bar such as conditional bar, angular bar and donut bar.

## 4. Customization options Most of the customization options are already covered in [working with charts](/~/changes/mS6jwvARNLHpKqBa4cT9/working-with-inforiver/6.-working-with-charts.md). The customization options unique to header charts are covered here. ### a) All chart types #### Legend config By default, the legend is shown on the right of the chart, you can change the position to the left or turn it off. To change the legend, click on the 'Legend config' button in the Customize ribbon.

When the legend is turned off, the chart will be rendered as shown in the image below.

### b) Styling donut chart The appearance of the donut chart can be customized by clicking on the 'Appearance' option. You can see the dialog box shown in the image where you can select the color for each arc, arc size and apply a gradient.

* When a **gradient** is applied, you can select the gradient color and the chart gets updated as shown.

* When there are more than 5 categories selected, the '**Enable others**' option is activated. Note that even though six regions were selected, only five are displayed in the chart. When the 'Enable others' property is set, you can see a segment in the donut called 'Others' which visualizes the sum of the values apart from the top 5 categories. That is, if there are 10 categories added, the last 5 categories will be consolidated and shown as 'Others'.

* The name 'Others' can be modified by clicking on the 'Pencil' icon and entering a relevant name in the text field.

* The **arc size** can be customized by using the 'Arc size' dropdown. The available options are Small, Medium, Large and Extra large.

### c) Styling progress bars Progress bar appearance can be customized as shown below. You can define positive and negative colors using a color picker.

Setting the color scheme for progress bars

### d) Styling sparklines In the sparkline customization toolbar, explanations for [Appearance](/~/changes/mS6jwvARNLHpKqBa4cT9/working-with-inforiver/6.-working-with-charts/sparkline-charts.md#viii-appearance), [Null display](/~/changes/mS6jwvARNLHpKqBa4cT9/working-with-inforiver/6.-working-with-charts/sparkline-charts.md#vi-null-display), [Marker](/~/changes/mS6jwvARNLHpKqBa4cT9/working-with-inforiver/6.-working-with-charts/sparkline-charts.md#ii-marker) and [Show label](/~/changes/mS6jwvARNLHpKqBa4cT9/working-with-inforiver/6.-working-with-charts/sparkline-charts.md#viii-show-label) are covered in the '[Working with charts](/~/changes/mS6jwvARNLHpKqBa4cT9/working-with-inforiver/6.-working-with-charts.md)' section. Let's look at the 'Data config' option. i) Select the row grand total and choose the sparkline chart type with the area spline variant. You can see the sparkline chart in the header as shown below.

ii) Click on 'Data config'. In the dialog box, you can see that all the measures are selected. Let's display only the Unit Price measure in the header. Uncheck the other checkboxes. Select a different color using the color picker if needed. Notice how the chart gets updated.

Selecting measures and setting the chart color

In the next section, we'll be covering adding [KPI cards](/~/changes/mS6jwvARNLHpKqBa4cT9/working-with-inforiver/8.-paginated-reporting/header-and-footer/kpi-cards.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.inforiver.com/~/changes/mS6jwvARNLHpKqBa4cT9/working-with-inforiver/8.-paginated-reporting/header-and-footer/charts.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.