Projects and Requests Reports

I'm trying to create a report showing Projects vs Project Requests and add a pie chart.  I keep getting the message "You must select a column for the "Value" setting of the chart. "  When I go to select a "Value", there is nothing showing for me to select.  How do I achieve this?

Asked by Monica Crawford on Mon 10/5/15 12:16 PM
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Answers (3)

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Mark Sayers Mon 10/5/15 3:48 PM

Hi Monica,

When a report is first loaded up, there are several pre-selected columns that are listed there by defaults. Those default columns do not necessarily contain all the necessary requirements for each of the possible choices from the Add a chart section of the report. You will find that if you add a qualifying column (just as a test I added the Account ID) the Value field will then allow you to choose that column to populate the chart. So it is going to be a matter of finding the criteria you need to be in each "slice" of the chart, and ensuring the Value field will allow that column to be chosen.

I hope this fully explains this report and why the pie chart needs certain criteria. If you have any further questions on this, or if we can help in any other way, please let us know.

Sincerely,
Mark Sayers
TeamDynamix

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Monica Crawford Mon 10/5/15 2:15 PM

I'm in the "Analysis" app and created a New report.  I chose the "Projects and Requests Report" and named it "Projects vs. Project Requests".  When setting up the report details, towards the bottom, you can 'Add a chart'.

 

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Mark Sayers Mon 10/5/15 1:20 PM

Hi Monica,

Are you able to provide any screenshots showing the report you are trying to build? If we are able to see how the report is being built, we will be better able to determine why the Value setting is causing an issue for it.

Thanks,
Mark Sayers
TeamDynamix

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