Introduction

This section describes the basic aspects of using the Reportivo online report generator.

To create a report with Reportivo, follow the simple steps listed below:

  1. Upload the file containing your spreadsheet
  2. Select data from the spreadsheet to be rendered in the chart
  3. Customize if needed
  4. Publish the report
  5. Dynamically update the data on your chart. Read more

Uploading your data

When you open the report generation page, you will see a big Upload a file button, through which you can upload your data.

The supported extensions are the most commonly used - Excel and CSV. Once a file has been chosen, it is rendered in a table on the page.


Adding graphs to the chart

The displayed table represents all the data in the file, which you selected for upload. In the majority of scenarios, one does not need to have all the data from the table, rendered in the chart. The Reportivo service allows you to easily choose which data will be present in the final report.

This is done by simply clicking or drag-selecting cells from the table. Each cell will represent a single point in the rendered graph.

As seen from the screenshot, the data does not need to be on a single line or column - you have complete control in customizing the data and look of the report. A standard approach would be to select an area from the table, or one or more rows or columns.

Once the selection is finalized, you can choose two things:

  1. The graph Type, such as "bar", "line", "area", etc.
  2. The Name or alias of the graph being added. This will affect the chart legend and the text in the tooltip for each point.

Once these settings have been done, simply click on the Add button. This will visualize the selected data in the chart as shown below:

TIP: For visualizing multiple graphs, select and add them one by one.

To remove all graphs from your chart and start over, click the Reset button.


Customization options

After adding some graphs to your chart, you can proceed with setting the following customization options:


X-Axis

Once you have selected the numeric data that you would like to add to your graph you can set the X-Axis Values for your chart by selecting the respective column from the table.

Once the selection is finalized, you can choose two things:

  1. The label Step - a number N specifying whether to display each label, or every N-th one.
  2. The labels' Angle of rotation - for displaying horizontal, vertical or tilted X-axis labels.

To remove the X-axis labels from your chart, click the Reset button.


Options

The general options that you can configure for your chart include:


Labels

In the Labels section you can enter values for the following attributes of your chart:


Styles

Choose between the Bootstrap, Light and Dark themes, to update the general look and feel of your chart.


Publishing your report

Once you are ready building your report, you can go ahead and Publish it by clicking the Publish button on the bottom of the create page.

When publishing is complete, you will be redirected to the page displaying your report. On this page you will also find a variety of sharing options, including the ability to embed the chart into another webpage by inserting a short piece of code in it.


Dynamic Data

After publishing your report, the initial data is saved and the same graphs will appear everytime a user sees it.

However, there is an option to change the data being displayed on a published report, by manually modifying the report URL to include the new data. This section describes all the details about how to do this.


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