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Introduction

Last updated 7/08/2025

Five's Chart Wizard

In Five, charts can be created manually, but we also have a Chart Wizard to simplify the process. The definitions you apply in the wizard will dynamically change to give you a preview without the need to run your application. A chart requires a data source to supply the data you want to visually represent in your chart. You can add different charts in the wizard which can be:

  • Bar
  • Horizontal Bar
  • Line
  • Pie
  • Doughnut
  • Radar
tip
You can create more charts and multiple datasets in the charts view!

Locate the Chart Wizard

As a chart is an element you will visually see in your application, you will find the Chart Wizard under the Visual menu.

1. Select Visual in the menu.

2. Select Chart Wizard in the sub-menu.


Chart Wizard menu item
Figure 1 - Chart Wizard menu item

Chart Wizard Layout

The Chart Wizard is divided into three sections. On your left is the form that you will use to create your chart. On the top right is a preview of your chart, this will dynamically change each time you make a change to the form. The bottom right holds the returned data from your data source.

info
When you are using a query as your data source, all parameters will be ignored while in the wizard, so you can visually see the represented data. When you run your application, all parameters are applied.

Chart Wizard
Figure 2 - Chart Wizard

Chart Wizard Fields

Several fields in the Chart Wizard have default values and these are there to simplify the process, all default values can be edited. The following table will give you a brief overview of the fields in the Chart Wizard.


FieldDescription
Chart TitleGive your chart a title, this will be displayed in the chart app bar.
Data SourceSelect the data source for your chart.
X Value ColumnSelect the field from your data source for the X axis.
Y Value ColumnSelect the field from your data source for the Y Axis.
Chart Area IDGive the area an ID to uniquely identify your chart area.
Chart Area TitleGive your chart area a title.
Show Chart Area TitleShow the title of the chart area, default is false.
Chart TypeSelect the chart type, default is Bar.
Show X TitleShow the X title, default is true.
X TitleGive your X Axis a title.
Show X AxisShow the X axis, default is true.
X Axis PositionSelect the position of the x axis, default is Bottom.
Add Menu ItemAdd a menu item for your chart, default is false.
Menu CaptionGive your menu item a caption, default is the same as your chart title.
Parent MenuSelect a menu to be the parent for the current menu item being created. The parent menu must reference a form action.
Show LegendShow your chart's legend, default is true.
Legend LabelGive your legend a label.
Legend PositionSelect the position of the legend, default is bottom.
Color PickerOpen the Color Picker to select color/s for your chart.

Edit a Chart Record

When you save a chart via the Chart Wizard, you will find the record in the Charts view. This is where you can maintain the record.

1. Select Visual in the menu.

2. Select Charts in the sub-menu.


Charts menu item
Figure 3 - Charts menu item

3. Select the record in the list.

4. Click the Edit button to make changes to your report.


Chart record
Figure 4 - Chart record