Switch the Series Chart Type in the Bold Reports® Report Designer

The chart type switcher in the Bold Reports® Report Designer lets you change the series chart type of a chart report item at any point during report design. You change it with the Chart Type dropdown under the series properties.

How do I switch a series chart type?

You switch a series chart type in the Bold Reports® Report Designer from the series properties of the chart.

  1. To open the properties of a specific series, choose the series name in the Choose Series dropdown.

    Series selection

  2. Click the Edit icon. The properties panel displays the properties of that series.

    Series properties

  3. Find the chart type switcher under Basic Settings and choose a type in the Chart Type dropdown.

    Chart type switcher

Which chart types can I switch to?

The Bold Reports® Report Designer lists only the types compatible with the present series chart type in the chart type dropdown. For example, if the existing series chart type is pie chart, the chart type dropdown lists the compatible types shown in the following image.

Supported chart types

Chart with single series

When a Bold Reports® chart has a single series, changing the series chart type changes the whole chart to the expected chart type. For example, the following report has a column chart with a single series.

Single series

To change the series chart type to Line, choose Line in the chart type dropdown.

Line chart

Chart with multiple series

A Bold Reports® chart with multiple series can behave differently during series chart type switching, depending on the source and target chart types. The following sections describe when individual chart series type switching (affecting only the selected series) or combined chart series type switching (affecting all series collectively) takes place.

Individual Chart Series Type Switching

The Report Designer switches only the selected series to the new chart type for the following source and target types.

Source Series Chart Type(s) Target Series Chart Type(s)
All Column types All Line and Area types
All Line types All Column, Area and other Line types
All Area types Column and Line types
Range Column Range Area, Smooth Range Area and vice versa

For example, the following report has a column chart with multiple series.

Multiple series column chart

  1. Choose the series whose type you want to change.

    Series selection

  2. To change the chart series type to Line, choose Line in the chart type dropdown.

    Series type selection

The following image shows the resulting chart with mixed column and line series.

Column Line mixed series chart

Combined Chart Series Type Switching

The Report Designer switches all series in the chart together in the following two cases.

  • All series chart types in the chart switch to the target chart type when the source and target types belong to the same category. Use the following table to find the category of each chart.

    Chart Category Chart Types
    Proportion Charts Pie, Exploded Pie, Doughnut, Pyramid, Funnel
    Column Charts Column, Stacked Column, Stacked Column 100
    Bar Charts Bar, Stacked Bar, Stacked Bar 100
    Area Charts Area, Smooth Area, Stacked Area, Stacked Area 100
    Polar and Radar Chart Polar, Radar

    For example, the following report has a column chart with multiple series.

    Multiple series column chart

    Choose the series whose type you want to change.

    Series selection

    To change the chart series type to Stacked Column, choose Stacked Column in the chart type dropdown.

    Series type selection

    The following image shows all series switched to stacked column.

    Multiple series Stacked Chart

  • All series chart types convert to the new type for the following source and target combinations. A warning dialog asks you to confirm this action before it proceeds.

    Source Series Chart Type(s) Target Series Chart Type(s)
    Range Column, Range Area, Smooth Range Area Range Bar
    All Column, Area and Line types All Bar types

    For example, take a column chart with multiple series.

    Multiple series column chart

    Choose the series whose type you want to change.

    Series selection

    To change the series chart type to Bar, choose Bar in the chart type dropdown.

    Series type selection

    The following confirmation dialog appears.

    Confirmation dialog

    Click Yes to change the existing series types to Bar.

    Multiple series Bar Chart

    Click No to leave the respective series unchanged.

    Multiple series column chart

Frequently asked questions

Can I mix column and line series in one chart?

Yes. Switching one series of a multi-series column chart to Line changes only the selected series, so the chart shows mixed column and line series.

Why does a warning dialog appear when I switch to a bar type?

Switching from Column, Area, or Line types to Bar types, or from range types to Range Bar, converts all series in the chart. The Report Designer asks you to confirm this first.

See also