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Add a Baseline to a Chart

Baselines are horizontal or vertical lines that cut through the chart to indicate major divisions in the data. For example, you can add a baseline to show a sales quota or break-even point.

You can position the baseline using the following options.

OptionPosition

Numeric Value

Uses a static numeric value.

Query Calculation

Uses a query calculation from the same query or from a different query. For more information, see Using Relational Calculations.

Layout Calculation

Uses a layout calculation. For more information, see Using Relational Calculations.

Member Value

Uses a position relative to a member. For example, a member calculation that uses an expression similar to [Query1].[Current year]=2006 places the baseline in the middle of the chart element that represents 2006. To place the baseline between 2006 and 2007 on the chart, a half member width to the right, set the Member Offset property to 50%. To place the baseline between 2005 and 2006, set the Member Offset property to -50%. You can also type in 100, -200, and so on to place the baseline on the chart.

Statistical Minimum

Uses the following expression:

25th percentile value - 1.5 * (75th percentile value - 25th percentile value)

For example, if 2.5 is the 25th percentile and 7.5 is the 75th percentile, the statistical minimum is -5 [2.5 -1.5(5) = -5].

Statistical Minimum uses percentiles to determine values and may not always appear in the chart if the values are off the axis.

Statistical Maximum

Uses the following expression:

75th percentile value + 1.5 * (75th percentile value - 25th percentile value)

For example, if 2.5 is the 25th percentile and 7.5 is the 75th percentile, the statistical maximum is 15 [7.5 +1.5(5) = 15].

Statistical Maximum uses percentiles to determine values and may not always appear in the chart if the values are off the axis.

Mean

Uses the statistical mean plus or minus a number of standard deviations based on all charted data values on the specified axis.

Percentile

Uses a specified percentile.

Percent on Axis

Uses a percentage of the full range of the axis.

For example, if the axis range is -500 to 1100, a Percent on Axis value of 25% puts the baseline at -100 (25% of the range, 1600).

If you apply more than one baseline, you can specify in which order they should be drawn when the report runs. They are drawn from top to bottom. If you have two baselines with the same coordinates, the first one in the list is drawn first and the next one is drawn on top of the first one.

Tip: The Positions to Fill sample report in the GO Data Warehouse (analysis) package includes a baseline. For more information about The Great Outdoors Company samples, see Sample Reports and Packages.

Steps
  1. Click the chart object.

  2. In the Chart Annotations section of the Properties pane, double-click the Baselines property.

  3. Click the new button  and choose the type of baseline from the list.

  4. Provide any necessary criteria, such as a value or percentage.

  5. If you add more than one baseline, specify their order using the up and down arrows.

  6. Click OK.

    A baseline icon appears in the Markers, notes, and baselines box.

  7. To define the line style, click the baseline icon  and set the Line Style property.

  8. To define the text style, click the baseline text and make changes in the Properties pane.

Tip: To delete a baseline, click its baseline icon and click the delete button .

Example - Add a Baseline to the Order Trends Chart

You are a report author at The Great Outdoors Company, which sells sporting equipment. You created a column chart that shows the contribution that each order method makes to revenue.

You decide to add a baseline to indicate the mean revenue for the Order Trends chart.

Before you can try this example, you must create the chart in Example - Change the Background of the Order Trends Chart.

Steps
  1. Open the Order Trends chart.

  2. Click the chart object.

  3. In the Chart Annotations section of the Properties pane, double-click the Baselines property.

  4. Click the new button  and click Mean.

  5. Leave Distance From Mean at zero, and click OK twice.

    A baseline icon appears in the Markers, Notes, and Baselines box.

  6. To define the line style:

  7. Save the chart.