How to create pie chart in Sage Enterprise Intelligence (SEI) report

By | March 5, 2024

Sage Enterprise Intelligence is an intuitive business intelligence solution integrated with your Sage business management system to help business users reduce time spent on analysis and reporting and make faster, better-informed decisions. It empowers all users with a simple solution to access and analyse data in a self-sufficient manner, which eliminates the need for disparate tools and specialized skills and can reduce time to decision.

Sage Enterprise Intelligence gives business users, managers, and executives the power to analyse and create business reports, dashboards, and views. In this blog, we will take a look at how we can create pie chart in Sage Enterprise Intelligence.

Follow these steps for insight into how to create pie chart in (SEI).

STEP1:- Right click on data models and click on new view among the different categories we can select different type of view type. The number of view types are present . As shown in figure .1 and   figure .2

New view
Fig02: New view

STEP2:-

Enter a pie view name.

Choose the Columns, Groups and Pivots by clicking Add.

Type the name to filter the list (or select from the drop-down menu). Choose one or more fields.

Click OK to confirm the chosen fields. As shown in figure 3.

File setting
Fig03: File setting

STEP3:- To change the view from a table with tabs to a graphical illustration, click on View Type in the vertical right-hand panel to expand Settings. The columns we choose in figure.3 are represented in pie chart format . As shown in figure 4.

Pie chart
Fig04: Pie chart

STEP 4: This will expand the menu, showing the options for different View types you can select from. You can scroll vertically through the View categories in the Left side of the pop up, and then chose specific Views within each category. The images below show the “Bar” category and “Pie” category options to give context to the wide variety of built in options available. For our example, we’ll click on the “Pie” chart in the “Pie” category (it may be on our mind with fruit pie season in full swing).

STEP 5: Once we’ve update our View Type, it will automatically close the expanded menus and update the Sales Report. Next, in the same vertical right-hand panel, click on Chart Properties (the wrench icon immediately above View Type) to specify the details for your graph.

STEP 6: In Chart Properties, you can modify the report title, labels, series, etc. The specific changes made will depend on how you want the information displayed in your dashboard. For reference, pay attention to the chart properties specified in the following screenshot. By enabling Animation (the very top toggle option), we’ve set up this graph so when you hover over a pie slice it will provide further details, which in this case is order quantity.

View properties
Fig08: View properties

STEP 7: Once  the done layout of the graph, click the floppy disc save icon on the right of the screen and click save as.

Save option
Fig09: Save option

This blog help us to know about the use of create and design pie chart in SEI report.

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