Practical guide

Keep a report chart tied to the numbers it represents

Last materially reviewed 2026-10-02

Quick answerKeep labels and values paired, state their units and compare the chart with a small source table. A well-rendered shape can still tell the wrong story.

Begin with three distinctive values

Use a fictional table with Apr 4, May 9 and Jun 6 completed items. The expected total is 19, and May is the largest month. Neither statement predicts a real company’s performance. The uneven values help expose a shifted label or an accidentally repeated value.

Fictional chart input
MonthCompleted items
Apr4
May9
Jun6

Use one unit and a defined reporting period. Do not combine percentages and counts under the same unlabelled axis. A chart title should say what is measured; “Results” gives a reader too little context to interpret the shape.

Build both arrays from the same records

CraftMyPDF’s chart documentation describes Categories and Data as one-dimensional arrays and provides the asArray expression for extracting a field from records. For the original fictional shape below, the two extracted arrays should preserve the same order.

Input: [{month:"Apr", completed:4},
        {month:"May", completed:9},
        {month:"Jun", completed:6}]
Expected categories: ["Apr", "May", "Jun"]
Expected values:     [4, 9, 6]

If sorting is needed, sort the complete records first. Sorting labels alphabetically while leaving values in date order gives a plausible but wrong chart. Equal array lengths alone cannot establish correct pairing. We have not executed these settings in a merchant account.

Choose the chart for the comparison

An editorial starting point
Reader taskSuitable first option to evaluateWatch for
Compare a few categoriesA labelled bar chartLabels or baseline hiding the real difference
Follow an ordered periodA line or bar chart with explicit period labelsMissing periods appearing continuous
Read exact figuresA compact table beside or instead of a chartUnnecessary graphic replacing useful numbers

This is a design recommendation, not a ranking of chart libraries. Keep a concise textual takeaway when it can be supported by the approved source, and retain the values needed to check it. Do not write an optimistic business conclusion merely because a line slopes upward.

Use cases that can disprove the mapping

  1. Change only May from 9 to 2: confirm the corresponding label retains its value.
  2. Remove a required value: apply the declared missing-data rule, not an invented zero.
  3. Try an explicit valid zero and distinguish it from missing.
  4. Use a long category label and inspect the exported PDF.
  5. Check title, units, legend and source table together.

An empty series needs an approved message rather than a blank frame that suggests loading failed. A negative value or an unusual unit needs a representation suited to that meaning; do not force it into a percentage-of-total diagram.

Accept meaning before polish

Inspect the generated report at its intended reading size. Check labels near page edges and whether the legend remains attached to its chart. A screenshot from the editor cannot prove the final PDF has retained them.

Keep the fixture and expected relationships with the template version. If a chart cannot communicate the comparison clearly, use the table. Adding another visualization is not an improvement when it makes the reader work harder to recover the same three facts.

Sources and evidence limits

Documentation checked 2 October 2026. Original examples are fictional; no merchant account or API was tested.

  1. CraftMyPDF chart data properties — checked 2026-10-02