Configuring Investment Mix Panel

Login to AEM Forms and navigate to Adobe Experience Manager > Forms > Forms & Documents.

Open the 401KStatement folder.

Open the 401KStatement in edit mode.

We will add 2 pie charts to represent the current and model investment mix of the account holder.

Tap on the “CurrentAssetMix” panel on the right-hand side and select the “+” icon and insert text component. Change the default text to “Current Asset Mix”.

Tap on the “CurrentAssetMix” panel and select the “+” icon and insert chart component. Tap on the newly inserted chart component and click on the “wrench” icon to open the configuration properties sheet for the chart.

Set the properties as shown in the image below. Make sure your chart type is Pie chart.

Please note the Data Model Object that is bound to the X and Y axes. You need to select the root element of the form data model and then drill down to select the appropriate element.

Tap on the “RecommendedAssetMix” panel on the right-hand side and select the “+” icon and insert text component. Change the default text to “Model Asset Mix”.

Tap on the “RecommendedAssetMix” panel and select the “+” icon and insert chart component. Tap on the newly inserted chart component and click on the “wrench” icon to open the configuration properties sheet for the chart.

Set the properties as shown in the image below. Make sure your chart type is Pie chart.

Please note the Data Model Object that is bound to the X and Y axes. You need to select the root element of the form data model and then drill down to select the appropriate element.