Configuring Investment Mix Panel

In this part, we will add pie charts to display the current and model investment mix.

  • 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.

Current Asset Mix

  • 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.

  • currentassetmix

Model Asset Mix

  • 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.

  • assettype

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