Configuring Investment Mix Panel

Overview
Best practices to follow
Setting up OKTA authentication with AEM Author
Creating your first Adaptive Form
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- 2 - Create Adaptive Form template
- 3 - Create form fragment
- 4 - Create Adaptive Form
- 5 - Configuring root panel and adding child panels
- 6 - Adding components to People panel
- 7 - Adding table to income panel
- 8 - Configuring assets panel
- 9 - Using custom functions and code editor
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Interactive Communications for Print Channel
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Save and Retrieve Draft Letters
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Interactive Communications
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Interactive Communications For Web Channel
- 1 - Introduction
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- 3 - Create Data Source
- 4 - Create Form Data Model
- 5 - Creating Web Channel Document Template
- 6 - Creating Document Fragment
- 7 - Creating Interactive Communication Document
- 8 - Adding Text and Images
- 9 - Configuring Line chart
- 10 - Configuring Table
- 11 - Configuring Column Chart
- 12 - Configuring Pie Chart
- 13 - Delivery Of Web Channel Document
- Email Delivery of Web Channel Document
Troubleshooting
- Document Services: Steps to troubleshoot DDX related issues
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- Enable merging of large xml data files with template
- PDFG: How to change the transaction timeouts in PDFG
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- PDFG: How to update the timeouts in PDFG
- PDFG: Steps to add PDFG user in windows server 2016
- PDFG: Steps to check and install 32 bit libraries and their dependencies
- PDFG: Steps to check folder permission on windows server 2016
- PDFG: Steps to enable strace on unix
- PDFG: Steps to install required 32bit Microsoft Visual C++ redistributables
- PDFG: Steps to run and interpret output of System Readiness Tool
- PDFG: Steps to troubleshoot acrobat specific issues
- PDFG: Steps to troubleshoot HtmltoPDF issues on windows
- PDFG: Steps to troubleshoot HtmltoPDF specific issues on unix(PhantomJS)
- PDFG: Steps to troubleshoot HtmltoPDF specific issues on unix(WebKit conversion)
- PDFG: Steps to troubleshoot multi user PDFG Conversion on unix
- PDFG: Steps to troubleshoot multi user PDFG Conversion on windows
- PDFG: Steps to troubleshoot OpenOffice specific issues on unix
- PDFG: Steps to troubleshoot OpenOffice specific issues on windows
- Document Security: How to apply policy created using document security module in Acrobat
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- General: Steps to set up gemfire locators in a cluster and perform related configuration

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Configuring Investment Mix Panel

Last update: 2023-12-04

Topics:
Interactive Communication
View more on this topic

Created for:
Beginner

Developer

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.

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.