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Chart View

The Chart view contains the Chart Builder, which is used to graphically display the information in the reports created in the Report Builder. The types of charts that can be created using the data in an Analytics Report include Bar, Column, Area, Line, Pie, Financial, Map, Meter, Special Purpose, Combination, and Analytical Charts.

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1

Available Fields list

The Dimension image017.png, Metric image018.png, and Aggregate image027.png fields that can be used in the chart are displayed in this list and grouped into sections (Rows, Columns, and Measures).

2

Search field

To quickly locate a field without having to scroll through the list of Available Fields, begin entering the name of the field in the Search field to automatically filter the list with possible matches. Then, click on the field, and drag-and-drop it into the Rows, Columns, or Measures panel. To clear the filter, click on the image019.png icon.

3

Rows section

The Dimensions and Metrics that can be used in the chart are displayed in this panel.

4

Columns section

The Dimensions that can be used in the chart are displayed in this panel.

5

Measures section

The aggregated measurements that can be used in the chart are displayed in this panel.

Aggregations are Sum, Average, Min, Max, Count, and Count Distinct. See Appendix G – Aggregations.

6

Horizontal Axis panel

The panel houses and identifies the data parameter that displays along the X-axis of a chart. The types of fields that can be dragged and dropped into this panel are:

  • Dimensions and Metrics from the Rows section. 
  • Dimensions from the Columns section.

Only one dimension or metric can be added to the panel, and you may not be able to add a field to this panel due to program restrictions.

7

Axis Settings – Horizontal window

  • Click on the image028.png icon in the Horizontal Axis panel to display a prompt, and then click on Axis Settings to display the Axis Settings – Horizontal window. 
  • Use the settings in the window to (1) enter a title for the text displayed on the X-axis, as well as customize the font type, size, and color of the title text, and (2) edit several style options for the axis, including the color and thickness of the line, the ordering of values along the axis, and the spacing between categories along the axis. Style options also include applying several formatting options to the axis label text. See Chart Axis.

8

Vertical Axis panel

The panel houses and identifies the data parameter that displays along the Y-axis of a chart. The types of fields that can be dragged and dropped into this panel are:

  • Metric fields and calculated fields from the Rows section that have a numerical value. 
  • Aggregate fields from the Measures section.

Only one metric or aggregated field can be added to the panel, and you may not be able to add a field to this panel due to program restrictions.

9

Axis Settings – Vertical window

  • Click on the image028.png icon in the Vertical Axis panel to display a prompt, and then click on Axis Settings to display the Axis Settings – Vertical window. 
  • Use the settings in the window to (1) enter a title for the text displayed on the Y-axis, as well as customize the font type, size, and color of the text (2) edit several style options for the axis, such as the number of decimal places for numerical values and showing/hiding negative values, and (3) update the default scale for numerical values displayed on the axis, including defining the upper and lower limits of the values, and defining the unit of measure used to increment the values. See Chart Axis.

10

Color panel

The panel houses the Dimension, Metric, and Aggregate fields that can be used to color-code the display of data in the chart. All Dimension, Metric, and Aggregate fields in the Available Fields list can be dragged and dropped into this panel.

Only one dimension, metric, or aggregated field can be added to the panel, and you may not be able to add a field to this panel due to program restrictions.

11

Color Settings option

  • Click on the image028.png icon in the Color panel to display a prompt, and then click on Settings to display the Series Settings window. 
  • Drag-and-drop the field under the Color heading to display options that allow you to (1) display the chart in monochrome or (2) set the colors for the upper and lower range for the field or set a midpoint for the field display.

A style can also be set for a chart series to define the color(s) for the individual data components of the series. A style also includes adding a gradient and a border to a data component. See #24 and Chart Settings.

12

Chart Preview panel

The panel displays the chart generated by the fields added to the Horizontal Axis, Vertical Axis, and Color panels.

A chart is typically composed of bars, columns, lines, or shaded areas, which are the data components of the chart.

13

Chart Component data

Hover over a data component in the chart to display a pop-up with summary information.

14

Chart Option icon

Click on the image029.png icon if you want to change the type of chart used to display the report data. The Select Chart window displays.

15

Select Chart window

  • Review the 12 types of charts that can be used to display report data: Analytical, Area, Bar, Column, Combination Charts, Financial, Line, Map, Meter, Pie, and Special Purpose. The available charts for the report data are displayed in color. 
  • Click on a chart type to select it and replace the current chart type.

When you change the chart type, any fields in the Horizontal Axis, Vertical Axis, and Color panels will be cleared and must be re-populated.

16

Chart Descriptor panel

Hover over a chart type to display information on a particular chart.

17

Reset button

Click on the image030.png icon to display a menu that allows you to remove any formatting changes you have made to the chart since it was last saved. There is also a Reset Chart option that clears both formatting changes and deletes the chart from the Chart Preview panel. You must drag-and-drop fields from the Available Fields list back into the Horizontal Axis, Vertical Axis, and Color panels to redisplay the chart.

18

Chart Settings button

Click on the image031.png icon to display a window that allows you to (1) change the size and position of the chart in the Output view and (2) edit the style of the data components in the chart, such as adding a shadow or glow, or rounding the edges of a column or bar in the chart.

19

Title button

Click on the image032.png icon to display a window that allows you to add the report name as a title to the chart, as well as format the text.

If a field was added to the Section panel in in the Report Builder, a field name can be added as the chart title instead of the report name.

20

Legend button

Click on the image033.png icon to display a window that allows you to change the position of the legend in the chart and define the font used in the legend. You can also apply different styles in displaying the legend, including adding a border and a background color.

21

Axis button

Click on the image034.png icon to display a window that will allow you to edit the display of both the horizontal axis (see #7) and vertical axis (see #9).

22

Background button

Click on the image035.png icon to display a window that allows you to (1) display/hide gridlines in the chart and change gridline color and opacity (2) change the background color and add a gradient to the chart’s plotting area, add a border to the area, and even display an image in the plotting area.

23

Labels button

Click on the image036.png icon to display a window that allows you to add labels to the data components in the chart, as well as define their font type, size, and color.

A label appears inside a data component, and displays its Y-axis value.

24

Series button

Click on the image037.png icon to display a Series Settings window that allows you to (1) "populate" a series by changing the color and/or adding a gradient to individual data components, as well as adding a border to individual components, and (2) add a new data series to the chart using any of the available fields. An available field is determined by the program and is one of fields defined in the Report Builder that has not been used in the Chart Builder.

25

Add Visualization icon

Click on the image038.png icon to refresh the Chart Builder and clear the fields in the Horizontal Axis, Vertical Axis, and Color panels so that you can create another chart using other combinations of the available fields. Once a new chart is created, it appears in the Visualization list box.

26

Visualization list box

If more than one chart appears in the list box, click on it to refresh the screen and display this chart in the Chart Builder.

27

Auto Refresh option

Click on the image039.png icon to disable the option so that the Chart Builder does not refresh every time you make a change. The chart disappears from view, but you can click the Refresh Chart link that displays in the screen to redisplay the chart.

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