This article will help you to create a Chart Visual dashboard item to data. a Chart Visual is ideal to compare things between different groups or to track changes over time.
Dashboard - Chart Visual
When creating a dashboard item it is important to know what you want to display. We recommend having some questions in mind of what you want the dashboard to show before you start creating it.
The Dataset used in this dashboard is a sample of a Black Friday sales. The Dataset contains information about Age, Occupation, Gender, Marital Status, Purchased Items, Purchase Price, City of residence etc.
I would like to find out the following from the Dashboard:
- Who spends more on Black Friday, Men or Women?
- Does Marital Status have an effect on spending habits?
Below is an example of a Chart Visual created based on the two questions above:
- To create this visual, begin by selecting Chart.
Binding Menu
- Use the Click here to bring up the Binding Menu. The Binding Menu allows you to create and modify the data selected for the dashboard.
- Click Add Values and you may select which type of chart you would like to use.
Values
- In this section, you may select the type of chart for your dashboard.
- Click Add Values and you may select which type of chart you would like to use.
- Any data selected here will be displayed along the Y-axis of the chart.
- The data item menu allows you to select the series type and specify different options.
Type
- Choose the type of chart you desired for your visual..
Binding
- Select the value for the information you are going to show.
For the example above I am going to show the Purchase $$ as a Sum.
- You may need to use a calculated field. To create a calculated field use the F+ button. You will need to use SQL Queries for this.
Please seek assistance from your IT department as we do not provide SQL Query support.
Options
- Caption: This is the heading for the selected value. It is best to caption the visual with a variation of the question asked at the beginning of creating the dashboard.
- Plot on secondary axis: You can move the caption to the other side by clicking ON.
Coloring
- You can measure the coloring of your chart visual here.
Point Labels
- In this section, you can enable series point labels and manage their settings.
- Content: You can add content inside of the bars. You can select a single or several values from the list.
- Overlapping Mode: You can hide overlapping labels or disable.
- Orientation: You can rotate the content values here.
- Show for zero values: Specifies whether to show labels for points with zero values.
- Position: You can move the point label content inside or outside the bars.
Calculations
- In this section, it will automatically calculate the column by selecting one of the options.
Format
- In this section, you have the option to select the format type of the data from the drop-down menu.
Arguments
- In this section, any data selected here will be displayed along the X-axis of the chart.
Binding
- Select the value for the information you are going to show.
For the example above I am going to show the Is Married?
- You may need to use a calculated field. To create a calculated field use the F+ button. You will need to use SQL Queries for this.
Please seek assistance from your IT department as we do not provide SQL Query support.
Note: You can now utilize a 'Week-Year' interval when adding a date as an argument.
- When adding a date as an argument, you can click the arrow by Group Interval to select the time or date that you would prefer.
Options
- Caption: This is the heading for the argument selected. It is best to caption the visual with a variation of the question asked at the beginning of creating the dashboard.
Data Shaping
- In this section, you can change the sort order of the value. You can select the coloring options for the data item.
- Sort Order: You can select Ascending or Descending sort order.
- Sort By: Select the measure you want to sort this data.
- Coloring: You can set the coloring options here.
Top N
- In this section, you can customize the display number of values that correspond to the highest or lowest values of a particular measure.
- Enable this option by clicking ON.
- Mode: Specifies whether top or bottom values should be displayed.
- Count: The number of Values you want to display.
- Measure: The measure selected which the top or bottom values will be determined.
- Show "Others" Value: If enabled, all values that are not shown in the top/bottom ones will be displayed in the "Others" value.
Series
- In this section, the data selected is to create chart series.
Binding
- Select the value for the information you are going to show.
For the example above I am going to show the Gender.
- You may need to use a calculated field. To create a calculated field use the F+ button. You will need to use SQL Queries for this.
Please seek assistance from your IT department as we do not provide SQL Query support.
Options
- Caption: This is the heading for the series selected. It is best to caption the visual with a variation of the question asked at the beginning of creating the dashboard.
Data Shaping
- In this section, you can change the sort order of the value. You can select the coloring options for the data item.
- Sort Order: You can select Ascending or Descending sort order.
- Sort By: Select the measure you want to sort this data.
- Coloring: You can set the coloring options here.
Top N
- In this section, you can customize the display number of values that correspond to the highest or lowest values of a particular measure.
- Enable this option by clicking ON.
- Mode: Specifies whether top or bottom values should be displayed.
- Count: The number of Values you want to display.
- Measure: The measure selected which the top or bottom values will be determined.
- Show "Others" Value: If enabled, all values that are not shown in the top/bottom ones will be displayed in the "Others" value.
Hidden Dimensions/ Hidden Measures
- This section can be used to displayed data analysis by measure or dimensions that it take part of the visualization data indirectly.
- You can use Hidden Dimensions/ Hidden Measures with the following sections:
- Data/Filtering
- Data Shaping
- Top N
- Common
If the value is already added in the binding menu, you don't need to add it in the Hidden Dimensions/Measures.
In this example, we want to sort the individuals by their occupation.
- After the data is added in the Hidden Measure, select the argument and/or values you want to filter.
In this case, I want to sort Is Married? by Occupation. Select Arguments and select Is Married? and click Data Shaping. In Data Shaping, go to the Sort By section and select Occupation.
Interactivity Menu
- The interactivity features enables interaction between several variable in the Chart Visual.
Master Filter Mode
- This mode allows you to use any data aware item ad a filter for other dashboard items.
- None: Disables master filtering
- Single: Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it.
- Multiple: Allows you to select multiple elements in the Master Filter item. To reset filtering, use the Reset Multiple Selections button in the Chart Visual.
Drill Down
- This mode allows you to change the detail level of the data displayed. Drill-Down enables users to drill down to display detail data, or drill up to view more general information.
Target Dimensions
- When using Master Filter Mode, you have the option to select the data by Arguments, Series, and Points.
- Arguments: When you filter by Arguments, it displays only the data related to the selected argument values.
- Series: When you filter by Series, it displays the whole bar selected.
- Points: When you filter by Points, it displays only that segment selected.
Ignore Master Filters
- You have the option to enable or disable Master Filters.
Cross-Data-Source Filtering
- In this mode, when different items in a dashboard are bound to different data sources, you can specify that a particular Master Filter should be applied across data sources. This means that it will apply filtering to fields with matching names in all data sources.
Options Menu
- In this section, contains specific options and settings related to the dashboard item.
Common
- Show Caption: You can enable or disable the visual caption.
- Caption: This is the heading for the series selected. It is best to caption the visual with a variation of the question asked at the beginning of creating the dashboard.
- Rotated: You can rotate your chart to the left side by selecting ON.
Axis X
- Reverse: You can reverse the X- Axis by clicking ON. The X-Axis values will be ordered from right to left.
- Visible: You can enable or disable the X-Axis information.
- Title: You can enable or disable the X-Axis Title.
- Title Text: You have the option to edit the title of the X-Axis.
- Enable Zooming: You can enable or disable zooming for the X axis.
- Limit Visible Points: You can enable or disable the number of visible points.
- Visible Points Count: If Limit Visbile Points is ON, you can specify the maximum number of visible points.
Axis Y
- Always Show Zero Level: You can enable or disable the zero level on Y-Axis.
- Reverse: You can reverse the Y- Axis by clicking ON. The Y-Axis values will be ordered from right to left.
- Grid Lines: You can enable or disable the grid lines.
- Visible: You can enable or disable the Y-Axis information.
- Title: You can enable or disable the Y-Axis Title.
- Title Text: You have the option to edit the title of the Y-Axis.
- Logarithmic Scale: You have the option to set the Y-Axis to logarithmic scale.
- Logarithmic Scale Base: If Logarithmic Scale is ON, you can specify the logarithmic base here.
- Format: You have the option to select the format type and unit to the value.
Legend
- Legend is where identifies chart series and series points.
- Show Legend: You can enable or disable the legend.
- Inside Diagram: You can set the legend inside or outside the Chart.
- Position: You can set up legend's position and orientation.
Convert To Menu
- In this section, you have the option to convert or duplicate the current dashboard item.
Remove Button
- Click on the remove button to delete the current dashboard item.