Charts are interactive data visualizations that allow you to zoom into a specific area of the chart for closer examination.
You can create a chart via the Dataset/View list page using the Options menu - click Create a chart for the relevant item. Alternatively, when exploring your data in a grid, click Chart to add an action and configure as necessary. You can easily switch between the data and the chart by clicking on any previous actions in the panel.
Select the type of chart to use to display your data. The options are:
Select which columns from your data should be used to plot the chart.
Clicking Add series allows you to select another column of data to plot against the category.
Pivoting your data, using Add Pivot, is useful when a column(s) contains the same value multiple times. For example, if a chart shows the number of customers grouped by City, adding a pivot by the Country column will show the same chart, but with all cities in the same country colored the same.
To look for correlations between multiple data series, Line, Spline, and Scatter charts have an extra option to use a 'Different category(x) column per series'. These category (X-axis) columns must be of the same type, e.g. dates or numeric so that all series can be plotted against the same range of values.
Charts created using the Workflow step have an extra configuration tab allowing a simple filter to be applied without having to insert any extra preceding steps. There are options to filter by text, numeric ranges, data ranges, boolean and null values.
This tab allows you to specify in more detail exactly how the chart should appear, including the colors, grid lines, series placement, etc. The options shown will differ depending on the chart type selected.
For a cleaner looking chart you can turn off grid lines and, for charts that contain negative values, axis lines.
Clicking on a chart will open a color palette to select a different color for the selected series or value depending upon the chosen option:
‘Use gradient’ uses a single color, shaded lighter for smaller values and darker for larger values.
Reset chart colors – will remove any adjustments and reset to the default palette.
If enabled, shows a download button in the top-right corner of the chart that allows it to be printed or exported as a PNG, JPG, SVG or PDF
By default, Charts will only be available to users who can access the same Space the chart has been created in. You can also share charts with either specific or all Spaces.
To share a chart, go to Charts and click Options > Sharing options. Select the required option and click Apply. If you select Shared with some Spaces, a list of Spaces available to you will be shown, allowing you to specify the Spaces to share this chart with.
If other users have shared a chart with a Space you have access to, you can include that chart in your current Space by going to Charts and clicking Include from another Space.