Create Charts

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 Chart type

Select the type of chart to use to display your data. The options are:

• Bar
• Column
• Pie
• Ring
• Line
• Spline
• Scatter
• Area
• Area spline
• Scoreboard (uses first row from up to 6 series)
• Gauge (uses first row only)

Set Data columns

Select which columns from your data should be used to plot the chart.

• Category (X-axis) is the column used to represent each point along the horizontal X-axis, such as a date, country, etc.
• Series (Y-axis) is the (typically numeric) column that will be plotted along the vertical Y-axis.

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.

Add filter

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.

Options

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.

Labels

• Title – Bold text displayed above the chart.
• Description – Smaller text area displayed below the title to help explain what the chart represents.
• Horizontal (X-axis) label – a text label displayed under the X-axis.
• Vertical (Y-axis) label – a text label displayed next to the Y-axis.
• Show legend – The legend shows what each color in the chart represents. Users can click on an item in the legend to temporarily remove it from the chart, which will redraw the axis based on the remaining data. (Note that for scoreboard charts, the legend shows the possible chart colors).

Data display

• Show trendline per series – add a line(s) to highlight the prevailing direction of the data.
• Show logarithmic scale on X-axis / Y-axis – adjusts the axis values to be able to display numerical data spread over a very wide range of values in a compact way.
• Set min/max Y-axis bounds - Specify a minimum and/or maximum boundary for the Y-axis (or X-axis if using a Bar chart).
• Show section labels - Show the percentage in each section of a pie or ring chart.
• Display multiple series
  • Adjacent = series are displayed next to each other
  • Stacked = a stacked bar chart with each bar/series in the category stacked on top of one another
  • Split = user can choose the series of data to plot on the chart from a dropdown
• Display range selection –with many data points it can be useful to temporarily display a smaller range
  • Microchart = a mini chart below the chart that can be used to zoom/out and be scrolled if the user has zoomed in
  • Scrollbar only = a smaller and simpler version that still allows users to scroll or increase/decrease the number of data points being shown when zoomed in
  • None = nothing shown below chart. User can still zoom in by clicking and dragging on the chart

Show visual indicators

For a cleaner looking chart you can turn off grid lines and, for charts that contain negative values, axis lines.

Colors

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:

• Colored per series (default) – will color all the bars or points on a line the same color.
• Colored per value (default for pie chart) – allows a particular bar, point or pie segment to be colored differently to highlight it
• Colored per threshold (for scoreboard and gauge) - sets the color based on where the numeric value from the first row in the series fits into the defined ranges. By default, there are 3 threshold ranges with labels colored red/amber/green, which can all be adjusted. Note that for scoreboard charts clicking the legend rather than the chart will open the color palette.

'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.

Export

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

Sharing charts

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:

1. Go to Charts and click Options > Sharing options.
2. Select the required option and click Apply.

If you select Shared with some Spaces, a list of available Spaces will be shown, allowing you to specify one or more Spaces to share this chart with.

If other users have shared a chart with a Space that you have access to, you can include that chart in your current Space by going to Charts and clicking Include from another Space.