Intellicus Enterprise Reporting and Business Insights 19.0

Interactive Chart

0 views June 28, 2020 0

Chart is used for graphical representation of data. To address your charting needs Smart View supports most of the popular chart types like bar, line, pie and radar.

Click the ‘Add Chart’ option from Add  plus icon icon located at the bottom-left corner to add a chart view of your data.

create chart
Figure 30: Creating Chart(s)

Let us look at the various properties that can be specified for charts.

Fields/ Properties

Categories
(X-Axis) Field Drag from available fields and drop on Group Fields section. You can also use the left/right arrow keys to move the fields from/to available fields Each group field becomes X axis on a chart series
Group By Select from list:

YEAR

QUARTER

MONTH

WEEK

DAY

HOUR

MINUTE

Applicable for Date data type fields
Display Field Select a field from list On X axis data label, show the selected fields’ values instead of group field value
Pivot Check/Uncheck Check = Convert into series. All the values from this field become series at runtime
Split Check/Uncheck You have an option to split the chart on an x-axis field into multiple charts
X-Axis Settings
Show Axis Title Check/Uncheck Check = Give a title by typing it in the box
X–Axis

Label Angle

Select from list:

0

30

45

60

90

Rotation or angle of labels on the X axis

 

 

Max Characters Specify a number Maximum number of characters to view for chart labels. If there are more characters, the label names will show maximum number of characters followed by an ellipsis
Max Height Specify a percentage You can alternately specify the percentage of screen space to be utilized by X-axis labels using Max Height value.

This field gets disabled if you specify value in Max Characters

Ellipsis Position Select from below:

Suffix

Prefix

Choose whether the ellipsis should be shown as suffix or prefix to the label names
(Y-Axis) Field Drag from available fields and drop on Value Fields section. You can also use the left/right arrow keys to move the fields from/to available fields Each value field becomes a Y axis on chart series
Function Select from list:

Sum, Avg, Count, Min, Max and others

Value Fields will be aggregated on chart using this function
Series Type Select from list: Select series level chart type.

None = No series level chart type applied, uses the base chart type

Trend Set Trend options

trend options

Opens trend dialog

A trend line can be used to depict trends in your existing data or forecasts of future data

 

 

 

Show Trend Line Check/Uncheck Check = Adds a trend line to this series.

Trend line will be a line type chart irrespective of base chart type and series chart type (The trend line option will not be available if base chart type is – Column, Pie, DoughNut, Radar or Bubble).

Uncheck = Switch off trend line for this series

Trend Type Automatic

 

 

 

Manual

Automatic = The tool selects one of the trending algorithms automatically based on the data

Manual = You can choose one of the algorithms for drawing trend line: Exponential, Linear, Logarithmic, Polynomial, Power, Moving Average

Trend Manual Polynomial Order Specify a value between 2-10 Defines the order of polynomial trend line.

The order of the polynomial determines the number of fluctuations in the curve

Trend Manual

Moving Average

Specify a value between 0-N Determines the number of data points to average and use as average value for trending
Forecast Forward (x periods)

Backward (x periods)

Specify trend line for future or back period of time
Infographics Select from Color or Clipart
infographics
You can select a color for the chart series or else default color would be picked from the system palette.

You can also assign a color for negative values i.e. values below a specified’ Negative Base’.

‘Use Negative Color For Decreasing Values’ option enables viewing values following a decreasing trend in the chosen negative color.

Choosing a clipart will help you display clipart image (SVG format) as chart patterns. You will have to place your SVG images as files or in folders under <Intellicus installation folder>> ReportEngine > Templates > Charts > Infographics

Once you have added the images, you will see the folder names as categories and images will be displayed in the box as thumbnails.

Choose the image of your choice and select a pattern (Layout Type). Click OK.

Y-Axis Settings
Title blank Give a desired title for Y-Axis
Stack Type Select from options:

Normal

Stacked

100% Stacked

 

 

Normal = No stacking

Stacked = stacks all values on top of each other on Y axis

100% Stacked = stacks values after recalculating to percent values

Base Value Specify a value between 0-N Specify a base value (scale) of Y axis in the chart
Threshold Set Threshold options

threshold

Opens threshold dialog

Threshold Lines help to effectively communicate important points in your data like a key value, sales threshold, important date or the average of your data

Show Threshold Line Check/Uncheck Check = Adds a threshold line for this series.

Uncheck = Switch off threshold line for this series

Threshold Value Specify value/range of values You can either specify a value for Threshold Line or a range of values for Threshold Band
Threshold Label Enter text Specify label text to appear for the threshold line or band on the chart
Threshold Color Select from color selector Specify the color of Threshold Line or Band
Value Fields (Y-Axes) Tabs

Y

Y1

Y2

Y3

Create new tab using + for secondary Y axis.

 

Drag fields on respective Y Axis tab

 

In case of a hyperlinked field (specified at the query object level) on either X or Y axis, you can drill down to open another report or URL on clicking the data point on chart.

You can create multiple charts on an Ad hoc report. You can also control the number of charts to display by specifying Charts Per Row by clicking the down arrow next to Chart tab located at the bottom-left of the view. More charts flow to the next row.

You have the option of Move to Tab move to tab icon on the chart title bar for moving a chart to new or any existing tab (in case of multiple charts in a tab).

You can also edit the chart name on the title bar by double-clicking on it.

You can delete a chart control by clicking Delete Chart delete icon icon on the top-right position of the chart. Click Delete option on the down arrow next to Chart tab on the bottom-left to delete the entire chart view. A confirmation message pops up confirming the deletion.