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Defining vision chart

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Prerequisite

 

Presentation

During the view setup, the system allows you to choose between different chart types to define how the data will be presented.

Depending on the option selected, the configuration of the column, row, axis, measurement, filter, and legend fields may vary. Additionally, some chart types require specific settings to display correctly.

See how to define the view graph:

 

Defining vision chart

1. Access the view editor.

2. In the View data , click the arrow in the Chart type field , select the desired option, and include the necessary fields:

Table

Columns : select the fields (dimensions) that will make up the columns of the table. Their values ​​will be displayed as rows in the table.

Measurements : select the fields (measurements) that will calculate the values ​​in the table columns.

Pivot table

Rows : select the fields (dimension) whose values ​​will form the rows of the table. In this view, the values ​​(measurement) shown come from the relationship between the values ​​of the row and column fields.

Columns : select the fields (dimensions) that will make up the columns of the table.

Measurements : Select the fields that will perform the measurement for the values ​​in the table columns.
Note : The pivot table needs at least one measurement to display the data correctly.

Column

X-axis : select the field (dimension) whose values ​​will form the columns of the column chart. When adding a second column, its data will be displayed when drilling down in the chart.

Legend : Select the field whose values ​​will allow for greater detail in the chart. The columns generated from the values ​​of the X-axis fields will be divided into smaller columns, according to the values ​​of the legend field. These smaller columns will be distinguished by different colors, which will have a legend below the chart.

Measurements : select the fields that will perform the measurement for the column values ​​in the column chart.

Note: The column chart requires at least one measurement to display the data correctly.

Bar

Y-axis : select the field (dimension) whose values ​​will form the bars in the bar chart. When adding a second bar, its data will be displayed when drilling down in the chart.

Legend : Select the field whose values ​​will allow for greater detail in the chart. The bars generated from the values ​​of the Y-axis fields will be divided into smaller bars, according to the values ​​of the legend field. These smaller bars will be distinguished by different colors, which will have a legend below the chart.

Measurements : select the fields (measurements) that will perform the measurement for the values ​​in the bar chart.

Note: The bar chart requires at least one measurement to display the data correctly.

Pizza

Slice label : select the field (dimension) whose values ​​will form the slices of the pie chart. The width of each slice is obtained by the percentage of the measurement for each value.

Measurements : select the fields (measurements) that will perform the measurement for the pie chart slice values.

Note: A pie chart needs at least one dimension and one measurement to display the data correctly.

Line

X-axis : select the field (dimension) whose values ​​will form the lines of the line chart. By adding a second column, its data will be displayed when drilling down in the chart.

Legend : Select the field whose values ​​will allow for greater detail in the chart.

Measurements : select the fields (measurements) that will perform the measurement for the line values ​​in the line graph.

Note: The line chart requires at least one measurement to display the data correctly.

Bubble

Dimensions : select the fields that will identify each bubble in the chart.

Legend : Select the field whose values ​​will allow you to differentiate the bubbles by color.

X-axis : select the field (dimension or measurement) that will define the position of the bubbles on the horizontal axis.

Y-axis : select the field (dimension or measurement) that will define the position of the bubbles on the vertical axis.

Bubble size : select the field (measurement) that will define the size ratio of each bubble.

Note: The bubble chart needs at least one dimension and two or more measurements (X-axis, Y-axis, and bubble size are required) to display the data correctly.

Dispersal

Dimensions : select the fields that will identify each point in the scatter plot.

Legend : Select the field whose values ​​will allow you to differentiate the points by color.

X-axis : select the field (measurement) that will define the position of the points on the horizontal axis.

Y-axis : select the field (measurement) that will define the position of the points on the vertical axis.

Note: The scatter plot needs at least one dimension and two measurements (X-axis and Y-axis are required) to display the data correctly.

Radar

Axis : select the field (dimension) whose values ​​will form the rays (axes) of the radar chart.

Measurements : select the fields (measurement) that will perform the measurement for the radius values ​​of the radar chart.

Note: The radar chart needs at least one dimension and one measurement to display the data correctly.

Pareto

Y-axis : select the field (dimension) whose values ​​will form the columns of the Pareto chart.

Measurements : select the fields (measurements) that will perform the measurement for the values ​​in the Pareto chart columns.

Note: A Pareto chart needs at least one dimension and one measurement to display the data correctly.

Area

X-axis : select the field (dimension) whose values ​​will form the areas of the view chart.

Legend : Select the field whose values ​​will allow for greater detail in the chart.

Measurements : select the fields (measurements) that will perform the measurement for the area values ​​in the area chart.

Note: The area chart needs at least one dimension and one measurement to display the data correctly.

Meter

Measurements : select the field whose value will be displayed in the gauge graph.

Note: The gauge graph requires at least one measurement to display the data correctly.

Progress bar

Measurements : select the field whose value will be displayed in the progress bar chart.

Note: The progress bar chart requires at least one measurement to display the data correctly.

Funnel

Dimensions : select the field (dimension) that will define the funnel stages.

Measurements : select the field (measurement) that will represent the value at each stage of the funnel.

Note: The area chart needs at least one dimension and one measurement to display the data correctly.

Number

Measurements : select the field whose value will be displayed in the view.

Note : The number chart requires at least one measurement to display the data correctly.

3. After defining the chart, apply the remaining desired settings and save the view.

Check out more information about what drill down is.

 

Conclusion

Done! Now you know how to define the view chart. Check out practical examples in the articles listed below:


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