Configuring Charts

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Build and format charts

Charts

Create charts in a story to display your data graphically. As shown in the following figure, you can select a chart type from the builder and then pick the measures and dimensions to show in your chart. Once you have defined the structure of your chart, you can add other chart elements and/or filters. You can also customize color palettes.

You can choose from many different types of charts.

Configure Charts and Widgets

Business Scenario

You are responsible for creating visualizations to meet a variety of business requirements for you team.

You need learn how to configure charts and work with chart features that the users will find helpful.

What skills will you develop in this practice exercise?

In this practice exercise, you will:

  • Add a chart to a story
  • Format charts and data labels
  • Add a reference line

Task 1: Add a New Chart

Task 2: Format the Chart

Task 3: Use the Reference Line on the Chart

Chart Scaling

Chart scaling ensures that you have a meaningful display of values across multiple charts. By default, charts are not scaled. However, this behavior can lead to incorrect data analysis, particularly if users are not paying attention to the actual values displayed in the chart.

Note
  • Chart scaling is applied to all of the pages in a story, but the scaling may be different for the same measure on different pages, because the scaling factor is calculated separately for each page.

  • You can exclude charts from the scaling. For example, if a chart contains data that is much larger than the data in other charts, the other charts look smaller than they should, and could be misleading to the viewer.

Use Chart Scaling

Business Scenario

By default, charts are not scaled, so you to ensure correct data analysis you want add chart scaling to your story.

What skills will you develop in this practice exercise?

In this practice exercise, you will:

  • Add chart scaling to a chart
  • Edit the bar width

Variances in Charts

Variances in your charts let you show the difference between different measures in a chart, different versions of a measure, or the difference between time periods for a measure.

As illustrated in the following example, you can use the variance chart add-on for any two measures, even if the measures do not appear in your base chart.

You can also create a dynamic variance, a variance that is based on the measures in the chart context. If you change the measures in the chart, the variance automatically updates.

Note

To include time in your variance, you must have the Date dimension in your chart.

For some chart types (numeric point, for example), when the variance uses a Time Range filter, the range must be set to only one interval (year, quarter, or period).

When using models from live data connections, you must include version information with your measures, and your measures must be in your base chart.

Use the Variance Chart Component

Business Scenario

You want to use variances in your charts show the difference between different measures in a chart, different versions of a measure, or the difference between time periods for a measure.

What skills will you develop in this practice exercise?

In this practice exercise, you will:

  • Create a comparison chart
  • Add a variance chart component to compare the different time periods of a measure

Trellis Add-On

A trellis add-on creates the same chart for each member of the trellis dimension.

In the following example, you can see a trellis add-on in a classic story.

Note
Trellis charts are supported for both classic and optimized stories.

Work with Trellis Charts

Business Scenario

You decide that you want to create a trellis to dynamically create many charts for a selected chart for better data visualization. This will allow for better data comparison in your story.

You also decide that you want to add tool tips to the chart for your report viewers.

What skills will you develop in this practice exercise?

In this practice exercise, you will:

  • Add a trellis to a chart in a story
  • Add a tooltip

Restore a Deleted Widget

If you delete a widget in your story, you can restore it, but how you restore it depends on which design mode you are using – Optimized Design or Classic Design.

Optimized Design

To restore a widget you have deleted, use the Undo button in the main toolbar. Undo reverts any previous action, from adding/deleting widgets to configuring them.

Classic Design

To restore a widget you have deleted, you must immediately choose the Restore link in the message at the bottom of the screen:

Note
This message appears for only a few seconds and then disappears. Once it disappears, you can no longer restore your deleted widget.

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