Configuring Charts

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

After completing this lesson, you will be able to:

  • Configure charts and text widgets for displaying data graphically

Optimized Design Experience

When you create a new story, there is a prompt to select the classic or optimized design experience. This is due to new functionality to enhance the designer's user interface, particularly for chart building. Since this is a newer feature there are some limitations that will quickly go away.

When the Optimized Design Experience is used, story widgets will not refresh until they are viewed. This improves the performance when opening stories. When the user goes to a different page in the story, the chart will appear initially as a grayed out (ghosted) image which provides a preview of what it will look like until it is refreshed.

As changes are made to objects in the story, the Undo/Redo option will be available either in the ribbon or in the ...More options.

Charts

Create charts in a story to display your data graphically. The data in your chart is based on the model you selected when creating the chart.

As shown in the figure below, 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 reference lines or filters to it. You can also customize color palettes.

  • Comparison

  • Trend

  • Correlation

  • Distribution

  • Indicator

  • Others, such as, Donut, Pie, Marimekkto

You can choose from different categories of charts, such as, comparison, trend, correlation, distribution, indicators, and others (donut, pie, marimekkto).

Chart Scaling

Chart scaling ensures that you have a consistent display of values across multiple charts. Watch this video to learn how you can scale charts.

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.

Variances in Charts

Variances in your charts let you show the difference between versions of a measure or the difference between time periods.

As illustrated in the figure Example of a Variance Chart, you can use the variance chart component for any two measures, even if the measures do not appear in your base chart. You can create variances that do not include the versions for the measures, as well as variances that do include time periods.

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 or in an input control.

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. Using measures without versions applies to local models only.

Trellis Charts

A trellis will reserve the first dimension to create a chart with the remaining dimensions and expressions for every value of the first dimension that is selected.

R Visualization

R is a programming language used by data scientists. We can easily integrate R into SAP Analytics Cloud. The figure below illustrates how native R visualization support enables you to visualize and analyze data without limits.

The R server runtime environment provided by SAP allows you to access interactive R visualizations with an automatically configured R server.

R Visualization Widget

You use the R visualization widget to create and edit visualizations based on R scripts. By setting the relevant properties, you can change the size and style of the widget.

The R visualization widget is used in both stories and analytic applications.

Note
You can see an example of an R Viz widget in the EX05_S_Sales story in the SACMS1 → Solutions folder.

Configure Charts and Text Widgets

Task Flow

In this exercise, you will perform the following tasks:

  • Add a reference line
  • Add a variance
  • Add a trellis
  • Add a tool tip
  • Use chart scaling
  • Format pages
  • Format charts and data labels
  • Add dynamic text
  • Convert the story to Optimized Design Mode

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