Displaying Data in Charts

Objective

After completing this lesson, you will be able to present data in charts

Charts

Your report is the gateway to insights and actionable information. Using the right charts means that your audience interprets data the right way and gets the right insights without any confusion. We broke them down into groups so you can identify the one that is most relevant depending on what you are trying to demonstrate.

You want to ask yourself a few questions before picking visualizations. These are examples that help you know why you might need a specific chart. Are you trying to compare values or analyze trends? Do you want to demonstrate the composition of a process or understand how your data is distributed? Do you want to highlight the relationship between several data subsets?

Charts: See the text before and after the image for more details.

Charts are grouped by intentions and the type of analysis you want to run.

We broke them down in multiple groups to help you decide which ones are the most relevant to your needs.

Chart types: Comparison

Use these charts to view the differences between values.

It provides a simple comparison of categorical divisions of measures. It's the default analysis type.

For example, you could use a bar chart to compare the differences in your sales revenue between different countries.

Charts: Column, Bar, Dual Y-Axis Column, Dual Y-Axis Line, Combined Column Line, Dual Y-Axis Combined Column Line, 3D column, Waterfall

Chart types: Trend

Use these charts to show a trend in the data values. This analysis type is particularly useful for dimensions that are time-based, such as Year. It's useful to see progression of your data and possible patterns.

For example, you can use a line chart to view sales revenue trends of a product throughout a range of years.

Charts: Line, Area

Chart types: Proportion

Use these charts to show the proportion of a value in a whole. For example, you could use a pie chart to show the proportion of each quarter in a full year of sales revenue.

Charts: Pie, Pie with Variable Slice Depth, Donut, Stacked Column, 100% Stacked Column, Stacked Bar, 100% Stacked Bar, Funnel, Pyramid

Chart types: Distribution

Use one of these charts to show a summarized group of unorganized data. You can also use them for qualitative and quantitative data.

Charts: Tree Map, Heat Map, Box Plot, Radar, Tag Cloud

Chart types: Correlation

Use these charts to view the relationship between values. It's useful for comparing multiple measure values.

For example, you can view the correlation of two measures, and understand the impact of the first measure on the second one.

Charts: Scatter Plot, Bubble, Polar Bubble, Polar Scatter Plot

Chart types: Geographic

Use these charts to show a map of the country object. The data for dimensions sorted by country are shown on the map. This is useful to see the geographical spread of data.

Charts: Geo Choropleth, Geo Bubble, Geo Pie

Chart types: Indicator

Use to show the value of a key performance indicator. For example, you could use a gauge chart to show the year-to-date sales revenue together with the sales revenue target for the year.

Charts: Speedometer, Linear Gauge, Angular Gauge, Tile, Deviation Tile

Chart types: Multiple

Use to display small multiple charts (Trellis charts) for side-by-side comparison. Compared with other charts, you will have to select which dimensions will be used to multiply the charts.

Charts: Pie, Column, Dual Y-Axis Column, Line, Dual Y-Axis Line, Area, Scatter Plot, Scatter Matrix, Geo Bubble, Geo Choropleth.

Insert a Chart

Creating a chart with the Main Side Panel and the Build Side Panel:

Insert chart: See text after image for more details.

Procedure: To Insert a Chart

Follow these steps to insert a chart:

  1. In the Insert section of the toolbar, open the Insert Chart list.
  2. Select the chart.
  3. Click the area of the report where you want the table to display.
  4. Select the chart.
  5. Choose Build Side PanelReport Element Data tabFeeding sub-tab.
  6. Choose Main Side Panel.
  7. From the Document Dictionary tab, drag the objects in the Data Assignment section.

Chart Animations

You can add some dynamic effects to charts by animating them when opening the document or when switching report tabs. For example, for bar charts this means that their bars grow progressively, for line charts, the line is being displayed little by little or fade out.

Chart animations: See text after image for more details.

Procedure: To Enable Chart Animations

Follow these steps to enable chart animations:

  1. Choose Main Side PanelDocument Properties tab.
  2. In the Document Options section, enable Chart Animations.

Geomaps

Geomaps display data on a geographic map.

Geomap charts are useful if you want to compare your data geographically. There is a geographical database embedded in Web Intelligence and a matching algorithm to automatically match values of dimensions, merged objects or dimension variables with a location. When you match values with specific locations, you geo-qualify the values and their parent object so they can be rendered on a map. The geo-qualification can be done using either the name of a location, or its latitude and longitude coordinates.

Geomaps: See text before image for more details.

Using Geo Dimensions

Geomaps rely on a geographical database to render your data.

Before you start using geomaps in you reports, you need to set up your data and go through the geo-qualification process so that the values can be bound to the geographical database. Geo-qualifying your data means that you match each value of an object with a specific location. Geomaps then use these locations to render your data on a map. The geo-qualification can be done using either the name of a location, or its latitude and longitude coordinates.

Geo-Qualifying an Object Using a Location's Name

Web Intelligence uses an algorithm to match each value of the object with a geographic location. The search engine uses fuzzy logic to create three categories of values and automatically match them with locations:

  • Resolved: Only one location matches at 100%, and is automatically bound to the value.
  • Unresolved: Several locations match at 100% or higher than 85% but below 100%. There's no obvious match, and you have to select the most appropriate one.
  • Missing: No location found, or locations match at lower than 85%. Search for the location you want to bind in the geographical database.

You may select a different location in the drop-down list from the one selected by the automatic matching mechanism.

Geo-qualifying an object using a location's name: See text before image for more details.

Geo-Qualifying an Object Using a Location's Latitude and Longitude Coordinates

Latitude and longitude coordinates are two objects that must be available as dimensions, dimensions' attributes or variables. They can be any object that can be added to a dimension as a detail, and do not necessarily have to be the same type of object. You can have latitude coordinates as a dimension and longitude coordinates as a variable, for instance. However, make sure they both have Number as data type.

Table to Chart Conversion

You can change a table into a chart.

You can also change from one table type to another or change from one chart type to another.

In Design mode, select the table to convert. In the Feeding tab, in the Turn Into section, select the new table or chart type.

Table to chart conversion: See text before image for more details.

Custom Elements

Custom Elements are visualizations whose rendering is delegated to external rendering services outside of Web Intelligence.

In Web Intelligence documents, Custom Elements are integrated and displayed similarly to any other report elements like charts or tables. The feeding model is provided by the selected Custom Elements service, with a default number of axis.

In the Web Intelligence toolbar, there is a Custom Element toggle button. If this button is enabled, then the actions on the Custom Element are directly sent to the Custom Element and they are not managed by Web Intelligence. If this button is not selected, then the actions on the Custom Element are managed by Web Intelligence.

Design Web Intelligence Reports: Charts

Log in to track your progress & complete quizzes