TABLE OF CONTENTS
Getting Started
To view your dataset objects, to change the display of dataset objects on your chart or graph, and to format your visualizations, make sure the Dataset Panel, Editor Panel, and Format Panel are visible. If you do not see these panels in the dossier, make sure the circled icons below are selected on the left-hand side of the screen:
To see the graphs and charts available, display the Visualization Gallery by selecting the circled icon below.
To create a new chart or graph, select the type of visualization you would like to have from the Visualization Panel. You can also convert any preexisting grid to a graph or chart.
Next click and drag objects from the Dataset Panel to the Editor Panel:
Editor Panel Fields
You can choose how to display a dataset object in the chart or graph by placing the object in one of the following fields:
Vertical
This displays the dataset object along the Y-axis. The data can be separated into rows of data (Left Row option), or just display the values.
Horizontal
This displays the dataset object along the X-axis. The data can be separated into rows of data (Top Column option), or just display the values.
Break By
This displays a dataset object for each metric, such as a bar in a bar chart.
Slice
This is only available for pie or ring graphs. This displays a dataset object in each Angle area.
Color by
This creates a separate color for each element in an attribute or for each metric if the label "Metric Names" is in this field.
Additional Vertical and Horizontal Options
There are additional options for dataset objects (metrics or attributes) placed in the vertical and horizontal fields. In order to access these options, right-click on the dataset object on the Editor Panel.
Left Axis
Dataset object displays on left vertical axis.
Right Axis
Dataset object displays on the right vertical axis.
Top Axis
Dataset object displays on the top horizontal axis.
Bottom Axis
Dataset object displays on bottom horizontal axis.
Top Column
This is only available for attributes. This option splits the data into columns. Each element of an attribute has its own column. For example, if you select this for Item Type Code, each item type policy will be in its own column.
Left Row
This is only available for attributes. This option splits the data into rows. Each element of an attribute has its own row. For example, if you select this for Item Collection Code, each location policy will be in its own row.
Examples
Two attributes and one metric
I am going to create a bar chart for the attributes Item Type Code and Item Collection Code and for the metric "Number of Items". Two potential options are splicing and stacking.
Splicing
If you place more than one attribute on either the vertical axis or the horizontal axis, the attributes at the top of the area are used to separate your data into rows or columns of graphs. Below are three of the potential options when placing the attributes on the vertical axis.
Option 1
Select "Left Row" for Item Type Code and Item Collection Code, and "Bottom Axis" for the metric.
Option 2
Select "Left Axis" for Item Type Code and Item Collection code and "Bottom Axis" for the metric.
Hover over a bar to see which Item Collection Code/Item Type Code that the bar represents:
Option 3
Select "Left Row" for both Item Type Code and Item Collection Code and "Bottom Axis" for the metric.
Stacking
Instead of splicing the horizontal or vertical axis, another option is to stack the attributes on top of each other. In this example, only one attribute Item Type Code is on the vertical axis, and the metric is on the horizontal axis.
Item Collection Code is selected for the "Color By" and "Break By" fields. Also, the stacked icon is selected. These selections mean that each Item Type Code bar is broken down by Item Collection Code and each Item Collection Code element (policy) has a different color. You can see this hovering over a section of the bar.
Here is what it looks like if Item Type Code is on the horizontal axis and the metric is on the vertical axis:
One attribute and two metrics
For my next examples, I am going to create a bar chart with one attribute, Item Type Code, and two metrics "Number of Items" and "Number of Titles".
Option 1 two visualizations within one
When you have one attribute and two metrics, you can create two charts or graphs within one visualization,
or another option is to select "Metric Names" for the "Break by" and "Color By" fields.
Option 2 Clustered Bar Chart
In this example, both metrics are along the vertical axis and the option "Left Axis" is selected for both. Item Type Code is along the horizontal axis. The object "Metric Names" is in the the "Color By" field which means each metric is a separate color. The object "Metric Names" is also in the "Break By" field, and the "Clustered" icon is selected.
As a result of these selections, for each Item Type Code policy, there is a bar for "Number of Titles" and a bar for "Number of Items" that are side-by-side.
Option 3 Stacked Bar Chart
Instead of "Clustered", you can select the "Stacked" icon.
Option 4 Percent Bar Chart
You can also view the metrics as percents instead by selecting this icon:
Item Type Code is in the vertical field with "Left Axis" selected, and the metrics are in the horizontal field with "Bottom Axis" selected.
Additional Formatting Options
Labels
In order to make this chart more readable, you can add labels to the bars. To add labels, go to the Format Panel.
From the top drop-down menu, select "Shapes and Data Labels".
Click on "Values". Then under the "Data Labels" section, select the check boxes of the metric values you want to display.
Change color of shapes in chart or graph
You can also change the color of the fill of the bar. To change the color, right-click on a bar with the color you wish to change. Then, select "Shape Fill Color."
