Configuring a Chart component

Studio creates a new Chart component based on a set of default values. You can re-configure the defaults with different chart data and chart display options. This is often necessary to change at least the X and Y-axis settings.

The default Chart component configuration starts with:
  • A basic vertical Bar chart
  • The base view of the default project data set
  • For the chart metrics, the first 20 available metrics in the view.

    Each metric uses its default aggregation method. The available metrics also include the Record Count system metric, which is selected by default.

  • For the chart group (category axis) and series (color) dimensions, allows end users to select from the first 20 available dimensions in the view.

    By default, the category axis displays the first dimension. The chart is initially displayed with no color dimension selected or trellis dimension selected. You can then select a color dimension and trellis dimension if desired.

To configure a Chart component:

  1. Select the Discover page, locate the chart you want to configure, and click the pencil icon to display the Chart Settings panel.
  2. From the Data View list, select a data set to associate with this particular chart instance.
    This allows data set binding per chart instance. For general information on selecting a view for a component, see Selecting the view to use for a component.
  3. From the Chart Type list, select one of the following chart types:
    • Bar - Bar and Line/Area charts can display multiple metrics at the same time. Bar and Line/Area charts support both group dimensions (category axis) and series (color) dimensions.
    • Line/Area
    • Bar-Line - Bar-Line charts can display multiple bar and line metrics at the same time. Bar-Line charts only support group dimensions (category axis). They do not support series dimensions.
    • Scatter - Scatter and bubble charts both support X-axis and Y-axis metrics. Only one X-axis and Y-axis metric can be used at a time. Scatter and bubble charts support color and detail dimensions.
    • Bubble - Bubble charts also support a third metric, the bubble size metric. Only one size metric can be used at a time.
    • Pie - Pie charts can display one metric at a time. Pie charts only support group dimensions (wedge colors). They do not support series dimensions.
    The chart type you select affects the configuration options that display next.
  4. Modify any of the following Chart configuration options as necessary:
    Table 1. Chart configuration options
    Chart Setting Description
    X-axis Specifies which attribute values to display on the X-axis. To change the attribute, delete the current attribute, click Add, and select a new attribute.
    X-axis > Format Clicking Format allows you to specify a Title value for the X-axis. The Label specifies the point size of each value on the X-axis. For example:
    Shows the Format options under X-axis.
    Y-axis Specifies which attribute values to display on the Y-axis. To change the attribute, delete the current attribute, click Add, and select a new attribute.
    Y-axis > Format Clicking Format allows you to specify a Title value for the Y-axis and the Label specifies the point size of each value on the Y-axis. For example:
    Shows the Format options on the Y axis.
    (Scatter options) Applies only to charts of typeScatter.

    With the Automatic option, the chart automatically switches between bins and points based on the number of points in the chart. If the number of points is lower than 10,000 points, then points are displayed. Otherwise, the chart displays bins.

    You can adjust this value in Maximum number of points to show.

    For example:

    Shows all the configuration options available to a scatter chart.
    Trellis Specifies an attribute to display the metric values for each series dimension value as a set of separate smaller charts, called a trellis.

    For example, here is a standard stacked bar chart with both a group dimension and a series dimension:


    Stacked bar chart displayed with stacked bar sections for the series dimension

    And here is the same chart displayed using a trellis for the series dimension:


    Stacked bar chart displayed using a trellis for the series dimension
    Color Specifies which attribute values to distinguish by color. If unspecified, the attribute values display in light blue.

    To change the attribute, delete the current attribute, click Add, and select a new attribute.

    Orientation Indicates whether to create vertical bars or horizontal bars. (Does not apply to Pie charts.) For example:
    Shows a screenshot of the Orientation options for bar charts.
    Display Settings > Chart height Specifies the height, in pixels, of the chart.
    Display Settings > Chart width Specifies the width, in pixels, of the chart. Auto adjusts the width of the chart to the width of the browser window.
    Display Settings > Show recommended chart types Enabling this option displays thumb-nail sized chart alternatives underneath the main chart.
    Display Settings > Show chart title Specifies a title in the upper left corner of the chart. By default, charts do not have a title and this option is disabled. Also, you can specify the point size of the text for the title.
  5. When you are finished, close the Chart Settings panel by clicking the X icon.