Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Showing Results in Graph Views

Use the Graph view to represent data as a graph. The following table shows the types of graphs that are available and describes their uses. It also shows the available styles for each type. All graph types except for scatter, radar, and microchart can be 2-dimensional (2D) or 3-dimensional (3D). Not all types of graphs are appropriate for all types of data.

Graph Type

Graph Subtype

Description

Styles

Bar

  • Vertical
  • Horizontal
  • Stacked Vertical
  • Stacked Horizontal
  • 100% Stacked Vertical
  • 100% Stacked Horizontal

A bar graph shows quantities associated with categories. Bar graphs show quantities as bar lengths and categories as bars or groups of bars.

Bar graphs are useful for comparing differences among similar items. For example, you can compare competing product sales, same product sales during different periods, or the same product sales in different markets.

Bar graphs can be used to compare measure columns by showing bars in a horizontal or vertical direction.

  • Rectangle
  • Triangle
  • Cylinder
  • Diamond
  • Gradient
  • Pattern Fill

Line

None

A line graph shows quantities over time or by category.

Line graphs are useful for showing trends over time. They can be used to plot multiple measure columns.

  • Standard Line
  • Stepped Line
  • Curved Line

Area

  • Stacked
  • 100% Stacked

An area graph shows the trend of the contribution of each value over time or by category.

An area graph is a line graph for which the regions between lines are filled in. The regions stack, adding up to the total value for each time period or category. In 100% stacked graphs, each category is displayed as a percentage contribution to the total value.

  • Solid Fill
  • Gradient Fill
  • Pattern Fill

Pie

None

A pie graph shows data sets as percentages of a whole.

Pie graphs are useful for comparing parts of a whole, such as sales by region or by district.

  • Solid Fill
  • Gradient Fill
  • Pattern Fill

Line-Bar

  • Standard
  • Stacked

A line-bar graph plots two sets of data with different ranges: one set as bars, and one set as lines overlaid on the bars.

Line-bar graphs are useful for showing trend relationships between data sets.

  • Rectangle
  • Triangle
  • Cylinder
  • Diamond
  • Gradient
  • Pattern Fill

Time Series Line

None

A time series line graph plots time series data. It scales the horizontal axis based on the time that has elapsed between data points.

  • Standard Line
  • Stepped Line
  • Curved Line

Pareto

None

A pareto graph is a form of bar graph and line graph that displays criteria in descending order. In this graph type, the line shows a cumulative total of the percentages.

Pareto graphs are useful for identifying significant elements, such as best and worst or most and least

  • Rectangle
  • Triangle
  • Cylinder
  • Diamond
  • Gradient
  • Pattern Fill

Scatter

None

A scatter graph displays x-y values as discrete points, scattered within an x-y grid. It plots data points based on two independent variables. A scatter graph allows you to plot large numbers of data points and observe the clustering of data points.

Scatter graphs are useful for observing relationships and trends in large data sets.

TIP: To create a scatter graph, plot one fact on the x-axis, and plot another fact on the y-axis. These facts are plotted for selections on the Level axis.

  • Standard Scatter
  • Scatter-with-Lines

Bubble

None

A bubble graph is a variation of a scatter graph that displays data elements as circles (bubbles). It shows three variables in two dimensions. One value is represented by the location of the circle on the x-axis. Another value is represented by the location of the circle on the y-axis. The third value is represented by the relative size of its circle.

Bubble graphs are useful for plotting data with three variables and for displaying financial data during a period.

TIP: To create a bubble graph, plot one fact on the x-axis, another fact on the y-axis, and a third fact on the bubble radius axis. These three facts are plotted for selections on the Level axis.

None

Radar

None

A radar graph plots the same information as a bar graph, but instead displays data radiating from the center of the graph. Each data element has its own value axis.

Radar graphs are useful for examining the overlap and distribution of data.

None

Microchart

  • Spark Line
  • Spark Bar
  • Spark Area

Each of these graph types is a text-sized graphic (of similar size to a piece of nearby text) that displays only in the context of a Trellis view and that is ideal for showing trend information.

A microchart graph type is useful within an advanced trellis, where data is displayed as a mixture of spark graphs and numbers.

A microchart does not have axes or legends. Like larger graphs, a microchart's measure values are rendered as relatively sized bars (or lines, or area). Each measure name is displayed in its column header. Further details of the measure appear as tooltip text when you hover your pointer over a data cell.

None

Waterfall

None

A waterfall graph allows you to show how a value increases or decreases sequentially and cumulatively. A waterfall graph helps to focus the user's attention on how each measure contributes to the overall total, and communicates this through formatting using color. An initial value is summed with subsequent values (both negative and positive differences or changes) to arrive at a total. There is only one total per waterfall graph and subtotals can be added.

  • Three Color (Increase, Decrease, and Total)
  • Four Color (First, Increase, Decrease, and Total)
  • Single Color
  • Dual-Color
  • Custom

NOTE: Oracle CRM On Demand uses a third-party graphing engine. The type of the graph, its size, and the number of elements graphed can affect whether axes or legends are displayed. Whether axes or legends are displayed is constrained by the amount of available space on the Web browser page. Sometimes, by adjusting the width and height controls, you can make axes and legends appear in the graph.

NOTE: If you select a graph that is incompatible with the results, no results are shown.

The following procedure describes how to edit a Graph view.

To edit a Graph view

  1. If the view is not already in the compound layout, then add the view.

    For instructions on adding views, see Adding and Editing Views.

  2. In the Results tab of the analysis editor, click the Edit View button for the Graph view.

    The Graph view editor opens.

  3. In the Layout pane, drag fields and drop them into the drop targets as necessary.

    For more information about drop targets, see About Drop Targets in View Editors.

    TIP: You can add columns to the analysis while you are in the Graph view editor, by selecting the name of the field for the column in the Subject Areas pane and dragging it to a drop target. Alternatively, you can navigate to the Criteria tab to add additional columns. For information about adding columns in the Criteria tab, see Adding Columns to Analyses. Any columns that you add in the Graph view editor are added to the analysis overall; you can see the columns in the Criteria tab and in other views, as well as in the Graph view. However, you cannot delete a column from the analysis while you are working in the Graph view editor. To delete a column from the Graph view and from the analysis, you must navigate to the Criteria tab, and select Delete from the drop-down list of options for the column.

  4. Click the Edit graph properties icon in the toolbar.
  5. In the Graph properties dialog box, specify the properties that you want.

    You can specify the following:

    • Properties related to the canvas for the Graph view, such as width, height, and legend location
    • Properties that control the appearance of the Graph view, such as the style

      NOTE: You can format the appearance of a graph in two ways: based on the position of the graph elements, and based on conditions applied to columns. More information about formatting the appearance of graphs based on settings is provided later in this topic.

    • Properties for the axis limits and tick marks
    • Properties that control the display of titles and labels for the graph
  6. When you finish making your changes, click OK to close the Graph properties dialog box.

    The graph refreshes. The graph might resize to accommodate your selections.

  7. Click Done to close the Graph view editor.
  8. Save the analysis.

Formatting the Appearance of Graphs

You can format the appearance of a graph based on either of the following settings:

  • The position of the graph elements (such as lines or bars in a line-bar graph or slices in a pie graph). Positional formatting enables you to customize the appearance of a graph based on the position of graph elements; that is, the numeric sequence in which graph elements (for example, bars) are displayed in a group. A group is determined by the attribute columns that are displayed in the Group By drop target area in the Graph view editor.
  • Conditions applied to columns. Conditional formatting is applied to the column values that meet the condition. You can specify a color in which to display graph data based upon a specific column value, or a range of column values that meet the condition specified for the column.

The following procedure describes how to format the appearance of a graph.

To format the appearance of a graph

  1. In the Results tab of the analysis editor, click the Edit View icon for the Graph view.
  2. In the Graph view editor, click the Edit graph properties icon in the toolbar.
  3. In the Graph properties dialog box, click the Style tab.
  4. Click the Style and Conditional Formatting link to open the Style and Conditional Formatting dialog box.
  5. To format the appearance of a graph based on the position of the graph elements, do the following:
    1. Click the Style Formatting tab.
    2. Select the tab for the graph element (for example, Bar) to which you want to add a custom formatted position.
    3. Click the Add new position (green plus sign) icon.
    4. In the Custom Formatted Positions table, specify the formatting for the new position entry. For example, to select the color to be applied to the position, click the down arrow next to the Color box to access the Color Selector dialog. (Note that the formatting options depend on the element.)
    5. Click OK.
  6. To format the appearance of a graph based on a condition that is applied, do the following:
    1. Click the Conditional Formatting tab.
    2. Click Add Condition Format and select the column to which you want to apply a condition.
    3. In the New Condition dialog, select the operator and enter a column value, or a range of column values for this condition.
    4. Click OK.
    5. In the Conditional Formatting tab, to select the color to be applied to column values when the condition is met, click the down arrow next to the Color box to access the Color Selector dialog.

      NOTE: If you specify multiple conditions, then all of the conditions are evaluated and the formats for the conditions that are true are merged. If there is a conflict between the formats, then the condition that is last verified as true determines the format that is displayed.

    6. Click OK.
  7. When you finish making changes, click OK to close the Graph properties dialog box.
  8. Click Done to close the Graph view editor.
  9. Save the analysis.

Published 6/21/2021 Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices.