Create or Edit Area Charts, Bar Charts, and Line Charts for Visualizations in Projects/Shells

To create or edit Area charts, Bar charts, and Line charts for visualizations in a project/shell (Admin mode):

Sign in to Unifier with project/shell administration credentials.
Go to the specific project/shell tab, and switch to Admin mode. For example, select a tab called Vision Corporation.
In the left Navigator, select Setup, and then select Visualizations.
In the Visualizations log (right pane), select any of the following actions:
- Select Create to add a new visualization in the project/shell. Proceed to step 6.
- Select a visualization in the log, and then select Edit. Proceed to step 5.
On the Edit page, select Edit ( ) for a content item in the visualization layout. Proceed to step 6b.
On the Create page, specify or update the following information:
1. To preview the data before creating the chart:
  1. From the Data Source list, select the data source to use for creating the content item. The list shows published content in the alphabetical order.
  2. From the Preview Project list, select an active project/shell and then click Preview Data.
2. From the View Type list, select Area Chart, Bar Chart, or Line Chart.
3. In the Name field, enter a name for the chart.
4. (Optional) In the Description field, enter a short description about the chart.
5. From the Value list, select a data element from the data source selected above. Displays Count by default.
  For the selected data element in the Value list, select any of the following measures:
  - Average: The mean of all values of the selected data element.
  - Count: (Default) The total number of rows of the selected data element.
  - Max: For numeric fields, displays the highest value. For date fields, displays the maximum date.
  - Median: The central value among all values of the selected data element.
  - Min: For numeric fields, displays the lowest value of the selected data element. For date fields, displays the minimum date.
  - Percentage: A percent of the filtered value from the total of the selected data element.
  - Sum: Sum of all values of the selected data element.
6. (Optional) From the Color By list, select a data element to differentiate using a color code. Perform any of the following actions:
  - To color-code additional data elements, click Add Color By.
  - To remove a color code and the associated data element, click Delete (x).
  - If you have selected more than one color code, click Drag ( ) to reorder the color codes.
7. From the Category list, select a data element that you can use as a category to differentiate the bars in the chart. Perform any of the following actions:
  - To select a data element for the category, click Add Category .
  - To remove a category and the associated data element, click Delete (x).
  - If you have selected more than one category, click Drag ( ) to reorder the categories.
8. From the Data Labels list, select the location for displaying labels on the chart.
  Common options are:
  - Auto: The default data label display setting for all types of charts.
  - Center: The data label displays in the center of an Area chart, Bar chart, or Line chart.
  - None: The data labels do not display in the chart.
  For Area charts and Line charts, the following additional options display:
  - Above Marker: The data label displays above the marker point.
  - Below Marker: The data label displays below the marker point.
  - Before Marker: The data label displays before the marker point.
  - After Marker: The data label displays after the marker point.
  For Bar charts, the following additional options display:
  - Inside Bar Edge: The data label displays on the inside edge in a Bar chart.
  - Outside Bar Edge: The data label displays on the outside edge in a Bar chart.
9. From the Orientation list, select the orientation as either Horizontal or Vertical (default).
10. In the Stacked field, toggle to show or hide a stacked Bar chart.
11. In the Show Category Axis Title field, toggle to show or hide the label of the data element you selected for the X-axis.
12. In the Show Value Axis Title field, toggle to show or hide the label of the data element you selected for the Y-axis.
13. Make changes as needed to refine your selections.
After making all changes, perform any of the following actions:
After making all changes, perform any of the following actions:
- If you created an Area chart, Bar chart, or Line chart, select Create, and return to the Edit page.
- To confirm all the changes made to the edited content item, select Update, and return to the Edit page.
On the Edit page, select Save to update the visualization with any created or edited content.

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