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:
- To preview the data before creating the chart:
- 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.
- From the Preview Project list, select an active project/shell and then click Preview Data.
- From the View Type list, select Area Chart, Bar Chart, or Line Chart.
- In the Name field, enter a name for the chart.
- (Optional) In the Description field, enter a short description about the chart.
- 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.
- (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.
- 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.
- 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.
- From the Orientation list, select the orientation as either Horizontal or Vertical (default).
- In the Stacked field, toggle to show or hide a stacked Bar chart.
- In the Show Category Axis Title field, toggle to show or hide the label of the data element you selected for the X-axis.
- In the Show Value Axis Title field, toggle to show or hide the label of the data element you selected for the Y-axis.
- Make changes as needed to refine your selections.
- To preview the data before creating the chart:
- 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.
Related Topics
Create or Edit Visualization Content Items in Projects/Shells
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Create or Edit Scatter Charts for Visualizations in Projects/Shells
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Last Published Friday, October 17, 2025