Create or Update Area Charts, Bar Charts, and Line Charts

To create Area Charts, Bar Charts, and Line Charts for visualizations:

  1. Sign in to Unifier with company administration credentials.
  2. Click the Company Workspace tab and switch to Admin mode.
  3. In the left Navigator, select Visualizations, and then select Content.
  4. In the Content log (right pane), click Create.
  5. In the Create page, specify the following information:
    1. From the Preview Project list, select an active project/shell and click Preview Data to preview the data you can use to create the chart.
    2. From the Data Source list, select a data source to use for creating the content item. The list shows published content in the alphabetical order.
    3. From the View Type list, select Area Chart, Bar Chart, or Line Chart.
    4. In the Name field, enter a name for the chart.
    5. (Optional) In the Description field, enter a short description about the chart.
    6. From the Value list, select a data element from the data source selected in step 5b. 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 for non-numeric data elements) 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. This measure is not applicable to date fields.
      • 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.
    7. (Optional) From the Color By list, select a non-numeric data element to differentiate using a color-code. You can:
      • Add Color By: Click to color-code additional data elements.
      • Delete (x): Click to remove a data element from being used for color-coding.
      • Drag ( ): Click to reorder data elements selected for color coding. This icon displays only if you have selected more than one data element.
    8. From the Category list, select a non-numeric data element that you can use as a category to differentiate the bars in the chart. You can:
      • Add Category: Click to select another data element as a category.
      • Delete (x): Click to remove a data element as a category.
      • Drag ( ): Click to reorder the data elements selected to categorize the bars in the chart.
    9. From the Data Labels list, select the location for displaying labels on the bar 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.
    10. From the Orientation list, select the orientation as either Horizontal or Vertical (default).
    11. In the Stacked field, slide right to create a stacked Bar chart or slide left (default) to create an unstacked Bar chart.
    12. In the Show Category Axis Title field, slide right to display the label of the data element you selected for the X-axis ( See step h).
    13. In the Show Value Axis Title field, slide right to display the label of the data element you selected for the Y-axis (See step f).
    14. Make changes as needed to refine your selections.
    15. After making all changes, select any of the following actions:
      • Create Draft: Click to save the chart in a Draft status and return to the Content log.
      • Update Draft: Click if you are editing an existing chart in Draft status.
      • Cancel: Click to delete the chart. You will lose all unsaved changes made to the chart.
      • Publish: Click to make the chart available to your users for data visualizations and return to the Content log.

Related Topics

Create or Update Content for Data Visualizations

Create or Update Bubble Charts

How Data Caching Works in Unifier

Create or Update Pie Charts and Donut Charts

Create or Update KPI Cards

Create or Update Pivot Grids

Create or Update Tables


Last Published Friday, April 11, 2025