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

You can create or edit Area charts, Bar charts, and Line charts for visualizations if you have the Manage Content permission to perform this task.

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

Sign in to Unifier with project/shell user credentials.
Select the specific project/shell tab and switch to User mode. For example, select a tab called Vision Corporation.
In the left Navigator, select Visualizations.
or

Access the Visualizations log from a business process log as follows:
1. In the left Navigator, select Logs, and then select a specific business process, such as Contracts.
2. In the selected business process log (right pane), just below the User mode indicator, select a specific visualization from the Visualization list.
In the Visualizations log (right pane), select any of the following actions:
- Click Create to add a new visualization in the project/shell. Proceed to step 6.
- Select a visualization in the log and then click Edit. Proceed to step 5.
In the Edit page, click Edit ( )for a content item in the visualization layout; proceed to step 6b.
In the Create page, specify or update the following information:
1. From the Preview Data list, select an active project or shell and click Preview Data to preview the data you can use to create the chart.
2. From the Data Source list, select the data source to use for creating the content item.
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 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.
7. (Optional) From the Color By list, select a data element to differentiate using a color code. You can click:
  - Add Color By to color-code additional data elements.
  - Delete (x) to remove a data element from being used for color-coding.
  - Drag ( ) 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 data element that you can use as a category to differentiate the bars in the chart. You can click:
  - Add Category to select another data element as a category.
  - Delete (x) to remove a data element as a category.
  - Drag ( ) 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.
After making all changes, you can click:
- Create if you created an Area chart, Bar chart, or Line chart and return to the Edit page.
- Update to confirm all the changes made to the edited content item and return to the Edit page.
In the Edit page, click Save to update the visualization with any created or edited content.

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