Create or Edit Pie Charts and Donut Charts for Visualizations in Projects/Shells

You can create or edit Pie charts and Donut charts for visualizations if you have the Manage Content permission to perform this task.

To create or edit Pie charts and Donut 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 Pie chart or Donut chart in the visualization layout. Proceed to step 6b.
In the Create or Edit 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 Pie Chart.
4. In the Name field, enter a name for the bubble chart.
5. (Optional) In the Description field, enter a short description about the bubble 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.
  - Sum: Sum of all values of the selected data element.
7. (Optional) From the Color By list, select one or more data elements to measure using a color code. You can click:
  - Add Color By to color-code another data element.
  - Delete (x) to remove a data element from being color-coded.
  - Drag ( ) to reorder the data elements selected for color-coding. Displays only if you have selected more than one data element.
8. From the Data Labels list, select the location for displaying labels on the bar chart. Choices include:
  The following options display:
  - Auto: The default data label display setting for all types of charts.
  - Center: The data label displays in the center of each data point on an Area chart, Bar chart or Line chart.
  - 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.
  - None: The data labels do not display in the chart.
9. In the Donut field, slide right to display the pie chart shaped as a donut chart.
10. Make changes as needed to refine the above selections.
11. After making all changes, click any of the following buttons:
  - Create Draft to save the chart in Draft status and return to the Content log.
  - Update Draft if you are editing an existing chart in Draft status.
  - Cancel to delete the chart. You will lose all unsaved changes made to the chart.
  - Publish to make the chart available to your users for visualizations and return to the Content log.
After making all changes, you can click:
- Create if you created a Pie chart or Donut chart and return to the Edit page.
- Update to confirm all the changes made to the edited charts and return to the Edit page.
In the Edit page, click Save to update the visualization with any created or edited content.

Related Topics