Create or Edit Pyramid Charts for Visualizations in Projects/Shells

To create or edit Pyramid charts for visualizations in a project/shell (Admin mode):

1. Sign in to Unifier with project/shell administration credentials.
2. Go to the specific project/shell tab, and switch to Admin mode. For example, select a tab called Vision Corporation.
3. In the left Navigator, select Setup, and then select Visualizations.
4. 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.
5. On the Edit page, select Edit () for a Pyramid chart in the visualization layout. Proceed to step 6b.
6. On the Create or Edit 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 select Preview Data.
   2. From the View Type list, select Pyramid Chart.
   3. In the Name field, enter a name for the Pyramid chart.
   4. (Optional) In the Description field, enter a short description about the Pyramid chart.
   5. From the Value list, select a data element from the data source selected above. A maximum of three values can be selected for a Pyramid chart. Displays Count by default.

      For each data element selected 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.
   6. After populating the required fields, you can allow your users to explore related data using dynamic content by selecting More Actions (…) and then selecting Configure Drill down.
      For more information, see Configure Drill-down Content for View Types.
   7. From the Color By list, select a non-numeric data element to differentiate using a color-code. A maximum of six colors can be added in the chart. Perform any of the following actions:
      • To color-code additional data elements, select Add Color By.
      • To remove a color code and the associated data element, select Delete (x).
      • If you have selected more than one color code, select Drag ( ) to reorder the color codes.
   8. If the data element selected in the Value list (step e) represents a numeric or currency value, specify the display format for these values:
      1. From the Decimal Places list, select the number of decimal places following the decimal point to be used for numeric values. Choices include 0 through 8.
      2. From the Abbreviations list, select the abbreviated format to be used for currency values. Choices include: Auto (default), None, Thousands (K), Millions (M), Billions (B), and Trillions (T).
      3. From the Currency Options list, select the currency used by the project/shell. Choices include: None, Shell Currency, and Base Currency.
   9. Make changes as needed to refine the above selections.
7. After making all changes, perform any of the following actions:
   • If you created a Pyramid chart, select Create, and return to the Edit page.
   • To confirm all the changes made to the edited chart, select Update, and return to the Edit page.
8. On the Edit page, select Save to update the visualization with any created or edited content.