Create or Edit Timeline Charts for Visualizations in Projects/Shells

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

Sign in to Unifier with project/shell administration credentials.
Select 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), perform one of the following actions:
- Select Create to add a new visualization in the project/shell. Then on the Create page, do the following to preview the data before creating the item:
  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.
or
- Select a visualization in the log and select Edit. Then on the Edit page, select Edit for a content item in the visualization layout.
In the Create or Edit page, specify or update the following information:
1. From the View Type list, select Timeline Chart.
2. In the Name field, enter a name for the Timeline chart.
  
  Note:
  The combination of Name and View Type field values must be unique.
3. Optional: In the Description field, enter a short description about the Timeline chart.
4. From the Event Type list, select Single Event (default) or Duration Event.
5. If you chose Single Event, from the Category (Time Axis), select a date field that defines the event timeline.
6. From the Event Title list, select a data element that can be used as the title for the timeline event.
7. From the Event Detail list, select a maximum of two event details to track in the timeline chart.
  - To add a another event detail, click Add.
  - To remove an event detail and its associated data element, click Delete (x).
8. If you chose a Duration Event, in the Event Duration field, select a date or date/time data element to choose the start date and end date of the duration of the Timeline chart.
9. After populating the required fields for a Bar chart, 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.
10. From the Color By list, select a data element to measure using a color-code. To remove a color code and the associated data element, click Delete (x).
11. If the data element selected in the Event Detail field represents a numeric or currency value, specify the display format for this value:
  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.
12. From the Orientation list, select Vertical or Horizontal (default).
13. In the Timeline Overview field, toggle to hide or display a compressed overview of the entire timeline.
14. In the Tooltip field, toggle to hide or display tooltips when you hover over events on the Timeline chart.
15. Make changes as needed to refine the above selections.
After making all changes, perform any of the following actions:
- If you created a table, select Create, and return to the Edit page.
- To confirm all the changes made to the edited table, select Update, and return to the Edit page.
On the Edit page, select Save to update the visualization with any created or edited content.