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. Go to 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), select Create.
5. On the Create page, specify 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 Area Chart, Bar Chart, or Line Chart.
   3. In the Name field, enter a name for the chart.
   4. (Optional) In the Description field, enter a short description about the chart.
   5. 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.
   6. 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.
   7. (Optional) From the Color By list, select a non-numeric data element to differentiate using a color-code. 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. From the Category list, select a non-numeric data element that you can use as a category to differentiate the bars in the chart. Perform any of the following actions:
      • To select a data element for the category, select Add Category.
      • To remove a category and the associated data element, select Delete (x).
      • If you have selected more than one category, select Drag ( ) to reorder the categories.
   9. From the Data Labels list, select the location for displaying labels on the 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, toggle to show or hide a stacked Bar chart.
   12. In the Show Category Axis Title field, toggle to show or hide the label of the data element selected for the X-axis .
   13. In the Show Value Axis Title field, toggle to show or hide the label of the data element selected for the Y-axis.
   14. Make changes as needed to refine your selections.
   15. After making all changes, perform any of the following actions:
       • To save the chart in a Draft status, select Create Draft, and return to the Content log.
       • To save additional changes made to an existing chart in Draft status, select Update Draft.
       • To delete the chart, select Cancel. You will lose all unsaved changes made to the chart.
       • To make the chart available to your users for data visualizations, select Publish, and return to the Content log.