Create or Update Combo Charts

Combo charts are a combination of two types of charts that allow you to compare and contrast two data sets in a single view to highlight the similarities or differences between the data sets.

For example:

  • Project Controls Managers can use combo charts to monitor the frequency and the cumulative value of Change Orders (COs) over the course of a construction project to detect scope changes early and contract value trends in real time.
  • Cost Engineers or Project Managers overseeing a large scale construction project can use combo charts to compare the baseline budget, actual, and the forecast (ETC) on a monthly basis to detect and address financial risks early.

To create or update Combo charts for visualizations:

  1. Sign in to Unifier with company administration credentials.
  2. Select 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.
      2. From the Preview Project list, select an active project/shell, and then select Preview Data.
    2. From the View Type list, select Combo Chart.
    3. In the Name field, enter a name for the Combo chart.
    4. (Optional) In the Description field, enter a short description about the Combo chart.
    5. From the Values list, select a data element from the data source selected in step 5b. The selected values display as metrics on the y-axis. Displays Count by default.

      For the selected data element in the Value list, select two metrics for the y-axis using 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.
      • Bar Chart: A bar chart as a measure of the second metric.
      • Line Chart: A line chart as a measure of the second metric.
      • Area Chart: An area chart as a measure of the second metric.
    6. (Optional) Add a secondary set of values on the y-axis as follows:
      1. Select Add Values.
      2. From the Values list, select a second data element from the data source.
      3. Select Set as Secondary Y-Axis from More Actions ( "" ).
      4. Select a second pair of metrics to display on the y-axis (step f).

        To discard the secondary y-axis, select Remove Secondary Y-Axis or Remove.

    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 to use as a metric on the x-axis. 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 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.
      • Above: The data label displays above the marker point.
      • Below: The data label displays below the marker point.
      • Before: The data label displays before the marker point.
      • After: The data label displays after the marker point.
    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 the above 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.