Create or Update Pie Charts and Donut Charts

Pie charts and Donut charts enable you to measure and compare segments within a category. You can create these charts from the Content log of the applicationUnifier.

To create or update Pie charts or Donut 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.
      2. From the Preview Project list, select an active project/shell, and then select Preview Data.
   2. From the View Type list, select Pie 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 above.

      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, 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 one or more data elements to measure 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 Data Labels list, select the location for displaying labels on the chart. Choices include:
      • 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 the 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, toggle to show or hide the Pie chart shaped as a Donut chart.
   10. Make changes as needed to refine the above selections.
   11. 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.