Create or Update Timeline Charts

Create Timeline charts to visualize data points or events over an extended length of time in a chronological order.

To create Timeline 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. In the Create page, specify the following information:
    1. From the Preview Project list, select an active project/shell, and select Preview Data to preview the data you can use to create the chart.
    2. From the Data Source list, select the data source to use for creating the content item.
    3. From the View Type list, select Timeline Chart.
    4. In the Name field, enter a name for the Timeline chart.

      Note:

      The combination of Name and View Type field values must be unique.

    5. (Optional) In the Description field, enter a short description about the Timeline chart.
    6. From the Event Type list, select Single Event (default) or Duration Event.
    7. If you chose Single Event, from the Category (Time Axis), select a date type data element that defines the event timeline.
    8. From the Event Title list, select a data element that can be used as the title for the timeline event.
    9. From the Event Detail list, select a maximum of two event details to track in the Timeline chart.
      • To add another event detail, click Add.
      • To remove an event detail and its associated data element, click Delete (x).
    10. 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.
    11. 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).
    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.
    16. 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.