Create or Edit Timeline Charts for Visualizations in Projects/Shells

Prerequisite

You must have the Manage Content permission to perform this task.

Note:

Timeline charts work best when the number of events does not exceed 1,000. It is recommended that you limit timeline charts to no more than 1,000 events.

Procedure

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

  1. Sign in to Unifier with project/shell user credentials.
  2. Select the specific project/shell tab, and switch to User mode.
    For example, select a tab called Vision Corporation.
  3. In the left Navigator, select Visualizations.

    or

    If configured, access the Visualizations log from a business process log as follows:

    1. In the left Navigator, select Logs, and then select a specific business process, such as Contracts.
    2. From the Visualization list, just below the User mode indicator, select a visualization.
  4. 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.
  5. On 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, select Add.
      • To remove an event detail and its associated data element, select 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. 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, select Delete (x).
    10. If a data element selected in the Event Detail list represents a numeric or currency value, specify the display format for these values:
      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.
    11. From the Orientation list, select the orientation as either Horizontal or Vertical (default).
    12. In the Timeline Overview field, select whether to hide or display a compressed overview of the entire timeline.
    13. In the Tooltip field, select whether to hide or display tooltips when you move the pointer over events on the Timeline chart.
    14. Make changes as needed to refine the above selections.
  6. After making all changes, perform any of the following actions:
    • To analyze the underlying data of the chart, right-click a slice and select View <data source> to navigate to the associated BP log, Cost Sheet, or Cash Flow in a new tab.
    • If you created the Timeline chart, select Create, and return to the Edit page.
    • To confirm all the changes made to the edited Timeline chart, select Update, and return to the Edit page.
  7. On the Edit page, select Save to update the visualization with any created or edited content.