Create or Edit Area Charts, Bar Charts, and Line Charts for Visualizations in Projects/Shells

Prerequisite

You have the Manage Content permission to perform this task.

Procedure

To create or edit Area charts, Bar charts, and Line charts for visualizations in a project/shell (User mode):

Sign in to Unifier with project/shell user credentials.
Select the specific project/shell tab, and switch to User mode.
For example, select a tab called Vision Corporation.
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.
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.
On the Create or Edit page, specify or update the following information:
1. From the View Type list, select Area Chart, Bar Chart, or Line Chart.
2. In the Name field, enter a name for the chart.
3. Optional: In the Description field, enter a short description about the chart.
4. From the Value list, select a data element from the data source selected above. 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) 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. For date fields, displays the minimum date.
  - 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.
  To specify a sort order, select
  
  . Choices include Ascending, Descending, and None.
5. Optional: From the Color By list, select a data element to differentiate using a color code. Perform any of the following actions:
  - To color-code additional data elements, click Add Color By.
  - To remove a color code and the associated data element, click Delete (x).
  - If you have selected more than one color code, click Drag to reorder the color codes.
  - To specify a sort order, select
    
    . Choices include Ascending, Descending, and None.
6. From the Category list, select a 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, click Add Category .
  - To remove a category and the associated data element, click Delete (x).
  - If you have selected more than one category, click Drag to reorder the categories.
  - To specify a sort order, select
    
    . Choices include Ascending, Descending, and None.
7. If the data element selected in the Value 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.
8. 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.
9. From the Orientation list, select the orientation as either Horizontal or Vertical (default).
10. In the Stacked field, toggle to show or hide a stacked Bar chart.
11. In the Show Value Total field, toggle to show or hide totals of each segment in a stacked Bar chart.
12. In the Show Category Axis Title field, toggle to show or hide the label of the data element you selected for the X-axis.
13. In the Show Value Axis Title field, toggle to show or hide the label of the data element you selected for the Y-axis.
14. Make changes as needed to refine your selections.
After making all changes, perform any of the following actions:
- To analyze the underlying data of an Area chart, Bar chart, or Line chart, right-click any data point and select View <data source> to navigate to the associated BP log, Cost Sheet, or Cash Flow in a new tab.
- If you created an Area chart, Bar chart, or Line chart, select Create, and return to the Edit page.
- To confirm all the changes made to the edited content item, select Update, and return to the Edit page.
On the Edit page, select Save to update the visualization with any created or edited content.