Create or Edit Timeline Charts for Visualizations in Projects/Shells

You can create or edit Timeline charts for visualizations if you have the Manage Content permission to perform this task.

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

    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. In the selected business process log (right pane), just below the User mode indicator, select a specific visualization from the Visualization list.
  4. In the Visualizations log (right pane), select any of the following actions:
    • Select Create to add a new visualization in the project/shell. Proceed to step 6.
    • Select a visualization in the log, and then select Edit. Proceed to step 5.
  5. On the Edit page, select Edit ("") for a Timeline chart in the visualization layout. Proceed to step 6b.
  6. On the Create or Edit page, specify or update 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. 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.
    2. From the View Type list, select Timeline Chart.
    3. In the Name field, enter a name for the Timeline chart.

      Note:

      The combination of Name and View Type field values must be unique.
    4. (Optional) In the Description field, enter a short description about the Timeline chart.
    5. From the Event Type list, select Single Event (default) or Duration Event.
    6. If you chose Single Event, from the Category (Time Axis), select a date field that defines the event timeline.
    7. From the Event Title list, select a data element that can be used as the title for the timeline event.
    8. 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).
    9. 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.
    10. 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).
    11. From the Orientation list, select Vertical or Horizontal (default).
    12. In the Timeline Overview field, toggle to hide or display a compressed overview of the entire timeline.
    13. In the Tooltip field, toggle to hide or display tooltips when you hover over events on the Timeline chart.
    14. Make changes as needed to refine the above selections.
  7. After making all changes, perform any of the following actions:
    • 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.
  8. On the Edit page, select Save to update the visualization with any created or edited content.