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Column Chart

Column chart allows you to compare values for a set of unordered items across categories through vertical bars ordered horizontally.

Default Column chart

How to configure the table data to column chart

Column chart need a minimum of one value element and one column element to showcase. The measure column or expression column that you would like to analyze can be dropped into values block. The dimension column that you would like to categorize the measure column can be dropped onto Columns block. If you would like to categorize based on a series column, then the respective dimension column can be dropped onto Rows block in addition. These blocks are composed into Data pane.

The following steps explains the data configuration of column chart:

  1. Drag and drop the column chart control icon from the tool box into design panel. You can find the control in tool box by search.

Adding column chart

  1. Resize the widget as required.

Resizing widget in design panel

  1. Click the Data Source button in the configuration panel.

Data Source

  1. Click the CREATE NEW button to launch a new connection from the connection type panel.

CREATE NEW

  1. In the connection type panel, click any one (Here, the Microsoft Excel Connection type is selected for demonstration) of the listed connection type button.

Datasource list

  1. In the NEW DATA SOURCE configuration panel, fill the connection type and related details. Click the Preview & Connect button.

Connect button

  1. Drag and drop your preferred table or view from the left pane from the data design view, and click the Save button.

Virtual table

  1. Click the Properties icon in the configuration panel.

Click properties icon

  1. The properties panel of the widget will be displayed as shown in the following screenshot.

Properties pane

  1. Now, switch to the ASSIGN DATA tab.

Properties pane

  1. The ASSIGN DATA tab will be opened with the available columns from the connected data source.

Adding fields to Value(s)

Bind column by dragging and dropping the element from the sections to values.

Add value field

IMPORTANT:

  • The field added in this section will act as a measure value.
  • It is a mandatory section for the widget visualization and any number of fields can be configured in this section.

Settings menu options

You can filter and format the data displayed in the widget from the settings menu options. To open the settings menu, click the settings icon.

The following screenshots shows the various settings menu options based on the type of field configured in the type of section.

Numeric field settings menu

Renaming fields

The configured field names can be edited by using the Rename option provided in the settings menu.

Changing the aggregation type

You can change the aggregation type of the measure section from the settings menu as shown in the following screenshot. Refer to this section for more details.

Changing the aggregation

Filtering data

You can use Filters to change the values by selecting the Filter option. For more details, refer to Measure filter and dimension filter.

Filter option

Measure formatting

You can format the elements by selecting the Format option. For more details, refer to measure format.

Formatting option

Removing the fields

To remove the added value fields, click the highlighted button.

Removing  Fields

Adding fields to Column(s)

Drag and drop the elements from sections to columns.

Add column field

IMPORTANT:

  • The field added in this section will act as a dimension value.
  • It is an optional section and adding more than one value will enable drill down.

Settings

You can change the Settings.

Settings

Renaming fields

The configured field names can be edited by using the Rename option provided in the settings menu.

Sorting

You can Sort the dimension data using the Sort option under the Settings menu list. To apply sorting for the data, refer to the Sort.

Sort Settings

Filtering data

You can apply filter by selecting the Filter(s) option in the settings. For more details, refer to the filter.

Configuring filter for dimension column

The chart will be rendered like this,

Adding column field

Similarly, you can add the Measures and Expression Columns into the column field.

Drill down

On adding the second value to the Columns section, the alert message will be shown.

Drill confirmation alert

Click Yes to enable the option. If you click No, a single value will be added to the Columns section.

Figure: Chart with a drilled view of the selected region.

Drilled view

Adding fields to Row

Drag and drop the elements from sections to Row.

Add row fields

Chart view with row configured

Adding tooltip fields

You can configure the tooltip section to showcase the additional information in the widget’s tooltip without affecting the visualization. Refer to this section for more details on configuring the tooltip fields.

How to format column chart widget

You can format the column chart for better illustration of the view that you require using the settings available in Properties tab.

General settings

Name

This allows you to set title for this column chart widget.

Subtitle

This allows you to set subtitle for this column chart widget.

Description

This allows you to set description for this column chart widget.

General settings

Basic settings

Basic Settings

Chart type and axis

Click the Change button to open the Chart Type and Axis Settings dialog.

Change type and axis settings dialog

Chart Type: This allows you to switch the widget view from current chart type to another convertible chart type.

Secondary Axis: By default, the configured field is plotted as the primary axis, if you enable this option, the selected field will be plotted as the secondary axis.

Secondry axis in chart

Enable animation

It animates the measure values when you toggle the Enable Animation.

Show legend

A Legend is a text used to describe the data plotted. This allows you to toggle the visibility of legend in chart and also change the legend text position (selecting through combo box).

chart legends

Enabling this option of Custom Legend Text will allow you to define a custom text (through the text area) to display for each legend series (selecting through the combo box) in chart.

Legend Label Color

This allows you to change the chart legend title and label colors.

Chart Legend Color Option

Chart Legend Color

Customize

You can customize the legend text through the Custom Legend Settings dialog. This dialog will show the legend text list as labels at left and corresponding text area at right to add the formatted text to display instead.

Legend customization

Legend customization Change

Legend Position

A Legend is a text used to describe the data plotted. This option allows you to place the legend at the position of Left, Right, Top, and Bottom.

Legend Shape

This allows you change the shape of the legend.

Circle

This option allows you to change the shape of the legend in a Circle.

Show Legend shape

Series Type

This option allows you to change the shape of the legend in Series.

Show Legend shape Series

Legend Title

This allows you to add the legend title for the chart. It will reflect with the Show Legend.

Show Legend Title

Show value labels

This allows you to toggle the visibility of value labels.

Value labels in chart

Value Label Customization

This allows you to customize the visibility of the value labels.

Value labels customization change

Value labels customization

Value Label Color

This allows you to customize value label’s color.

Value label Color Option

Value label Color

Value label rotation

This allows you to define the rotation angle for the value labels to display.

Rotated labels

Value label suffix

Allows you to enable the Suffix value text to the value labels.

Labels with suffix

Show items with no data

This allows you to show data, which column does not have value.

Empty Point Mode Gap

Column Width

This option allows you to increase or decrease the width of the column by using the Column Width.

Column Width Customization

Column Width

Column Spacing

This option allows you to increase or decrease the space between the columns by using the Column Spacing.

Column Spacing Customization

Column Spacing

Axis Format

This option allows you to format the primary and secondary axis values from the formatting details provided using the Format button. For more details, refer to this measure format.

Formatting Axis

To configure the linking to URL or dashboard with the widget using its settings. For more details, refer to Linking.

Link

Axis settings

This section allows you to customize the axis settings in chart.

Chart axis properties

Title color

This allows you to customize the axis title color.

Label color

This allows you to customize the axis label color.

Show category axis

This allows you to toggle the visibility of category axis. Category axis

Show category axis title

This allows you to toggle the visibility of category axis title.

Category axis title visibility

Category axis title

This allows you to edit the category axis title for chart. It will reflect in x-axis name of chart.

category axis title

Label overflow mode

This allows you to handle the display mode of the overlapping labels in the category axis.

Trim

This option trims the end of overlapping label in the axis.

Trimmed label overflow

Hide

This option hides the overlapping label in the axis.

Hidden label overflow

Trim Axis Labels

This option allows you to trim the axis labels based on the Maximum Label Width property value.

Trimmed label

Label Maximum Width

This option allows you to set a maximum width for the axis labels, and also it can be made customizable when the trim axis label option is enabled.

Label maximum width

Category axis label rotation

This allows you to define the rotation angle for the category axis labels to display.

Rotated category axis labels

Primary value axis

This allows you to enable the primary value axis for chart.

Chart primary axis

Show primary axis title

This allows you to enable the visibility of primary value axis title of chart.

Primary axis title visibility

Primary axis title value

This allows you to edit the primary value axis title. It will reflect in y-axis name of chart.

Primary axis title value

Axis Type

This allows you to change the type of axis in the column chart.

Linear

This option allows you to handle the type of axis as linear.

Logarithmic

This option allows you to handle the logarithmic axis that uses a logarithmic scale and it is very useful in visualizing when the data has values with both lower order of magnitude (Eg: 10-6) and higher-order of magnitude (Eg: 106).

Axis range settings

This allows you to manually set the Minimum, Maximum, and Interval values of primary value axis through the Axis Range Settings dialog.

Axis range settings

It will reflect in the primary value axis of the chart.

Modified ranges

Gridlines

You can toggle the visibility of the each axes gridlines visibility using the property.

Grid line properties

Primary Value Axis

This allows you to enable the Primary Value Axis gridlines for the column chart.

Primary Value Axis

Secondary value Axis

This allows you to enable the Secondary Value Axis gridlines for the column chart.

Secondary value Axis

Category Axis

This allows you to enable the Category Axis gridlines for the column chart.

Category Axis

Trendline

You can add more than one trendline to Cartesian charts except for bar type series(Line, Column, Area, Spline) and stacked type of charts. You can add, edit, and delete trendlines.

Trendline

Add Trendline and Edit Trendline

To add the trendline, click the highlighted button.

Trendline Add

Now, the dialog will open as follows.

Trendline Dialog

Click the OK button to add trendline in a column chart. Now, the chart renders as follows.

Trendline chart

To edit the trendline select the one to be edited and click the highlighted button.

Trendline Edit

Again, the trendline dialog window opens now.

Legend Text

You can edit the trendline legend by the Legend Text text box. By default, the Legend Text renders are based on the Line type and Series name.

Series

You can change the series to which series have to show the trendline by Series dropdown option.

Line Type

You can select line type by the Line Type dropdown option(Linear, Exponential, Logarithmic, Power, and Polynomial).

Line Color

You can change the color of the trendline by the Line Color color picker.

Line Style

You can change the style of the trendline by the Line Style drop down option(Solid, Dot, Dash, DotDash, LongDash, and LongDashDotDot).

Delete Trendline

To delete the trendline, select the one to be deleted and click the highlighted button.

Trendline Delete

Formatting

IMPORTANT: The Formatting section will be enabled when the widget is configured, and it will be hidden if the row field is configured.

This allows you to change the color for the column chart.

Format Colors

It will reflect in the column chart.

Formating Data Colors

Advance settings

The Advance setting option will be enabled when only one column and one row is configured. You can refer more details from this section

Advance color settings

How to apply conditional formatting

Color in column chart widget can be customized using the color settings available in the properties section. This will allow the users to improve the visualization in column chart and to distinguish the data based on conditional range values that will let the visualizer to understand what is shown in data.

How to enable advanced formatting

  1. In the properties pane, under the Formatting section, check the Advanced Setting check box.

  2. This will open the Conditional Formatting dialog.

Conditional formatting dialog

  1. Select the mode and enter the conditions as required and click the save button to apply.

Applying the conditions

  1. Now, the widget visualization will be updated based on the conditions.

After applying conditional formatting

Refer to the following sections for the detailed steps on using the Gradient, Rule and individual modes.

Gradient mode

You can customize the fill color of the column chart using the gradient based conditional formatting. This is the default mode.

Based on field

You can choose any field from the Based-On section to apply the conditions from the drop-down.

Summary type

You can select the summary type for the selected measure field.

Low, mid, and high values

You can define your range by entering the low, mid, and high values.

NOTE: It is optional, if no value is entered then the ranges will be auto calculated based on the minimum and maximum values from the data source.

Legend title

You can enter the title for the column chart legends.

Rule based condition mode

This allows you to customize the fill color of the column chart based on one or more numerical / text conditions.

rule mode

Value type

The value type drop-down allows you to choose whether you are going to apply the direct value (specific number like 3 goals, order ID 10248) or percentage (values above 30% or 50 %).

Condition name

You can give a meaningful name to the applied conditions.

Condition type

Choose the condition for measure field from the highlighted conditions.

numeric condition types

If you selected the dimension as a based-on field and want to use text condition, the following text-based conditions are available.

text conditions

The text-based condition type will be enabled only when the dimension selected is used as the based-on field.

Value

You can mention the condition value.

Case sensitive

For the dimensions, case sensitive option is provided to choose whether the entered value is case sensitive or not.

Fill color

Select the fill color for that condition using the color picker.

Add condition

Click add condition to specify add new condition.

Delete condition

Click the delete button to remove the existing condition.

Individual mode

Using the individual mode, you can specify color for each record.

IMPORTANT: Only top 100 records will be listed in the dialog.

Individual mode

Color

You can choose the color for the record from the nearby color picker.

Reset

To undo all the changes, click reset.

Font Settings

Font settings section allows you to enable the auto font size.

Auto Font Size

On enabling auto font fize, the size of the font is adjusted automatically based on the screen resolution.

Font settings

Filter

This section allows you to handle the filter action for the spline area chart widget.

Filter

Act as master widget

This allows you to define this column chart widget as a master widget such that its filter action can be made to listen by other widgets in the dashboard.

Ignore filter actions

This allows you to define this column chart widget to ignore responding to the filter actions applied on other widgets in the dashboard.

Hierarchical filter

Using this option, you can enable or disable the hierarchical top N filtering. While applying the Top N filter with multiple dimension columns, the data returned can be customized based on whether the filtering needs to be done as flat or based on the hierarchy of dimension columns added.

When the Hierarchical Filter option is enabled, the Top N will be applied for each individual column separately based on the number set for each column.

Container Appearance

This sections allows you to customize the Container Appearance for the column chart widget.

Container Appearance

Title Alignment

This allows you to handle the alignment of widget title to either left, center, or right.

Title Color

This allows you to apply the text color to the widget title.

Title Auto Font Size

`On enabling Auto Font Size, the font size of the title will be adjusted automatically based on the screen resolution.

Font Size

This allows you to apply the specified size of the font to the widget title if the Title Auto Font Size is disabled. Value can be between 10 and 44.

Subtitle Auto Font Size

On enabling Auto Font Size, the font size of the subtitle will be adjusted automatically based on the screen resolution.

Font Size

This allows you to apply the specified size of the font to the widget title if the Subtitle Auto Font Size is disabled. Value can be between 10 and 32.

Show Border

This allows you to toggle the visibility of border surrounding the widget.

Corner Radius

This allows you to apply the specified radius to the widget corners if the Show Border is enabled. Value can be between 0 and 10.

Show Background Image

This allows you to set the background image for the column chart widget.

Background Color

This allows you to set the background color to the column chart widget.

Transparency

This property allows you to specifies the transparency for the background color.

Container actions

This Section allows you to customize the Container actions for the column chart widget.

Container Actions

Show Header

This allows you to enable or disable the widget title of the column chart.

Allow Maximize View

This allows you to enable or disable the maximized mode of the column chart widget. The visibility of the maximize icon in the widget header will be defined based on the setting in the viewer.

Allow CSV Export

This allows you to enable or disable the CSV export option for the column chart widget. Enabling this allows you to export the summarized data of the widget view to CSV format in the viewer.

Allow Excel Export

This allows you to enable or disable the Excel export option for the column chart widget. Enabling this allows you to export the summarized data of the widget view to (.xlsx or .xls) format in the viewer.

Allow Image Export

This allows you to enable or disable the Image export option for the column chart widget. Enabling this allows you to export the view of the widget to image format (.jpg), (.png), or (.bmp) in the viewer.

Allow PDF Export

This allows you to enable or disable the PDF export option for the column chart widget. Enabling this allows you to export the view of the widget to pdf format in the viewer.

Enable Comments

This allows you to enable or disable comment for the dashboard widget. For more details, refer to this link.

Allow View Underlying Data

This allows you to visualize the raw data associated with a widget at runtime.

To learn more about viewing the underlying widget data, refer to the view data documentation.

Pin widget

This allows you to pin the widget.

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