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Configuring and Formatting Combo Chart

Combination Chart allows you to compare values by combining multiple Cartesian charts (column, bar, stacked column, stacked bar, 100% stacked column, 100% stacked bar, spline, line, area, stacked area, 100% stacked area).

Combo Chart

How to configure table data to combo chart

Combo Chart need a minimum value of 1 value element and 1 column element to showcase. The measure or expression field that you would like to analyze can be dropped into Primary or Secondary Values block. The dimension that you would like to categorize the measure, can be dropped onto Columns block. By default, primary values render with Column chart and secondary values render with line chart.

Follow the below steps to configure data into combo chart:

Click Data Source button in configure panel.

Data button

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

Data source button

In the connection type panel, click any one of the listed connection type button shown, here Microsoft SQL Connection type is selected for demonstration.

Data source list

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

Connect button

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

virtualtable

Drag and Drop Combo chart into canvas and resize into required size.

Combo Chart

Click Properties button in configuration panel, property panel opens. Now, Switch to ASSIGN DATA tab.

Designer properties

Assign data

The data tab will be opened with available measures and dimensions from the connected data source.

Combo chart data

Adding Primary and Secondary Values

You can add more than one measures into Primary Y Values and Secondary Y Values field by dragging and dropping the required measure.

Combo chart Primary data

Combo chart Secondary data

Now, you can see combo chart renders as follows,

Combo chart

Click the Settings option to change required summary type from the available summary types shown in Settings.

Combo-chart Menu Settings

Combo-chart Secondary Menu Settings

You can filter the data to be displayed in combo chart by using filter. For more details, refer to filter

Combo-chart Value filter settings

Combo-chart Value filter settings

You can format the data to be displayed in the combo chart by using format option. For more details, refer to measure format

Combo-chart Primary value formatting

Combo-chart secondary Value formatting

To remove the added value fields click highlighted button.

Combo-chart secondary Value formatting

Combo-chart secondary Value formatting

Adding Columns

You can add more than one value to the Columns field.

Combo-chart Column Adding

You can see Combo chart renders as follows,

Combo-chart Column data

Add more than one value to Columns field. The drilled view of the Combo chart region selected.

Combo-chart Column drilldown data

You can change the Settings.

Combo-chart Column settings

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

Combo-chart Column sorting

You can apply filters by selecting filter in settings. For more details, refer to filter.

Combo-chart Column Filtering

To show all records click Clear.

Combo-chart Column Filtering

How to format Combo chart

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

Follow the below steps to format the combo chart

  1. Drag and Drop combo chart into canvas and resize it to your required size.

  2. Configure the data into combo chart.

  3. Focus on the combo chart and click on Widget settings.

Click on Widget Settings

You can see property window opened.

Property panel

You can see the list of properties available for the widget with default value.

General Settings

Name, Subtitle and Description for combo chart can be given using these properties.

General settings

Basic Settings

Basic Settings

Chart Type

This allows you to switch the widget view from current chart type to another convertible chart type. You can also set axis type as secondary or primary.

Enable Animation

This allows you to enable the rendering of series in animated mode.

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).

Legend Settings

Enabling this option of Customize 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.

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

Show Value Labels

This allows you to toggle the visibility of value labels.

Label Settings

Value Label Rotation

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

Label Rotation

Value Label Suffix

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

Suffix Value

Allows you to set\edit suffix value to the value labels.

Value Label Suffix

Show Marker

This allows you to toggle the visibility of marker from label to adorn each data point in chart series. Marker supports only for distribution type chart(line, spline, area, stacked area, 100% stacked area).

Show Marker

Show Items With No Data

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

Show Marker

Link

Link

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

Axis

Axis

This section allow you to customize axis settings in combination chart.

Show Category Axis

This allows to enable the visibility of Category Axis.

Category Axis visibility

Show Category AXis Title

This allows you to enable 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.

Label overflow mode Trim

Hide

This option hides the overlapping label in the axis.

Label overflow mode Hide

Category Axis Label Rotation

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

Category Axis Label Rotation

Trim Axis Labels

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

Trimmed label

Maximum Label Width

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

Maximum label width

Primary Value Axis

This allows you to enable the Primary Value Axis for chart. You can set interval of primary axis by Edit Axis Range button.

Primary Axis visibility

Show Primary Value 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 primary y-axis name of chart.

Primary Axis Title value

Secondary Value Axis

This allows you to enable the Secondary Value Axis for chart. You can set interval of Secondary axis by Edit Axis Range button.

v Axis visibility

Show Secondary Value Axis Title

This allows you to enable the visibility of Secondary Value Axis title of chart.

Secondary Axis Title visibility

Secondary Axis Title Value

This allows you to edit the Secondary Value Axis title. It will reflect in Secondary y-axis name of chart.

Secondary Axis Title value

Axis Format

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

Formatting option

Grid Lines

Grid Lines

Primary value Axis

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

Primary value Axis

Secondary value Axis

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

Secondary value Axis

Category Axis

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

Category Axis

Trendline

Trendline

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

Add Trendline and Edit Trendline

To add trendline, click highlighted button

Trendline Add

Now dialog will open as follows

Trendline Dialog

Click OK button to add trendline in combination chart. Now, chart renders as follows.

Trendline chart

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

Trendline Edit

Again trendline dialog window opens, now.

Legend Text

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

Series

You can change series to which series have to show trendline by Series drop down option.

Line Type

You can select line type by Line Type drop down option(Linear, Exponential, Logarithmic, Power, Polynomial).

Line Color

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

Line Style

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

Delete Trendline

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

Trendline Delete

Color Settings

Color Settings

This allows you to customize chart series color. This section renders with each series of default color. You can change its default color by color picker.

Default Color

If you apply changes, by clicking the Apply button, the chart renders as follows.

Changed Default Color

Advanced Color

Advanced Color Button

This allows you to apply advance color customization to combination chart.

This option is only visible when combination chart have one or more than one series and if only one column or bar type chart, other series are Cartesian charts except bar or column type chart. You can apply advance color customization only to column or bar type chart.

If you enable option of Advanced Color, color customization window will render as follows. By disabling this option, color customization removed and default color will applied.

Color customization Window

This window has three color types. (i) Gradient (ii) Rule (iii) Individual. By default, window renders with gradient type.

Gradient

You can select based on which field the gradient color will be applied by Based On drop down. You can change summary type. You can edit Low and High value and their color. By default, Low value takes minimum value of chart and High value takes maximum value of chart. Mid and its value and color can be enabled. By default, mid color disabled.

You can edit your gradient legend title by Legend Title text box.

If you click save button, chart will render as follows

Gradient

Rule

You can select rule settings by clicking Rule radio button. Now, color customization window renders as follows

Rule

You can change based on field and summary type as gradient type. Value Type can be change with Value or Percentage.

You can choose a series color with Fill color picker using multiple condition sets such as Greater than, Less than, Equal to, Not Equal to, Between, Not between, Greater than or equal to, Less than or equal to. You can also customize the legend name by providing necessary values inside condition name. You can add multiple conditions.

Rule Setings

If you click save button, now chart widget renders as follows

Rule Setings changes

Individual

You can select rule settings by clicking Individual radio button. Now, color customization window renders as follows.

Individual

This type renders with Individual default color for each point of series. You can change it’s color by Individual color pickers.

Individual

You can save your changes by clicking Save button. If you want to reset your changes there is an option to render its default color Reset. Now, chart renders with changes.

Individual Setings changes

Filter

Filter

Act as Master Widget

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

Hierarchical Filter

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

When 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

Container appearance

Title Alignment

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

Title Color

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

Show Border

This allows you to toggle the visibility of the 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.

Background Color

This allows you to select the color for the chart background. The default value is #ffffff. Background Color Property

Background Color Changed

Container actions

Container Actions

Show Header

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

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 here.

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.