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).

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.

The following steps explains to configure data into combo chart:

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

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

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

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

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

6. Drag and drop the combo chart into the canvas and resize it into the required size.

7. Click the Properties button in the configuration panel, property panel opens. Now, switch to the ASSIGN DATA tab.

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

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.

Click the Settings option to change the name by using the Rename option and the required summary type from the available summary types shown in Settings.

Filtering data

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

Formatting data

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

Removing Fields

To remove the added value fields click highlighted button.

Adding Columns

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

You can see Combo chart renders as follows,

You can change the Settings.

Renaming fields

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

Sorting data

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

Filtering data

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

To show all records click Clear.

Multi-Level Drill Down

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

Hidden Column

Hidden columns are useful in cases where we don’t want the fields to take part in the visualization, but only to be used for linking, filtering and view data.

We can configure both measure and dimension fields into the hidden column. For measure we will be having all the settings we have for the measure fields expect formatting and filtering.

In the case of dimension fields we will having the following options only. In Date fields we will having all available types except sorting, relative date filter, settings and filters.

Linking

The primary use case of the hidden columns is linking. On configuring hidden columns, we can see below that the fields configured in hidden columns are listed in the linking section. On configuring the column in linking we can pass the corresponding column value in linking parameter.

Measure Based Example: If we wish to pass the number of Matches played as an URL parameter but do not want it to influence the visualization, we can configure the Matches in the hidden columns and incorporate them into the link.

Dimension Based Example: If we wish to pass the number of Team Name played as an URL parameter but do not want it to influence the visualization, we can configure the Team Name in the hidden columns and incorporate them into the link.

Filtering

You can use hidden columns to filter data in the visualizations. Configure hidden columns and click the below filter icon.

Click the Custom button highlighted in the filter configuration dialog image below. It will list all the fields configured in the widget. Keep the field configured in the hidden column and remove the other fields, then click the Update button.

Now, we can see in the below image, the data is filtered based on the hidden column field instead of the actual column that we bound in the widget. 

For more details about filtering the widget data, refer to the Filter Configuration documentation

View Data

You can view the data in the hidden columns in the underlying data view. This is useful for checking the data in more detail and can help you to identify any issues with the data.

NOTE: We don’t recommend to configure lower hierarchy data in hidden columns as we can see in the info icon in Hidden Column section denotes the same.

The below chart displays the goals and Attempts On Target by each team without hidden columns.

If we configure lower hierarchy data(Player Name) in hidden columns compared to column and Row filed data, the data configured in the widgets gets duplicate, and individual column is split based on hidden column field. This affects the chart visualization as we can see in the below image.

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.

You can see property window opened.

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

General Settings

Name

This allows you to change the title for the combo chart widget.

Subtitle

This allows you to add the subtitle for the combo chart widget.

Description

This allows you to add description for the combo chart widget.

Basic Settings

Show Tooltip

This option allows you to toggle the visibility of tooltip in a combo chart.

Chart type and axis

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

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

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

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).

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 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.

Series Type

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

Legend Title

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

Show value labels

This allows you to toggle the visibility of value labels.

If you disable Show Value Labels properties, the dependent properties, which are color, Value label position, Value label rotation and Value label suffix will be hidden.

Customize

This allows you to customize the toggle visibility of value labels in each series.

Value Label Color

This allows you to customize the value label’s color.

Value Label Position

This option allows you to customize the value label position in Cartesian charts. By default, it is set to ‘Auto,’ so the label position will be set based on the chart types (i.e. For stacked series, then position set as Middle and normal series the position set to Top).

Value label rotation

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

Value Label Suffix

This allows you to show/hide the suffix value of value labels.

Suffix Value

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

Note: When Increased the height and number of data in chart the value label was hidden. Use label rotation property to visible the label.

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 items with no data

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

Column Width

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

Column Spacing

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

Enable Smooth Scroll

On enabling this support, the chart scroll bar thumb-size will be calculated based on the total records count. So, you can see the last record by performing a single scroll.

Note If you uncheck Show Legend property in property panel, the dependent properties Legend color, Legend position, customization button, Legend title are also be hidden.

Line Style

Click Customize to open the Custom Line Style Settings dialog.

Now, the dialog will open as follows.

Series

The default option applies to all Line or Spline series in the combo chart. Select the particular series in the Series drop-down option if you want to customize individual series.

Line Style

To change the Line Style of the selected Series, choose the available styles such as Solid, Dot, Dash, DotDash, LongDash, and LongDashDotDot from the Line Style drop-down option.

Line Width

Use the Line Width option to adjust the line width for the selected series.

Click OK to add a custom line style settings in a combo chart. Now, the chart renders as follows.

Note: The Line Style property is only visible if you have Line or Spline chart.

Link

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

Axis

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

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 to enable the visibility of Category Axis.

Show Category AXis Title

This allows you to enable the visibility of Category Axis title.

Category Axis Title

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

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.

Hide

This option hides the overlapping label in the axis.

Category Axis Label Rotation

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

Trim Axis Labels

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

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.

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.

Show Primary Value Axis Title

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

Primary Axis Title Value

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

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.

Show Secondary Value Axis Title

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

Secondary Axis Title Value

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

Axis Range Settings

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

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.

Grid Lines

Primary value Axis

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

Secondary value Axis

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

Category Axis

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

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

Now dialog will open as follows

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

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

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.

Formatting

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.

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

Advanced Color

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.

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

Rule

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

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.

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

Individual

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

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

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

Font settings

This section allows you to customize the font size of combo chart elements.

Auto font Size and font size

By default, the ‘Auto Font Size’ property is enabled. Auto font size property used to set font size based on dashboard viewing client machine resolution. If the user wants to customize or set the fixed font size, then the user needs to disable auto font size and set the required font size.

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

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.

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.

Auto Padding

On enabling Auto Padding, the padding of the widget container will be adjusted automatically if the size of the widget varies.

Padding

This allows you to customize the padding of the widget container if the Auto Padding is disabled. Value can be between 0 and 25.

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.

Transparency

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

Show Shadow

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

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.

Pin widget

This allows you to pin the widget.