Accessing the Report Module

Accessing the Report Module from the Left-side Panel

• Navigate to the homepage of the platform.

• Click the Report module icon provided on the left-side panel.

Accessing the Report Module from the Apps Menu

This section covers how to access the Report plugin using the BDB Platform.

• Navigate to the homepage of the platform.

• Click the Apps menu icon.

• Click the Report module.

Accessing the Create New Report Option

• Navigate to the Platform homepage.

• Right-click anywhere on the My Documents or Public Documents blank space to get the context menu.

• Click the Create New Report option from the context menu.

OR

• Navigate to the Platform homepage.

• Click the Options icon to open the context menu from the Platform Homepage.

• Select the Create New Report option from the context menu.

The Report module enables business users with ad-hoc and self-service reporting capabilities. By leveraging this module any business user with minimum IT skills can create visualizations, reports, and business stories in real time. This is also integrated with BDB NLP-based search making it easy for the business users to develop pioneering insights. Creating a report from the selected data is easy, quick, and exciting. The users can choose a data source, drag and drop the required values (Dimensions/Measures), and get promptly generated views based on the selected data values. The users can save relevant Views to create their personalized Reports.​

The Create New Report page displays three options to begin with the Report creation.

• Navigate to the Create New Report page.

• Provide a Name for the Report.

• Provide a Description of the report.

• Select Existing Data Store.

OR

• Upload a CSV file.

OR

• Upload an Excel file.

• Based on the selected option the rest of the information gets displayed to the user.

Creating Instance

The Create Instance option loads the data for the first time from the datastore into Elastic, MongoDB, and ClickHouse server as the configuration is done in the Admin Module for the Datastore Settings.

• Navigate to the Data Store list inside a Create New Report dialog box.

• The Select Data Store page opens listing all the available Data Stores.

• Select the Personalized Data Store Category.

• Search for a Data Store in the given search bar.

• Select a Data Store by using the checkbox.

• Click the Data Store to open the Time To Live (in days) option. Provide the no. of days for the selected Data Store to create a new instance.

• Click the Refresh option.

• A confirmation message appears to update the Data Store details.

• The concerned Data Store starts displaying the Days Left option based on the provided no. of days while setting the TTL.

• Select the Data Store by using the check box.

• Click the Create Report option to proceed with the View creation.

Updating Instance

The permitted Time to Live limit for a Data Store is only 30 days (maximum). If it goes above that, data will not be present in the Report.

Hence, the user can manually update the instance. The Days Left column will highlight such conditions as flashing Expire status in the red color. Click the user to get redirected to update the instance for the selected Data Store so the data will be refreshed again in the ES or MongoDB.

• Navigate to the Create New Report page.

• Filter the Data Store list with the Personalised category.

• Select a Data Store from the Personalised category that has expired.

• Select the Data Store by using the checkbox provided next to the Data Store.

• Click the Datastore to open the Time to Live (TTL) option. Mention no. of days (up to 30 days is allowed for TTL).

• Click the Refresh option.

• A notification message appears to inform about the successful update of the Data Store.

• The Data Store gets refreshed, and the inserted no. of days gets reflected under the Days Left column.

• Click the Create Report option to start with the View creation part of the Report.

The Create Story process gets completed in the following steps:

1. ​Accessing the Report Module.

2. Choosing either an existing Data Store or Uploading a File (CSV/ Excel) to Create a New Report.​

3. ​Creating a View and save it in the Report.

4. Saving multiple Views on a Report.

• Navigate to the Create New Report page.

• Provide a name for the report.

• Describe the report.

• Click the Upload CSV option.

• Provide the Data Store Name.

• The Delimiter field appears for a CSV file.

• Use the Choose File option to upload a file.

• The file upload completion is suggested through the mention of %.

• A notification message appears to ensure the status of the upload file action.

• The File Uploaded option gets a blue tick mark after uploading the file.

• The Data Store Details tab opens by default (as displayed in the image).

• Open the Variable Types tab to get the variable types with count.

• Navigate to the Examples tab to display the sample data from the uploaded file.

• Click the Create Report option given below.

• After clicking the Create Report option the Data Store gets created.

• The Report gets created based on the selected Data Store and the user gets redirected to the Design page of the newly created Report.

• Access and click the Report module icon.

• The Create New Report page opens.

• Provide a name for the report.

• Describe the report.

• Click the Upload Excel option.

• Provide the Data Store Name.

• Use the Choose File option to upload a file.

• Select a specific Sheet by selecting a Sheet from the drop-down menu.

• A notification flashes suggesting the user wait till the file gets uploaded.

• The Choose a File option turns blue suggesting the successful upload of the selected file.

• A notification message appears to ensure the completion of the file upload action.

• The File Uploaded option gets a blue tick mark after the file is uploaded.

• The Data Store Details tab opens by default (as displayed in the image).

• Open the Variable Types tab to get the variable types with count.

• Navigate to the Examples tab to display the sample data from the uploaded file.

• Click the Create Story option given below.

• A notification message appears to ensure that the Datastore creation has been started.

• The report gets created based on the selected Data Store and the user gets redirected to the Design page of the newly created Report.

• Navigate to the Create Report page after selecting the Report Module or Create New Report option.

• Provide the report name.

• Describe the Report.

• Select the Select Existing Data Store option.

• The Select Data Store list appears listing all the existing data stores.

• Select a Data Store using the checkbox given next to the Data Store name.

• Click the Create Report option.

• The user gets redirected to the designing canvas to create a View.

Please follow the below-given steps to create a new Report based on a Data Sandbox file with Data Preparation Steps:

• Navigate to the Data Sandbox list from the Data Center module.

• Select a Data Sandbox file from the list.

• Click the Data Preparation icon to create a Data Preparation and make some transformations.

• The user gets redirected to the Data Preparation module.

• Apply transformations using the Transforms tab.

• The applied transforms will be noted under the Steps tab. You may open it to see the applied transforms.

• Click the Auto Prep option to apply the Auto Prep functionality.

• The Auto Prep is also mentioned under Steps tab after being applied to the selected data.

• Provide a name to the Data Preparation.

• Click the SAVE option.

• A notification ensures that the data preparation is saved.

• The Data Preparation gets added to the Data Preparation list.

• Click the Create Data Store icon for the same Sandbox file from the Sandbox list.

• The Create Data Store window appears.

• Provide a name for the Data Store.

• Describe the Data Store.

• Select the available Data Preparation using the drop-down menu.

• Click the Validate option.

• A note gets displayed ensuring that the Data Preparation is applied and unsupported headers are modified.

• Click the Save option to finish the Data Store creation.

• A notification ensures that the Data Store creation has been initiated and may take a few minutes.

• The newly created data store with data preparation steps gets added to the Data Store list.

• Wait till the Job Status for the newly created Data Store gets displayed as Running.

• The user may open the Notifications section to check the Data Store update. It would notify that the data is loaded to the newly created Data Store.

• Navigate to the homepage and click the Report icon or Create New Report option to initiate the report creation.

• The Create New Report window opens.

• Provide a name for the Report.

• Describe the report.

• Click the Select Existing Data Store option to create the report.

• Select the data store earlier created with the Data Preparation steps using the checkbox.

• Click the Create Report option.

• A new report gets created based on the Datastore and the user gets redirected to the Design page of the report.

• Drag and drop dimensions and measures to create a View.

• Click the Save icon to save the View.

• A notification message appears and the View gets saved to the Report.

Please follow the below-given steps to create a new report based on an uploaded file containing the Data Preparation Steps:

• Click the Report icon or Create a Report option from the Platform homepage.

• The Create New Report dialog box opens.

• Provide the name of the Report.

• Describe the Report.

• Click the Upload CSV option to upload a CSV file.

• Provide a name for the Datastore.

• Click the Choose File option to select and upload a file from the local system.

• The selected file's name appears next to the Choose File option.

• A notification flashes to inform you that uploading the selected file may take a few moments.

• A notification message appears to ensure that the file is successfully uploaded.

• Click the Data Prep option provided at the bottom of the page.

• The data of the selected CSV file opens in the Data Grid format under the Data Preparation framework.

• Apply the required Transforms. or Click the Auto Prep option to apply the auto-mated transforms to the selected data (In the below-given image the Auto Prep option has been chosen).

• Open the Steps tab to see the applied Data Preparation steps (In this case, all the transforms part of the Auto Prep appear as a single step).

• Provide a name for the Data Preparation.

• Click the SAVE option.

• A notification message ensures the user that the Data Preparation has been successfully applied.

• Click the Apply and Close icon.

• A notification ensures that the selected Data Preparation has been applied.

• Click the Create Report option.

• Another notification message informs the users that the Data Store creation process has been started and a status notification will be sent shortly.

• The report gets created under My Documents, and the Design canvas of the report opens by default.

• Create a View by drag and drop of the required Dimensions and Measures.

• Click the Save option to save the View.

• A notification message appears to ensure that the View has been created successfully.

• The newly created View gets Saved to the final screen of the Report.

Once the Report gets created, the user gets redirected to the Design page/ Design canvas to begin with the View creation.

Designing a View with the Old UI

• Navigate to the Design page.

• Use the Switch UI icon to select the Old UI.

• Drag and drop Dimensions/Measures to the suggested place or use double clicks on a Dimension or Measure value to get added in the specified place.

• Instantly a View gets created using the Grid (default chart type).

• Click the Save View icon to save it.

• A confirmation message appears.

• The View gets saved on the final screen of the Report.

Designing a View with the New UI

• Navigate to the Design page.

• By default, New UI gets selected by the Switch UI icon.

• Use the Search bar provided at the top of the page.

• By using the left click in the Search bar all the available Dimensions and Measures under the selected Datastore get listed.

• Choose the desired Dimension and Measure with a click. The user may repeat the same steps to choose the desired combination of Dimensions and Measures for creating a View.

• The selected combination of the Dimension and Measures will be added to the Search bar.

• Click the GO option.

• Instantly a View gets created using the Mixed chart (by default).

• Click the Save View icon to save it.

• A confirmation message appears.

• The View gets saved on the final screen of the Report.

The user can create multiple Views using the steps described under the section.

Each saved View in a report contributes to creating an informative report from the selected data. Thus, the final screen of the report with multiple insightful views provides an instant overview of the data to any business user. The below-given images display multiple Views saved to create detailed reports for Restaurant and Retail Store Analysis.

The users can customize a category color and apply it to a specific category using the Category Colors window. The users can assign specific colors to different categories within their data, facilitating easier identification and differentiation of data points or groups while designing a View.

• Select a Chart plotted with a Categorical column (Dimension Column) & Measure column.

• Click on the ellipsis icon of the dragged Categorical Column (Dimension).

• A window opens on the right side with the name of the selected category.

• Users can provide a Display name.

• Click the Category Color icon provided next to the Category Colors.

• Select the Category Name from the list.

• A different color gets auto-selected for the selected category name.

• The same color gets applied to that Category column in the View.

• The users can select a color manually by choosing a color from the color pallet.

• Different colors can be selected and saved for multiple categories, with values available for one category in the View.

• Click the Save icon to save the View to the Report.

The users can access summary properties by clicking on the Summary option on the Design New page.

• Navigate to the Design page to create a new View.

• Drag and drop the required dimensions and measures to create a View.

• Click the Header Configuration icon.

• The Header Configuration dialog box appears.

• Navigate to the Summary section.

• Enable Summary.

• Set the following details:

  • Enable: Check in the Enable option for creating a summary.

  • Measure: Select a measure from the drop-down menu.

  • Aggregation: Select an aggregation type from the drop-down menu.

  • Format Type: Select a format type from the drop-down menu.

  • Currency Type: Select a currency symbol from the available choices.

  • Precision: Select a number up to what the precision value can be displayed.

• Click the Apply option.

• The measure summary value is displayed on the Design canvas page by clicking the Apply button.

The users can configure and modify various measure-related properties through the Series Properties window.

• Navigate to the Design page for a view with one or more selected measure values.

• Click the Series Properties option provided next to a dragged measure.

• A tab opens by the default name of the selected measure.

• The users can set the following properties from a pop-up window for a mixed chart with two measures dragged on the workspace:

  • Aggregation: Select an aggregation option from the drop-down menu (the given choices are: Sum, Min, Max, Variance, Mean, Standard Deviation, and Cumulative Sum)

  • Display Name: Enter the title for the measure to be displayed in the data label

  • Series Type: Choose a series-type format for the selected measure

  • Point Shape: Select a point shape from the drop-down menu. (the given choices are: Cross, Cube, Hexagon, Point, Quad, Star, and Triangle)

  • Line Type: Select a line type from the drop-down menu (the given choices are: Straight, Dot, Dash, Dash1)

  • Axis: Select an axis out of the given choices (the users need to enable the Secondary Value Axis to get the Axis option in the Series Properties window)

  • Color: Select the color of the chart presentation from the given menu

  • Data Label Color: Choose a color for the data label from the given menu

  • Data Label Position: Select a position to display the data label (the given choices are: Top, Middle, Bottom)

  • Conditional Colors: Click the Conditional Colors icon to insert a new condition.

  • Configure the below-given fields to apply a new condition on the selected measure.

    • Operator- Select an operator from the drop-down menu (the supported operations are <, <=, >, >=, ==, !=).

    • Compared To - Set a value to which the operator can be applied.

    • Color- Choose a color to be applied when the set condition is met.

  • Click the Save option.

• The user can provide multiple conditions for a single measure column.

• Select the Information icon from the list of displayed Dimensions on the Design page.

• A new window opens with the Data Profile information displaying the count of the selected dimension value.

• Click the MOVE TO DESIGN option.

• The data profile chart gets added to the design canvas.

• Click the Chart Properties icon.

• The Chart Properties window opens.

• The user can apply the various modification options to the View from the Design page (E.g., The below-given image displays the View after applying for the ascending order, order by option, and limiting the display to 10 records).

• Click the Save View option to save it to the report.

• The user gets redirected to the final report screen, the selected View gets saved to the final Report screen.

• A notification message appears to convey that the View has been saved to the report.

The user can create a new calculated field in the selected data store using the Range tab.

• Navigate to the Design Workspace.

• Click the Formula Field Editor icon.

• The Create Calculated Field window opens.

• Select the Range tab.

• Name: Provide a title for the formula field.

• Measure: Select a Measure field using the drop-down menu.

• Click the ADD ROW option.

• Provide the following information to create a range:

  • Name: Provide a name for the defined range.

  • From: Set a minimum value to define a specific range.

  • To: Set a maximum value to define a range.

  • Click the Add icon.

• A new field gets added to create a new Range.

• You may insert multiple ranges and define them.

• Click the Save option.

• A new calculated field gets added to the selected Data Store.

• Select the newly created calculated field and add it to the top menu bar.

• Click the GO option.

• The calculated field will display the range based on the experience value.

The user can also create a formula field choosing the Summary Level as a level option from the Formula field editor window.

• Navigate to the Design page of the report.

• Click the Create Calculated Field icon.

• The Create Calculated Field window appears.

• Navigate to the Formula tab (It is the default tab).

• Give a name to the new field.

• Choose Summary Level from the Level drop-down menu.

• Select a Save as option (It allows only Measure as the Save As option).

• Select fields using the Fields tab.

• Select an Operator from the Operators column.

• Enter a Formula Expression using the Fields and Operators.

• Click the Save option.

• A notification message ensures that the Formula field is created.

• A new Formula Field gets created and added to the list of dimensions and measures.

• Add the newly created Formula Field to the top bar together with the earlier existing columns taken to create the new column.

• Click the GO option.

• The Formula Field data gets displayed in the current View for the users to validate the Formula.

The users can access the Create Calculated Field icon from the right-hand side of the Design page.

• Navigate to the Design tab after selecting a Data Store to design a new view.

• Click the Create Calculated field icon.

• The user gets redirected to the Create Calculated Field window.

• Please navigate to the FORMULA tab (It opens by default).

• Formula Name: Give a title to the formula field.

• Level: The user can create the calculated field at two levels.

  • Record Level

  • Summary Level

• Type: Select an option from the drop-down menu to decide the kind of the Formula Field.

  • Dimension

  • Measure

• Fields: All fields from the selected Data Store list are in this window. The users can select the required fields by tapping on them.

• Functions: All the available functions are listed in this window. The users can select the required functions to apply them to the chosen field.

• Formula Expression: Based on the selected combination of Fields with Operators or Functions the Formula Expression is entered in this space.

• Click the Save option to save the formula field or calculated field.

• A notification message appears to ensure that the Formula Field gets created.

• The newly created formula field gets added to the selected Data Store.

• Select the formula column name to get it in the top panel.

• Click the GO option.

• The column data is displayed in the Upper case.

• Click the Save View icon to save the View to the Report.

• A notification appears and the user gets redirected to the final screen of the Report with the View added to it.

Creating a Calculated Fields as Measure

Steps to perform Order By and Limit on a View using the New UI

• Navigate to the Design page. By default, the New UI gets selected.

• Use left-click on the search bar.

• A context menu appears.

• Select the desired dimensions and measures from the context menu.

• Click the Go option to plot the View.

• The Mixed chart gets selected by default to present the dragged data values.

• Select the Order By option from the context menu.

• Select Ascending or Descending order from the context menu with the next click.

• Select a measure or dimension value that appears in the context menu on the next click.

• Click the Go option to create an instant View.

• The View is displayed in the selected order. Here, the selected order is Descending.

• Select the Limit option from the context menu and choose a number to limit the View.

• Click the Go option.

• The View is displayed in the selected order and limit.

Steps to perform Order By and Limit on a View using the Old UI

• Navigate to the Design page.

• Click the Switch UI icon to select the old UI option to generate a new View.

• Drag and drop a dimension. You may also click twice on Dimensions or Measures to select them.

• The selected dimension is displayed in the grid format.

• Drag and drop another dimension or measure as per the requirement of the View.

• The selected value is displayed in the grid format.

• Click the Charts icon to open the chart's context.

• Select the Mixed chart icon.

• The View will be displayed in the Mixed chart.

• Click the Chart Properties icon.

• The Chart Properties window opens.

• Navigate to the General Settings properties.

• Configure the following fields:

  • Order: Select an option to select the order for the View data. The user gets the following options to display the selected data in an order:

    • None

    • Ascending

    • Descending

    • Manual Sort
  • Order By: Choose a dragged dimension or measure using the drop-down.

  • Limit: Provide a number to define the limit for the View.

• The View will be displayed in the selected order and limit.​

Manual Sort

The users can manually sort a view by choosing the customized order they require. They can save the customized order and reuse it whenever needed.

• Navigate to the Design Workspace/ Design Canvas.

• Choose any combination of one Dimension and Measure to get a graphical display of the View.

• By default, the View is displayed in grid format.

• Open the Chart Properties window.

• Open General Settings fields open.

• Navigate to the Order field. By default, the None order option gets selected).

• Select the Manual Sort option from the Order drop-down menu.

• Click the Manual Sort icon.

• The Manual Sort window opens.

• Select the Create New tab.

• Choose a Category from the drop-down menu. Selected Dimension appears here to be selected again.

• Enter a title for the Order Name.

• Arrange the Values by dragging them up or down to arrange them in the required order. Use the arrows given next to the selected Value to put them at the top or bottom of the list.

• Click the Save & Apply option after arranging the fields in the desired order.

• The View columns are displayed in the selected Manual Sort order.

• The created Manual Order gets added to the Saved tab.

Apply a Saved Manual Order

• Navigate to the Manual Sort window.

• Open the Saved tab.

• The dragged Dimension appears in the drop-down menu.

• Select a saved order out of the displayed options.

• Click the Apply option.

• The selected saved manual sort gets applied to the current view.

Hidden By

The user can apply the Order By option based on a hidden Dimension.

Applying Hidden By order in the Old UI

The user can use the old UI and drag a dimension value to the specified place for the Hidden dimension.

• Navigate to the Design canvas.

• Select a combination of dimensions and measures from the context menu.

• A View appears based on the selected Dimension and Measure.

• Select a Dimension from the displayed list of dimensions and measures and drag it to the Hide.

• Open the Chart Properties window.

• Navigate to the General Settings tab.

• Open the Order By options by using the drop-down option.

• The selected Hidden dimension appeared in the context menu. E.g., In the following image, the skills option is selected as an Order By option.

• Select an order (Ascending or Descending) by using the Order field. the selected option in the following image is Descending.

• Select a limit by using the Limit field.

• The View gets displayed based on the applied hidden dimension in the set order and limit.

Applying Hidden By order in the New UI

The user can use the next click after selecting a Dimension and Measure combination to create an instant View.

• Navigate to the Design canvas.

• Select a combination of dimensions and measures from the context menu.

• Click the GO option.

• A View appears based on the selected Dimension and Measure.

• Use the next click to avail of the hideBy option in the context menu.

• Use the next click to select the dimension that is to be used as hidden.

• Click the GO option.

• The View will get ordered by the selected Dimension.

Steps to Add Slicer in the New UI

• Navigate to the Design canvas.

• Select the dimension and one measure to the Dimensions/ Measures column using the clicks at the top bar.

• Click the GO option.

• A View is displayed based on the selected combination of the Dimension and Measure.

• Select the sliceBy option by the next click.

• Select another Dimension by using the next click.

• Click the GO option.

• The View is displayed based on the selected slicer dimension value.

• Open the Chart Properties window.

• Navigate to the General Settings.

• Provide the Order, Order By, and Limit fields.

• Select the Horizontal option for the Legend Orientation.

• The View gets modified based on the selected slicer and order option.

Steps to Add Slicer in the Old UI

The users can add a further dimension to the created view using the Slicer option.

• Navigate to the Design canvas.

• Use the Switch UI icon to access the old UI.

• Drag and drop one dimension and one measure to the Dimensions/ Measures column using the Design canvas.

  • The View gets displayed based on the selected dimension and measure. Here, Mixed chart has been selected to plot the selected dragged dimensions and measures as it supports a slicer.

• Drag and drop another dimension to the Slicer section (E.g., City is used as a slicer over here).

• The slices are displayed in the created View based on the dimension value selected as slicer for the View.

• Open the Chart Properties window.

• Navigate to the General Settings option.

• Order the displayed data by sorting it with a specific limit and order. You can also select a Style to display the data differently.

• The View displays sliced data in the set order and limit.

Customized Slice Color Support

We have introduced the ability to customize slice colors in our Stories. This functionality empowers users to assign specific colors to individual slices, providing greater control over the visual representation of data.

• Open a View in the Design canvas with slicer.

• Click on the ellipsis icon provided for the slicer Dimension.

• The dimension window opens displaying all the Field Colors.

• Click on the default color.

• A menu opens to choose a new color for the field.

• Select a new color.

• The provided color(s) will be applied to a field value.

Bar Charts are useful for comparing classes, categories, or groups of data. They are one of the most commonly used chart types because they are simple to create and very easy to interpret.

• The best situation to use a bar chart: When the data set is small, it would be more accessible to the end-user to interpret data. Observations can be performed over a period.

• Examples:

  • Quarterly sales of an organization

  • The percentage of change in sales or revenue can be indicated

• Variations of this chart:

  • Add color for quick insight: Displaying the bars with colors helps users pay immediate attention to the essential tasks.

  • Use bars side by side: Where comparison between multiple categories becomes easier instead of toggling between charts.

Properties

General Settings

• Style: Select a style to display the data (the provided choices for this field are Cluster, Stack, Stack Percentage, Stack Overlaid)

• Base Type: Select a base type of option from the drop-down (the provided choices for this field are: Plain, Rectangle, Chevron)

• Order: Select a sequence for displaying information using the drop-down

  • None

  • Ascending

  • Descending

  • Manual Sort (The users need to sort the dimensions by using the indicator signs manually)

  • By selecting an order (ascending or descending, the user needs to configure the following fields:

    • Order By- Select a value option from the drop-down menu to order the sequence of the data.

    • Limit- Set a number to display the requested data by this limit.

  • Exclude Global Filter: The view gets excluded from the Global Filter condition by putting a checkmark in the box.

  • Show Data Label: The data label is displayed using a checkmark in the given box.

  • Enable Base Zero: Base value gets presented from Zero using a checkmark in the given box.

  • Show Legend: Displays legend by turning on the radio button. After enabling ‘Show Legend,’ users need to select the following information:

  • Legend Style: Select one of the following options using the drop-down menu.

    • Fixed

    • Floating

  • The following fields appear when the selected Legend Style option is Fixed.

    • Legend Font Size: This option allows to increase or decrease the font size of the legend.

    • Legend Orientation: This option will be provided when the Show Legend option is enabled, and the selected Legend Style is Fixed. The users can choose an option from the given choices using the drop-down menu.

      • Vertical

      • Horizontal

    • Legend Checkbox: Enable this option with a checkmark to add the checkbox beside the Legend. It helps the users to customize the display of the data (The data for a legend value appears if a checkmark is used in the given checkbox. The data for the unchecked checkbox does not appear).

View Filter

• Filter: Select a filter condition using the drop-down menu.

Category Axis

• Title: Provide a title for the axis.

• Axis Label: Enable the category axis label by turning the radio button on.

Value Axis

• Title: Provide a title for the Primary Value Axis.

• Axis Label: Enable the Primary Value Axis label using the radio button.

• Format Type: Select a desired format type from the drop-down menu (the provided options for this field are: None, Auto, Percent, Thousand, Lacs, Crore, Million, Billion, Trillion, Quadrillion).

• Currency Type: Select a currency symbol to be displayed in the view (the provided options for this field are: None, Rupees, Euro, Pound, USD, Yen, Cent).

• Precision: Set the after-decimal value (It displays up to 5 precision).

Insights

• Text: Provide any information regarding the chart. If any digit or character is required to be highlighted, put it inside two asterisks. (E.g., *70%* or *skills*).

• Font Size: Set/modify the Font Size of the Insights text.

• Font Color: Select a Font color for the Insights Text.

• Text align: There are three alignments to align the text.

  • Left

  • Right

  • Centre

• Position: There are two options to position the text.

  • Bottom

  • Right

A Bubble chart visualizes the data set in three of four dimensions. The first two aspects are used as coordinates like the x-axis and y-axis. The remaining two are used to represent the color and size of the bubbles. Mostly used to plot financial data.

• The best situation to use a Bubble Chart:

  • Three Data Series: Use a bubble chart for better representation when the data has three series each containing values. The values determine the sizes of the bubbles.

Properties

General Settings

• Base Type: Select a base type to display the data (the provided choices for this field are: Plain, Gradient, and Ring)

• Order: Select a sequence for displaying information

  • None

  • Ascending

  • Descending

  • Manual Sort (Users can manually sort the dimensions by using the indicator signs)

    • By selecting an order(ascending or descending, the user needs to configure the following fields:

      • Order By- Select a value option from the drop-down menu to order the sequence of the data.

      • Limit- Set a number to display the requested data by this limit.

• Exclude Global Filter: The view gets excluded from the Global Filter condition by putting a checkmark in the box.

• Show Data Label: The data label is displayed using a checkmark in the given box.

• Enable Base Zero: Base value gets presented from Zero using a checkmark in the given box.

• Show Legend: Displays legend by turning on the radio button. After enabling the Show Legend option, the users need to select the following information:

  • Legend Style: Select one of the following options using the drop-down menu.

    • Fixed

    • Floating

  • The following fields appear when the selected Legend Style option is Fixed.

    • Legend Font Size: This option allows to increase or decrease the font size of the legend.

    • Legend Orientation: This option appears when ‘Show Legend’ is enabled, and the selected ‘Legend Style’ is ‘Fixed.’ Users can choose an option from the given choices using the drop-down menu.

      • Vertical

      • Horizontal

    • Legend Checkbox: Enable this option using a checkmark to add the checkbox beside the Legend.

  ​

View Filter

• Filter: Select a filter condition using the drop-down menu.

Category Axis

• Title: Provide a title for the axis

• Axis Label: Enable the category axis label using a checkmark in the box.

• Label Angle: Select a display angle for the axis label.

Value Axis

• Title: Provide a title for the Primary Value Axis.

• Axis Label: Enable the Primary Value Axis label using a checkmark in the box.

• Format Type: Select a desired format type from the drop-down menu (the provided options for this field are: None, Auto, Percent, Thousand, Lacs, Crore, Million, Billion, Trillion, Quadrillion).

• Currency Type: Select a currency symbol to be displayed in the view (the provided options for this field are: None, Rupees, Euro, Pound, USD, Yen, Cent).

• Precision: Set the after-decimal value (It displays up to 5 precision).

Insights

• Text: Provide any information regarding the chart. If any digit or character is required to be highlighted, put it inside two asterisks. (E.g., *70%* or *skills*).

• Font Size: Set/modify the Font Size of the Insights text.

• Font Color: Select a Font color for the Insights Text.

• Text align: There are three alignments to align the text.

  • Left

  • Right

  • Centre

• Position: There are two options to position the text.

  • Bottom

  • Right

An area chart or area graph displays graphically quantitative data. It is based on the line chart. The primary use of area charts is to show trends over a period.

• The best situation to use an Area Chart: To showcase data that depicts a time-series relationship

• Examples:

  • To view the sales of a manufacturer over a period.

  • To display the quarter-wise revenue growth of an organization.

• Variations of this chart: Group and Stacked Area graphs.

Properties

General Settings

• Style: Select a style to display the data (the provided choices for this field are: Overlaid, Stacked, 100%)

• Order: Select a sequence for displaying information

  • None

  • Ascending

  • Descending

  • Manual Sort (Users can manually sort the dimensions by using the indicator signs)

    • By selecting an order (ascending or descending, users will be required to configure the following fields:

      • Order By- Select a value option from the drop-down menu to order the sequence of the data.

      • Limit- Set a number to display the requested data by this limit.

• Exclude Global Filter: The view will be excluded from the Global Filter condition by putting a checkmark in the box.

• Show Data Label: The data label is displayed using a checkmark in the given box.

• Enable Base Zero: Base value gets presented from Zero using a checkmark in the given box.

• Show Point: Enable the Show Point option using a checkmark in the given box.

• Line Form: Select a line format from the drop-down menu (the provided choices for this field are Curve and Segment)

• Show Legend: Displays legend by turning on the radio button. After enabling ‘Show Legend’, users need to select the following information:

• Legend Style: Select one of the following options using the drop-down menu.

  • Fixed

  • Floating

• The following fields appear when the selected Legend Style option is Fixed.

  • Legend Font Size: This option allows to increase or decrease the font size of the legend.

  • Legend Orientation: This option will be provided when the Show Legend option is enabled, and the selected Legend Style is Fixed. The users can choose an option from the given choices using the drop-down menu.

    • Vertical

    • Horizontal

  • Legend Checkbox: Enable this option by a checkmark to add the checkbox beside the Legend. It helps the users to customize the display of the data (The data for a legend value appears if a checkmark is used in the given checkbox. The data for the unchecked checkbox does not appear).

View Filter

• Filter: Select a filter condition using the drop-down menu.

Category Axis

• Title: Provide a title for the axis.

• Axis Label: Enable the category axis label by using a checkmark in the box.

• Label Angle: Select a display angle for the axis label.

Value Axis

The Area chart contains only one Value Axis to be configured.

• Title: Provide a title for the Primary Value Axis

• Axis Label: Enable the Primary Value Axis label by using a checkmark in the box

• Format Type: Select a desired format type from the drop-down menu (the provided options for this field are: None, Auto, Percent, Thousand, Lacs, Crore, Million, Billion, Trillion, Quadrillion).

• Currency Type: Select a currency symbol to be displayed in the view (the provided options for this field are: None, Rupees, Euro, Pound, USD, Yen, Cent).

• Precision: Set the after-decimal value (It displays up to 5 precision)

Insights

• Text: Provide any information regarding the chart. If any digit or character is required to be highlighted, put it inside two asterisks. (E.g., *70%* or *skills*).

• Font Size: Set/modify the Font Size of the Insights text.

• Font Color: Select a Font color for the Insights Text.

• Text align: There are three alignments to align the text.

  • Left

  • Right

  • Centre

• Position: There are two options to position the text.

  • Bottom

  • Right

The Mixed Chart combines a line chart and a column chart. It can plot 3-series of data on the graph. It is primarily used to emphasize a different series of information.

• The best situation to use a Mixed Chart: To compare multiple categories

• Example: To analyze a company's budget v/s revenue.

• Variations of this chart-The following are the variations for this chart:

  • Use stacked Column charts: Multiple categories can be clubbed together on top of each other, which makes addressing multiple questions easier.

  • Use columns side by side: Comparison between multiple categories becomes easier instead of toggling between charts and data.

  • Add color for quick insight: Where displaying columns with colors allows users to pay immediate attention to the essential tasks.

Properties

General Settings

• Style: Select a style to display the data (the provided choices for this field are Cluster, Stack, Stack Percentage, Stack Overlaid

• Order: Select a sequence for displaying information

  • None

  • Ascending

  • Descending

  • Manual Sort: The user needs to manually sort the dimensions by using the indicator signs. By selecting an order (ascending or descending), the user needs to configure the following fields:

    • Order By- Select a value option from the drop-down menu to order the sequence of the data.

    • Limit- Set a number to display the requested data by this limit.

  • Exclude Global Filter: The view gets excluded from the Global Filter condition by putting a checkmark in the box.

  • Show Data Label: The data label is displayed using a checkmark in the given box.

  • Enable Base Zero: Base value gets presented from Zero by providing a checkmark in the box.

  • Show Point: Enable the Show Point option using a checkmark in the given box.

  • Line Form: Select a line format from the drop-down menu (the provided choices for this field are Curve and Segment).

  • Bar Size: This option helps to set a size for the bars that appear in the Mixed chart.

  • Show Legend: Provide a checkmark in the box to display Legend. After enabling ‘Show Legend,’ users need to select the following information:

    • Legend Style: Select one of the following options using the drop-down menu.

      • Fixed

      • Floating

    • The following fields appear only when the selected Legend Style option is Fixed.

      • Legend Font Size: This option helps to adjust the size of the Legend if the Legend Style is Fixed.

      • Legend Orientation: This option appears when the Show Legend option is enabled, and the selected Legend Style is Fixed. Users can choose an option from the given choices using the drop-down menu.

        • Vertical

        • Horizontal

      • Legend Checkbox: Enable this option using a checkmark to add the checkbox beside the Legend.
  • Slider: Provide a checkmark in the box to enable the slider. If the Disabled option is selected for the slider, then the slider disappears from the View display.

    • Fixed Slider Range: Enable a checkmark in the given box to get a fixed slider range.

View Filter

• Filter: Select a filter condition using the drop-down menu (E.g., ‘Source’ is the selected filter condition in the following image).

Category Axis

• Title: Provide a title for the axis.

• Axis Label: Enable the Category Axis label by putting a checkmark in the box.

• Label Angle: Select a display angle for the axis label.

Primary Value Axis

• Title: Provide a title for the Primary Value Axis.

• Axis Label: Enable the Primary Value Axis label by putting a checkmark in the box.

• Format Type: Select a desired format type from the drop-down menu (the provided options for this field are: None, Auto, Percent, Thousand, Lacs, Crore, Million, Billion, Trillion, Quadrillion).

• Currency Type: Select a currency symbol to be displayed in the view (the provided options for this field are: None, Rupees, Euro, Pound, USD, Yen, Cent).

• Precision: Set the after-decimal value (It displays up to 5 precision).

Secondary Value Axis

Properties for the Secondary Value Axis are displayed when two measures are dragged on the canvas.

• Enable: Put a checkmark in the box to enable the Secondary Value Axis.

• Title: Provide a title for the Secondary Value Axis.

• Format Type: Select a desired format type from the drop-down menu (the provided options for this field are: None, Auto, Percent, Thousand, Lacs, Crore, Million, Billion, Trillion, Quadrillion).

• Currency Type: Select a currency symbol to be displayed in the view (the provided options for this field are: None, Rupees, Euro, Pound, USD, Yen, Cent).

• Precision: Set the after-decimal value (It displays up to 5 precision).

Insights

• Text: Provide any information regarding the chart. If any digit or character is required to be highlighted, put it inside two asterisks. (E.g., *70%* or *skills*).

• Font Size: Set/modify the Font Size of the Insights text.

• Font Color: Select a Font color for the Insights Text.

• Text align: There are three alignments to align the text.

  • Left

  • Right

  • Centre

• Position: There are two options to position the text.

  • Bottom

  • Right

Series Properties

The Series Properties can be configured to access the description and modified display of the Secondary Value Axis. Users can set and modify various aspects of the primary value axis through the Series Properties.

• Access the Secondary Value Axis using the Properties tab and enable it.

• Click the Series Properties provided next to the measure name.

• A new window opens with the name of the selected dimension/series.

• Configure the required details:

  • Aggregation-Select an aggregation using the drop-down menu (By default, it displays the second aggregation type which is Sum)

  • Display Name- Provide a name to be displayed in the legend.

  • Series Type- Select a series type to display the secondary value.

  • Point Shape: Select a point shape using the drop-down menu.

  • Line Type: Select a line type using the drop-down menu. ​

  • Color- Select a color for the series.

  • Data Label Color-Select a color for the Data Label.

  • Data Label Position: Select an option using the drop-down icon.

Conditional Colors

• Select an Operator from the drop-down. The supported operators are displayed in the following image:

• Provide a number for the comparison as per the set operator.

• Select a color using the color pallet for the set condition.

Annotation Settings

Annotation lines in a chart are used to highlight specific points or thresholds for easier analysis and interpretation. They typically represent key events, milestones, or significant values that help provide context or draw attention to important aspects of the data.

• Navigate to the dimension and measure panel on the Design page.

• Select the required dimensions and measures for the given space.

• Click the Play button.

• A View will be plotted based on the selected dimensions and measures.

• Click the ellipsis for the dragged Dimension that contains the Date values.

• A window for the dimension will open on the right side of the page.

• The user can set or modify the dimension's Display Name, Date Interval, and Date Format.

• Open the Chart Properties.

• Go to the Annotation Property section.

• Click the Select Annotation Type option to get the drop-down menu.

• Select an option from the drop-down. The supported Annotation Types are File Upload and Data Sheet.

• By selecting the File Upload option, the user will be redirected to upload a file.

• Click the Choose File option.

• Select a file from the system and upload it.

• The file name of the uploaded file will appear next to the Choose File option.

• Configure the Annotation Property by adjusting the following fields:

  • Select Sheet: Choose the specific sheet to annotate from the drop-down menu.

  • Label Field: Specify which field will be used as the label for your annotations.

  • Annotation Field: Define the field that contains the annotation data.

  • Line Color: Select the color for annotation lines to ensure visibility and distinction.

  • Tooltip Title: Set a custom title for the tooltip that appears on hover.

  • Line Width: Determine the thickness of the annotation lines to suit your preferences.

  • Line Opacity: Adjust the transparency level of the lines for better visual integration with the chart.

• Click the Show Annotation button.

• Enable the Annotation checkbox.
• The Annotation line will appear in the View.
• The user can access the tooltip by hovering the cursor on the annotation line.

  • All the dates for a common year will be plotted together in a column. All the dates for a common year will be plotted together in a column.

Threshold Settings

• Show Threshold Line: Use a checkmark in the given box to display the Threshold lines.

• Threshold 1: Set a value for the first threshold line.

A Scatter plot is a two-dimensional data visualization that uses dots to represent the values obtained for two different variables - one plotted along the x-axis and the other plotted along the y-axis.

• Best Situation to use Scatter Plot Chart: Scatter plots display a correlation between two variables (x and y-axis) to compare large numbers of data points without regard to time.

• Variations of this Chart: Bubble Plot chart (3D), Density Plot (2D)

Properties

General Settings

• Exclude Global Filter: The view gets excluded from the Global Filter condition by putting a checkmark in the box.

• Show Data Label: The data label is displayed using a checkmark in the given box.

View Filter

Filter: Select a filter condition using the drop-down menu.

Primary Value Axis

• Title: Provide a title for the Primary Value Axis.

• Axis Label: Enable the Primary Value Axis label using a checkmark in the box.

• Format Type: Select a desired format type from the drop-down menu (the provided options for this field are: None, Auto, Percent, Thousand, Lacs, Crore, Million, Billion, Trillion, Quadrillion).

• Currency Type: Select a currency symbol to be displayed in the view (the provided options for this field are: None, Rupees, Euro, Pound, USD, Yen, Cent).

• Precision: Set the after-decimal value (It displays up to 5 precision).

Insights

• Text: Provide any information regarding the chart. If any digit or character is required to be highlighted, put it inside two asterisks. (E.g., *70%* or *skills*).

• Font Size: Set/modify the Font Size of the Insights text.

• Font Color: Select a Font color for the Insights Text.

• Text align: There are three alignments to align the text.

  • Left

  • Right

  • Centre

• Position: There are two options to position the text.

  • Bottom

  • Right

The Circumplex chart, also known as the Polar Area chart or Nightingale Rose chart, is a combination of the Bar chart and Pie chart. Each category may have more than one sub-category, where a section of the disc shows that each subcategory and each section has the same angle. The value of the corresponding sub-category is shown through the area. By changing the radius in a Circumplex chart, users can adjust the area of each segment (based on data).

• Best Situations to Use a Circumplex chart: To display manifold data in the form of a two-dimensional chart of three or more measurable variables represented on axes starting from the same point.

Properties

General Settings

• Exclude Global Filter: The view gets excluded from the Global Filter condition by putting a checkmark in the box.

• Series Color: Select the color for the series using the available color menu.

• Enable Base Zero: Base gets presented from Zero using a checkmark in the provided box.

• Clockwise Direction: the data values are displayed in a clockwise manner by enabling a checkmark in the given box.

• Show Legend: Displays legend by turning on the radio button.

• Legend Style: Select one of the following options using the drop-down menu.

  • Fixed

  • Floating

• The following fields appear when the selected Legend Style option is Fixed.

  • Legend Font Size: This option allows to increase or decrease the font size of the legend.

  • Legend Orientation: This option appears when ‘Show Legend’ is enabled, and the selected ‘Legend Style’ is ‘Fixed.’ Users need to select an option out of the given choices using the drop-down menu.

    • Vertical

    • Horizontal

View Filter

• Filter: Select a filter condition using the drop-down menu.

Series Color

• Click the Add Color option to add a new series color.

  • Each added color field contains an auto-selected color to display a series.

  • The user can modify the auto-selected colors by using the color pallet.

Chart Properties

• Clockwise Direction: Enable the clockwise direction to display the data values in the clockwise pattern in the chart.

• Web Stroke Color: Select a color from the given menu.

• Category Stroke Color: Select a color using the given menu.

• Category Label: Enable the given box to display the category labels.

• Doughnut Width: Set (increase/decrease) the width of the doughnut.

• Web Type: Select an option from the drop-down menu.

  • Polygon

  • Circle

Value Axis

• Axis Label: Enable the Primary Value Axis label using a checkmark in the box.

• Format Type: Select a desired format type from the drop-down menu (the provided options for this field are: None, Auto, Percent, Thousand, Lacs, Crore, Million, Billion, Trillion, Quadrillion).

• Currency Type: Select a currency symbol to be displayed in the view (the provided options for this field are: None, Rupees, Euro, Pound, USD, Yen, Cent).

• Precision: Set the after-decimal value (It displays up to 5 precision).

Insights

• Text: Provide any information regarding the chart. If any digit or character is required to be highlighted, put it inside two asterisks. (E.g., *70%* or *skills*).

• Font Size: Set/modify the Font Size of the Insights text.

• Font Color: Select a Font color for the Insights Text.

• Text align: There are three alignments to align the text.

  • Left

  • Right

  • Centre

• Position: There are two options to position the text.

  • Bottom

  • Right​

The Tree Map charts are mainly used to demonstrate vast amounts of classified data. It can be the best choice when users want to view all their hierarchical data at one time. Each rectangle represents a branch in a tree, and it shows how much data it comprises. The size and position of the boxes are based on the quantitative variable used for the chart. Patterns across the data can be identified using the size and color of the boxes.

• The best situation to use TreeMap: To view all the hierarchical data at one time.

• Variations of this chart: Each rectangle can be colored differently so the user can understand by a glance how the hierarchical data is structured.

Properties

General Settings

• Order: Select a sequence for displaying data

  • None

  • Ascending

  • Descending

  • Manual Sort

• By selecting an order (ascending or descending), users will be required to configure the following fields:

  • Order By- Select a value option from the drop-down menu to order the sequence of the data

  • Limit- Set a number to display the requested data by this limit

• Exclude Global Filter: The view gets excluded from the Global Filter condition by turning on the radio button

• Show Data Label: The data label is displayed by turning on the radio button

• Gradient: Enable or disable the color gradient effect on the chart using the checkmark in the box.

  • By enabling the Gradient option, the user gets redirected to select Start Color and End Color from the respective menus.

  • The user gets redirected to select Color for the TreeMap sections by disabling the Gradient option.

View Filter

• Filter: Select a filter condition using the drop-down menu (E.g., ‘Source’ is the selected filter condition in the following image).

Axis

• Format Type: Select a desired format type from the drop-down menu (the provided options for this field are: None, Auto, Percent, Thousand, Lacs, Crore, Million, Billion, Trillion, Quadrillion).

• Currency Type: Select a currency symbol to be displayed in the view (the provided options for this field are: None, Rupees, Euro, Pound, USD, Yen, Cent).

• Precision: Set the after-decimal value (It displays up to 5 precision).

E.g., The image displays the Sum of Experience sliced based on Team.

Insights

• Text: Provide any information regarding the chart. If any digit or character is required to be highlighted, put it inside two asterisks. (E.g., *70%* or *skills*).

• Font Size: Set/modify the Font Size of the Insights text.

• Font Color: Select a Font color for the Insights Text.

• Text align: There are three alignments to align the text.

  • Left

  • Right

  • Centre

• Position: There are two options to position the text.

  • Bottom

  • Right