Creating and customizing charts

    Please see the attached pdf article to understand how to create, format and customize and charts in the new ProView. This article is geared towards clients with Advanced ProView.


    Working With Charts                                             


    For Editors and Clients with ProView Advanced


    In this chapter we’ll discuss how you can use the Configuration pane to configure the layout and appearance of your charts.

    Topics in this chapter relate to how you can use the Report Editor’s Configuration pane for:

    • Customizing chart colors
    • Designating primary and secondary axes
    • Global report settings


    The Configuration pane is available for all report types, although for headline reports and tables the options available are mainly limited to basic formatting and establishing drill in drill paths. Additional configuration options are available for chart types—though the precise options available may change depending on which chart type you have selected.

    To access the Configuration pane, in the upper right corner of the Report Editor, select the << Show Configuration link:




    The Configuration pane is divided into a number of sub-panes.  In the sections ahead, we’ll discuss each of these sub-panes in turn.


    Configuration Sub-pane

    At the top of the Configuration pane, the Configuration sub-pane determines how the metrics and attributes of your report will be displayed.


     Each metric and attribute defined in a given report is displayed as a drag-and-drop component:

    Report components can be dragged under different headings within the Configuration sub-pane to alter the way they are displayed on a chart:

    • Horizontal (X): represents the report component(s) that will be displayed horizontally along the x-axis.
    • Vertical (Y): represents the report component(s) that will be displayed vertically along the y-axis.
    • Series: determines how multiple metrics will be displayed within the same chart  (e.g. a line chart with multiple lines, a pie chart with multiple slices, a bar chart with two bars for each value of an attribute).


    For example, from the Configuration sub-pane visual above we know that the attribute Quarter/Year (Closed) is currently displayed vertically along the y-axis. But I’d prefer to display my time attribute across the horizontal x-axis of my line chart.
    To change the orientation of the chart, drag the Quarter/Year (Closed) component under the Horizontal (X) heading. Then drag the Metric Values component under the Vertical (Y) heading:




    Click Apply when you are ready to save your changes and recomputed your report.


    Customizing Chart Colors

    You can specify the colors used in a chart using the Set colors link in the Configuration sub-pane.

    If no chart series is specified in the Configuration sub-pane any color you choose will affect the entire chart.

    When a chart series is established, you can color code metrics in distinct colors.



    Designating Primary and Secondary Axes


    Reports with two metrics that are measured with distinct units can be augmented by adding a secondary axis. Each metric in such reports is then assigned to the primary or secondary axis.

    Primary and secondary axes can be assigned to charts that are vertically oriented (metrics are displayed vertically along the y-axis) or horizontally oriented (metrics are displayed horizontally along the x-axis):

    •  When charts are vertically oriented (metrics displayed along the y-axis) the primary axis runs along the left side of the chart and the secondary axis runs along the right side of the chart.


    • When charts are horizontally oriented (metrics displayed along the x-axis) the primary axis runs along the bottom of the chart and the secondary axis runs along the top of the chart.



    In reports with two or more metrics, you can assign metrics to the primary or secondary axis using the dropdown arrow that appears in the Metric Values component:



    Advanced Configuration Sub-pane


    The Advanced Configuration sub-pane contains three headings that can be expanded by selecting a [+] icon. At any time, you can select a [–] icon to collapse options displayed under a given heading.



    Configuration options differ for axes associated with an attribute and axes associated with one or more metrics.



    Displaying Attribute Values Along a Chart’s Axis


    Axes that are associated with an attribute have axis-labeling options only.




    Displaying Metric Values Along a Chart’s Axis


    Axes that are associated with a metric offer several additional options, such as Axis min and max, and Number of ticks.


    Tip: The label assigned to a chart's axis is inherited from the tabular view of that chart's data. To change an axis' label, toggle to a tabular view by

    clicking the Table visualization icon. Double click a column header to edit its contents. Press the enter (return) key to finalize your new header name. When you’re ready, return to the chart visualization of your choice. Notice how the axis label has changed to conform to the new name of the associated column header.


    Chart Type Dropdown


    In the case where two or more metrics have been added to the report an additional dropdown appears: Chart type. Chart type is useful for displaying multiple metrics on the same chart in different ways. When multiple chart types are combined within the same chart, we call this a Combo or Custom chart.




    In the example below, the chart displays both metrics along the y-axis but Avg. Won metric is presented as a line chart while the Productive Reps metric is presented as a bar chart.



    No matter the original chart type (Bar, Line, or other), once a report editor has opted to present report metrics as different chart types from the Advanced Configuration sub- pane, the report’s chart type will automatically change to Custom. Note how this is reflected with the appearance of a new icon in the upper right corner of the page.




    Global Settings


    Global Settings, found at the bottom of the Advanced Configurations sub-pane offers display options such as text font size and additional labeling options.

    NOTE: The options available under Global Settings may change depending on the type of chart at hand. For example, only Line and Area charts offer line-smoothing options. Only Pie, Donut, Funnel, and Stacked Bar charts allow you to display chart data values as a percentage of a whole.