Configuring your chart

Renaming your widget

To rename the widget, click the Edit icon, then specify a Widget name.

Changing your chart type

To change the chart type, navigate to the Chart Type tab and select a different chart type. Any incompatible charts are not available.

Editing your query

To edit the query:

1. Navigate to the Query tab.
2. Edit the query or specify a new one.
3. Click Validate to re-validate the query.
   Note: You must re-validate the query if you make any changes. The Render Chart option is not available unless the query has been validated.
4. Click Render Chart.

Configure your chart setup

Use Chart Setup to configure how the measures, category, colors, and trellises are rendered in the widget. If you have multiple measures, you can apply different chart types for each measure within the same chart. For example, you can set one measure as a bar graph and another measure as a line graph to better show the data.

Selecting your chart mode

To change the chart mode, navigate to the Chart Mode tab and select a different chart mode.

Auto

Automatically selects the chart mode based on your chart's characteristics.

Standard

Displays all the elements for your chart.

Reduced

Displays a compressed axis for your chart.

Basic

Displays your chart without the X or Y axes.

Minimal

Displays a minimal chart without axes and a chart legend.

The changes are displayed in the preview.

Select your chart options

To change the chart options, navigate to the Chart Options tab and manage the chart display options.

Display Values

Enable this setting to display the values in your chart.

SVG Mode

Enable this to use scalable vector graphics (SVG) for your chart.

X-axis tickmarks labels

Enable this to display tickmark labels on the X-axis.

Y-axis tickmarks labels

Enable this to display tickmark labels on the Y-axis.

The changes are displayed in the preview.

Adding conditional formatting

You can configure and enable conditional formatting so that measures are displayed in a specific color if a certain value or threshold is met. For example, you can set an attribute or measure to display in green for values above 90%, yellow if it is between 80%-89%, and red if the values are below 80%.

Adding and managing context messages

You can add context messaging to your widget to provide additional information based on the data and its results. This supplementary messaging could be clarifying a time period, a description of a specific data point, used to guide the viewer's interpretation, emphasizing important trends, and so on.

1. Navigate to the Context Message tab in the Widget Configuration window.
2. Click the Edit icon for the Message Name to specify a name for the message.
3. Expand the mapping section for your context message.
4. Select an Operator of Greater than, Less than, or Equal.
5. Select a Multiselect Type of AND or OR.
6. Specify a Key Name/Path. You can query JavaScript objects using expressions. For example: $.entities[?(@.entityType == "InforItemMaster")].id1
   Note: You can click JSON Help to view guidelines and tips for specifying your JSON Path.
7. Specify the full name of a column from the subject area you want to map in the Column Name field.
8. Optionally, click +Add to add a new mapping.
9. Click Save.

You can also manage existing context messages in a widget:

1. In the Context Message tab, click the Delete icon for a mapping to delete a message mapping.
2. To specify a name for the message, click the Edit icon for the Message Name.
3. Expand the mapping for your context message to make your changes to the message.
4. Click Save.

Adding and managing hyperlinks

You can add a hyperlink as a drillback to your widget. During the widget creation:

1. Navigate to the Hyperlink tab in the Widget Configuration window.
2. Specify the name of your hyperlink in Name of hyperlink.
3. Specify the URL for your hyperlink in Enter URL. The Add Hyperlink option becomes enabled after you specify a URL.
4. Click Add Hyperlink to add the hyperlink to the widget.
5. Click Finish.

Using segments

To use the Segment chart configuration, navigate to Segment Editor and set the number of distinct segments to display in the chart.

Depending on how many segments you select, the chart aggregates or groups the underlying data. For example, if you select a lower number of segments, the chart combines similar data points into larger groups. If you select a higher number, the chart might split existing groups or show more granular data that was previously aggregated.

Configure your data formatting

To format and configure the data in the chart, select Data Formatting and configure these settings:

1. Navigate to the Data Formatting tab in the Widget Configuration window.
2. Select the Units to set how the units of measurement are displayed with the data. You can select:
   • Auto
   • None
   • K (divide by 1,000)
   • M (divide by 1,000,000)
   • B (divide by 1,000,000,000)
   • % (multiply by 100)
3. Select a Suffix (a character or group of characters) that displays after the displayed data value. For example, %.
4. Select the number of decimal places to be used for numerical data in the Decimal Precision list. You can select:
   • Auto
   • All
   • 0 Decimal
   • 1 Decimal
   • 2 Decimals
   • 3 Decimals
   • Custom
     Note: Specify the number of decimals if you select Custom.
5. Select the Currency and currency symbol to be displayed with numerical data representing monetary values.