The chart’s analytical pane is available below the pivot table: The chart area presents data on the pivot data in a user-friendly visual form. The pivot table works in synergy with the chart. This means that any change made to the pivot table in the analysis dynamically changes the chart area. For example, if you apply a filter that restricts the data to one value in the table, the values displayed in the chart will also change. Example: There are two elements in the analysis: Sales Quantity and Customer Abbreviation. Pivot table view: Chart view: The customer with the highest turnover is then filtered out. Pivot table view: Chart view: To edit the chart, select the chart area and then expand the right formatting pane:

Templates

In the Templates tab, you can edit the type of presented chart and its template.

Chart types

You can define a chart type to be presented in the analysis. A chart type can be defined either for the whole chart (by selecting its entire area): or for a specific column (measure) in the chart: You can define multiple chart types in the work pane. The chart contains 3 types of values: Sales Quantity, Sales Value and Purchases Quantity. For:

• Sales Quantity, the chart type was set to line chart
• Sales Value, the chart type was set to bar char
• Purchases Quantity, the chart type was set to scatter chart

Selectable chart types are:

• column chart
• line chart
• area chart
• pie chart
• scatter chart
• waterfall chart

Templates

You can define a template of the selected chart.

Uwaga

Depending on the type of selected chart, the available templates may vary.

Available templates are: For column charts, bar charts, stacked charts:

• Classic – presents data as separate columns, side by side on the x-axis with the values represented on the y-axis
• Stacked – shows sums of values for different categories, but in such a way that each value within a category is added at successive column levels, creating a “stacked” column
• Stacked 100% – shows data in a similar way to the stacked chart, except that each column is normalized to 100%

For pie charts:

• Pie – shows data as a circle divided into slices, with each slice representing the percentage of a category relative to the whole
• Doughnut – similar to the pie chart, but with a hollow center to create a 'ring' effect For scatter charts:
• scatter plot - shows data as individual points on a two-dimensional coordinate system, with each axis representing a different variable
• bubble plot – an extension of the scatter plot chart, where the size of each dot (bubble) increases or decreases depending on the value represented in the dot

For cascade charts:

• Waterfall

Data in this chart show changes in value over time or due to various factors. Each bar indicates an increase or decrease in value relative to the previous level. The bars are arranged in a way that creates a "waterfall" visualization, where values are gradually added or subtracted. This illustrates how individual elements impact the final result. In addition to defining the template, you can also change the orientation of the displayed values:

•  vertically

•  horizontally

Options and style

In this tab, you can manage the features of the labels and the chart legend.

 Standard labels

Selecting the option Show standard labels shows data labels in the chart as attached to and visible constantly in the chart.

 Additional labels

Selecting the option Show additional labels will activate a label with value upon hovering the mouse cursor over the column.

Legend

in the legend section, you can edit the legend and its parameters

• Show legend – when selected, it adds a legend into a chart

•  Auto-hide legend – when selected, it hides the legend when the browser window is reduced to a size that does not allow it to be clearly shown on the chart.

•  Legend orientation – this option is used to define the location of the legend on the chart.

Selectable options are:

• Legend inside the chart area

•  Legend outside the chart area

•  Legend position relative to chart – this option is used to set the position of the legend on the chart. By default, it always takes the position "bottom to center".

Axes and grid

In this tab, you can define whether the header/value axes are to be visible/invisible

Colors

This tab provides the chart coloring options. Coloring, as with the chart type, can be defined for the entire chart: or for a specific series:

•  Background color – used to define the background color of the chart (the default color is white)

•  Color palette – used to customize the color scheme of the data displayed on the chart:

  The cascade chart is the only one that has the option Auto-color series: Selecting this option automatically adjust the colors based on the characteristics of the constant values. Increasing values will be colored one color, while decreasing values will be colored another.

A pivot table is a tool that quickly summarizes and analyzes large data sets. The pivot table in Comarch BI Point application is used to:

• Summarize data

The pivot table allows you to summarize large amounts of data to easily understand the general overview.

• Move and organize data

It moves and organizes data in a way that facilitates analysis. You can easily rearrange the data by dragging and dropping the appropriate fields.

• Filter data

Pivot tables allow you to filter data by various criteria so that you can focus on specific aspects of your analysis.

• Calculate totals, averages, etc.

It automatically calculates totals, averages, minimums, maximums and other functions for selected data.

• Update data dynamically

The pivot table automatically adjusts to changes in the source data. When data is updated or modified, the pivot table also updates.   Additional features available directly in the pivot table are:

• Lock row headers

The option Lock row headers is used to keep row headers visible even when scrolling through large data sets. When row headers are locked, the first row always remains visible at the top of the sheet, even when you scroll down the page. This makes it easier to identify the data in a particular row, especially when you have a lot of data and have to scroll through the sheet to see everything.

• Transpose rows and columns

Transposing rows and columns means swapping the orientation of the data in the sheet. If you have data organized in columns, transpose will convert them into rows and vice versa.

• Other features

such as Save to File (which exports a table to a file). Expand All and Collapse All.

Wskazówka

To add data to a pivot table, use the left data dashboard.  

Wskazówka

Use the right formatting pane to format the template and cells.

 

Context-based actions

Depending on the selected pivot table item, there are additional options designed specifically for the selected area.

1. Selecting a pivot table area

Activates two actions at the top, which you can carry out from the context menu: The two actions are:

• Copy - used to copy the entire pivot table

 

• Show formatting pane – expands analysis left pane designed for formatting the view

 

2.Actions available when selecting a dimension name

Upon selecting a dimension, you can filter out the dimension data in the context pane. Selectable options are:

• Filter – opens the left pane of data filtering

• Sort by (OLAP model only) – sort options available for OLAP models. This option is not available for analyses based on other data models.

• Sort by ascending/descending

• Change value format – expands the right formatting pane, where you can change the format in which the values are displayed

• Dimension custom name – used to change the attribute name displayed in the analysis

• Show formatting pane – expands analysis right pane designed for formatting the view

 

3. Actions available when selecting attribute element in a pivot table

Selecting an attribute element (attribute value) activates the context menu. Selectable options are:

• Copy – copies attribute name

• Sort by ascending/descending

• Show selected element only – when selected, only the selected element in the pivot table is filtered out automatically

• Hide selected element – hide the selected element in the pivot table

• Change value format – expands the right formatting pane, where you can change the format in which the values are displayed

• Custom name – used to change the name of the attribute element displayed in the analysis

• Show formatting pane – expands analysis right pane designed for formatting the view