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.
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.