Interactive Chart Tool

1. Run the workflow.
2. Click Configure Chart.
3. Under Create > Layer, click Add Layer.
4. Type a Name for the layer.
5. Select the chart Type.
Chart types
• Area: Displays a relationship of how data changes over time.
• Bar: Displays categorical data with rectangular bars of heights or lengths proportional to the values they represent.
• Box and Whisker: Displays groups of numerical data distributed by their quartiles.
• Candlestick: Displays the price movements of a financial asset for a specific period.
• Heatmap: Displays a map in which data values are represented as colors.
• Line: Displays information as a series of data points connected by straight line segments.
• Scatter: Displays values that show the correlation between two numerical sets of data.
• Pie: Displays data as a circle divided into slices to represent a numerical proportion.
6. Select columns to use as the values for the X and Y axes.
7. Under Style, click to configure the Default Font, Layer, Chart, Axes, Legend, and Notes:
Style options
• Default Font: Select the default font, font size, and font color for the chart. Edits made to the font for the chart title, axes titles and labels, legend text, and notes will override the default font.
• Layer: Select colors and show values when the cursor hovers over a data point on the chart. Many of the options depend on the type of chart selected.
• Chart: Select the size, background color, margins and padding for the chart, and add a chart title.
• Axes: Add a title for each axis, adjust the range of values that display, and show grid lines and labels. The font for the axes titles and labels can be customized.
• Legend: Show a legend for the chart, and select the legend box font, color, and location. Click and drag the legend to move it to a new location on the chart. For a layer to show in the legend, it must be enabled under Style > Layer.
• Note: Add a note and arrow to the chart. Click and drag the note to move it to a new location on the chart.
8. Click the X to close the Interactive Chart window and return to the workflow.

Save a chart and all settings as a template, which can be imported into an Insight tool or a different Interactive Chart tool in a workflow.

To save a chart as a template:

1. Under Create, click Template.
2. Type a Template Name.
3. Click Save.

To import a saved template:

1. Under Create, click Template.
2. Click the name of the template.
3. Click Import.

Once you have created a single chart, you can batch it and output a set of charts. Select the data to group by to create a separate chart for each group of data.

To create a batched chart:

1. Create a chart.
2. Under Batch, click Batch.
3. Click On.
4. In Group By, select a column to group the data.
5. To create a custom title for the batched chart, type in the title editor.
6. View each chart by clicking the page numbers at the top.