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 vertically with rectangular bars of heights or lengths proportional to the values they represent.
  • Options
    • Column - Displays values for categorical data as rectangular bars of heights or lengths proportional to the values they represent.
    • Stacked bar - Displays an extra level of detail within a simple bar chart and allows you to see how subgroups of data contribute to the total.
• 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.
  • Options
    • Bubble - Displays an added dimension in a scatter plot represented by the plotted value.
• 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.
Split data into multiple layers

Under Create > Transforms, click Split to separate data into multiple layers and style each layer of a chart based on the number of different values within a column. The Transforms option is available for Area, Bar, Box, Line, and Scatter charts.

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.

A bar chart displays categorical data with rectangular bars of heights or lengths proportional to the values they represent. A stacked bar chart displays an extra level of detail within a simple bar chart and allows you to see how subgroups of data contribute to the total.

To create a stacked bar chart:

1. Run the workflow.
2. Click Configure Chart in the tool configuration window.
3. Under Create > Layer, click Add Layer.
4. Select the chart Type of Bar.
5. Select columns to use as the values for the X and Y axes.
6. Under Create > Transforms, click Split.
7. Select the column to split the data on.
8. Under Style > Layer, select Stack from Bar Mode.

You can create a scatter plot and then configure the settings to create a bubble chart. The bubble chart displays an added dimension in a scatter plot represented by the plotted value.

To create a bubble chart:

1. Run the workflow.
2. Click Configure Chart in the tool configuration window.
3. Under Create > Layer, click Add Layer.
4. Select the chart Type of Scatter.
5. Select columns to use as the values for the X and Y axes.
6. Under Create > Transforms, click Split.
7. Select the column to split the data on.
8. Under Style > Layer, set the Size to Variable, and then select another column to change plotted size on. The tool will create bubbles scaled to the size of the value in the column you select.

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.