Interactive Chart Tool

A chart can include one or more layers of data, a title, a legend, notes, and hover text.

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.

Area

A type of chart that displays a relationship of how data changes over time.

To create an Area chart:

1. Run the workflow.
2. Click Configure Chart in the tool configuration window.
3. Under Create > Layer, click Add Layer.
4. Add a Name to the layer.
5. Select the area Type.
6. Select the Data for the columns to use as the values for the X and Y axes.

Bar

A type of chart that displays categorical data vertically and horizontally, with rectangular bars of heights or lengths proportional to the values they represent.

To create a Bar chart:

1. Run the workflow.
2. Click Configure Chart in the tool configuration window.
3. Under Create > Layer, click Add Layer.
4. Add a Name to the layer.
5. Select the Bar Type.
6. Under Orientation, click the Horizontal button.

Options

Labels

To add labels to a bar chart:

1. Create a bar chart.
2. Navigate to Style > Layer submenu.
3. Select a field to use for labels from the Text drop-down. It is recommended to select the Y axis.
4. Make a selection from the Position drop-down to display the labels (it will default to None).
   • Definitions:
     • None: Do not display the labels.
     • Auto: Prefer to display labels inside the bar unless text does not fit - it will be displayed outside of the bar.
     • Inside: Always display labels inside of the bar.
     • Outside: Always display labels outside of the bar.

Constrain is an optional field that will manipulate label formatting to best remain tied to the bar on which it labels.

• Definitions:
  • Inside: An attempt to manipulate the labels, to keep them within their corresponding bar. Commonly used with Position = Inside.
  • Outside: An attempt to manipulate the labels, to keep them no wider than the width of their corresponding bar. Commonly used with Position = Outside.
  • Both: An attempt to manipulate labels, to constrain *Inside,if positioned Inside, and constrain Outside, if positioned Outside. Commonly used with Position = Both.
  • None: No attempt to manipulate or constrain labels. All will have the same formatting.

Secondary Y-axis:

1. Create an Area, Box, Candlestick, Scatter, Line, or Bar chart.
2. Add a second layer from the create layer; an Area, Box, Candlestick, Scatter or Line (not a bar chart).
3. Select the checkbox for Secondary Y-Axis, directly below the final field selection.
4. To format the axis, navigate to Style > Axis submenu, and select a new axis to make changes.

Column

A type of chart that displays values for categorical data as rectangular bars of heights or lengths proportional to the values they represent.

To create a Column chart:

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

Stacked Bar

A type of chart that displays an extra level of detail within a simple bar chart, and allows you to see how subgroups of data contributes 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. Add a Name to the layer.
5. Select the Bar Type.
6. Under Style > Layer select Stack from Bar Mode.
7. Under Orientation, click the Vertical or Horizontal button.
8. Add a second layer, and repeat the process until satisfied with the layering results for your data.

Options

Use the Split functionality to create the additional layers.

Box and Whisker

A type of chart that shows groups of numerical data distributed by their quartiles.

To create a Box and Whisker chart:

1. Run the workflow.
2. Click Configure Chart in the tool configuration window.
3. Under Create > Layer, click Add Layer.
4. Add a Name to the layer.
5. Select the Box and Whisker Type.
6. Select the Data for the columns to use as the values for the X and Y axes.

Candlestick

A type of chart that displays the price movements of a financial asset for a specific period.

To create a Candlestick chart:

1. Run the workflow.
2. Click Configure Chart in the tool configuration window.
3. Under Create > Layer, click Add Layer.
4. Add a Name to the layer.
5. Select the Candlestick chart Type.
6. Select the Data for the columns to use as the values for the X, Open, High, Low and Close axes. Definitions:

• Open: The value for an opening price in the time period.
• High: The value for a high price in the time period.
• Low: The value for a low price in the time period.
• Close: The value for a closing price in the time period.

Heatmap

A type of map in which data values are represented as colors.

To create a Heatmap chart:

1. Run the workflow.
2. Click Configure Chart in the tool configuration window.
3. Under Create > Layer, click Add Layer.
4. Add a Name to the layer.
5. Select the Heatmap chart Type.
6. Select the Data for the columns to use as the values for the X, Y, and Z axes (Z: Representing values for a color gradient, in sections of the heatmap).

Line

A type of chart which displays information as a series of data points connected by straight line segments.

To create a Line chart:

1. Run the workflow.
2. Click Configure Chart in the tool configuration window.
3. Under Create > Layer, click Add Layer.
4. Add a Name to the layer.
5. Select the Line chart Type.
6. Select the Data for the columns to use as the values for the X, Y axes.

Scatter

A type of plot that displays values for at least two variables, showing the correlation between two numerical sets of data.

To create a Scatter chart:

1. Run the workflow.
2. Click Configure Chart in the tool configuration window.
3. Under Create > Layer, click Add Layer.
4. Add a Name to the layer.
5. Select the Scatter chart Type.
6. Select the Data for the columns to use as the values for the X, Y axes.

Options

Bubble chart: A variation of a scatter chart where data points are replaced with bubbles, with an additional dimension of the data represented in the size of the bubbles.

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. Add a Name to the layer.
5. Select the Scatter chart Type.
6. Select the Data for the columns to use as the values for the X, Y axes.
7. Under Create > Transforms, click Split.

8. Select the column to split the data on.

9. 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.

Pie

A type of chart that displays data as a circle (divided into slices) to represent a numerical proportion.

To create a Pie chart:

1. Run the workflow.
2. Click Configure Chart in the tool configuration window.
3. Under Create > Layer, click Add Layer.
4. Add a Name to the layer.
5. Select the Pie chart Type.
6. Select the Data for the columns to use as the values for the X, Y axes.

 

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.

• 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.
• Under Style, click to configure the Default Font, Layer, Chart, Axes, Legend.
  • Note: Add a note and arrow to the chart. Click and drag the note to move it to a new location on the chart.
  • Click the X to close the Interactive Chart window, and return to the workflow.

The chart title, axes titles, legend text, and notes can be edited by clicking directly on the chart. Add a link to text by specifying a URL. Hover over the area at the top of the Interactive Chart window to view Zoom, Pan, Zoom In, Zoom Out, Reset Axes, Show Axes Lines, and Save as PNG options.

Save a chart and all its 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.