Interactive Chart Tool

Interactive Chart Tool

Version:
Current
Last modified: December 27, 2019

Use the Interactive Chart tool to visualize data in your workflow by creating charts, such as: interactive and multi-layered bar charts, line graphs, scatter plots, pie charts, and more. You can use your dataset to calculate the sum, count, average, minimum, and maximum of your selected choosing. Output your results as different file types using the Render Tool.

Configure the Tool

By running the workflow, before opening the tool, you can see a preview of your chart within the Interactive Chart tool. Add a layer - a level of data that can be stacked with additional information to enrich your chart further.

Create a Chart

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

The Interactive Chart tool in this image is displaying two layers of information at once; a bar chart and a line gvraph to distinguish the difference, and a legend to explain the two colors used for each graph.
Area

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

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).
    • 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: an optional field that will manipulate label formatting to best remain tied to the bar on which it labels.

  • 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.

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 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. 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.

Candlestick

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:
    • 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

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

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 and Y axes.
Pie

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 Labels and Values axes.
Scatter

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 and 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 columns to use as the values for the X and 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.

Charting Options

Batch

Batching allows you to quickly create multiple charts from a single chart definition, eliminating the need to create individual charts.

Example

You want to show Sales by Product and to batch by Store ID. The batched charts will include a chart for each Store ID, showing the Sales by Product.

To Batch your chart select Batch from the side menu, located under Batch.

  • Batched Charts > Select On or Off. If selecting On: Select Columns to Group By > Group By > Select Group from the drop-down list.
  • Custom Title for Batched Charts. If selecting On type ‘$’ to use a group value in the title.
Perform an Aggregation

Aggregations can only be performed on the X or the Y values — not both.

  1. Select Configure Chart in the tool configuration window.
  2. Under Create> Layer, select Add Layer.
  3. Select the chart type.
  4. Select columns to use as the values for the X and Y axes. Select the X or Y axis > Select Add Calculation > Select Count (or one of the many other options).
Secondary Y-Axis

To create a Secondary Y-Axis create an Area, Box, Candlestick, Scatter, Line, or Bar chart.

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

 

Style Options

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.

Chart

Select the size, background color, margins and padding for the chart, and add a chart title.

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.

Legend

Show a legend for the chart, and select the legend box font, color, and location. Select 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, Select to configure the Default Font, Layer, Chart, Axes, Legend.

Add a note and arrow to the chart. Click and drag the note to move it to a new location on the chart.

Notes

To add notes to your chart click the Note button >Add new text:

  • Rich Text.
  • LaTeX.

Options:

  • Font > Select from the drop-down list.
  • Size Pixel > Select the size.
  • Color > Select the color from the palette.
  • Angle > Select from the up-and-down arrows to increase or decrease.
  • Arrow > Select Show or Hide.
  • Width Pixel > Select the size from the up-and-down arrows to increase or decrease.
  • Color > Select the color from the palette.

Click the X to close the Interactive Chart window, and return to the workflow.

Additional Information

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 and Import a Chart Template

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.

You will need the same field names flowing into the tool for the chart to render.

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.
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