{"id":35606,"date":"2018-01-16T10:30:06","date_gmt":"2018-01-16T02:30:06","guid":{"rendered":"http:\/\/localhost\/help\/?page_id=35606"},"modified":"2019-10-17T15:03:42","modified_gmt":"2019-10-17T07:03:42","slug":"faq-configuring-charts-4-5-0","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-resources\/faq-configuring-charts\/faq-configuring-charts-4-5-0\/","title":{"rendered":"FAQ – Configuring Charts (4.5.0)"},"content":{"rendered":"

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This article applies to versions 4.5.0 - 4.5.4 of P2 Explorer. For the latest, see FAQ - Configuring Charts<\/a>.<\/p>\n

How do I update a variable from a chart?<\/h2>\n

It is possible to configure a chart such that when a user clicks on an area of the chart, this updates a variable on the page with the selected X Axis value (the variable is then used by other page components, such as a text label, or a parameter to a dataset query, or a variable for a hyperlink).<\/p>\n

To configure the chart to update a variable, follow the steps below.<\/p>\n

Step 1: Add a text variable to the page defaults, and give it a value. See<\/em> Default Values<\/a>.<\/p>\n

Step 2: Click the chart to configure it. Now click the X Axis<\/strong> on the chart's properties to expand the X Axis properties, and select the new variable name from the Selected<\/strong> drop-down list. See<\/em> Charts<\/a>.<\/p>\n

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Note:<\/strong> Ensure that the chart is a discrete chart<\/em>, i.e. the X Axis<\/em> Data Type<\/strong> must be String<\/em>.<\/p>\n

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Read more: Variables<\/a><\/p>\n

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How do I add a label?<\/h2>\n

First click on the chart to configure it.<\/p>\n

To add an X Axis label: click X Axis<\/strong> on the chart's properties to expand the X Axis properties. For the Label<\/strong>, either keep Text<\/em> and type a label in the edit box, or select Variable<\/em> and then select a variable from the drop-down list.<\/p>\n

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To add a Left Y Axis label: click Left Y Axis<\/strong> on the chart's properties to expand the Left Y Axis properties. For the Label<\/strong>, either keep Text<\/em> and type a label in the edit box, or select Variable<\/em> and then select a variable from the drop-down list.<\/p>\n

To add a Right Y Axis label: click Right Y Axis<\/strong> on the chart's properties to expand the Right Y Axis properties. For the Label<\/strong>, either keep Text<\/em> and type a label in the edit box, or select Variable<\/em> and then select a variable from the drop-down list.<\/p>\n

Tip:<\/strong> The label should match the data from the column used for that axis. For example, if your X Axis uses States<\/em>, display States<\/em> in the label, and if your series plotted against the Left Y Axis are showing a dollar value, the label should reflect this.<\/p>\n

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Read more: Charts<\/a><\/p>\n

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How do I add a legend?<\/h2>\n

Chart legends have a key that matches to the series by colour and series type (for example, a blue bar matching the blue bar series). You need to assign a Name<\/strong> to each of the chart's series, and then select the chart's Legend<\/strong> option.<\/p>\n

Step 1: First click on the chart to configure it.<\/p>\n

Step 2: Click a series to open it (for example, click Bar Series<\/strong>). Type a name in the Name<\/strong> edit box (or select a Variable<\/strong> from the variable drop-down list). The name should match the series' Y Column (for example, if the Y Column uses actual costs, you could type 'Actual' in the Name<\/strong> edit box).<\/p>\n

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Step 3: Do the same for any other series in the chart.<\/p>\n

Step 4: Under Other<\/strong>, select the Legend<\/strong> check box. Optionally select a different Legend Position<\/strong>.<\/p>\n

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Tip: If the name of the series does not appear in the legend, check the properties for Show Column Name, Name, <\/em>and Name Column<\/em>, in the Series section. Here are some ways they can be configured:<\/p>\n\n\n\n\n\n\n
Show the name of the series in the legend.<\/td>\n\"\"<\/a><\/td>\n\"\"<\/a><\/td>\n<\/tr>\n
Show a name in the legend that is different to the series name. This overrides the 'Show Column Name' setting.<\/td>\n\"\"<\/a><\/td>\n\"\"<\/a><\/td>\n<\/tr>\n
For a split series, supply the name in the Name Column field.<\/td>\n\"\"<\/a><\/td>\n\"\"<\/a><\/td>\n<\/tr>\n
For a split series, the 'Show Column Name' setting appends the name of the series onto the name of the column.<\/td>\n\"\"<\/a><\/td>\n\"\"<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Read more: Charts<\/a><\/p>\n

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How do I change a series?<\/h2>\n

You can change an existing series in a chart. For example, change a bar series to a line series. Follow the steps below:<\/p>\n

Step 1: First click on the chart to configure it.<\/p>\n

Step 2: Click a series to open it (for example, click Bar Series<\/strong>). Select a different series type from the Type<\/strong> drop-down list.<\/p>\n

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Read more: Charts<\/a><\/p>\n

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What is a Range Selector and how do I configure it?<\/h2>\n

Range selectors allow the user to select a time or number range, and are only available for continuous<\/a> charts (x-axis data type is\u00a0Time <\/em><\/strong>or Number<\/em><\/strong>).\u00a0Range selectors are useful when linking charts\u00a0and provide a more rich, interactive experience with data.<\/p>\n

The configuration options for a range selector are found in the 'Other<\/strong>' properties of the range selector chart. The range selector then uses the Highlight<\/em> properties of the linked chart.<\/p>\n

For a practical example of how to configure a range selector with a linked chart, see Chart tutorial 2 - Part 1<\/a>.<\/p>\n

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How do I enable a Hairline?<\/h2>\n

A hairline shows the value of a data point at the x axis position that a user clicks, and is only available for continuous<\/a> charts (x-axis data type is\u00a0Time <\/em><\/strong>or Number<\/em><\/strong>). \u00a0The hairline shows the exact time and value of the data point.\u00a0Charts can be configured to add one, two, or more hairlines.\u00a0<\/p>\n

The configuration options for hairlines\u00a0are found in the 'Other<\/strong>' properties of the chart.\u00a0For a practical example of how to enable hairlines on a chart, see Chart tutorial 2 - Part 1<\/a>.<\/p>\n

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Tip: If the name of the series does not appear in the hairline, check the properties for Show Column Name, Name, <\/em>and Name Column<\/em>, in the Series section. Here are some ways they can be configured:<\/p>\n\n\n\n\n\n\n
Show the name of the series in the hairline.<\/td>\n\"\"<\/a><\/td>\n\"\"<\/a><\/td>\n<\/tr>\n
Show a name in the hairline that is different to the series name. This overrides the 'Show Column Name' setting.<\/td>\n\"\"<\/a><\/td>\n\"\"<\/a><\/td>\n<\/tr>\n
For a split series, supply the name in the Name Column field.<\/td>\n\"\"<\/a><\/td>\n\"\"<\/a><\/td>\n<\/tr>\n
For a split series, the 'Show Column Name' setting appends the name of the series onto the name of the column.<\/td>\n\"\"<\/a><\/td>\n\"\"<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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How do I enable Comments?<\/h2>\n

Comments are observations made at a point in time that users can associate with a particular tag, entity, or entity attribute.\u00a0Comments are only available for continuous charts (x-axis data type is\u00a0Time <\/em><\/strong>or Number<\/em><\/strong>).<\/p>\n

When comments are enabled on a chart, a \"\"\u00a0symbol in the hairline indicates that users can click it to add a comment.<\/p>\n

If a comment has been added, this is shown by a black comment symbol\u00a0\"\"\u00a0on the chart itself, at the point in time when the comment was added. Users can click the symbol to see the comments and add additional ones.<\/p>\n

The configuration options for comments are found in the 'Other<\/strong>' properties of the chart.\u00a0For a practical example of how to enable comments\u00a0on a chart, see Chart tutorial 2 - Part 2<\/a>.<\/p>\n

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Read more:\u00a0Using Comments for Collaboration<\/a><\/p>\n

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How do I add\u00a0links on the X Axis?<\/h2>\n

The bar charts (bar and stacked bar) can be configured to allows users to drill down on a link in the X Axis. Depending on the configuration, clicking on an X Axis link opens an Explorer page, an existing trend, a new\u00a0trend, or an external URL.<\/p>\n

The link can also be configured to pass variables\u00a0to the page\/trend\/URL; these can be values from the page, and can include contextual data, such as the selected X Axis value.<\/p>\n

The configuration options for X Axis links\u00a0are found in the 'X Axis<\/strong>' properties of the chart, and are only enabled when the X Axis has a data type of\u00a0string<\/em> (discrete\u00a0charts).\u00a0For a practical example of how to create links on the X Axis, see\u00a0Tutorial 1 - Part 2<\/a>.<\/p>\n

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How do I make a Sparkline?<\/h2>\n

In Explorer, you can add a sparkline as part of a process mimic or schematic, or you can add it to a Table Layout to trend related data in a table.\u00a0You need to first configure a line chart to use data, and then configure its appearance to look like a sparkline, by removing gridlines and labels.<\/p>\n

Read more: Sparklines<\/a>, Charts<\/a><\/p>\n

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Release History<\/h2>\n