Charts

In this section we are going to walk you through the types of charts and how you can create charts in Anlytic platform.

Types of charts

By using our platform's analysis and visualization capabilities, business users can gain valuable insights, make well-informed decisions, and fully leverage their data assets for success.

Below you can see the chart group on the Anlytic platform:

1. Point charts - Line chart, area chart, scatter plot, bar chart and stacked bar chart.

2. Heatchart - Heatmap.

3. Statistics charts - Headline statistics, data table.

4. Other charts - Pie chart, Geomap.

Explanation of the UI to create a chart

Before you can create a visualization, it is very important to understand how a chart is created in Anlytic dashboard. Creating a chart in Anlytic dashboard is very easy and simple once you are familiar with the UI.

Once you click on 'Data visualizaion' from the visualization container in a dashboard, you will be taken to the page to create your charts.

On the left panel marked with green box, there are two options, 'general' and 'details', related to creating a chart. Under the general option you will see the input field to give a title to your chart. Below the title input field, there is an input field to add description to the chart. Description can be a great way to communicate what does the chart mean with your team. Below the description field, you will see the chart types. Simply click on the chart type to select what kind of chart do you want to create.

Under the details section there are options to add labels to axes, adjust line thickness, point size, orientation of the chart, prefix, suffix, color, and options to show or hide labels.

On the top bar marked with blue box, you have the option to end and close the chart creation process. The top bar also has the button to create visualization to save the visualization in your dashboard once you are done creating the visualization.

On the right hand side of the side panel within yellow box, you can see the catalog. You built the catalog when you created the data connection. You can toggle between catalogs by clicking on the dropdown button. To know more about the catalog read the overview page under the catalog section.

On the right to the catalog in the orange box, you can see the input field to create a line, place holder to add axis data column, place holder to add data column.

Below these placeholders in the black box, is the container where the chart is displayed.

Below the chart display container within the pink box, you can see three containers such as selection, chart filter or line filter container. Selection container is used to keep all the columns as chip, that are chosen from the catalog. Chart filter container is used to drag and drop chip from the axis or data placeholder to apply chart filter to the chart. Line filter container is used to drag and drop chip from the axis or data placeholder to apply line filter to the chart.

Placeholder for axis, data and line creation along with line filter changes depending on the chart we choose. For example, you need to create line, and have the option to apply line filter if you choose a chart from the point chart type. If you choose heatmap, you now have placeholder for X-axis, Y-axis, and data chip. You do not have the option to apply line chart anymore. Choose different chart types from the side panel, do you notice the changes?

applying filters and functions to charts

Filters allow users to focus on specific subsets of data by setting criteria to include or exclude certain data points. For instance, in a sales dataset, a user might apply a filter to display only data from a particular region or time period. This helps in isolating relevant information and gaining insights into specific aspects of the data.

Functions, on the other hand, enable users to perform calculations or transformations on the data within a data chip or a chart. These functions can range from simple mathematical operations like summing or averaging to more complex operations involving conditional statements or aggregations. For example, users might apply a function to calculate the total revenue generated by a product line or to determine the average customer satisfaction score for a particular service.

Copy & paste charts

Hover over a chart container that you want to copy and click on the option menu (three dots) in the chart container. Click on the option copy. Click on the paste button at the right-hand corner on the row line.

Copy & paste row

Click on Copy row. Click on the paste row button at the top right-hand corner of the dashboard besides add row button. Your copied row will be added to the dashboard.

Download chart or data

You can either download chart as .png file and download data related to the graph as .csv file. to do so, follow the following steps:

Hover over a chart container that you want to copy and click on the option menu (three dots) in the chart container. Click on the option download. Click on .png to download the chart as image or click on .csv to download the data related to the graph.

Lock a chart

Loocking a chart allows you to have more control over a chart. if you lock a chart and apply filter to the whole dashboard, that filter will not be applied to that chat.

To lock a chart, follow the follwing steps:

Step 1: Hoever over the title of the chart you want to lock. A lock icon will appear on the left hand side of the title bar. Click on the lock icon. Click on the chart lock to unlock the chart.

Now that we have learned aout types of charts in Anlytic platform, lets walk you through how you can create those charts in the next chapter.