Chart Data

  • Last update:December 18, 2020
  • I. Overview

    1) After setting the data source of the chart, we can set the data filtering to filter the chart category and series, and only display part of the data.

    2) Suggested reading: Insert Chart , Define Chart Dataset Data Resource and Cell data as the chart data source.

    You will learn
    • Chart design

    • Set data filtering

      • Use only the first limited number of records

      • When the category/series is empty, the category/series is not displayed

      • Data form setting

    II. Chart design

    Take Floating Chart-Column Chart as an example.

    1. Create a new database query ds1

    select FRDemo as the database. The query statement is as follows:

    SELECT * FROM SALES_BASIC join SALES_COST
    ON SALES_BASIC.Salesperson=SALES_COST.Salesperson
    Order by [Sales Volume] desc

     图片1.png


    2. Insert a floating chart

    1) Select [Insert]> [Floating Element]> [Insert Chart]

    2) Select the chart type as column chart

     图片2.png


    3. Data Binding

    Double-click the chart, select [Data], and make the following settings:

    • Dataset: ds1

    • Category: salesman

    • Series: products

    • Value: sales volume

    • Summary method: sum

     图片3.png


    4. Save and preview

    It can be seen that there are multiple salespersons on the category axis, and each salesperson corresponds to multiple series (columns).

     图片4.png

    III. Set data filtering

    Data filter means displaying only certain data.

    Double-click the chart and select [Data] > [Data Filter]. You can choose to filter [Category] or [Series]. Both settings are the same, so here we only use category to explain.

     图片5.png


    1. Use only the first limited number of records

    When there are too many categories and we only pay attention to the first few records, we can check [Only Use the First Limited Number of Records].

    Number of records: when checked, [Number of Records] can be set, which means that the first X records are selected. For example, if the number of records is set to 3, it means that only the data of the first three categories (salespersons) will be displayed (the display order is determined by the order after data query, and sorting statements can be added in the query). The number of records cannot be negative.

    Merge the remaining items as “Other”: when checked, records not displayed can be merged into “Other” category.

     图片7.png

    It can be seen that after setting, only the records of the first three salespersons are displayed, and the records of other salespersons are merged into the “Other” category.


    2. When the category/series is empty, the category/series is not displayed

    When checked, if the category/series is empty but there are other data, the category/series will not be displayed on the chart.

    The specific logic is as follows:

    Settings

    Type

    Logic description

    When this item is not checked,

    Single category axis

    1. There is data in the [Value] field (for example, a certain data Sales Volume is 128): this record will be displayed regardless of whether there is other data.

    2. There is no data in the [Value] field (for example, a certain data Sales Volume is empty):

    1) There is data in the [Category] field (for example, a certain data Salesperson is Anna): this record will be displayed

    2) There is no data in the [Category] field (for example, a certain data Salesperson is empty): the record will not be displayed in other cases, data will be displayed.

    Multi-category axis

    If there is no data in one of the [Category] fields, it is deemed that there is no data in the [Category] field, which shall be processed according to the logic described by the single category axis.


    Check [Do not Display the Category/Series When It Is Empty]

    When all the values contained in the category/series are empty (for example, the Sales Volume of MP3, Digital Camera, Television, etc. corresponding to Anna are all empty; All Sales Volume corresponding to MP3 as the Product are empty), the category/series is decided to be empty, and the category/series is not displayed.


    Note: When this item is checked, before chart drawing, empty data will be removed, and then other data filtering and merging will be performed.

    For example, there are 10 categories, the first 5 are displayed by filtering, all values contained in the third category are empty, and the last 5 categories are merged into “Other”. Check it [Don't display this category when it is empty], and the completely displayed categories include category 1, 2, 4, 5, 6, and “Other”.


    3. Data form setting

    Data form setting can change the display of data, so that the display value can be set to be different from the actual value when the chart displays data.

    There are two ways to set the form: [Data Dictionary] and [Formula Form]. Please refer to the document for specific settings: Data Dictionary and  Formula Form

     图片8.png

    Note:

    • When using cell data, the chart directly uses the display value of the cell, which is to make the display of the table and chart consistent.

    • When datasets are used as data sources, the chart can set actual values and display values, and the chart can directly transfer the actual values of the chart when passing parameters through hyperlinks.


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