Chart Data

Version

Function Description

This document will provide a detailed introduction to the general settings of Chart Data. Special data settings () for certain charts will be explained in other corresponding documents.

Chart Data settings mainly include two aspects, as shown in the following figure.

• Data Source: You can set the data for the chart, which is a required setting.

• Data Filter: You can filter the data of category and series of the chart, which is an optional setting.

You can select Dataset Data or Cell Data as Data Source. Display the chart by selecting fields of Dataset Data or Cell Data for Category, Series Name, and Series Value.

When displayed, all basic charts will prompt the positions of Category and Series in the designer to help you understand the differences between each chart category and series.

Note:

Generally, X Axis represents the category, the graphics displays the series, the legend displays the text, and Y Axis represents the values of the series under the category.

Taking the bar chart as an example, after you insert a bar chart in the template, the positions of the category and series will be prompted with explanatory text, as shown in the following figure.

Dataset Data

Dataset Data: The data of the chart comes directly from the dataset. For details about setting methods, see Dataset as Chart Data Source.

Cell Data

Cell Data: The data of the chart comes from cells, which is commonly used when data needs to be calculated and cannot be directly used from the dataset. For details about setting methods, see Cell Data as Chart Data Source.

Summary Mode Adjustment

After selecting Field Value, you can set Summary for the value field. The default is Sum, and it can be set to: First, Last, Sum, Average, Maximum, Minimum, Count, as shown in the following figure.

Filtering Category/Series Data

You can separately filter the data of Category or Series in Data Filter, and the settings for Category and Series are the same, as shown in the following figure.

Using Needed Records Only

Use Needed Records Only is deselected by default. After selecting it, First text box will be displayed. Enter a number x, which indicates that only the first x records will be recorded.

Merging Rest Items as Others

When Merge Rest Items as Others is selected, the data of the remaining category or series will be summarized, and the name of the category or series will be set as Others; when Merge Rest Items as Others is deselected, the remaining category or series will not be displayed.

For example, choose Data Filter > Category, set the needed records to 2 and select Merge Rest Items as Others. The following figure shows the effect.

Hide If Null

• When the category is null, it will not be displayed. The null category refers to all values of the series under the category being null.

• When the series is null, it will not be displayed. The null series refers to all values of a series being null.

Note:

When all items are selected, null data will be removed before data filtering and merging. For example, there are 10 series and the first 5 are selected to be displayed while the remaining 5 are merged as Others, and Hide if Null is selected. If the third category is null, the displayed categories will be 1, 2, 4, 5, 6, and Others.

Supplement: Data Filter in Multi-Category Axes

For Column Chart with Multi-Category Axes, the basis for data filter is the underlying data.

For example, the column chart contains two categories: product and region. Product is considered as the underlying data, while region is the parent-level data of salesperson. The following figure shows the preview effect.

The same category name exists in the underlying data.

You can filter the first two data of the category and merge the remaining items as Others. The following figure shows the effect.

The first two categories of the underlying data are Apple Juice and Milk. After filtering, the two categories will be selected and then classified based on the region.

If all category names in the underlying data are different, for example, in the following figure, the underlying data is Salesperson.

In this case, the first two categories of the underlying data are Mike and Mike 2, so the remaining categories will be merged as Others and then classified based on the region. The following figure shows the effect.

Display

The Display of chart data refers to the display value of Category or Series Name, which is often used to change the unit of the category or series.

The Display methods include Data Dictionary and Formula Format, as shown in the following figure.

Note:

When using hyperlinks to pass parameters to charts, it is the actual value of the chart that is passed.

Supplement: Display of Cell Data

When you select Cell Data as Data Source for the chart, the data obtained is the display value of the cell. Therefore, when you set Display for the chart, the actual value of the chart data needs to be set using the display value of the cell.

For example, in the built-in GettingStarted.cpt template, set Display for the cell B4 which contains the salesperson. You can set Sun Lin to display as Sun Lin 2, as shown in the following figure.

In this case, Actual Value should be set to Sun Lin 2 in Data Dictionary, as shown in the following figure.