Edit Properties in Combination Chart Widgets

Properties depend on your widget type. Charts are an excellent option when you want to present data that needs to be understood quickly. As expected, graphs exist in many different options and possibilities.

The Properties tab in a combination chart widget allows you to view and modify information based on the data set defined at the widget creation.

Besides the options in the properties tab, you can also further customize your widgets by adding Filters to your widgets or by adding calculated values.

To compare different datasets, you can add additional charts to your combination chart. Each chart will have its own Properties tab.

You can modify the following information in the Properties tab:

Add Additional Charts to Your Combination Chart

  1. Navigate to Widgets in Analytics.
  2. Open the combination chart widget to which you want to add another chart.
  3. Click on the Edit button in the upper right corner.
  4. On the Chart bar, click the + Add button.
    addwidget.png
  5. Select either Create chart OR Choose chart.
  6. When creating a chart, you will use the form to create a new chart widget; when selecting a widget, you will use the Form drop-down list to select an existing chart widget.
  7. Set your new chart widget properties.
  8. Click the Save button.

Remove Charts From Your Combination Chart

  1. Navigate to Widgets in Analytics.
  2. Open the combination chart widget from which you want to remove a chart
  3. Click on the Edit button in the upper right corner.
  4. On the Chart bar, click the - Remove widget button.
    remove widget.png
  5. Click the Save button.

Reorganize the Sequence of Your Chart Widgets on Your Chart Bar

  1. Navigate to Widgets in Analytics.
  2. Open the combination chart widget in which you want reorganize the sequence of the chart bar.
  3. Click on the Edit button in the upper right corner.
  4. On the Chart bar, click on the name of the chart and drag it to a new position on the bar.
    A line indicator will show the new position on the bar.
    chartbar.png
  5. Click the Save button.

Chart type

This section lets you choose the graph you will be using to display information.

Some graphs are more relevant than others given the situation and according to the information you are trying to highlight. For example, the spline graph or the lines are useful to represent a progression over time.

Graph options are:

  • Areas
  • Bars
  • Line
  • Spline

Values

Values in charts are always numbers. They are referring to the data you want to show in your chart in relation to your category selection described below. It may be a number of communications, a number of attendees, an average of occurrences, a sum of investments, etc. Statistically, the definition of the values in Borealis refers to the dependent variable of your chart.

Category

Categories act as the independent variable in your chart, in relation to the values data described above. In charts, such as bars and lines, the category acts as the X axis.

Sort value and sort order

You can sort the data either per values or per categories in either ascending or descending order.

Maximum category to display

You can limit data appearing in a chart to a chosen number. To do so, specify a numeric value in the field Maximum category to display. This means that if you specify 5 in this field, only the first 5 items will displayed.

Group other records

If you specified a value in the field Maximum category to display, but still want your chart to present the rest of your dataset without focusing the chart on them, you can flag this box.

This will create a category named "Other records" to your chart and will group the records not included by your specified Maximum category to display value.

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