Creating and saving a chart

On this page you'll learn how to create and save charts in the Reporting & Dashboards Tool inside the Data Exploration & Visualization Module


Creating a dataset

In order to create a chart, you will be prompted to create a dataset, choosing what data you want to populate your chart with.

Navigate to the Data Exploration & Visualization module, access the Reporting & Dashboards tool. Choose the the database with the data you want to use.

Click on Browse datasets, and on write SQL Query.Type the SQL query SELECT * FROM [dimension name].

Click on RUN. You'll be able to check the fields (columns) that will be used to create charts, as well as a sample data table. Click on DONE to name the dataset and finish the dataset creation by clicking on RENAME.


Creating a chart

Access the Reporting & Dashboards Tool inside the Data Exploration & Visualization Module. Click on the + signal button at the bottom right of the screen and choose Saved Chart. Choose the dataset you will use to create your chart.

Choose a chart type among the list of options presented that best suits you visualization needs.

Chart types available on
            Reporting & Dashboards Tool

Your carts will show data based on the parameters you choose. There are three types of parameters:

  • Measures (quantitative) define the numeric aspects of data to be shown, like product values and revenue.
  • Dimensions (qualitative) define the non-numeric aspects of data, by which the Measures will be grouped, like region or vendor name.
  • Calculations can be used to create new measures using existing measures or dimensions
  • You can also use aggregations of those, such as distinct count or min/max.

You will need to insert a different number of those parameters, according to the chosen chart type. Click on DONE to finish the chart creation.

Adding
            measures and dimensions to a chart

Chart options

In the Reporting & Dashboards tool there are plenty of options for your charts, such as conditional formatting, enabling drill-down, selecting colors and so on. You can find all these custom options on the Data Exploration & Visualization Module References. For now, the 2 most used options will be presented: data filtering and data sorting.

Data Filtering

Using the data filtering option enables you to select what data you want to show (or not) in your charts. Click on the Filters tab during chart creation or edition to start filtering your charts. Select type of filter you want to apply to your data by clicking on the corresponding item:

  • Measure: filter according to rules set to the quantitative values, like greater than, not equal, between and so on.
  • Measure filter example
  • Dimension: filter according to rules set to the qualitative values, like wildcard (string) matches or top X values.
  • Dimension filter example
  • Date: filter according to rules set to time and date by periods, like fixed periods(years 2015 to 2019) or floating ranges (last X months).
  • Date filter example

When you're done, click on Apply at the top right corner to apply the filters.

Data Sorting

Using the data sorting option enables you to order your data shown in your charts. To sort your charts, click on the Sort tab during chart creation or edition and select the dimension you want to sort your data by. Then, select the sorting you want to apply:

  • Data source order: the default sorting of elements of a selected dimension, appearing as they come from the dataset.
  • Alphabetic: orders the elements by alphabet ascending (A to Z) or descending (Z to A).
  • Measure: orders the elements by the measure value, ascending or descending.
  • Manual: order the data as you want, by moving the elements up and down the list.
  • Sorting options example

When done, click on Apply at the top right corner to apply the sorting.