Create a view

Click View in the Question Panel to configure the visualization of the custom report.

Use View Types to display your data in various constructions of ten different tables, graphs, and charts. When you select a view type, your report is displayed in the default version of that chart. Each of the graphs and charts contains a variety of configuration settings that you can tailor to suit your needs. The exact number and nature of these configuration settings varies, however, depending on the type of graph or chart you select.

In the View Type section, select the type of data visualization for the report. The configuration options change based on the type of view you choose.

Carefully consider which type of chart will work best with your report. Some charts are best at showing the relationship between several pieces of information, while others can accurately display trends over time. Some reports can include up to four axes to show the relative scaling of different values. However some charts, like bar charts, which show their measures horizontally (on the X-axis), do not allow multiple axes. The following table describes the name and icon for each view type, what type of measure they display, and how best to use them.

Icon Chart Measure Use

Table

Multiple

Tables display the most basic version of the report. Using columns, rows, and headings, information is displayed as a number.

Once you have information in a table, you can sort the table by a particular column.

To sort a table by a column:

  1. Hover over the column header until the sort tool appears in the upper left corner.
  2. Click on the sort arrow, and select the sort direction from the drop-down list.

 

Column

Multiple

With Column charts, the groups are usually plotted on the horizontal category (X) axis and are most effective when working with up to seven different groups of data.

Column charts are often used to show the following information:

  • The distribution of data, like trends, ranges, and the normal tendency
  • A comparison of value sets
  • A trend that develops over time

Bar

Multiple

Bar charts often show groups the vertical value (Y) axis and are used when working with a larger number of groups.

Bar charts are often used to show the following information:

  • The distribution of data, like trends, ranges, and the normal tendency
  • A comparison of value sets
  • A trend that develops over time

Line

Multiple

Line charts show data in a series and are often used to show trends over time. This is the only chart type that can include a trendline.

Line charts are often used to show the following information:

  • The distribution of data, like trends, ranges, outliers, and tendencies
  • A comparison of value sets
  • A trend over time when using multiple axes
  • The relationship between one measure and another

Area

Multiple

Area charts show data similar to a line chart, but with the area below the line filled.

Area charts are often used to show the following information:

  • The composition of a number and which parts add up to the whole
  • The magnitude of change
  • The difference between two or more trends

Compound

Multiple

Compound charts include both columns and lines.

Compound charts are useful for comparing two sets of values, like predictions and actual values.

Pie

Single

Pie charts display the sum of the measures as a complete circle.

Pie charts show composition of a whole. They are most effective for a limited number of data categories that are part of a single group.

Gauge

Single

Gauge charts show a single measure as a needle that rotates from left to right like a speedometer.

Gauge charts are often used to show the following information:

  • A single important measure
  • A trend that develops over time

Headline

Single

Headline charts can be used to display an important measure. It shows a single number without details or distractions.

Headline charts can be used to interpret new data, and they are often grouped with other reports on a dashboard.

Scatter

Multiple

Scatter charts show correlations between sets of values that cannot be represented in a series or interval.

Scatter charts are useful for displaying the following types of information:

  • A comparison of value sets
  • The distribution of trends, tendencies, ranges of information, and outliers
  • The relationship between two measures

Word Cloud

Single

Word Cloud charts show the frequency of certain words by making the size of the word proportional to its frequency of use.

These visualizations are simple, can be understood easily, and provide specific information at a glance. However, word clouds should not be used for analysis that requires precise accuracy. Often, physical elements (for example, ascenders, descenders, and number of letters) cause some words to attract more attention than others.

NOTE   The length of words and phrases displayed in the word cloud visualization can be configured based on your needs and business use cases. If you want to do so, contact the Calabrio support team.

Configuring a view

The following sections describe the fields in each of the configuration sections on the View page.

Axis display

The Axis Display section includes tools for configuring the X- and Y-axes. You can configure multiple axes.

This section applies to the following view types:

  • Bar
  • Column
  • Line
  • Area
  • Scatter

The following table describes the fields in the Axis Display section of the View tab. Not all fields are available on each view type.

X-axis

Field Description

X Axis

Toggles the display of X-axis configuration fields.

Color

Opens the color palette for the X-axis.

Tick Marks

Toggles the display of tick marks beside axis labels.

Grid Lines

Toggles the display of grid lines within the chart.

Title

Toggles the display of the X-axis title, font, text size, and orientation.

Text Box

Sets a custom title for the axis.

Font

Overwrites the title font with a custom font. If you select Inherited, the system uses the font settings you configure in the Styling section.

Size

Sets the font size.

Orientation

Sets the angle of the title on the X-axis.

Labels

Determines if the labels on the X-axis are displayed.

Font

Overwrites the label font with a custom font. If you select Inherited, the system uses the font settings you configure in the Styling section.

Size

Sets the font size for the label.

Layout

Determines if labels are straight or angled.

Orientation

Determines the angle of the text if Layout is set to Angled.

Y-axis

Some charts can have multiple Y-axes. If the chart supports multiple Y-axes, there will be multiple Y-axis toggles. Each toggle indicates which Y-axis with which it is associated.

The fields to configure the axis are the same for each Y-axis section.

Field Description

Y Axis (Primary, Secondary, 3, and 4)

Toggles the display of Y-axis configuration fields.

Color

Opens the color palette for items on the axis.

Series Color

Opens the color palette for the series on the y-axis.

Tick Marks

Toggles the display of tick marks beside axis labels.

Grid Lines

Toggles the display of grid marks within the chart.

Min

Sets the minimum value for the axis.

Max

Sets the maximum value for the axis.

Tick Interval

Sets the value for the increments to be used on the axis.

Minor Ticks

Sets the value for the minor ticks to be used on the axis.

Title

Toggles the display of the Y-axis title, font, text size, and orientation.

Text Box

Sets a custom title for the axis.

Font

Overwrites the title font with a custom font. If you select Inherited, the system uses the font settings you configure in the Styling section.

Size

Sets the font size for the title.

Orientation

Sets the angle of the title on the Y-axis.

Labels

Toggles the display of the labels on the Y-axis.

Font

Overwrites the label font with a custom font. If you select Inherited, the system uses the font settings you configure in the Styling section.

Size

Sets the font size for the label.

Format

Sets the format of the labels on the axis.

Layout

Determines if labels are straight or angled.

Orientation

Determines the angle of the text if Layout is set to Angled.

Chart options

The Chart Options section allows you to more clearly define the view. The Chart Options are specific to the following View Types.

Area

The following table describes the Chart Options for Area charts.

Option Description

Overlay

Displays the area of multiple lines on a graph. Shows relationship across categories.

Overlay w/ Markers

Overlay display with indicators for individual data points on the lines.

Stacked

Displays the area of multiple lines one on top of the other. Shows a comparison across categories.

Stacked w/ Markers

Stacked display with indicators for individual data points on the line.

Column or bar

The following table describes the Chart Options for Column charts and Bar charts.

Option Description

2D

Standard column or bar chart.

2D Stacked

Column or bar chart with multiple measures stacked to show the relationship of individual items to the whole, providing a comparison across categories.

Preserve Totals

Displays the total value on the chart as an additional column.

NOTE   To display the total value as an additional column, select with totals in the Group section of the Question panel, and select Preserve Totals.

Line

The following table describes the Chart Options for Line graphs:

Option Description

Straight

Straight line from one point to the next.

Straight & Markers

Straight line from one point to the next with markers representing the points.

Markers

Markers at each point.

Curved

Arcing line from one point to the next.

Curved & Markers

Arcing line from one point to the next with markers representing the points.

Data series format

The Data Series Format section of the View tab allows you to customize the color and spacing of categories and series.

This section is available for the following view types:

  • Bar
  • Column
  • Line
  • Area
  • Scatter

The following table describes the fields that appear in the Data Series Format. This table includes all fields that could appear in this section. Fields vary depending on view types.

Field Description

Bar Spacing: Categories

Determines the amount of space between categories on the chart.

Bar Spacing: Series

Determines the amount of space between series on the chart.

Axis

The axis to format.

Color

The color to display the data for the specified axis.

Type

Displays options of Column, Line, and Curved Line.

Markers

If type is Line or Curved Line, the style of marker to indicate each individual data point.

Line Width

If type is Line or Curved Line, the width of line that appears in the chart.

Marker Size

If type is Line or Curved Line, the size of the marker.

Marker Line Width

If type is Line or Curved Line and a non-filled marker is selected, select the width of the marker outline.

Trendline

Toggles between Show and Hide.

Line

Toggles between Line and Curve.

Select trendline color and trendline width.

Color

Opens the color palette for the trendline.

Width

Determines trendline width.

Labels

Toggles the display of the data labels.

Font

Overwrites the label font with a custom font. If you select Inherited, the system uses the font settings you configure in the Styling section.

Size

Sets the font size for the label.

Format

Sets the format of the labels.

Layout

Determines if labels are straight, wrapped, truncated, or angled.

Gauge options

The Gauge Options section allows you to customize the gauge chart.

This section applies to only the Gauge view.

The following table describes the fields that appear in the Gauge Options section:

Field Description

Colors: Outline

Opens the color palette for the gauge outline. This applies to the needle as well.

Colors: Fill

Opens the color palette for the face of the gauge.

Colors: Ticks

Opens the color palette for the tick marks.

Sizes: Outline

Determines the width of the gauge outline.

Sizes: Needle

Determines the size of the needle.

Grid options

The Grid Options section allows you to customize the color of the grid.

This section applies to the following view types:

  • Bar
  • Column
  • Line
  • Area
  • Scatter

The following table describes the fields that appear in the Grid Options section:

Field Description

Background Color

Opens the color palette for the chart background.

Line Color

Opens the color palette for the line.

Headline options

The Headline Options section allows you to customize the headline font, to show limits, and to customize the limits font.

This section applies to only the headline view type.

The following table describes the field that appear in the Headline Options section:

Field Description

Font

Overwrites the headline font with a custom font. If you select Inherited, the system uses the font settings you configure in the Styling section.

Style

Overwrites the headline font style with a custom font style. If you select Inherited, the system uses the font settings you configure in the Styling section.

Size

Sets the headline font size.

Color

Opens the color palette for the headline font.

Maximum Size

The upper size limit for headline text.

Show Limits

Toggles the display of the limits.

Font

Overwrites the limit font with a custom font. If you select Inherited, the system uses the font settings you configure in the Styling section.

Style

Overwrites the limit font style with a custom font. If you select Inherited, the system uses the font settings you configure in the Styling section.

Size

Sets the limit font size.

Color

Opens the color palette for the limit font.

Legend

The Legend Section allows you to customize the location and size of the chart’s legend.

This section applies to the following view types:

  • Bar
  • Column
  • Line
  • Area
  • Pie
  • Scatter

The following table describes the fields that appear in this section:

Field Description

Location

Determines if and where the legend is displayed.

Size

Sets the legend font size.

Pie chart options

The Pie Chart Options section allows you to customize the labels applied to the pie chart.

This section applies to only the pie chart view type.

The following table describes the fields that appear in this section.

Field Description

Show Labels

Determines whether or not to show labels. Options are Auto, On, and Off.

Contents

Determines the information that the label displays.

Color

Opens the color palette for the label font.

Size

Sets the label font size.

Position

The position of the label text.

Values greater than one appear outside the chart. Values less than one appear inside the chart.

Ranges

The Ranges section allows you to customize the values and colors used for ranges.

This section applies to the following view types:

  • Gauge
  • Headline

The following table describes the fields that appear in the Ranges section:

Field Description

Minimum

The lowest value to include in the chart.

Low

The value that separates the low range from the medium range.

High

The value that separates the medium range from the high range.

Maximum

The highest value to include in the chart.

Colors

Toggles to allow the colors to be customized.

Min:Low Color

Opens the color palette for the low range.

Low:High Color

Opens the color palette for the middle range.

High:Max Color

Opens the color palette for the high range.

Styling

The Styling section allows you to customize the default font that is used throughout the chart.

This section applies to all view types.

The following table describes the fields that appear in the Styling section:

Field Description

Text

The default font to be used throughout the chart.

Style

The default font style to be used throughout the chart.

Color

Opens the color palette for the default font color to be used throughout the chart.

Background Color

Opens the color palette for the default background color to be used throughout the chart.

Table options

The Table Options section allows you to customize the visualization for a table.

This section applies to only the Table view type.

The following table describes the table display options that appear in the Table Options section:

Option Description

Full

Displays table with formatted header column and row headers.

Column Header Only

Displays table with formatted column headers only.

Row Header Only

Displays table with formatted row headers only.

Compact

Displays table with both column and row headers formatted, in the smallest possible area.

Compact (Column Header Only)

Displays table with column headers formatted, in the smallest possible area.

Cells Only

Displays data without column or row headers.

Table style

The Table Style section allows you to customize the table headers and cells.

This section applies to only the Table view type.

The following table describes the table display options that appear in the Table Style section:

Field Description

Table Font Size

Sets a custom font size for the table.

Row Headings

Overwrites the row headings font style with a custom font style. If you select Inherited, the system uses the font settings you configure in the Styling section.

Color

Opens the color palette for the row headings font.

Column Headings

Overwrites the column headings font style with a custom font style. If you select Inherited, the system uses the font settings you configure in the Styling section.

Color

Opens the color palette for the column headings font.

Cells

Overwrites the cells font style with a custom font style. If you select Inherited, the system uses the font settings you configure in the Styling section..

Color

Opens the color palette for the cells font.

Groupings

Overwrites the groupings font style with a custom font style. If you select Inherited, the system uses the font settings you configure in the Styling section.

Color

Opens the color palette for the groupings font.

Colors: Row Headings

Opens the color palette for the row headings background fill.

Colors: Column Headings

Opens the color palette for the column headings background fill.

Colors: Cells

Opens the color palette for the cells background fill.

Column Widths: Row Headings

Sets the width for the row headings.

NOTE   All row heading sizes are set together. Row heading sizes cannot be set individually.

Column Widths: Column Headings

Sets the width for the column headings.

NOTE   All column heading sizes are set together. Column heading sizes cannot be set individually.

Column Header Height: Number of rows

Sets the height of the top header row. Measured in row-height increments.

Position: Horizontal

Determines the horizontal position of the table in the report viewer window.

Position: Vertical

Determines the vertical position of the table in the report viewer window.

Titles

The Titles section allows you to customize the report title, the report subtitle, and the total text.

This section appears in all view types.

The following table describes the fields that appear in the Titles section:

Field Description

Show Title

Toggles the display of the title.

Text Box

Sets the title text.

Title Font

Sets the title font.

Style

Sets the title style.

Size

Sets the title font size.

Color

Opens the color palette to choose the title font color.

Alignment

Sets the title location.

Act as zoom/edit hyperlink in Dashboards

Toggles to make the chart title a link that opens the chart for detailed view.

Show Subtitle

Toggles the subtitle display.

Text Box

Sets the subtitle text.

Subtitle Font

Sets the subtitle font.

Style

Sets the subtitle style.

Size

Sets the subtitle font size.

Color

Opens the color palette to choose the subtitle font color.

Alignment

Sets the subtitle location.

Override Default Total Text

Determines whether to display the text to override the default total text.

Text Box

Sets the text that will override the default total text.