diff --git a/.gitbook/assets/2024-07-29_16h12_50.png b/.gitbook/assets/2024-07-29_16h12_50.png new file mode 100644 index 00000000..7fcb25cf Binary files /dev/null and b/.gitbook/assets/2024-07-29_16h12_50.png differ diff --git a/.gitbook/assets/2024-07-29_16h17_09.png b/.gitbook/assets/2024-07-29_16h17_09.png new file mode 100644 index 00000000..035ad654 Binary files /dev/null and b/.gitbook/assets/2024-07-29_16h17_09.png differ diff --git a/.gitbook/assets/image (834).png b/.gitbook/assets/image (834).png new file mode 100644 index 00000000..bae267ee Binary files /dev/null and b/.gitbook/assets/image (834).png differ diff --git a/.gitbook/assets/image (835).png b/.gitbook/assets/image (835).png new file mode 100644 index 00000000..6101c273 Binary files /dev/null and b/.gitbook/assets/image (835).png differ diff --git a/.gitbook/assets/image (836).png b/.gitbook/assets/image (836).png new file mode 100644 index 00000000..8ef61b45 Binary files /dev/null and b/.gitbook/assets/image (836).png differ diff --git a/.gitbook/assets/image (837).png b/.gitbook/assets/image (837).png new file mode 100644 index 00000000..040edcb0 Binary files /dev/null and b/.gitbook/assets/image (837).png differ diff --git a/.gitbook/assets/image (838).png b/.gitbook/assets/image (838).png new file mode 100644 index 00000000..757f7761 Binary files /dev/null and b/.gitbook/assets/image (838).png differ diff --git a/.gitbook/assets/image (839).png b/.gitbook/assets/image (839).png new file mode 100644 index 00000000..158aa9ee Binary files /dev/null and b/.gitbook/assets/image (839).png differ diff --git a/.gitbook/assets/image (840).png b/.gitbook/assets/image (840).png new file mode 100644 index 00000000..3ae50885 Binary files /dev/null and b/.gitbook/assets/image (840).png differ diff --git a/.gitbook/assets/image (841).png b/.gitbook/assets/image (841).png new file mode 100644 index 00000000..bd8e11f8 Binary files /dev/null and b/.gitbook/assets/image (841).png differ diff --git a/working-with-inforiver/6.-working-with-charts.md b/working-with-inforiver/6.-working-with-charts.md index 0be8f258..c5619333 100644 --- a/working-with-inforiver/6.-working-with-charts.md +++ b/working-with-inforiver/6.-working-with-charts.md @@ -6,6 +6,10 @@ A detailed explanation of every chart type along with their corresponding custom Apart from the customization options that are available for specific chart types and variations, there are certain customization options that are common for all chart types. +To add a row-level chart, select a measure(s) and select the chart type from the Chart section of the Home ribbon. + +

Adding a row-level chart

+ ## 1. Overview * **Sparklines** - Incorporate [sparklines](6.-working-with-charts/sparkline-charts.md), spark columns, and their variants such as the win-loss trend to capture performance over time @@ -19,23 +23,31 @@ Apart from the customization options that are available for specific chart types Here we have listed down the common customization options and their functionalities. -### i) Scale +### 2.1. Scale Using this option you can configure the scaling of the data label. The available scaling options are -* **Universal** - This is the default option and it indicates the contribution of the data metrics to the grand total. +* **Universal** - This is the default option and it indicates the contribution of the data metrics to the grand total, provided the grand total is enabled. * **By level** - This indicates the contribution of the data metrics to each row and displays the chart only for the last expanded level * **Parent scale** - This indicates the contribution of the data metrics to their parent level. -

Scaling option

+
+ +

Scaling by level

+ + + +

Scaling by parent level

+ +
-### ii) Label +### 2.2. Label This option lets you display data labels for all measures, specific measures, or none.

Label option

-### iii) Color +### 2.3. Color This option lets you change the color of the data label of individual measures. @@ -45,7 +57,7 @@ Clicking on the 'Color palette' icon to the right of a measure name will open up

Color picker

-### iv) Remove chart +### 2.4. Remove chart Clicking on this option will remove the inserted chart from the report. diff --git a/working-with-inforiver/6.-working-with-charts/sparkline-charts.md b/working-with-inforiver/6.-working-with-charts/sparkline-charts.md index 29e3845a..842b6ed5 100644 --- a/working-with-inforiver/6.-working-with-charts/sparkline-charts.md +++ b/working-with-inforiver/6.-working-with-charts/sparkline-charts.md @@ -1,24 +1,24 @@ # Sparkline charts -A sparkline is typically used to show trends in a series of values over time, such as stock prices or website traffic. Sparklines are often used in dashboards and other data visualizations to provide a quick and condensed view of a data series. +A sparkline is typically used to show trends in a series of values over time, such as stock prices or website traffic. Sparklines are often used in dashboards and other data visualizations to provide a quick and condensed view of a data series. Inforiver provides _line, area, baseline, column_s, and _win-loss_ sparkline charts. ## 1. Adding the chart -In this example, we have 12 months of data across regions and categories and we want to visualize using a column sparkline chart. +In this example, we have 12 months of data across regions and categories that we want to visualize using a column sparkline chart. -a) To insert a sparkline chart, you need to add a time dimension in the column field. Note that we have added 'Month' in the 'Columns' field in the Visualization pane. +**STEP 1:** To insert a sparkline chart, you need to add a dimension in the column field. Note that we have added 'Month' in the 'Columns' field in the Visualization pane.

Data mapping

-b) Select a column for which you want to insert the sparkline chart. In the following image, the 2022 Actuals for the month Jan has been selected. +**STEP 2**: Select the column for which you want to insert the sparkline chart. In the following image, the 2022 Actuals for the month of January has been selected. -The sparkline chart option gets enabled. From the 'Sparkline chart' drop-down, select the 'Column sparkline chart'. +The sparkline chart option gets enabled. From the 'Sparkline chart' drop-down, select the _Column_ sparkline chart.

Column and chart type selection

-c) The spark column appears incorporating data for all the months. You can see the _minimum_ and _maximum_ values for each row in _red_ and _green_. You can see the 'Customize' tab in the toolbar and the following [customization options](sparkline-charts.md#2.-customization-options). +**STEP 3:** The spark column appears in the grand total column, incorporating data for all the months. You can see the minimum and maximum values for each row highlighted in red and green. The Customize ribbon is enabled when you insert an inline chart.

Sparkline customization options

@@ -34,13 +34,45 @@ The following options are available for customizing a sparkline chart. Depending on the type of sparkline chart chosen, some of these options may or may not be available. {% endhint %} -### **i) Sparkline** +### **2.1. Sparkline** -You can change your current sparkline chart type by clicking on the drop-down arrow in the 'Sparkline' section. In the image below, we have changed the chart type from '_Column sparkline_' to '_Baseline_'. +You can change your current sparkline chart type by clicking the drop-down arrow in the **Sparkline** section. In the image below, we have changed the chart type from _Column_ to _Baseline_.

Sparkline chart type options

-### **ii) Marker** +### **2.1. Appearance** + +You can change the colors for the minimum, and maximum bars, variances, and data labels. Click on any of the color boxes to open the color picker. + +

Setting colors

+ +You can also choose the default theme option if you want to use the Power BI theme colors. + +

Default theme

+ +You can increase the thickness of line charts or the border for area charts by setting the Stroke Width. + +

Stroke width

+ +For Baseline charts, you can choose to apply a gradient. With this option, you can enable or disable the gradient coloring. If you enable this option, two additional options become available - _Area above 1_ and _Area above 2_ using which you can set the starting and ending colors for the gradient. + +

Apply gradient

+ +### **2.2. Null display** + +Using the 'Null display' option, you can configure how you want to connect the null values in your dataset. In this example, the 2023 Budget for Feb and May is blank. + +* **Connect over nulls** - If you select this option, then all the null data points in the dataset will be connected over by lines. + +

Connect over nulls

+ +* **Consider null as 0** - All the null values in the dataset will be considered '_0' (Zero)_ + +

Consider null as 0

+ +* **Skip the nulls** - All the null values will be skipped + +### **2.3. Marker** From the 'Marker' drop-down, you can select the type of marker points you want to insert in your chart. Adding marker points in your chart helps you to analyze and understand the data better. You can insert marker for: @@ -92,19 +124,7 @@ The axis config option is available only for the _baseline_ chart. **Style** - This option lets you configure how the axis line of the chart should look like. You can select any of the following styles for the axis line - _Solid, Dotted, Dashed, Long dashed_ and _Double solid._ -### **vi) Null display** - -Using the 'Null display' option, you can configure how you want to connect the null values in your dataset. In this example, the 2023 Budget for Feb and May are blank. - -* **Connect over nulls** - If you select this option, then all the null data points in the dataset will be connected over by lines. - -

Connect over nulls

- -* **Consider null as 0** - All the null values in the dataset will be considered '_0' (Zero)_ - -

Consider null as 0

- -* **Skip the nulls** - All the null values will be skipped +### ### **vii) Padding** @@ -116,29 +136,9 @@ The padding option is available only for the _Column_ and _Win/Loss_ Sparklines.

Sparkline padding option

-### viii) Appearance - -This option lets you change the appearance of the sparkline charts. Clicking on this option will open up an 'Appearance' model in which you can configure the following properties: - -

Sparkline appearance option

- -**a) Apply default theme** - Enabling this option will apply default power BI themes and colors to your sparkline charts - -

Sparklinee default theme

- -**b) Stroke width** - With this option, you can configure the width of the stroke of your sparkline charts. The default is 1. - -

Sparkline stroke width

- -**c) Base color** - Using this option you can configure the base color of the strokes of the sparkline charts - -**d) Max** - This option lets you set the color of the maximum point in the chart -**e) Min** - This option lets you configure the color of the minimum point in the chart -**f) Label** - This option lets you configure the color of the data label in the chart -**g) Apply gradient** - With this option, you can enable or disable the gradient coloring. If you enable this option, two additional options become available. The 'Area above 1' and 'Area above 2' using which you can set the starting and ending colors for the area above the axis.

Sparkline apply gradient