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Create a Bar Chart using a Dataset

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Modified on Mon, 27 Jan 2014 02:54 PM Categorized as Chart, Data Connectors, Data Preparation, Datasets, Level-Beginner, Level-Intermediate, Tutorials, Virtual Tables, Wizard

Overview

This article will demonstrate how to do the following:
  1. Use a Manual Virtual Table.
  2. Hard-code data in the Manual Virtual Table.
  3. Create Dataset from the Virtual Table's right click context menu.
  4. Create a Bar Chart using a Dataset.
  5. Duplicate a Bar Chart.
  6. Show multiple series on the same Bar Chart.
  7. Change the metric associated with a series.
  8. Rename a series.

Steps

Create a Virtual Table

This sample makes use of a Manual Virtual Table with hard-coded data.
  1. On Design Explorer, right click on Virtual Tables, and then select New Virtual Table.
  2. Name the Virtual Table, for example, 4Series.
  3. On Virtual Table Setup (Step 1 of 3), select Manual Virtual Table.
  4. On Step 2 of 3, Select the Data Connector.
  5. On Step 3 of 3, Select the table, and click on finish.
  6. On the Preview tab, copy and paste the script below .

    SELECT CONVERT (date , '01/15/2013', 101) as Date, 1000 as Series1, 400 as Series2, 100 Series3, 500 Series4 UNION ALL
    SELECT CONVERT (date , '01/16/2013', 101), 300, 100, 300, 900 UNION ALL
    SELECT CONVERT (date , '01/17/2013', 101), 700, 200, 200, -500 UNION ALL
    SELECT CONVERT (date , '01/18/2013', 101), 200, 300, 300, 300
  7. Save, and when asked Do you want to discover the Virtual Table fields as well, select Yes.
  8. Check In the Virtual Table.
  9. Preview the Virtual Table.
    Virtual Table Preview.

    Virtual Table Preview.





Create a Dataset

  1. Locate your Virtual Table from the Design Explorer.
  2. Right click and select Create Dataset. A dataset will be created with the same name as your Virtual Table. All columns in the Virtual Table will be included in this Dataset.
    Create Dateset using the right click menu.

    Create Dateset using the right click menu.

  3. Edit the Dataset.
  4. On Preview Tab, click on Preview Data.
    Dataset Preview.

    Dataset Preview.



Create Dashboard

Create a Bar Chart using the Dataset

  1. From the Design Explorer, right click on Dashboards, and then select New Dashboard.
  2. Name the dashboard, for example, 4Charts.
  3. From the Toolbox menu, select the Bar Chart control and drag and drop on the dashboard canvas. Leave the default control name (BarChart1) as is.
    Drag the Bar Chart control to the canvas.

    Drag the Bar Chart control to the canvas.

  4. From the Toolbox menu, select the Dataset and drop it on the Bar Chart control.
    Drag the Bar Chart control to the canvas.

    Drag the Bar Chart control to the canvas.

  5. On the Data Settings Configuration dialogue's Dataset settings, select KPI/Dataset default and click Next.
  6. On the Data Settings Configuration dialogue's Metric settings, select Series1 from the dropdown and click Next.
    Select the Y Axis Metric.

    Select the Y Axis Metric.

  7. On the Data Settings Configuration dialogue's Dimension Selection, select Date from the dropdown and click Next.
    Select the X Axis Dimension.

    Select the X Axis Dimension.

  8. Click Next to skip the Data Annotation Settings and click Finish to complete the Data Settings Configuration.
  9. Save and preview the dashboard.
    Select the X Axis Dimension.

    Select the X Axis Dimension.





Duplicate the Chart

Note: This step is optional, and can be used when you need to duplicate a control.
  1. On the Dashboard canvas, select the BarChart1 control.
  2. Click on the Copy button and then click on the Paste button as many times as necessary times. This will create 1 new bar chart each time you click the Paste button.
  3. Re-arrange and Re-size the bar chart controls accordingly.
    Tip: Refer to the Align and Distribute article to align the chart controls.
  4. For each new chart, change the metric associated with the series.
  5. Save and Preview.
    Dashboard Preview showing 4 separate Bar Chart controls.

    Dashboard Preview showing 4 separate Bar Chart controls.



Add series to the same bar chart

Note: This step is optional, and can be used when you need to display multiple series in one control.
  1. Edit the dashboard containing one bar chart control.
  2. From the Toolbox menu, select the Dataset and drop it on the Bar Chart Control.
  3. On the Data Settings Configuration dialogue's Dataset settings, select KPI/Dataset default and click Next.
  4. On the Data Settings Configuration dialogue's Metric settings, select the appropriate metric from the dropdown and click Next.
  5. On the Data Settings Configuration dialogue's Dimension Selection, select Date from the dropdown and click Next.
  6. Click Next to skip the Data Annotation Settings and click Finish to complete the Data Settings Configuration.
  7. Rename the series if desired.
  8. Repeat Steps 2 to 7 as needed.
  9. Save and Preview.
    One Bar Chart control with 4 series.

    One Bar Chart control with 4 series.



Change the metric associated with the series

Note: This step is optional, and can be used when you need to change the metric associated with a series.
  1. Click the chart control and select the Data Information from the chart's context menu.
    Chart's context menu.

    Chart's context menu.

  2. Select Configure KPI settings
    Select the Series/Metric Column.

    Select the Series/Metric Column.

  3. On the KPI/Dataset default screen, click Next.
  4. On Metric Settings screen, select the correct series from the dropdown and click Next.
    Select the Series/Metric Column.

    Select the Series/Metric Column.

  5. On Dimension Selection screen, click next as we are not changing the X Axis dimension.
  6. Click Next to skip the Data Annotation Settings and click Finish to complete the Data Settings Configuration.
  7. Save the dashboard.

Rename the series

Note: This step is optional, and can be used when you need to rename the series.
  1. Click the chart control and select the Data Information from the chart's context menu.
    Chart's context menu.

    Chart's context menu.

  2. Click on the series name to overwrite the text.
    Renaming the series.

    Renaming the series.



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