How do I add a visualization chart?

This article explains how to add a visualization chart to an EPM Live Analytics report.

Version Note: The visualizations chart feature was released as of EPM Live Analytics v6.8.07.

1. Navigate to the EPM Live Analytics Reports Page

  1. On the navigation menu, select Reports to open the Business Intelligence Center.
  2. Click EPM Live Analytics.

2. Open Report Designer

  1. If you are on the Reports landing page, hover over a report to show the Print and Edit icon buttons.  Click the Edit icon.  -- Or --
  2. If you are already viewing a report, click the Open in Designer icon.

3. Navigate to Chart or Chart2 Tab

Select the Chart or Chart2 tab.

4. Select Visualization

On the Chart Type drop down menu, select Visualization.

5. Enter Chart Title

  • Enter the chart title.  
  • If applicable, enter the limit number of records to show.

6. Select Visualization Type

When you select a visualization type, the chart will automatically pull in data from the reporting tables selected and the fields section of the report.  Different visualization types may be more preferable than others, depending on the type and depth of data shown in the report.

7. Uncategorized

Options include:

  • Auto Chart
  • Combo
  • Tree

7.1. Auto Chart

Auto Chart Description:

  • Auto Chart permits the generation of many simple chart types. Some of these charts display a single metric at a time, others display multiple metrics at one time.
  • Field 1... - Group - This field will represent the categories along the X axis, the Y axis, or the slices or items displayed on a proportional chart. Only one field will be used to define an axis at any given time. Clicking on one value will drill down to the next field in field order, filtered by the selected value.
  • Field 2+ - Metric - This field will represent the value on the chart. The metric currently being displayed is selectable from a dropdown.

General Field Definitions:

  • Group - This column can be any data type, aggregated or not aggregated. These columns are used to group data in other columns, and often serve as the axis or scale of a particular visualization.
  • Metric - This column can be any data type. It is generally an aggregate, and most commonly a numeric, but does not have to be. These columns are the elements that are being charted, mapped, or displayed on your visualization.

7.2. Combo Chart

Combo Description:

  • Combo displays metrics with a series of bars and lines on the same graph. Each metric gets its own Y axis, with the X axis determined by the single group field. The first half of the metric fields will be displayed with bars, the second half with lines.
  • Field 1 - Group - This field will represent the categories along the X axis.
  • Field 2+ - Metric - This field will represent the values of each bar or line. Each bar or line will receive its own scale on the Y axis.
  • Notes: Metric fields will be split between bar and line graphs. The first half of your metric fields will be bars, the second half will be lines.

General Field Definitions:

  • Group - This column can be any data type, aggregated or not aggregated. These columns are used to group data in other columns, and often serve as the axis or scale of a particular visualization.
  • Metric - This column can be any data type. It is generally an aggregate, and most commonly a numeric, but does not have to be. These columns are the elements that are being charted, mapped, or displayed on your visualization.

7.3. Tree Chart

Data Tree Description:

  • Data Tree displays a tree-like hierarchy of nodes and connecting lines. Nodes are established from left to right in field order. Lines and the size of nodes are determined by the selected metric.
  • Field 1... - Group - This field represents the hierarchical levels which structure the data tree.
  • Field 2+ - Metric - This field will represent the value on the chart. The metric currently being displayed is selectable from a dropdown.

General Field Definitions:

  • Group - This column can be any data type, aggregated or not aggregated. These columns are used to group data in other columns, and often serve as the axis or scale of a particular visualization.
  • Metric - This column can be any data type. It is generally an aggregate, and most commonly a numeric, but does not have to be. These columns are the elements that are being charted, mapped, or displayed on your visualization.

8. Animated Category

Options include:

  • Time Bubble
  • Transitions
  • World Tour

8.1. Time Bubble Chart

Time Bubble Description:

  • Time Bubble is a multidimensional graph which displays circles which change in size and position over time. Mousing over the time label at the bottom right of the chart will move forward and backward in time.
  • Field 1 - Group - This field will represent each circle.
  • Field 2 - Time - This field will determine the time scale at which circles move and change size. This field must be set to Group(Year & Month).
  • Field 3 - Metric - This field will represent the Y axis.
  • Field 4 - Metric - This field will represent the X axis.
  • Field 5 - Metric - This field will represent the Z axis, represented by the area of the circle.

General Field Definitions:

  • Group - This column can be any data type, aggregated or not aggregated. These columns are used to group data in other columns, and often serve as the axis or scale of a particular visualization.
  • Time - This column must be a Datetime data type.
  • Metric - This column can be any data type. It is generally an aggregate, and most commonly a numeric, but does not have to be. These columns are the elements that are being charted, mapped, or displayed on your visualization.

8.2. Transitions Chart

Transitions Description:

  • Transitions displays multiple common graph styles in a fixed cycle.
  • Field 1 - Group - This field represents categories on the Y axis or slices of proportional charts.
  • Field 2 - Time - This field represents the X axis when applicable. It must be set to Group(Year & Month)
  • Field 3 - Metric - This field represents the value.
  • Notes: You must sort Fields 1 and 2 to make coherent charts. If your charts look odd, make sure that the sorting behavior is correct.

General Field Definitions:

  • Group - This column can be any data type, aggregated or not aggregated. These columns are used to group data in other columns, and often serve as the axis or scale of a particular visualization.
  • Time - This column must be a Datetime data type.
  • Metric - This column can be any data type. It is generally an aggregate, and most commonly a numeric, but does not have to be. These columns are the elements that are being charted, mapped, or displayed on your visualization.

8.3. World Tour Chart

World Tour Description:

  • World Tour displays countries and a single metric associated with that country.
  • Field 1 - Geographical Field - This field represents the country.
  • Field 2 - Metric - This field represents the value associated with each country.

General Field Definitions:

  • Metric - This column can be any data type. It is generally an aggregate, and most commonly a numeric, but does not have to be. These columns are the elements that are being charted, mapped, or displayed on your visualization.
  • Geographic Field - This column is a special case. It is used in map-style visualizations. It must be a list of geographic entities, such as a list of countries, regions, or states.

9. Circular Category

Options include:

  • Sunburst

9.1. Sunburst Chart

Sunburst Description:

  • Sunburst displays a tree-like hierarchy of items layered in a circular arrangement, each of which proportionally represents the aggregate metric at each level of the hierarchy. The layers from inner to outer represent each level of the hierarchy. Larger groups are displayed from the 12 o’clock position clockwise.
  • Field 1... - Group - This field represents the hierarchical levels which structure the sunburst.
  • Field 2+ - Metric - This field will represent the value on the chart. The metric currently being displayed is selectable from a dropdown.

General Field Definitions:

  • Group - This column can be any data type, aggregated or not aggregated. These columns are used to group data in other columns, and often serve as the axis or scale of a particular visualization.
  • Metric - This column can be any data type. It is generally an aggregate, and most commonly a numeric, but does not have to be. These columns are the elements that are being charted, mapped, or displayed on your visualization.

10. Rectangular Category

Options include:

  • Crossfilter
  • Heatmap
  • Matrix
  • Timeline
  • Waterfall

10.1. Crossfilter Chart

Crossfilter Description:

  • Crossfilter displays multiple charts, one for the datetime grouping field and one for each metric. Clicking and dragging on any chart will establish a range, which acts as a filter on all other charts. You can also drag the range itself to move it without changing its size.
  • Field 1? - Time - This field will represent the time factor by which other metrics can be filtered. Range of values is displayed on the X axis and count of values is displayed on the Y axis.
  • Field 2+ - Metric - This field will represent the value. Range of values is displayed on the X axis and count of values is displayed on the Y axis.
  • Notes: Some group categories for Datetime will produce too many or invalid results. If your chart does not work, try a different grouping on the datetime or filtering the dataset from the Filter tab.

General Field Definitions:

  • Time - This column must be a Datetime data type.
  • Metric - This column can be any data type. It is generally an aggregate, and most commonly a numeric, but does not have to be. These columns are the elements that are being charted, mapped, or displayed on your visualization.

10.2. Heatmap Chart

Heatmap Description:

  • Heat Map displays a tree-like hierarchy of rectangles, each of which proportionally represents the aggregate metric at each level of the hierarchy.
  • Field 1... - Group - This field represents the hierarchical levels which structure the heat map.
  • Field 2+ - Metric - This field will represent the value on the chart. The metric currently being displayed is selectable from a dropdown.

General Field Definitions:

  • Group - This column can be any data type, aggregated or not aggregated. These columns are used to group data in other columns, and often serve as the axis or scale of a particular visualization.
  • Metric - This column can be any data type. It is generally an aggregate, and most commonly a numeric, but does not have to be. These columns are the elements that are being charted, mapped, or displayed on your visualization.

10.3. Matrix Chart

Matrix Description:

  • Matrix displays a series of squares, arranged by group and time, in the style of a pivot. The squares are shaded according to each metric value.
  • Field 1 - Group - This field will represent the categories along the Y axis.
  • Field 2 - Time - This field will represent the categories along the X axis. This field must have the function set to Group(Year & Month).
  • Field 3 - Metric - This field will represent the value of each square.
  • Notes: Matrix can only render so many squares. If you aren’t getting enough data on the time based X axis, try filtering out some items from the group based Y axis.

General Field Definitions:

  • Group - This column can be any data type, aggregated or not aggregated. These columns are used to group data in other columns, and often serve as the axis or scale of a particular visualization.
  • Time - This column must be a Datetime data type.
  • Metric - This column can be any data type. It is generally an aggregate, and most commonly a numeric, but does not have to be. These columns are the elements that are being charted, mapped, or displayed on your visualization.

10.4. Timeline Chart

Timeline Description:

  • Timeline displays a single metric between two points in time. The length of each item represents the distance between your start and end times.
  • Field 1 - Group - This field represents the Y axis.
  • Field 2 - Metric - This field represents the item charted.
  • Field 3 - Time - This field represents the beginning point from which the metric will be drawn.
  • Field 4 - Time - This field represents the end point to which the metric will be drawn.
  • Notes: Timeline can only display up to a fixed amount of data. If you are not seeing all the data you expect to see, try filtering down your report set - particularly the time dimension.

General Field Definitions:

  • Group - This column can be any data type, aggregated or not aggregated. These columns are used to group data in other columns, and often serve as the axis or scale of a particular visualization.
  • Time - This column must be a Datetime data type.
  • Metric - This column can be any data type. It is generally an aggregate, and most commonly a numeric, but does not have to be. These columns are the elements that are being charted, mapped, or displayed on your visualization.

10.5. Waterfall Chart

Waterfall Description:

  • Waterfall displays a bar chart with a built in pareto function - that is, the bottom of each bar begins at the top of the previous bar.
  • Field 1 - Group - This field represents each bar along the X axis.
  • Field 2 - Metric - This field represents the value of each bar.

General Field Definitions:

  • Group - This column can be any data type, aggregated or not aggregated. These columns are used to group data in other columns, and often serve as the axis or scale of a particular visualization.
  • Metric - This column can be any data type. It is generally an aggregate, and most commonly a numeric, but does not have to be. These columns are the elements that are being charted, mapped, or displayed on your visualization.

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