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Quick BI:Indicator Trend Chart

Last Updated:Jan 25, 2024

An indicator trend chart shows the latest values of multiple metrics, the aggregated values of the metrics within a period, and the changes of these metrics over a period. This topic describes how to add data to an indicator trend chart and configure the style of the indicator trend chart.

Prerequisites

A dashboard is created. For more information, see Create a dashboard.

Overview

Use scenarios

In specific scenarios, you need to observe the changes of metrics to see whether exceptions occur in your business. An indicator trend chart is used to display the values of metrics and the trend of value changes over a period.

Benefits

  • Calculation capability: You can configure the advanced calculation features with a few clicks. This helps you compare values with historical values.

  • Data visualization: You can add logos to the chart and configure settings, such as the background, font size, and color of the chart.

  • Other capabilities: You can add remarks, such as words and metrics. You can also add hyperlinks to link metrics to other platforms.

Renderings

指标趋势图

Create a chart

  1. On the Field tab, select dimensions and measures based on your business requirements.

    • In the Dimension list, double-click shipping_date(day). You can also drag this dimension to the Date (Dimensions) section.

    • In the measure list, double-click order_number, order_amt, shipping_cost, and profit_amt. You can also drag these measures to the Indicator (Measures) section.

  2. Set the Default Metric Value parameter and click Update. Then, the system automatically updates the chart.

    • Latest Date Data: displays the latest value within the specified period on each metric card.

      If you select Latest Date Data, the value of the metric card is the data of the last day (20161230).

      image..png

    • Stage Summary Data: displays the aggregated value within the specified period on each metric card.

      If you select Staged Data, the value of the metric card is the data aggregated within the interval (20161201 to 20161230).

      image..png

Configure the chart style

This section describes how to configure the style of an indicator trend chart. For more information about the general styles of charts, see Configure the chart title.

You can enter a keyword in the search box at the top of the configuration section to search for configuration items. You can also click image..pngExpand /Collapse All Categories in the right-side chart.

指标趋势图-搜索..gif

  • In the Trend Chart section, configure the Trend Chart Type, View Chart, and Color Settings. image.png

    Chart configuration items

    Descriptions of parameters

    Trend Chart Type

    Valid values: Show Trend Chart and Metric Trend Chart.

    4567

    Switch between visualized charts

    You can switch between line charts, area chart lines, and column chart lines. 3

    Color Settings

    You can set the color of the metric trend chart.

    image..png

    Line Type

    (Line Chart /area chart Scenario)

    Valid values: Curve and Line.

    Label Shape

    (Line Graph Scene)

    Set whether to display marker points and customize the shape of marker points. image.png

    process NULL values

    (Line drawing /area chart scene)

    The following methods are supported: Direct Crossing, Set to 0, Disconnect, and Line Break.

    Date Duration

    The default value is 30. Unit: days.

    Display Legend

    Specify whether to display the legend.

    image..png

    Note

    The Layout for Multiple Indicators parameter is displayed only if the Show Trend by Date parameter is set to Overall Trend.

  • In the Indicator Layout section, configure the layout style of the indicator block.

    image..png

    Chart configuration items

    Descriptions of parameters

    Metric Block Group

    Options: Displayed in One Line and Displayed in Multiple Lines. If you select Displayed in One Line, the slider appears, and you can adjust the slider to view all indicators in one row. If you select Displayed in Multiple Lines, indicators are displayed in multiple rows. You can also set the number of metric blocks per row on the metric trend chart.

    image..png

    Note

    This option is available only when you turn on the Trend Chart switch.

    Background color

    The background color of the indicator. You can select Transparence or Solid Color.

    Indicator Block Spacing

    Set the spacing between metric blocks.

    Indicator Block Height

    Set the height of the indicator block. You can adjust the height by defining the distance between the indicator content and the indicator block.

    Interaction between a metric and a trend chart

    Options:

    • Single Choice: Only the trend of one measure can be displayed in the indicator trend chart.

    • Multiple Choice: The trend of two or more measures can be displayed in the indicator trend chart.

      Note

      This option is available only when you turn on the Trend Chart switch.

      指标趋势图-指标交互

  • In the Indicator Content configuration items, set Content Position and Display Mode, Font Size Style, and Indicator Modifier Style.

    image..png

    Chart configuration items

    Descriptions of parameters

    Index Value Row Spacing

    Moderate and Compact are supported.

    Font Size

    Select Enable Font Size. After you enable this feature, you can set the Dimension Name, Primary Metric Name, Primary Metric Value, Secondary Metric Name, and Secondary Metric Value Font Size, Color, Bold, and Italic parameters.

    Note
    • In the Metrics /Measures section, the first metric is the primary metric. The rest measures are secondary metrics.

    Indicator Modifier Chart

    Select Show Main Indicator Decorative Chart. After you select Show, you can set Decorative Chart Position, Color, Decorative Chart Type, and Graphic Style.

    • You can set the Retinker Position parameter to Left or Top.

      image..png

    • You can use Material or Image Field to modify the figure type.

      1. The Image field can be used only when the dataset contains the Image field and the field type is2.

      2. When you select a material, you can use the material icon or upload a local image.

        Note

        Only images in the PNG, JPG, and GIF formats are supported. The maximum size is 1 MB.

        指标图-静态

    • Pattern supports Clear and Solid.

    Content position in indicator block

    Specify the position of the content in the indicator block. Valid values: Left and Center. In the Horizontal Center section, set Alignment to Left and Center.

    指标趋势图-内容在指标块位置..gif

  • In the Axis section, specify the x-axis and left Y axes. image.png

    Parameter

    Parameter

    Description

    X-axis

    Display x-axis

    Set whether to display x-axis.

    Show Title and Unit

    Specifies whether to show the title and unit of the X-axis.

    Show Value

    Specify whether to display labels on the x-axis, axis label display rules, and text style.

    Show Scale

    Sets whether tick marks are displayed on the x-axis.

    Show Axis

    Set the display axis style, including line type, line weight, and color.

    Show Network Lines

    Specifies whether to show gridlines on the X-axis, including the line style, line width, and color of the X-axis.

    Left Y-axis

    Y-axis Scale Flip

    You can set the flip y-axis scale value.

    指标趋势图.gif

    Show Left Y-Axis

    Set whether to display the left Y-axis.

    Show Title and Unit

    Specifies whether to display Axis Title and Unit.

    Show Value

    Specifies whether to show values on the left y-axis.

    Show Scale

    Specifies whether to show scales on the axis.

    Maximum and Minimum Values

    • You can configure the maximum and minimum values only when the Trend Chart Type parameter is set to Show Trend Chart.

    • If and only if the custom maximum value is greater than the maximum value of the data itself and the minimum value is less than the minimum value of the data itself, the custom maximum value is available. Otherwise, the custom maximum value does not take effect.

    Note

    If you select Default, the minimum and maximum values are automatically displayed on the axis. If you clear Default, you can manually configure the minimum and maximum values on the axis.

    Show Axis

    Specifies whether to show the left y-axis, including the line style, line width, and color of the left y-axis.

    Y-axis Label Settings

    The display formats for labels on the axis. Options: AutoFit, Customer, and Manual.

    If you have configured a unit of measure for a metric, you must specify the y-axis axis labels in the same format as the unit of measure. You can set Display Format to Auto Fit and select Single Select, Follow Measure data format configuration items.

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    Show Network Lines

    Specifies whether to show gridlines on the left y-axis. If you select Gridlines, you can specify the line style, line width, and color of gridlines.

    Label and Scale Range

    You can set the Maximum /Minimum value of the left Y-axis label and scale range based on Automatic or Manual Settings.

    Note

    Right Y-axis is required only when Display secondary Y-axis is selected. The parameter configuration is the same as that of Left Y-axis.

  • In the label configuration items, set the label display style.

    image..png

    Chart configuration items

    Descriptions of parameters

    Full Display

    If you select this check box, all label are displayed.

    Text

    Sets the label text style.

  • In the Tooltip section, configure the following parameters: background color, text style,

    image..png

  • In the Series Settings section, set the label, maximum value, and prefix and suffix for the metric series.

    image..png

    Chart configuration items

    Descriptions of parameters

    Series

    Select a measure that you added to the Indicator (Measures) section.

    Prefix and Suffix for Data Value

    The prefix and suffix for the value of a measure in the indicator trend chart.

  • In the Conditional Formatting section, configure conditional formats for measures.

    指标趋势图-条件格式..gif

    Chart configuration items

    Descriptions of parameters

    Series

    Select a measure that you added to the Indicator (Measures) section.

    Shortcut Style

    Select marker icons and font colors.

    Custom Style

    Customize text, icon styles, marker icons, range values, and font colors.

    Synchronize Style To

    Replicate the conditional formatting settings of a measure to other measures.

  • In the Auxiliary Display section, configure Enable Metric Filtering and configure a metric trend chart.

    指标趋势图-辅助展示..gif

Chart analysis configuration

Parameter

Field

Description

Data interaction

Linkage

If the data that you want to analyze belongs to different charts or tables, you can configure this feature to associate the charts and tables, and then analyze the data. For more information, see Linkage.

Hyperlink

If the data that you want to analyze belongs to different dashboards, you can configure this feature to associate the dashboards, and then analyze the data. You can set the Hyperlink parameter to Parameter or External Link. For more information, see Redirect.

Advanced Settings

Display Secondary Indicator

If you select Display Secondary Indicator, you can configure the display modes of secondary metrics. For more information, see the "Display secondary indicators" section in Latest cross table.

After you enable this feature, you can specify the content, display formats, prefixes, and suffixes of secondary metrics. Examples:

  • Allows you to customize the number of decimal places.

    image..png

  • Same-period comparison is supported. If filter conditions are configured, the filter conditions are also added to the comparison period.

    image..png

Metric Analysis

Gridlines

An auxiliary line can be used to show the difference between the value of a measure and the reference value indicated by the auxiliary line. The reference value can be a fixed value or a calculated value. You can use the following calculated values: average, maximum, minimum, and median. For more information, see the "Auxiliary line" section in Metric analysis.

Label

-

If data in a chart is abnormal or requires additional attention, you can highlight the data or add icons, notes, or data points. This helps you detect exceptions and perform subsequent operations. For more information, see Label.

Limits

When you create an indicator trend chart, you must specify measures and dimensions in the Indicator (Measures) and Date (Dimensions) sections.

  • You can specify only one dimension in the Date (Dimensions) section, such as shipping_date(day).

  • You must specify at least one measure in the Indicator (Measures) section, such as order_number or order_amt.

What to do next

  • You can share your dashboards with others. For more information, see Share a dashboard.

  • If you want to create a navigation menu for thematic analysis, you can integrate your dashboard into a business intelligence (BI) portal. For more information, see Create a BI portal.