This topic describes a trend chart, including its overview, application example, and configuration style as well as how to delete a trend chart.

Prerequisites

Overview

A trend chart displays multiple indicators and their changes over a period of time. By default, the latest data record of each indicator is displayed.

Notice For a trend chart, you can specify only one date dimension for Date (Dimensions). Whereas, you must specify at least one measure for Indicator (Measures).

Application example of a trend chart

The following example uses the company_sales_record dataset to describe the application of a trend chart.

  1. In the left-side navigation pane of the Workspace page, click Datasets to go to the Datasets page.
  2. Find the company_sales_record dataset, and click the icon in the Actions column corresponding to the dataset.

    Note If you use Quick BI Enterprise Standard, you need to choose Standard or Full Screen as the dashboard type. The following example uses Standard as the dashboard type.
  3. Click the icon. A trend chart appears in the display area of the dashboard.
  4. On the Data tab, select a dimension and measure.

    In the Dimensions list, find and add the report_date (day) field to Date (Dimensions). In the Measures list, find and add the order_number, order_amt, shipping_cost, and profit_amt fields to Indicator (Measures), as shown in the following figure.

  5. Click Update. The system updates the chart.
  6. On the Style tab, set Basic Information, Chart Settings, Indicator Settings, Functionality Settings, and Series Settings.
  7. Click Save to save the dashboard.

Configure settings on the Style tab

  • In the Basic Information section, set Title, Description, Show Link, and Custom background.
    Note
    • This example uses Light Color (Default) as the background color.
    • If you want to redirect to a report or an external page, select Show Link and specify Link Text and Link Address.
  • In the Chart Settings section, select Show Trend by Date, and specify a trend chart style, preview mode, and layout for multiple indicators.
    • If you set Select Preview Mode to Single Choice, the trend chart displayed is only for one measure indicator. If you set Select Preview Mode to Multiple Choice, the trend chart of multiple measure indicators is displayed.
    • Assume that the space of a single line is not enough for multiple indicators. If you set Layout for Multiple Indicators to Displayed in One Line, you can slide the chart to view all indicators. If you set Layout for Multiple Indicators to Displayed in Multiple Lines, all indicators are displayed in multiple lines.
  • In the Indicator Settings section, set Maximum Indicators Each Row.

    In this example, Maximum Indicators Each Row is set to 4.

  • In the Functionality Settings section, set Enable Indicator Filter and conditional formatting.

    After you select Enable Indicator Filter, an indicator filter icon is displayed in the upper-right corner of the chart. You can click the icon to select the indicators you want to display.

    Set conditional formatting:

    1. Select the corresponding measure from the Series drop-down list. Then, select Enable Indicator Filter and select icon themes from the drop-down list of Tag icon.
    2. You can specify the rules for data that you want to mark out, the icon style, and font color.
  • In the Series Settings section, set the measure alias, description, prefix and suffix of indicator values, and data display format.
  • On the Advanced tab, select Display Secondary Indicator.

    Select the corresponding measure indicator from the Select Secondary Indicator drop-down list, and set the comparison content, display content, and symbol theme.

Click Update. The following figure shows an updated chart.

Delete a chart

Perform the following steps to delete a chart:

  1. Click the icon in the upper-right corner of a chart.
  2. Select Delete.