How to add data to an indicator trend chart and configure its style - Quick BI

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

Prerequisites

You need to create a dashboard. For more information, see Create a Dashboard.

Overview

Scenarios

In specific scenarios, you need to monitor metric changes to detect potential business exceptions. An indicator trend chart displays metric values and their change trends over a period.

Advantages

Calculation capability: You can configure advanced calculation features with a few clicks to compare values with historical data.
Data visualization: You can add logos to the chart and configure settings such as background, font size, and color.
Other capabilities: You can add remarks including text and metrics. You can also add hyperlinks to connect metrics to other platforms.

Sample Chart

指标趋势图

Create a Chart

On the Fields tab, select the required dimensions and measures:
- In the Dimensions list, find shipping_date(day), and double-click or drag it to the Date (Dimensions) section.
- In the Measures list, find order_number, order_amt, shipping_cost, and profit_amt, and double-click or drag them to the Indicator (Measures) section.
Select Default Value Of Indicator and click Update. The system automatically updates the chart.
- Latest Date Data: The indicator card displays the data of the latest date in the selected time range.
  If you select Latest Date Data, the indicator card displays the data of the last day (December 30, 2016).
- Aggregated Data: The indicator card displays the aggregated data of the selected time range.
  If you select Aggregated Data, the indicator card displays the aggregated data of the time range (December 1, 2016 to December 30, 2016).

Configure the Chart Style

This section describes how to configure the style of an indicator trend chart. For information about how to configure common chart styles, see Configure the Chart Title.

You can enter a keyword in the search box at the top of the configuration panel to quickly find a configuration item. You can also click the icon on the right to expand or collapse all categories.

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In the Trend Chart section, configure the Trend Chart Type, Chart Type, and Color Settings.

Configuration item	Description
Trend Chart Type	The following types are supported: Show Trend Chart and Indicator with Small Trend Chart.
Chart Type	The following types are supported: Line Chart, Area Chart, and Bar Chart.
Color Settings	You can set the overall color scheme for the metrics. You can also set a specific color for each metric based on your requirements.
Line Type (Line Chart/Area Chart)	The following types are supported: Curve and Straight Line.
Line Style (Line Chart/Area Chart)	You can set the line type and thickness.
Show Markers (Line Chart)	You can specify whether to show markers and customize the shape of markers.
Null Value Processing (Line Chart/Area Chart)	The following methods are supported: Skip Directly, Set to 0, Not Disconnected, and Line Disconnected.
Date Range	Default value: 30. Unit: days.
Show Legend	Specifies whether to show the legend. Note This option is available only when Show Trend Chart is selected.

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

If Show Trend Chart is selected for Trend Chart Type, configure the following items.

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Configuration item	Description
Display Mode Of Indicator Block Group	If multiple indicators cannot be fully displayed on the interface, you can Slide Left And Right to view other indicators or Wrap And Tile to display all indicators. You can also set the number of indicator blocks per row on the indicator trend chart. Note This option is available only when Enable Trend Chart is selected.
Background Color	You can set the background color of indicator blocks. The following types are supported: Transparent and Solid Color.
Indicator Block Spacing	You can set the spacing between indicator blocks.
Indicator Block Height	You can set the height of indicator blocks by adjusting the distance between indicator content and indicator blocks.
Indicator and Trend Chart Interaction	The following modes are supported: Single Selection and Multiple Selection. Single Selection: Only one measure trend chart can be displayed. Multiple Selection: Multiple measure trend charts can be displayed at the same time. Note This option is available only when Enable Trend Chart is selected.

If Indicator with Small Trend Chart is selected for Trend Chart Type, configure the following items.

Configuration item	Description
Display Mode Of Indicator Block Group	You can set the number of indicator blocks per row on the indicator trend chart. Note This option is available only when Enable Trend Chart is selected.
Indicator Block Separator	You can set the separator type for indicator blocks. The following types are supported: No Separator, Line Separator, and Background Fill.
Separator Color	You can set the color of the line separator for indicator blocks. Note This option is available only when Line Separator is selected for Indicator Block Separator.
Background Color	You can set the background fill color for indicator blocks. The following types are supported: Monochrome and Multicolor. For Monochrome, you can select a color. For Multicolor, the color follows the changes of trend chart elements. Note This option is available only when Background Fill is selected for Indicator Block Separator.
Indicator Block Spacing	You can set the spacing between indicator blocks. Note This option is available only when Background Fill is selected for Indicator Block Separator.

In the Indicator Content section, configure the position and display mode of content in indicator blocks, font style, and indicator decoration style.

Configuration item	Description
Content Position in Indicator Block	You can set the position of content in indicator blocks. The following positions are supported: Horizontal Left and Horizontal Center. For Horizontal Center, you can set the alignment with indicators. The following alignment modes are supported: Align Left and Align Center.
Indicator Value Line Spacing	The following modes are supported: Medium and Compact.
Field Description Icon	You can use materials and set the color of field descriptions.
Font Settings	Select Enable font size settings. After enabling, you can set the font size, color, bold, and italic for dimension Name, Primary Metric Name, Primary Metric Value, and Secondary Metric Name And Secondary Metric Value. Note In the Indicator (Measures) section, the first measure is the primary metric. The rest measures are secondary metrics.
Indicator Decoration	Select Show main metric decoration graph, after selecting to display, you can set the decoration graph position, color scheme, decoration graph type, and graph style. The following decoration positions are supported: Left and Top. The following decoration types are supported: Material and Image Field. The DatasetImage fieldImage Field option is available only when the contains an and the field type is image (). If you select Material, you can use icons from materials or upload a local image. Note Only PNG, JPG, and GIF images are supported. The maximum size is 1 MB. The following image styles are supported: Transparent and Solid Color.

In the Axes section, configure the styles of the X-axis and the left/right Y-axis.

Name	Configuration item	Description
Show Secondary Y-axis		Specifies whether to show the secondary Y-axis.
X-axis	Show X-axis	Specifies whether to show the X-axis.
	Show Title and Unit	Specifies whether to show the Axis Title and Unit on the X-axis.
	Show Axis Labels	Specifies whether to show labels on the X-axis.
	Show Scales	Specifies whether to show scales on the X-axis.
	Show Axis	You can set the style of the axis, including the line style, line width, and color.
	Show Gridlines	Specifies whether to show gridlines on the X-axis, including the line style, line width, and color of the X-axis.
Left Y-axis	Show Left Y-axis	Specifies whether to show the left Y-axis.
	Flip Y-axis Scale	You can flip the scale values on the Y-axis.
	Show Title And Unit	Specifies whether to show the Axis Title and Unit.
	Show Axis Labels	Specifies whether to show labels on the left Y-axis.
	Show Scales	Specifies whether to show scales on the left Y-axis.
	Maximum Value, Minimum Value	This option is available only when the trend chart type is Show Trend Chart. The custom maximum and minimum values take effect only when the custom maximum value is greater than the maximum value of the data and the custom minimum value is less than the minimum value of the data. Note If you select Auto, the system intelligently displays the maximum and minimum values of the axis. If you clear Auto, you can manually set the maximum and minimum values of 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.
	Axis Label Format	The display formats for labels on the left Y-axis. The following formats are supported: Auto Adapt, Custom Format, and Manual Input. If you have configured a unit for a metric and want the vertical axis labels to use the same unit format when displaying the metric, you can set Display Format to Auto Adapt and select Follow Measure Data Format When Single Selection.
	Show Gridlines	Specifies whether to show gridlines on the left Y-axis, including the line style, line width, and color of the left Y-axis.
	Axis Value Range and Interval	You can automatically or manually set the maximum and minimum values of the range for labels and scales on the left Y-axis. You can set custom intervals by step size or by the number of equal divisions.

Note

You need to configure the right Y-axis only when Show Secondary Y-axis is selected. The parameters are the same as those of the left Y-axis.

In the Data Labels section, configure the display style of labels.
Configuration item
Description
Show All
If you select this option, all data labels are displayed.
Text
You can set the text style of labels.
In the Tooltip section, configure the display mode of tooltip content, background color, and text style.
Note
- The options for total and percentage in the content are available only when Multiple Selection is enabled for Indicator and Trend Chart Interaction in the Indicator Layout section. When the display mode is set to By Single Data Point, the percentage option is available. When the display mode is set to By Dimension Value, both the total and percentage options are available.
- The option to select secondary metrics in the content is available only when Show Secondary Metrics is enabled.
- When you switch to the mobile layout, you can control whether to show tooltips on mobile devices.

In the Series Settings section, configure data labels, maximum and minimum values, and the prefix and suffix for metric data.

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Configuration item	Description
Select Field	You can select a measure that is added to the Indicator (Measures) section.
Line Style	You can set the line type and thickness. Note This option is available only when the chart type is Line Chart or Area Chart.
Show Data Labels	You can specify whether to show data labels and set the color and position of the labels.
Show Maximum and Minimum Values	You can specify whether to show labels for the maximum and minimum values on the chart.
Prefix And Suffix For Metric Value	The prefix and suffix for the value of a measure in the indicator trend chart.

In the Conditional Formatting section, configure the conditional formatting for measure data.

Configuration item	Description
Select Field	You can select a measure field for which you want to configure conditional formatting. You can select any measure that is added to the Indicator (Measures) section. After you complete the style configuration, if you no longer need to use some of the configured conditional formatting, you can click Batch Clear Format in the lower-right corner of the field panel. In the list that appears, select the conditional formatting that you want to clear, and then click OK.
Quick Style	You can select a style from the system to set the icon or font color for the current measure field. Comparison: You can select Compare with 0 or Compare with Average. Flip Colors: For example, if you select Compare with 0, values less than 0 are displayed in red, and values greater than 0 are displayed in green. After you flip the colors, values less than 0 are displayed in green, and values greater than 0 are displayed in red. Clear: If you no longer need to use a quick style, click Clear to remove the style.
Custom Style	In addition to the quick styles provided by the system, you can configure custom styles for the current measure field based on your requirements. TextOn the Text tab, you can set the condition rules for highlighting the text of the current measure field. You can configure condition rules for the current field based on the values of other fields. IconOn the Icon tab, you can set the icon marking rules for the current measure field. You can configure marking rules for the current field based on the values of other fields.
Replicate Style To	You can replicate the conditional formatting settings of a measure to other measures.

In the Auxiliary Display section, enable Metric Filtering and configure the indicator trend chart.

Configure Chart Analysis

Configuration item	Name	Description
Data Interaction	Filter Interaction	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 Filter Interaction.
Data Interaction	Hyperlink	When the data that you want to analyze belongs to different dashboards, you can configure this parameter to associate the dashboards, and then analyze the data. The following hyperlink types are supported: Parameter Hyperlink and External Link. For more information, see Hyperlink.
Secondary Metrics	Secondary Metric Content	You can configure the content of secondary metric comparison. The system automatically generates the corresponding period-over-period comparison options based on the granularity of the date field that you configure in the Date (Dimensions) section. For example, if the date field type is day, the system supports day-to-day comparison, week-on-week comparison, and month-on-month comparison. You can perform the following operations: Click the check mark before an option to select the secondary metric content that you want to display. You can configure a maximum of two metrics. Click Add Field. In the Add Field dialog box, customize the secondary metric content that you want to compare and display, and configure the aggregation method, display format, conditional formatting, and auxiliary trend chart. Click the icon to drag and sort metrics to adjust the display order of metrics in the chart. Click the icon. In the Secondary Metric Content Settings dialog box, adjust the display format, conditional formatting, and auxiliary trend chart of the current metric.
	Replicate Configuration to Other Comparison Metrics	You can select the measure fields to which you want to replicate the current secondary metric configuration.
	Secondary Metric Position	Set the position of the secondary metric. You can set the Secondary metric position to Below the primary metric or Independent block.
	Secondary Metric Font Style	You can set the font format and color of secondary metrics.
Analysis And Alerts	Auxiliary Line	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 Auxiliary Line.
Annotation	-	You can use highlighted measures, icons, comments, or data points as labels to mark the data that is abnormal or you focus on in a chart. This helps you identify data exceptions and fix the issue. For more information, see Annotation.

Limits

An indicator trend chart consists of Indicator (Measures) and Date (Dimensions):

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

If other users need to view the dashboard, you can share the dashboard with specific users. For more information, see Share a Dashboard.
If you need to create a complex dashboard with navigation menus for topic-specific analysis, you can integrate the created dashboard into a BI portal. For more information, see Create a PC BI portal.

Configuration item	Description
Show All	If you select this option, all data labels are displayed.
Text	You can set the text style of labels.