Widgets Guide

Pie/Doughnut

Pie Chart

Feature:

Create chart with aggregation type:
1.Count- Create pie chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.
2.Sum/Unique Count/Average/Min/Max- Create pie chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data. Sort chart by Metric Count, Custom Metric or String.

Sorting by Custom Metric enables user options for another aggregation field having Count, Sum, Average, Unique Count, Min & Max. Except Count other aggregation type provide options for another field to sort data by column.

Sub-Feature:

1. Order- Sort data in ascending or descending order
2. Count- Select count of data to be displayed
3. Enable search permission
4. Select local string format (None, UK/US English, Others)
5. Select decimal places (Round off, Two places, Three places)
6. Filter by- Option to filter out data as per requirements
(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)
7. Apply date range filter (Refer next sheet for keywords of date range)
8. Apply numeric range filter.

Property:

1. Theme- Select from the various themes
2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.
3. Widget font size- Change widget font size
4. Grid- Change horizontal and vertical grid
5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.
6. Tooltip- Hide or show tooltip
7. Affixes- Select prefix or suffix for the displaying in data/ chart
8. Miscellaneous- Change radius, select chart style, select label position and chart animation type
9. Social collaboration- Show or hide social collaboration.

Doughnut Chart

Feature:

Create chart with aggregation type:
1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.
2. Sum/Unique Count/Average/Min/Max- Create pie chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data. Sort chart by Metric Count, Custom Metric or String.

Sub Feature:

Property:

Theme- Select from the various themes
2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.
3. Widget font size- Change widget font size
4. Grid- Change horizontal and vertical grid
5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.
6. Tooltip- Hide or show tooltip
7. Affixes- Select prefix or suffix for the displaying in data/ chart
8. Miscellaneous- Change radius, select chart style, select label position and chart animation type and options to change outer and inner radius of doughnut chart.
9. Social collaboration- Show or hide social collaboration

Advanced Pie Chart

Feature:

Create chart with aggregation type:

1.Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2.Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data. Sort chart by Metric Count, Custom Metric or String.

Perform What if analysis- Combine or separate the items as per requirements
For example: Chart of quantity sold region wise, combine two or more regions or separate a region entirely as per requirement.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Change radius, select chart style, select label position and chart animation type

Advanced Doughnut Chart

Feature:

Create chart with aggregation type:

1.Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

Perform What if analysis like advanced Pie chart.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scroll-able legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Change radius, select chart style, select label position and chart animation type. Change inner and outer radius.

Line

Basic Line Chart

Feature:

Create chart by selecting aggregation type, Y-axis aggregation column and X-axis column.

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data. Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Change radius, select chart style, select label position, chart animation type, show or hide smooth line, show Markline and Mark Point of average, min or max. Change colours of line and point.
Select line style (Solid, Dashed, Dotted)
Select symbol style (Circle, Rectangle, Round rectangle, Diamond, Pin, Triangle)
Select symbol size.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Stacked Line Chart

Feature:

Create chart by selecting X-axis column and multiple columns for y-axis (aggregation and y-axis column)
Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data. Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Change radius, select chart style, select label position and chart animation type. Show or hide smooth line, Show Markline and Mark Point of average, min or max. Change colours of line and point.
Select line style (Solid, Dashed, Dotted). Select symbol style (Circle, Rectangle, Round rectangle, Diamond, Pin, Triangle). Select symbol size. Select line property and make changes for each line.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Vertical Stacked By Dimension

Feature:

Create chart with aggregation type, aggregation column, X-axis column and column to split bar type (to split the line).
Exampe: Creating a chart of sum (aggregation type) of quantity (aggregation column) region wise (X-axis column) for each product (Split bar type).
Aggregation parameters and sorting options same as pie chart.

Create chart with aggregation type:

1.Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Display sum and its position.

Step Chart

Feature:

Select Y-axis aggregation type, Y-axis column, X-axis column.

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data. Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Stacked Step Chart

Feature:

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data. Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Change radius, select chart style, select label position, chart animation type, show or hide smooth line, show Markline and Mark Point of average, min or max. Change colours of line and point.
Select line style (Solid, Dashed, Dotted). Select symbol style (Circle, Rectangle, Round rectangle, Diamond, Pin, Triangle). Select symbol size. Select line property and make changes for each line.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Graph on Cartesian Chart

Feature:

Select Y-axis aggregation type, Y-axis column, X-axis column.

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data. Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Bar

Vertical Bar Chart

Feature:

Select Y-axis aggregation type, y-axis aggregation column and x-axis column.

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data. Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Show markline for min, max, average. Show mark point for min,max, average. Options available to change colour of line and point. Select position to display sum.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position.

11. Same features for Y-axis plus feature to select y axis range min, max and interval (Since y axis is the aggregation field)

Above chart shows quantity sold region wise showing markline and markpoint for average quantity sold.

Horizontal Bar Chart

Feature:

Select X-axis aggregation type, X-axis aggregation column and Y-axis column.

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data. Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Show markline for min, max, average. Show mark point for min,max, average. Options available to change colour of line and point. Select position to display sum.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position.

11. Same features for Y-axis plus feature to select y axis range min, max and interval (Since y axis is the aggregation field).

Horizontal Stacked By Metrics

Feature:

Create chart by selecting Y-axis column.
Select X-Axis aggregation type, column and custom name for column. (Multiple columns can be added).

Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Select position to display sum, count etc.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Vertical Stacked By Metrics

Feature:

Create chart by selecting X-axis column.
Select Y-Axis aggregation type, column and custom name for column. (Multiple columns can be added).

Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Select position to display sum, count etc.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Horizontal Comparative

Feature:

Create chart by selecting Y-axis column.
Select X-Axis aggregation type, column and custom name for column. (Multiple columns can be added).

Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Select field for mark line, Show markline for min, max, average. Show mark point for min,max, average. Options available to change colour of line and point. Select position to display sum.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Vertical Comparative Chart

Feature:

Create chart by selecting X-axis column.
Select Y-Axis aggregation type, column and custom name for column. (Multiple columns can be added).

Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Horizontal Stacked By Dimension

Feature:

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data. Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Option to select position of sum. Show or hide stacked.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Vertical Stacked By Dimension

Feature:

Create chart by selecting aggregation type, X-axis parameter and bar splitting parameter.

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data. Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Option to select position of sum. Show or hide stacked.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Variance Chart

Feature:

Create chart with aggregation type, aggregation column, X-axis column and Budget/ Forecast column.
Option available for showing reverse variance.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Show markline for min, max, average. Show mark point for min,max, average. Options available to change colour of line and point.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis plus feature to select y axis range min, max and interval (Since y axis is the aggregation field).

Tornado Chart

Feature:

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data. Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Show markline for min, max, average. Show mark point for min,max, average. Options available to change colour of line and point.

Waterfall Chart

Feature:

Create chart by selecting X-axis column, Y-axis aggregation type and column.

Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Option to invert column and select position to display sum.

Heat Map

Feature:

Create chart by selecting aggregation type, aggregation column, X-axis column and split bar type.
Example: Heat Map Chart created for sum (aggregation type) of quantity (aggregation column) region wise (X-axis column) and city (split bar type)- chart of sum of quantity city wise in every region can be seen.

Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

9. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis plus feature to select y axis range min, max and interval (Since y axis is the aggregation field).

Vertical Bar By Fields

Feature:

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data. Sort chart by Metric Count, Custom Metric or String.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Area

Basic Area Chart

Feature:

Select Y-axis aggregation type, Y-axis column, X-axis column.

Sort chart by Metric Count, Custom Metric or String. Sorting by Custom Metric enables user options for another aggregation field having Count, Sum, Average, Unique Count, Min & Max. Except Count other aggregation type provide options for another field to sort data by column.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Large Scale Area Chart

Feature:

Select Y-axis aggregation type, Y-axis column, X-axis column.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Stacked Area Chart

Feature:

Select X-axis column, Y-axis aggregation column and type (multiple columns can be added).

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Select Line to make changes ans then select line style, symbol style, symbol size.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Vertical Stacked Area By Dimension

Feature:

Select Aggregation type, aggregation column, X-axis column and split bar type column.

Create chart with aggregation type:

1.Count- Create pie chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2.Sum/Unique Count/Average/Min/Max- Create pie chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Select position for displaying Sum (Total) of the aggregation in chart.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Polar

Polar Angle Chart

Feature:

Select aggregation type, aggregation column and angle axis.

Create chart with aggregation type:

1.Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2.Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Change radius, select chart style, select label position and chart animation type

10. Angle axis- Show or hide angle axis, split line, axis line.

Polar Stacked Angle Chart

Feature:

Select aggregation column, under angle axis select aggregation type, axis column and give custom name to column (if required). Multiple types of aggregation and axis columns can be added.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Change radius, select chart style, select label position and chart animation type

10. Angle axis- Show or hide angle axis, split line, axis line.

Polar Comparative Angle Chart

Feature:

Create comparisons between various fields: Select aggregation column, under angle axis select aggregation type, axis column and custom name for column (various columns can be added).

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Change radius, select chart style, select label position and chart animation type

10. Angle axis- Show or hide angle axis, split line, axis line.

Polar Radius Chart

Feature:

Select aggregation type, aggregation column and Radius axis.

Create chart with aggregation type:

1.Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2.Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Change radius, select chart style, select label position and chart animation type

10. Radius axis- Show or hide angle axis, split line, axis line.

Polar Stacked Radius Chart

Feature:

Select aggregation column, under radius axis select aggregation type, axis column and give custom name to column (if required). Multiple types of aggregation and axis columns can be added.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Change radius, select chart style, select label position and chart animation type

10. Radius axis- Show or hide angle axis, split line, axis line.

Polar Comparative Radius

Feature:

Create comparisons between various fields: Select aggregation column, under radius axis select aggregation type, axis column and custom name for column (various columns can be added).

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Change radius, select chart style, select label position and chart animation type

10. Radius axis- Show or hide angle axis, split line, axis line.

Funnel

Basic Funnel Chart

Feature:

Select aggregation type, aggregation column and column field.

Create chart with aggregation type:

1.Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2.Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid.

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart.

8. Miscellaneous- Select label position and shape.

Aggregated Funnel Chart

Feature:

Select aggregation type, aggregation column and custom column name (if required).

Create chart with aggregation type:

1.Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2.Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid.

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart.

8. Miscellaneous- Select label position and shape.

Metrics

Metric Chart

Feature:

Select aggregation type and aggregation column.

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

2. Affixes- Select prefix or suffix for the displaying in data/ chart

3. Miscellaneous- Select background colour/ image. Colour- Change font to bold, italic, change colour, font size, font style, chart shape and font colour. Image- Select image, change opacity of image, change font style, font size, chart shape and font colour.

Descriptive Metric Chart

Feature:

Select aggregation type and aggregation column. (multiple fields can be added)

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Miscellaneous- Select background image/ colour
Color- Select bold font or italic, background color, font size, font style, text direction, font color and option to move text.
Image- Select image, change opacity, font size, font style, text direction, font color and option to move text.
In the option of phrase- enter text to be displayed on chart.

Advanced Descriptive Metric

Feature:

Select aggregation type and aggregation column. (multiple fields can be added)

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Table- Change table allignment, add borders

2. Miscellaneous- Change background color

In the chart area: (image below)
First, select columns to make changes
Apply conditions: Select condition, field value, use image, change image allignment, image size and text colour.
Varied options for custom images available in 'custom images'.

Gauge Chart

Feature:

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Change radius, select chart style, select label position and chart animation type

10. Gauge Axis- Set min, max, angle, pointer size, show or hide splitline.

Data Table

Features:

Select aggregation type, aggregation column, custom column name, and column field.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

3. Table- Apply borders, apply zebra rows, column orientation, record per page, header color and text color.

4. Miscellaneous- Show or hide pagination and total.

In the chart area:
First, select columns to make changes
Style- Change font style, font size, text type, select options for bold and italic.
Apply conditions: Select condition, field value, use image, change image allignment, image size and text colour.
Link- Enter hyperlink.
Custom image- Varied options for custom images available.
Add prefix or suffix as required.

Discovery Table

Create Discovery Table from Data discover option.

Select the created discovery table from the list.

Pivot Discovery Table

Feature:

Select dimension, select aggregation type and aggregation field and custom column name.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

3. Table- Apply borders, apply zebra rows, column orientation, record per page, header color and text color.

4. Miscellaneous- Show or hide pagination and total.

In the chart area:
First, select columns to make changes
Style- Change font style, font size, text type, select options for bold and italic.
Apply conditions: Select condition, field value, use image, change image alignment, image size and text colour.
Link- Enter hyperlink.
Custom image- Varied options for custom images available.
Add prefix or suffix as required.

Multimetric Pivot Discovery

Feature:

Select Metric column Type of aggregation, column of aggregation and custom column name.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

3. Table- Apply borders, apply zebra rows, column orientation, record per page, header color and text color.

4. Miscellaneous- Show or hide pagination and total.

In the chart area:
First, select columns to make changes
Style- Change font style, font size, text type, select options for bold and italic.
Apply conditions: Select condition, field value, use image, change image alignment, image size and text colour.
Link- Enter hyperlink.
Custom image- Varied options for custom images available.
Add prefix or suffix as required.

Multimetric Stacked Table

Feature:

Under metric column: Select aggregation type, aggregation column and custom name.
Under Dimension column: Selection dimension column, custom column name and size.
Multiple metrics and dimensions can be added.
Aggregation type same as pie chart.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

3. Table- Apply borders, apply zebra rows, column orientation, record per page, header color and text color.

4. Miscellaneous- Show or hide pagination and total.

Table- Sorting options available
Miscellaneous- Show or hide row and column totals, enter custom name, change font color and background colour.
In the chart area:
1. Options for changes in table available: Adding sum, integer sum, average, median etc (as shown in pic in column G)
2. Options available for interchanging row and column positions (as shown in pic in column H)
3. Add column properties, row propeties, sorting options.

Advanced Pivot Discovery

Feature:

Select aggregation type and aggregation column.
Select column and column size.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

3. Table- Apply borders, apply zebra rows, column orientation, record per page, header color and text color.

4. Miscellaneous- Show or hide pagination and total.

In the chart area:

First, select columns to make changes
Style- Change font style, font size, text type, select options for bold and italic.
Apply conditions: Select condition, field value, use image, change image allignment, image size and text colour.
Link- Enter hyperlink.
Custom image- Varied options for custom images available.
Add prefix or suffix as required.

Table- Sorting options available
Miscellaneous- Show or hide row and column totals, enter custom name, change font color and background colour.
In the chart area:
1. Options available for interchanging row and column positions (as shown in pic in column G)
2. Add column properties, row properties, sorting options.

Bizdata Frame

Feature:

Select columns for reporting.
Select column size.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

In the chart area: (Image attached below)

Option available to configure.

Configure settings has the following features available:

The Bizdata Frame provides a wide range of features and customisation to enhance data analysis and reporting experience.

1. Group By: The Group By feature allows users to group dataset based on specific columns. Place the desired columns under the Group By section to enable grouping by those fields. This helps in organising and summarising data based on common attributes.
2. Split By: The Split By feature enables option to split dataset based on a selected field. Placing columns under the Split By section will divide the data accordingly, allowing for further analysis and comparison.
3. Order: The Order feature enables sorting of dataset based on specific columns. Placing columns under the Order section allows users to arrange the data in either ascending or descending order, providing a structured view of information.
4. Where: The Where feature allows filtering data based on specific conditions. By placing columns under the Where section, users can apply filters to display only the relevant data. For example, one can filter data based on regions such as South, North, East, or West.
5. Data Views: By default, the Bizdata Frame displays data in a datagrid format. However, one can change the view to other reporting formats for a more visual representation. Options such as Treemap, Sunburst, Xmap, Heatmap, x/Y Line, X/Y Scatter, Y Bar, Y Line, Y Area, Y Scatter, OHLC, and Candlestick are available. Users can select, delete, and modify fields to generate the desired reporting results.
6. Adding New Columns: The Bizdata Frame allows users to add new columns to your existing table. This feature enables you to include additional calculations or derived data that can enhance analysis.
7. Theme Customisation: Users have the option to change the theme of the Bizdata Frame interface. Available themes include Pro Light, Pro Dark, Monokai, Solarized, Solarized Dark, and Vaporwave.
8. Scroll Options: The Bizdata Frame provides the option to align scrolling or enable free scrolling, allowing users to navigate through your data more efficiently.
9. Reset: The Reset option allows you to revert data to its original format, removing any alterations made through grouping, splitting, ordering, or filtering. This helps users start fresh with their dataset.
10. Data Export: You can export your data in various formats, including CSV, JSON, Arrow, and HTML. This enables you to share and use your data in other applications or platforms.
11. Copy Data: The Bizdata Frame allows users to export data in CSV or JSON format, providing a convenient way to extract and use the data elsewhere.
12. Column Style Customization: Users can customize the style of data within columns. This includes options to round off decimals, apply different styles such as bar or gradient, and change colors to enhance the visual representation of the data.

Screenshot from 2023-06-16 14-02-07.png

Bizdata Frame Expressions

To assign value of old header to new header

Here new_header_name is the name of the new column

// new_header_name

var new_header_name:="old_header_name"

Here Daily Gross Sales is the name of the new column

// Daily Gross Sales

var Daily_Gross_Sales:"old column name"

Arithmetic & Assignment Operators

Here x and y are columns in the data grid table.
Generate a new column to store the calculated fields.
// new_column_name

OPERATOR	DEFINITION
+	Addition between x and y. (eg: x + y)
-	Subtraction between x and y. (eg: x - y)
*	Multiplication between x and y. (eg: x * y)
/	Division between x and y. (eg: x / y)
%	Modulus of x with respect to y. (eg: x % y)
^	x to the power of y. (eg: x ^ y)
:=	Assign the value of x to y. Where y is either a variable or vector type. (eg: y := x)
+=	Increment x by the value of the expression on the right hand side. Where x is either a variable or vector type. (eg: x += abs(y - z))
-=	Decrement x by the value of the expression on the right hand side. Where x is either a variable or vector type. (eg: x[i] -= abs(y + z))
*=	Assign the multiplication of x by the value of the expression on the righthand side to x. Where x is either a variable or vector type. (eg: x *= abs(y / z))
/=	Assign the division of x by the value of the expression on the right-hand side to x. Where x is either a variable or vector type. (eg: x[i + j] /= abs(y * z))
%=	Assign x modulo the value of the expression on the right hand side to x. Where x is either a variable or vector type. (eg: x[2] %= y ^ 2)

Boolean Operations

Here x and y are columns in the data grid table.
Generate a new column to store the calculated fields.
// new_column_name

OPERATOR	DEFINITION
true	True state or any value other than zero (typically 1).
false	False state, value of exactly zero.
and	Logical AND, True only if x and y are both true. (eg: x and y)
mand	Multi-input logical AND, True only if all inputs are true. Left to right short-circuiting of expressions. (eg: mand(x > y, z < w, u or v, w and x))
mor	Multi-input logical OR, True if at least one of the inputs are true. Left to right short-circuiting of expressions. (eg: mor(x > y, z < w, u or v, w and x))
nand	Logical NAND, True only if either x or y is false. (eg: x nand y)
nor	Logical NOR, True only if the result of x or y is false (eg: x nor y)
not	Logical NOT, Negate the logical sense of the input. (eg: not(x and y) == x nand y)
or	Logical OR, True if either x or y is true. (eg: x or y)
xor	Logical XOR, True only if the logical states of x and y differ. (eg: x xor y)
xnor	Logical XNOR, True iff the biconditional of x and y is satisfied. (eg: x xnor y)
&	Similar to AND but with left to right expression short circuiting optimisation. (eg: (x & y) == (y and x))
\|	Similar to OR but with left to right expression short circuiting optimisation. (eg: (x \| y) == (y or x))

Equalities & Inequalities

Here x and y are columns in the data grid table.
Generate a new column to store the calculated fields.
// new_column_name

OPERATOR	DEFINITION
== or =	True only if x is strictly equal to y. (eg: x == y)
<> or !=	True only if x does not equal y. (eg: x <> y or x != y)
<	True only if x is less than y. (eg: x < y)
<=	True only if x is less than or equal to y. (eg: x <= y)
>	True only if x is greater than y. (eg: x > y)
>=	True only if x greater than or equal to y. (eg: x >= y)

General Purpose Functions

Here x and y are columns in the data grid table.
Generate a new column to store the calculated fields.
// new_column_name

FUNCTION	DEFINITION
abs	Absolute value of x. (eg: abs(x))
avg	Average of all the inputs. (eg: avg(x,y,z,w,u,v) == (x + y + z + w + u + v) / 6)
ceil	Smallest integer that is greater than or equal to x.
clamp	Clamp x in range between r0 and r1, where r0 < r1. (eg: clamp(r0,x,r1))
equal	Equality test between x and y using normalised epsilon
erf	Error function of x. (eg: erf(x))
erfc	Complimentary error function of x. (eg: erfc(x))
exp	e to the power of x. (eg: exp(x))
expm1	e to the power of x minus 1, where x is very small. (eg: expm1(x))
floor	Largest integer that is less than or equal to x. (eg: floor(x))
frac	Fractional portion of x. (eg: frac(x))
hypot	Hypotenuse of x and y (eg: hypot(x,y) = sqrt(xx + yy))
iclamp	Inverse-clamp x outside of the range r0 and r1. Where r0 < r1. If x is within the range it will snap to the closest bound. (eg: iclamp(r0,x,r1)
inrange	In-range returns 'true' when x is within the range r0 and r1. Where r0 < r1. (eg: inrange(r0,x,r1)
log	Natural logarithm of x. (eg: log(x))
log10	Base 10 logarithm of x. (eg: log10(x))
log1p	Natural logarithm of 1 + x, where x is very small. (eg: log1p(x))
log2	Base 2 logarithm of x. (eg: log2(x))
logn	Base N logarithm of x. where n is a positive integer. (eg: logn(x,8))
max	Largest value of all the inputs. (eg: max(x,y,z,w,u,v))
min	Smallest value of all the inputs. (eg: min(x,y,z,w,u))
mul	Product of all the inputs. (eg: mul(x,y,z,w,u,v,t) == (x * y * z * w * u * v * t))
ncdf	Normal cumulative distribution function. (eg: ncdf(x))
not_equal	Not-equal test between x and y using normalised epsilon
pow	x to the power of y. (eg: pow(x,y) == x ^ y)
root	Nth-Root of x. where n is a positive integer. (eg: root(x,3) == x^(1/3))
round	Round x to the nearest integer. (eg: round(x))
roundn	Round x to n decimal places (eg: roundn(x,3)) where n > 0 and is an integer. (eg: roundn(1.2345678,4) == 1.2346)
sgn	Sign of x, -1 where x < 0, +1 where x > 0, else zero. (eg: sgn(x))
sqrt	Square root of x, where x >= 0. (eg: sqrt(x))
sum	Sum of all the inputs. (eg: sum(x,y,z,w,u,v,t) == (x + y + z + w + u + v + t))
swap <=>	Swap the values of the variables x and y and return the current value of y. (eg: swap(x,y) or x <=> y)
trunc	Integer portion of x. (eg: trunc(x))

String Processing

Here x and y are columns in the data grid table.
Generate a new column to store the calculated fields.
// new_column_name

FUNCTION	DEFINITION
= , == !=, <> <=, >= < , >	All common equality/inequality operators are applicable to strings and are applied in a case sensitive manner. In the following example x, y and z are of type string. (eg: not((x <= 'AbC') and ('1x2y3z' <> y)) or (z == x)
in	True only if x is a substring of y. (eg: x in y or 'abc' in 'abcdefgh')
like	True only if the string x matches the pattern y. Available wildcard characters are '' and '?' denoting zero or more and zero or one matches respectively. (eg: x like y or 'abcdefgh' like 'a?dh')
ilike	True only if the string x matches the pattern y in a case insensitive manner. Available wildcard characters are '' and '?' denoting zero or more and zero or one matches respectively. (eg: x ilike y or 'a1B2c3D4e5F6g7H' ilike 'a?dh')
[r0:r1]	The closed interval [r0,r1] of the specified string. eg: Given a string x with a value of 'abcdefgh' then: 1. x[1:4] == 'bcde' 2. x[ :5] == x[:10 / 2] == 'abcdef' 3. x[2 + 1: ] == x[3:] =='defgh' 4. x[ : ] == x[:] == 'abcdefgh' 5. x[4/2:3+2] == x[2:5] == 'cdef' Note: Both r0 and r1 are assumed to be integers, where r0 <= r1. They may also be the result of an expression, in the event they have fractional components truncation will be performed. (eg: 1.67 --> 1)
:=	Assign the value of x to y. Where y is a mutable string or string range and x is either a string or a string range. eg: 1. y := x 2. y := 'abc' 3. y := x[:i + j] 4. y := '0123456789'[2:7] 5. y := '0123456789'[2i + 1:7] 6. y := (x := '0123456789'[2:7] 7. y[i:j] := x 8. y[i:j] := (x + 'abcdefg'[8 / 4:5])[m:n] Note: For options 7 and 8 the shorter of the two ranges will denote the number characters that are to be copied.
+	Concatenation of x and y. Where x and y are strings or string ranges. eg 1. x + y 2. x + 'abc' 3. x + y[:i + j] 4. x[i:j] + y[2:3] + '0123456789'[2:7] 5. 'abc' + x + y 6. 'abc' + '1234567' 7. (x + 'a1B2c3D4' + y)[i:2j]
+=	Append to x the value of y. Where x is a mutable string and y is either a string or a string range. eg: 1. x += y 2. x += 'abc' 3. x += y[:i + j] + 'abc' 4. x += '0123456789'[2:7]
<=>	Swap the values of x and y. Where x and y are mutable strings. (eg: x <=> y)
[]	The string size operator returns the size of the string being actioned. 1. 'abc'[] == 3 2. var max_str_length := max(s0[],s1[],s2[],s3[]) 3. ('abc' + 'xyz')[] == 6 4. (('abc' + 'xyz')[1:4])[] == 4

Control Structures

STRUCTURE	DEFINITION
if	If x is true then return y else return z. 1. if (x, y, z) 2. if ((x + 1) > 2y, z + 1, w / v) 3. if (x > y) z; 4. if (x <= 2*y) { z + w };
if-else	The if-else/else-if statement. Subject to the condition branch the statement will return either the value of the consequent or the alternative branch. 1. if (x > y) z; else w; 2. if (x > y) z; else if (w != u) v; 3. if (x < y) { z; w + 1; } else u; 4. if ((x != y) and (z > w)) { y := sin(x) / u; z := w + 1; } else if (x > (z + 1)) { w := abs (x - y) + z; u := (x + 1) > 2y ? 2u : 3u; }
switch	The first true case condition that is encountered will determine the result of the switch. If none of the case conditions hold true, the default action is assumed as the final return value. This is sometimes also known as a multi-way branch mechanism. switch { case x > (y + z) : 2 * x / abs(y - z); case x < 3 : sin(x + y); default : 1 + x; }
while	The structure will repeatedly evaluate the internal statement(s) 'while' the condition is true. The final statement in the final iteration will be used as the return value of the loop. eg: while ((x -= 1) > 0) { y := x + z; w := u + y; }
repeat/ until	The structure will repeatedly evaluate the internal statement(s) 'until' the condition is true. The final statement in the final iteration will be used as the return value of the loop. eg: repeat y := x + z; w := u + y; until ((x += 1) > 100)
for	The structure will repeatedly evaluate the internal statement(s) while the condition is true. On each loop iteration, an 'incrementing' expression is evaluated. The conditional is mandatory whereas the initialiser and incrementing expressions are optional. eg: for (var x := 0; (x < n) and (x != y); x += 1) { y := y + x / 2 - z; w := u + y; }
break break[]	Break terminates the execution of the nearest enclosed loop, allowing for the execution to continue on external to the loop. The default break statement will set the return value of the loop to NaN, where as the return based form will set the value to that of the break expression. eg: while ((i += 1) < 10) { if (i < 5) j -= i + 2; else if (i % 2 == 0) break; else break[2i + 3]; }
continue	Continue results in the remaining portion of the nearest enclosing loop body to be skipped. rg: for (var i := 0; i < 10; i += 1) { if (i < 5) continue; j -= i + 2; }
return	Return immediately from within the current expression. With the option of passing back a variable number of values (scalar, vector or string). eg: 1. return [1]; 2. return [x, 'abx']; 3. return [x, x + y,'abx']; 4. return []; 5. if (x < y) return [x, x - y, 'result-set1', 123.456]; else return [y, x + y, 'result-set2'];
?:	Ternary conditional statement, similar to that of the above denoted if-statement. eg: 1. x ? y : z 2. x + 1 > 2y ? z + 1 : (w / v) 3. min(x,y) > z ? (x < y + 1) ? x : y : (w * v)
~	Evaluate each sub-expression, then return as the result the value of the last sub-expression. This is sometimes known as multiple sequence point evaluation. eg: ~(i := x + 1, j := y / z, k := sin(w/u)) == (sin(w/u))) ~{i := x + 1; j := y / z; k := sin(w/u)} == (sin(w/u)))
[*]	Evaluate any consequent for which its case statement is true. The return value will be either zero or the result of the last consequent to have been evaluated. eg: [] { case (x + 1) > (y - 2) : x := z / 2 + sin(y / pi); case (x + 2) < abs(y + 3) : w / 4 + min(5y,9); case (x + 3) == (y 4) : y := abs(z / 6) + 7y; }
[]	The vector size operator returns the size of the vector being actioned. eg: 1. v[] 2. max_size := max(v0[],v1[],v2[],v3[])

Worksheet

Two options available while creating worksheet widget: Create Data source and Add Data source

Create Data source: Through worksheet widget, data source can be created. Once created data source can be added through 'Select data source option' and used for reporting.

After adding data source, users can create columns and define datatype (Text/String, Boolean, Integer/Float, Long, Date, Keyword, Binary)
Primary keys can be defined by using column names. (Format- {column1}{column2})

2. Add existing data source-

Through 'Select Data Source' option, data source cab be added for reporting. After adding data source, specific columns can be selected for reporting.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

3. Table- Count of record per page, header background color, text color.

Defining Primary Key:

Each entry in a table is uniquely identified by a column or collection of columns known as the primary key. It guarantees that the primary key column(s) for any two records in the table cannot have the same values.

Format for defining Primary Key:
1. For 1 Primary Key: {column name}
2. For combination of Primary Keys: {column name 1}{column name 2}.....

Primary key is defined in the below mentioned space:

Functioning of Worksheet Widget (Use Case)

Case 1: Addition of dataset for the first time.

Steps to add a new dataset to the widget:
1. Create a Data Source: Before adding a new dataset, create a data source by following the instructions mentioned above.
2. Add Data Source to Worksheet Widget: Once the data source is created, add the data source to the widget.
3. Defining datatype: Define the data type for the different columns of the dataset by specifying the headers and assigning the appropriate data types to them. (Steps shown above)
4. Save the Widget: After defining the schema, save the widget to ensure that the changes are applied.
5. Add Widget to Dashboard: Once the widget is saved, add it to the dashboard for access.
6. Browse and Upload the File: In the dashboard, go to Browse option of the widget, locate the file that is required to be added as a dataset. (Note that the file should be in CSV or JSON format.)
7. Upload the File: Upload the selected file to enable the addition of the records to the dataset.
Case 2: Addition of same data set more than once

To avoid data duplication when adding the same dataset multiple times, it is important to define a primary key. The primary key can be a single key or a combination of keys.
- If primary key is defined, data duplication will not occur.
- If primary key is not defined, data duplication will happen.
Ensure a unique identification system for your dataset by defining the primary key in order to maintain data integrity and prevent duplication issues.
Case 3: Addition of same data set with changes in specific values of the data.

When adding a dataset to the widget more than once, if you make changes to the values within the dataset, the data will be inserted and updated (Upsert).

To ensure the correct handling of updated data, it is important to define a primary key.

By defining a primary key, you can uniquely identify the dataset and prevent data duplication. This ensures that the updated values are correctly updated within the widget.
Case 4: Adding extra row

To add extra rows to the existing data in the dataset, follow these steps:
1. Prepare the additional rows you want to include in the dataset.
2. Re-upload the dataset, including the extra rows.
This process allows you to incorporate the new rows into the existing dataset effectively.

Defining Primary Keys

To avoid adding duplicated data or encountering issues, it is important to define primary keys.

By defining primary keys, a unique identifier is established for each row in the dataset. This helps prevent the addition of duplicate rows while adding the extra rows to the dataset.
Case 5: Adding extra column

To add extra column to the existing data in the dataset, follow these steps:
1. Prepare the additional column you want to include in the dataset.
2. Re-upload the dataset, including the extra column.
This process allows you to incorporate the new column into the existing dataset effectively.

Defining Primary Keys

To avoid adding duplicated data or encountering issues, it is important to define primary keys.

By defining primary keys, a unique identifier is established for each row in the dataset. This helps prevent the addition of duplicate rows while adding the extra rows to the dataset.

Table Comparison

Feature:

Select multiple columns for comparison, select object and revision column.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

2. Table- Apply border, apply zebra borders, header color, text color.

Bizdata Smart Table

Feature:

Select multiple columns (option to show or hide bar),
Select Line, Bar, Tristate micro charts,
Add data points (Multiple numeric data points can be added).

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

3. Table- Apply borders, apply zebra rows, column orientation, record per page, header color and text color.

4. Miscellaneous- Show or hide pagination and total.

In the chart area:
First, select columns to make changes
Style- Change font style, font size, text type, select options for bold and italic.
Apply conditions: Select condition, field value, use image, change image alignment, image size and text colour.
Link- Enter hyperlink.
Custom image- Varied options for custom images available.
Add prefix or suffix as required.

Table sorting options available.

Bizdata Pixel Report

Feature:

Select Dimension Column (multiple columns can be added)

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Table- Select table alignment, table border

2. Miscellaneous- Change background color

Hierarchy Table

Feature:

Select aggregation type, aggregation column, select columns, select size of columns (multiple columns can be added).

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

2. Table- Apply border, apply zebra borders, header color, text color, sorting options available.

3. Miscellaneous- Show or hide row and column total.

Tree

Basic Tree Chart

Feature:

Select aggregation type, aggregation column and column field (multiple columns can be added)

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scroll able legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

Vertical Tree Chart

Features:

Select aggregation type, aggregation column and column field (multiple columns can be added)

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Show or hide curve line, select tree depth, symbol style, symbol style, font style, font size, line color and label color.

Horizontal Tree Chart

Features:

Select aggregation type, aggregation column and column field (multiple columns can be added)

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Show or hide curve line, select tree depth, symbol style, symbol style, font style, font size, line color and label color.

Sunburst Chart

Features:

Select aggregation type, aggregation column and column field (multiple columns can be added)

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scroll able legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Select radius and label size.

Data Tree Chart

Features:

Select path, parent column and column field (multiple columns can be added).

Sub-Features:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

2. Table- Apply border, apply zebra borders, header color, text color.

Network Chart

Feature:

Select category, parent column, child column, node column and optional fields such as relationship value, relationship value length, relationship value width, aggregation column, node size and level.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.
2. Social Collaboration- Show or hide.

Special

Radar Chart

Feature:

Select aggregation column, under radar points select aggregation type and aggregation column (multiple columns can be added).

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Select radius size, symbol style and symbol size.

10. Radar Axis- Show or hide splitline, axisline, data and select data position.

Area Radar Chart

Feature:

Select aggregation column, under radar points select aggregation type and aggregation column (multiple columns can be added).

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Select radius size, symbol style and symbol size.

10. Radar Axis- Show or hide splitline, axisline, data and select data position.

Word Cloud

Feature:

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

Basic Scatter Chart

Feature:

Select x-axis and y-axis column.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Show markline for min, max, average. Show mark point for min,max, average. Options available to change colour of line and point.
Select position to display sum.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Bubble Chart

Feature:

Select dimension column, select aggregation type and aggregation column of x-axis, y-axis and volume.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scrollable legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Select position to display sum/ count.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis.

Basic Map Chart

Feature:

Select aggregation type, aggregation column and location (Latitiude and Longitude).

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Miscellaneous- Select background color, marker color and marker size

Advanced Map Chart

Feature:

Select aggregation type, aggregation column and location (Latitiude and Longitude).

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

2. Affixes- Select prefix or suffix for the displaying in data/ chart.

3. Miscellaneous- Set range, set range min, max, marker type and marker color. Multiple column list can be added.

Advanced Integrated Map Chart

Feature:

Select aggregation type, aggregation column, location (Latitude and Longitude) and column field

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

2. Miscellaneous- Select chart type (Pie or Bar)

Hybrid Chart

Feature:

Create chart with aggregation type:

1. Count- Create chart for count of items, select column (numeric or non-numeric) and sort by Metric Count, Custom Metric or String.

2. Sum/Unique Count/Average/Min/Max- Create chart with the above aggregation type, select an aggregation column (numeric data) and a column to sort data.

Sub- Feature:

1. Order- Sort data in ascending or descending order

2. Count- Select count of data to be displayed

3. Enable search permission

4. Select local string format (None, UK/US English, Others)

5. Select decimal places (Round off, Two places, Three places)

6. Filter by- Option to filter out data as per requirements

(Format to filter data- Column name:”Item name” example if column name is Region and entity required is west format would be Region:”West”)

7. Apply date range filter (Refer next sheet for keywords of date range)

8. Apply numeric range filter.

Property:

1. Theme- Select from the various themes

2. Title- Enter title, option to select title position, title colour, title font and size. Same features available for subtitle.

4. Grid- Change horizontal and vertical grid

5. Legend- Select legend icon and position. Options to hide or show legend, data legend, data in percent and scroll able legend.

7. Affixes- Select prefix or suffix for the displaying in data/ chart

8. Miscellaneous- Select mark line and mark point.

10. X Axis- Show or hide x-axis, splitline, axisline. Change label position. Input custom x-axis name and change custom x-axis position. Same features for Y-axis

In the chart area:
Options to change chart type (as shown in image below)
Show vertical, horizontal stacked, vertical stacked and line chart.

Visualization login for analytics users

Enabling Two Factor Authentication

Creating Widgets & Adding Widgets to Dashboard

Widgets Guide

Widget List

Filter

Widgets Guide

Pie/Doughnut

Pie Chart

Doughnut Chart

Advanced Pie Chart

Advanced Doughnut Chart

Line

Basic Line Chart

Stacked Line Chart

Vertical Stacked By Dimension

Step Chart

Stacked Step Chart

Graph on Cartesian Chart

Bar

Vertical Bar Chart

Horizontal Bar Chart

Horizontal Stacked By Metrics

Vertical Stacked By Metrics

Horizontal Comparative

Vertical Comparative Chart

Horizontal Stacked By Dimension

Vertical Stacked By Dimension

Variance Chart

Tornado Chart

Waterfall Chart

Heat Map

Vertical Bar By Fields

Area

Basic Area Chart

Large Scale Area Chart

Stacked Area Chart

Vertical Stacked Area By Dimension

Polar

Polar Angle Chart

Polar Stacked Angle Chart

Polar Comparative Angle Chart

Polar Radius Chart

Polar Stacked Radius Chart

Polar Comparative Radius

Funnel

Basic Funnel Chart

Aggregated Funnel Chart

Metrics

Metric Chart

Descriptive Metric Chart

Advanced Descriptive Metric

Gauge Chart

Data Table

Discovery Table

Pivot Discovery Table

Multimetric Pivot Discovery

Multimetric Stacked Table

Advanced Pivot Discovery

Bizdata Frame

Bizdata Frame Expressions

To assign value of old header to new header

Arithmetic & Assignment Operators

Boolean Operations

Equalities & Inequalities

General Purpose Functions

String Processing

Control Structures

Worksheet

Defining Primary Key:

Functioning of Worksheet Widget (Use Case)

Table Comparison

Bizdata Smart Table

Bizdata Pixel Report

Hierarchy Table

Tree

Basic Tree Chart

Vertical Tree Chart

Horizontal Tree Chart

Sunburst Chart