[MDF] Configuring charts

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Last updated: Jan 19, 2023 by Paul
3 min read

Configuring charts Server | DATA CENTER

Quickly grasp the results of a Field Query and focus on data that interests you the most using charts.

Chart editor

The chart editor is entered by switchting to Chart View → Configure Charts. Besides configuring the charts themselves, the Chart Editor allows to select a default display mode for the Field Query (Table View/Chart View), as well as layouting options.

Creating a new chart

The “Add chart” dialog allows to choose a chart title, chart type (bar vs. pie chart), the type of analysis to be performed, and, of course, the Data Attribute to be graphically represented.

Categorical analysis

Categorical analysis assumes all values to be of a categorical nature. Hence, it should always be used when a Data Attribute contains verbal expressions (words), rather than numbers. It is meant to count (and group together) all Field Instances that have the same value selected. For example, if three Field Instances have the value “low” selected in the Data Attribute the chart is generated for, they will be grouped together.

 

Further, you may specify how Field Instances with multiple selected values should be treated. Choosing (the default) Distinct values will count the occurrence of each selected value spearately. For example, if a Data Attribute is of type Multi-Select, and values “ERP” and “CRM” are selected at the same time, two bars (pie sections) will appear in the chart, stating that “ERP” is selected once, and “CRM” is selected once. Of course, if multiple Field Instances are retrieved and have “ERP” or “CRM” selected, the result is summed up accordingly.

Combined values mode will only aggregate Field Instances that have the exact same selected value. Hence, if multiple Field Instances have “CRM” or “ERP” selected, only those will be aggregated that have either only “CRM”, only “ERP”, or only both selected.

For the currently selected type of aggregation, an example as shown on the right is also shown in the top right corner of the dialog.

Numeric analysis

If a chart is ought to be created on a Data Attribute of type Number, or if you know that most of the values selected are numbers, you may choose the numeric analysis type. In this case, all selected values will be interpreted as number, so that their value (Measure) is drawn along the Y-achsis (bar chart) or is reflected in the size of the section (pie chart). For numeric analysis, you may also specify a Data Attribute whose value will be used as a Dimension.

Note that, if the Measure attribute is not of explicit type Number, it may contain non-numeric values. Then, these Field Instances are ignored for the aggregation.