Visualizations → Line

About a Line Visualization

A Line visualization displays information as a series of data points, or markers, connected by straight line segments. Line charts are typically used to show changes over time. After selecting the visualization in the Analyzer, you can configure various properties for measures, dimensions, filters, and settings for the Line insight. Certain properties affect the types of interactions available to the Line insight on a dashboard tab.

Configurable Properties of a Line Insight in the Analyzer

The available trays for a Line insight within the Insight panel are:

  • Grouping Dimension: Add a column or formula to this tray to group the Line data.
  • Coloring Dimension: Add a column or formula to this tray to distinguish between dimension categories by color.
  • Measure: Add a column or formula to this tray to include it as a data point in the Line insight.
  • Individual Filter: Add a column or formula to this tray to filter unwanted results.
  • Aggregate Filter: Add a column or formula to this tray to filter the summarized results. This tray is available only when there is not a column or formula in the Coloring Dimension tray.

A column or formula in a tray is a Pill. Each pill has configurable properties. The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to view the Properties panel and set the pill properties.

Line Grouping Dimension Pill Properties

Here are the Line properties for the pills in the Grouping Dimension tray:

Property Control Description
Data → Column Label text box Enter the label for the grouping dimension
Data → Sort By drag and drop Drag and drop the column or formula to sort the grouping dimension by
Format → Plot Bands link Select + Add Plot Band to highlight certain areas in the Line chart, usually specific thresholds designating whether the data falls under these boundaries or not.
Plot Band → Start text box Enter the numeric start position of the plot band
Plot Band → Stop text box Enter the numeric stop position of the plot band
Plot Band → Label text box Enter a label for the plot band
Plot Band → Background Color select Select the background color of the plot band
Drill Down → Dashboards Drill down link Select + Add Dashboard to select a dashboard tab to drill down to when the user selects a grouping dimension value in the insight
Add Dashboard → Include Runtime Filters toggle Enable this property to pass a filter from one dashboard to another
Add Dashboard → Search Dashboard text box Enter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.

Line Coloring Dimension Pill Properties

Here are the Line properties for the pills in the Coloring Dimension tray:

Property Control Description
Data → Column Label text box Enter the label for the coloring dimension
Data → Sort By drag and drop Drag and drop the column or formula to sort the coloring dimension by
Format → Format Color Palette toggle Enable this property to display the color palette, which allows you to change the color of a category

Line Measure Pill Properties

Here are the Line properties for the pills in the Measure tray:

Property Control Description
Data → Column Label text box Enter the label for the measure
Data → Aggregation drop down list Select the aggregation option for the measure values. The options are:
  • Average
  • Count
  • Distinct
  • Median
  • Min
  • Max
  • Sum
  • Formula
Data → Scale drop down list Select the chart scale. The options are:
  • None
  • Percent (%)
  • Thousands (K)
  • Millions (M)

The default is None.
Data → Running Total toggle Enable this property to display the measure values as a running total
Data → Filter drag and drop Drag and drop a column or formula to filter the measure
Format select Select the format of the measure (e.g. Dollar Rounded)
Format → Decimal Places text box This property appears when you select Decimal, Dollar, Euro, Yen, or Percent as the Format. Enter the number of decimal places to display for the measure value.
Format → Thousands Separator toggle This property appears for all Format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater.
Format → Abbreviate on Hover toggle Enable this property to abbreviate the measure value upon hover.
Format → Color select Select a color for the measure value.
Format → Plot Bands link Select + Add Plot Band to highlight certain areas in the Bar chart, usually specific thresholds designating whether the data falls under these boundaries or not.
Plot Band → Start text box Enter the numeric start position of the plot band
Plot Band → Stop text box Enter the numeric stop position of the plot band
Plot Band → Label text box Enter a label for the plot band
Plot Band → Background Color select Select the background color of the plot band
DrillDown → Dashboards Drill down link Select + Add Dashboard to select a dashboard tab to drill down to when the user selects the measure value in the insight
Add Dashboard → Include Runtime Filters toggle Enable this property to pass a filter from one dashboard to another
Add Dashboard → Search Dashboard text box Enter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.
Advanced → Base Field drag and drop Drag and drop the column to join two tables that are not directly joined. See the Base Table Concept for more detail.
Average Lines select Select + Average Line to add a line to the chart that represents the average of all chart data points
Add Average → Average Line Type drop down list Select the type of the average line. The options are:
  • Average Line
  • Linear Trend
  • Simple Moving Average
  • Exp. Moving Average
Add Average → Line Style drop down list Select the style of the average line. The options are:
  • Solid
  • Dash
  • Short Dash
  • Long Dash
  • Dot
  • Short Dot
  • Dot Dash
Advanced → Query Plan button Select this property to reveal the direct data map path that the Incorta Analytics Service uses to retrieve or calculate the measure

Line Individual Filter Properties

Here are the Line properties for the pills in the Individual Filter tray:

Property Control Description
Column Label text box Enter the fully qualified name of the filter
Date Part drop down list When the filter column is a date, select the part of the date used. The options are:
  • Full
  • Year
  • Quarter
  • Month
  • Day
Operator drop down list Select the operator to use in the filter criteria
Values multi-select Select the value(s) to filter the insight by. Enter a string in the search bar to filter the list of values. To add a value to the list, enter it in the text box below the list and select +.
Dynamic toggle When the individual filter is a formula, enable this property to select a filter expression session variable as a value
Formula text box Enable Dynamic to configure this property. Enter the formula in the Formula Builder to create the filter expression.
Disable Filter toggle Enable this property to disable the filter. The individual filter property configuration is retained for future use.

Line Aggregate Filter Properties

Here are the Line properties for the pills in the Aggregate Filter tray:

Property Control Description
Column Label text box Enter the fully qualified name of the filter
Date Part drop down list When the filter column is a date, select the part of the date to use. The options are:
  • Full
  • Year
  • Quarter
  • Month
  • Day
Aggregation drop down list When the aggregate filter is a non-formula column, select the aggregation type to use in the filter. The available aggregation types are:
  • Average
  • Count
  • Distinct
  • Median
  • Min
  • Max
  • Sum
  • Formula
Operator drop down list When the aggregate filter is a non-formula column, select the operator to use in value comparison to the measure value.
Values multi-select When the aggregate filter is a non-formula column, select the comparison value to use in the filter, or enter a new value to use in filter comparison.
Formula text box When the aggregate filter is a formula, enter the formula in the Formula Builder to create the filter expression
Disable Filter toggle Enable this property to disable the filter. The aggregate filter property configuration is retained for future use.

Line Insight Settings

Here are the Line properties for the Insight Settings that appear when you select Settings (gear icon) in the Action line.

Property Control Description
General → Max Rows Limit text box Enter the maximum number of rows to include in the insight. A value lower than the number of table rows returned will restrict results. A value of 0 will include all rows.
General → Logarithmic toggle Enable this property to display the x-axis on a logarithmic scale
General → Auto Refresh toggle Enable this property to automatically update the insight when the underlying data is updated
Layout → Rotation drop down list Select an angle to rotate the line chart at. The options are:
  • Default (no rotation)
  • -45
  • -90
  • 45
  • 90
Layout → Legend toggle Enable this property to display a chart legend
Layout → Values toggle Enable this property to display measure values
Layout → Hide Zero Values toggle Enable this property to hide data points with a value of zero from the chart
Layout → Connect Values toggle Enable this property to connect the chart values
Layout → X-Axis Labels toggle Enable this property to display x-axis labels
Layout → X-Axis Title toggle Enable this property to display an x-axis title
Layout → Y-Axis Labels toggle Enable this property to display y-axis labels
Layout → Y-Axis Title toggle Enable this property to display an y-axis title
Layout → Y-Axis Min text box Enter a minimum numerical value for the y-axis
Layout → Y-Axis Max text box Enter a maximum numerical value for the y-axis
Advanced → Max Groups text box Set the maximum number of groups that cannot be exceeded in the insight
Advanced → Join Measures drop down list Select Yes to calculate the group-by function across joined tables
Warning

There is an impact to engine performance when you select Yes to enable the Join Measures property

Create a Line Insight Visualization

For an existing dashboard, to create a Line insight for a given dashboard tab, follow these steps:

  • If not already open, open a dashboard.
  • To add a new insight to the dashboard, in the Action line, select +.
  • If needed, in the Analyzer, in the Data panel, select Add Data Set.
  • In the Manage Data Sets panel, select one or more business schema views and/or one or more physical schema tables.
  • To close the Manage Data Sets panel, select X or any other area of the Analyzer.
  • In the Insight panel, select V. Under Charts, select Line.

Line Insight Example

Create a Line chart that shows the revenue by year.

Add an insight

  • In the Action line, select +.
  • In the Data panel, select Add Data Set.
  • In the Manage Data Sets panel, in Tables, select the SALES and date schemas.
  • Close the Manage Data Sets panel.
  • In the Insight panel, under Charts, select Line.
  • From the Data panel, drag and drop Revenue to the Measure tray.
  • From the Data panel, drag and drop Year from the SALES table to the Grouping Dimension tray.

Edit the pill properties

  • Select the arrow to the right of Revenue to open the Properties panel.

    • For Format, select Dollar.
    • Select + Add Average Line, and select Average Line for Average Line Type and Dash for Line Style.
  • Name the insight Total Revenue by Year.
  • Select Save.

Available User Interactions for a Line Insight on a Dashboard Tab

As a dashboard end user, there are several actions you can take to customize the Line insight to fit your specific needs.

Filter the Line Insight

Select a data point on the insight to add a measure filter.

Download the Line Insight

  • Select More Options (⋮ vertical ellipsis icon) for the Line insight.
  • Select Download.
  • Select the download file format:

    • PNG
    • JPEG
    • PDF
    • SVG

View the Line Insight as a Table

  • Select More Options (⋮ vertical ellipsis icon) for the Line insight.
  • Select View as Table, and select the table type:

    • Regular
    • Aggregated

Set an Alert when Data in the Line Insight Changes

  • Select More Options (⋮ vertical ellipsis icon) for the Line insight.
  • Select Set Alert. Refer to the Scheduler document for additional information on Data Alerts.