Visualizations → Stacked Area

About a Stacked Area visualization

A stacked area visualization shows the evolution of the value of several categories or groups on the same chart, typically over a period of time. Each area of color represents one part of the whole where the parts are vertically stacked. The height of each colored stack represents the value of a category at a given point in relation to the running total of all values in a category on the x-axis. The y-axis represents the scale of the running total or aggregation. As a result, the chart shows the aggregated values of each category as a colored area displayed on top of each other. In doing so, the stacked area chart encourages the study of the evolution of the whole and the proportions of each group. It is easy to discern the evolution of the whole, but it can be difficult to accurately gauge the proportional value of each group.

A stacked area visualization is ideal for displaying both nominal or ordinal data as a chart. Nominal data is categorical. The categories are arbitrary labels without numerical significance that function to describe calculated values. Ordinal data has a natural sequence where the distinct (and often numerical) order functions to categorize the calculated values.

Important

The stacked area visualization is only beneficial when there are two or more present series. When only one series is plotted, it simply becomes an area visualization. At the same time, you should keep the number of series in a stacked area visualization moderate for better reading.

The distinction between a stacked area visualization and a stacked area insight is that an insight is an instance of the visualization. As an instance, a stacked area insight has unique configurations that a dashboard developer determines for displaying a stacked area chart on a dashboard tab. Insight configurations affect the available user interactions for a dashboard consumer such as the ability to drill down into a grouping dimension and/or coloring dimension.

With three possible dimensions, a stacked area visualization offers a dashboard developer the ability to create an insight that groups one or more aggregated values by one or more attributes. The result is a stacked area chart on a dashboard tab that shows:

  • a grouping dimension as the labels along the x-axis (horizontal axis)
  • a coloring dimension as area colors
  • a measure as the increments along the y-axis (vertical axis)

Configurations for a stacked area insight

A dashboard developer first selects a stacked area visualization for an insight in the Analyzer. Using the Analyzer, a dashboard developer configures pill properties, filter properties, and insight settings. Insight settings and pill properties determine not only how the stacked area chart appears as an insight in a dashboard tab, but also how a dashboard consumer can interact with the stacked area chart.

The visualization selection in the Insight panel of the Analyzer determines the available trays. From the Data panel, a dashboard developer adds a column or a formula to a tray. A column or a formula in a tray is a Pill.

Each pill has configurable properties. The parent tray determines the available properties of a pill.

The available trays for a stacked area insight are:

Important

A stacked area insight requires at least one measure pill and one grouping dimension pill. Using a measure pill only without a grouping dimension results in an insight with one point that represents the value for this measure.

Note

The Coloring Dimension tray is not available when there are two or more measure pills.

Grouping Dimension

From the Data panel, you can add a column or a formula to the Grouping Dimension tray. The stacked area insight plots the first pill in the Grouping Dimension tray on the x-axis.

Each pill in the Grouping Dimension tray is a filterable column for the insight. The pill ordering in the grouping dimension tray defines the following:

  • the first pill is the initial grouping dimension
  • the other pills define an order of user interactions that allow a dashboard consumer to drill down into the next grouping and/or coloring dimension and in doing so, also create one or more dashboard runtime filters

Coloring Dimension

The Coloring Dimension tray is only available when there is only one measure pill.

From the Data panel, you can add a column or a formula to the Coloring Dimension tray. A coloring dimension is a third dimension that colors the areas in the chart. Each pill in the Coloring Dimension tray is a filterable column for the insight.

A defined coloring dimension introduces a Filter by menu as a user interaction for the stacked area chart. With the Filter by menu, a dashboard consumer selects to filter the dashboard by:

  • a grouping and a coloring dimension
  • a grouping dimension
  • a coloring dimension

The pill ordering in the coloring dimension tray defines the following:

  • the first pill is the initial coloring dimension
  • the other pills define an order of user interactions that allow a dashboard consumer to drill down into the next grouping and/or coloring dimension and in doing so, also create one or more dashboard runtime filters

Measure

To create an aggregation or calculation, you can add a column or a formula from the Data panel to the Measure tray.

A stacked area insight shows the increments of the total for the measure pill on the y-axis. A stacked area insight with two or more measure pills does not support the definition of a coloring dimension.

You can select the measure pill to open the Properties panel. In the Properties panel, you can configure various properties such as the Aggregation and Format properties.

Individual Filter

To filter individual areas for the stacked area insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.

You can select the individual filter pill to open the Filter panel. Using the Filter panel, you can specify the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the individual filter.

To learn more about filter expressions for an individual filter, review Concepts → Individual Filter.

Aggregate Filter

You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.

Note

The Aggregate Filter tray is not available for a stacked area insight with one or more coloring dimension pills.

To create a filter expression, you can add a column or a formula to the Aggregate Filter tray from the Data panel. You can select the aggregate filter pill to open the Filter panel.

Using the Filter panel, you can specify the aggregation, the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the aggregate filter.

To learn more about filter expressions for an aggregate filter, review Concepts → Aggregate Filter.

Pill properties

The parent tray determines the available properties of a pill. There are various possible configurations for each pill type:

You can edit the properties of a grouping dimension, coloring dimension, or a measure pill with the Properties panel for a stacked area insight.

In order to create a filter expression, you can edit the properties of an individual filter or aggregate filter pill with the Filter panel.

In the case of the Filter property of a measure pill, you can open the Filter panel from the Properties panel in order to create the filter expression.

To open the Properties panel or Filter panel, select the pill arrow.

Grouping dimension pill properties

Here are the properties for a pill in the grouping dimension tray in a stacked area insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name.
Formulatext boxWhen you select it, it invokes the Formula Builder to create the formula expression you want. This property is available only when you edit the properties of a formula added to the tray.
Data → Column Labeltext boxEnter the label for the grouping dimension column or formula pill. The label of the first pill will be the x-axis title.
Data → Date Partdrop down listWhen the selected column is a date or timestamp, select the part of the date used. The options are:

    •  Full (default)
    •  Year
    •  Quarter
    •  Month
    •  Day
Data → HierarchytoggleEnable this property to specify the level of data in the hierarchy that you want to include in the insight for the respective column.
This option is available only for columns from objects with data hierarchy; that is, physical schema objects with self-join.
Hierarchy → Leveltext boxEnable Hierarchy to configure this property.
Enter a numeric value that represents the level of data you want to include in the insight. Leave blank or enter -1 to include all levels.
Data → Sort Bydrag and dropDrag and drop a column or formula to sort the x-axis labels by
FormatselectSelect the format of the formula or date column. This option is available only when you edit the pill properties for a date column or a formula
Format → Date Masktext boxEnter a customized date format or select a predefined one to appear in this text box
Drill Down → Dashboards Drill DownlinkSelect + 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 FilterstoggleEnable this property to pass the applied filter, if any, from one dashboard to another
Add Dashboard → Search Dashboardtext boxEnter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.

Coloring dimension pill properties

The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to open the Properties panel and configure the related properties.

Here are the properties for a pill in the coloring dimension tray in a stacked area insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name.
Formulatext boxWhen you select it, it invokes the Formula Builder to create the formula expression you want. This property is available only when you edit the properties of a formula added to the tray.
Data → Column Labeltext boxEnter the label for the coloring dimension column or formula pill
Data → Date Partdrop down listWhen the selected column is a date or timestamp, select the part of the date used. The options are:

    •  Full (default)
    •  Year
    •  Quarter
    •  Month
    •  Day
Data → HierarchytoggleEnable this property to specify the level of data in the hierarchy that you want to include in the insight for the respective column.
This option is available only for columns from objects with data hierarchy; that is, physical schema objects with self-join.
Hierarchy → Leveltext boxEnable Hierarchy to configure this property.
Enter a numeric value that represents the level of data you want to include in the insight. Leave blank or enter -1 to include all levels.
Data → Sort Bydrag and dropDrag and drop the column or formula to sort the legend categories and their related areas
Format → Format Color PalettetoggleEnable this property to display the color palette, which allows you to change the color of a category

Measure pill properties

The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to open the Properties panel and configure the related properties.

Here are the properties for a pill in the measure tray in a stacked area insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name.
Formulatext boxWhen you select it, it invokes the Formula Builder to create the formula expression you want. This property is available only when you edit the properties of a formula added to the Measure tray.
Data → Column Labeltext boxEnter the label for the measure pill. The label of the first pill will be the y-axis title.
Data → Date Partdrop down listWhen the selected column is a date or timestamp, select the part of the date used. The options are:

    •  Full (default)
    •  Year
    •  Quarter
    •  Month
    •  Day
Data → Aggregationdrop down listSelect the aggregation option for the measure values. The available options vary. The options are:

    •  Average
    •  Count
    •  Distinct
    •  Median
    •  Min
    •  Max
    •  Sum
    •  Formula
    •  None
Data → Scaledrop down listSelect the chart scale. The options are:

    •  None
    •  Percent (%)
    •  Thousands (K)
    •  Millions (M)
The default is None.
Data → Running TotaltoggleEnable this property to display the measure values as a running total
Data → Filterdrag and dropDrag and drop a column or formula to filter the measure
FormatselectSelect the format of the measure (e.g. Dollar Rounded)
Format → Decimal Placestext boxThis 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 SeparatortoggleThis property appears for all Format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater
Format → PercentagetoggleEnable this property to view the percentage value of the columns
Format → Prefixtext boxEnter value to add a prefix and create a custom format. The value of the prefix field cannot contain single quotes.
Format → Suffixtext boxEnter value to add a suffix and create a custom format. The value of the suffix field cannot contain single quotes.
Format → Abbreviate on HovertoggleEnable this property to abbreviate the measure value upon hover
Format → ColorselectSelect a color for the measure value
Drill Down → Dashboards Drill downlinkSelect + 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 FilterstoggleEnable this property to pass a filter from one dashboard to another
Add Dashboard → Search Dashboardtext boxEnter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.
Advanced → Base Fielddrag and dropDrag and drop a column to join two tables that are not directly joined. To learn more, review Concepts → Base Table.
Advanced → Query PlanbuttonSelect to access the Query Plan Viewer to check the Direct Data Map path that Incorta Analytics Service uses to retrieve or calculate the measure

Individual filter properties for a filter expression

To filter individual rows for the stacked area insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.

Individual filter properties for a filter expression with a column as a pill

Here are the properties for a filter expression for a column as a pill in the Individual Filter tray for a stacked area insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name.
Data → Column Labeltext boxEnter the label for the individual filter pill
Date Partdrop down listWhen the filter column is a date or timestamp, select the part of the date used. The options are:

    •  Full (default)
    •  Year
    •  Quarter
    •  Month
    •  Day
Operatordrop down listSelect the operator to use in the filter criteria
Valuesmulti-selectSelect the value(s) to evaluate the column value against. Some operators do not require a value to evaluate against, such as Null and True, and some require more than one value, such as Between.
If applicable, 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 +.
Advanced → Disable FiltertoggleEnable this property to disable the filter. Disabled filters are deleted when you save the insight.
Individual filter properties for a filter expression with a formula as a pill

Here are the properties for a filter expression for a formula as a pill in the Individual Filter tray for a stacked area insight:

PropertyControlDescription
Formula labellabelThe formula label
Data → Column Labeltext boxEnter the label for the individual filter formula pill
Formula → DynamictoggleEnable this property to select a filter expression session variable as a value
Formulatext boxDisable Dynamic to configure this property. Enter the formula in the Formula Builder to create the filter expression.
Operatordrop down listSelect the operator to use in the filter criteria
Valuesmulti-selectSelect the value(s) to evaluate the column value against, if required. Some operators do not require a value to evaluate against, such as Null and True, and some require more than one value, such as Between. In the case that you enable Dynamic, select a filter expression session variable.
If applicable, 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 +.
Advanced → Disable FiltertoggleEnable this property to disable the filter. Disabled filters are deleted when you save the insight.

Aggregate filter pill properties for a filter expression

You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.

Note

The Aggregate Filter tray is not available for a stacked area insight with one or more coloring dimension pills.

Aggregate filter pill properties for a filter expression with a column as a pill

Here are the properties for a filter expression for a column as a pill in the Aggregate Filter tray for a stacked area insight:

PropertyControlDescription
Column Labeltext boxEnter the name of the aggregate filter pill
Date Partdrop down listWhen the filter column is a date or timestamp, select the part of the date used. The options are:

    •  Full (default)
    •  Year
    •  Quarter
    •  Month
    •  Day
Aggregationdrop down listSelect the aggregation type to use in the filter. The available aggregation types are:

    •  Average
    •  Count
    •  Distinct
    •  Median
    •  Min
    •  Max
    •  Sum
    •  None
Operatordrop down listSelect the operator to use in value comparison to the measure value.
Valuestext boxSelect the comparison value to use in the filter, or enter a new value to use in the filter comparison.
Disable FiltertoggleEnable this property to disable the filter. Disabled filters are deleted when you save the insight.
Aggregate filter properties for a filter expression with a formula as a pill

Here are the properties for a filter expression for a formula as a pill in the Aggregate Filter tray for a stacked area insight:

PropertyControlDescription
Column Labeltext boxEnter the label of the aggregate filter formula pill
Formulatext boxEnter the formula in the Formula Builder to create the filter expression
Disable FiltertoggleEnable this property to disable the filter. Disabled filters are deleted when you save the insight.

Settings panel

With the Settings panel, you can configure additional properties for the stacked area insight. To open the Setting panel, in the Analyzer, in the Action bar, select Settings (gear icon).

PropertyControlDescription
General → Max Rows Limittext boxEnter the maximum number of categories to show on the x-axis. A value lower than the number of the insight query rows returned will restrict results. A value of 0 will include all rows.
General → LogarithmictoggleEnable this property to display the x-axis on a logarithmic scale
General → Auto RefreshtoggleEnable this property to automatically refresh the insight preview while editing it in the Analyzer.
There is a tenant configuration in the CMC Clusters Manager that can globally enable or disable this feature at the tenant level.
General → Data SamplingtoggleEnable this property to use and analyze a representative subset of data in the insight
General → Percentage of ColumntoggleEnable this property to show percentage value for the measure of each area
Layout → Rotationdrop down listSelect an angle to rotate the x-axis labels at. The options are:

    •  Default (no rotation)
    •  -45
    •  -90
    •  45
    •  90
Layout → LegendtoggleEnable this property to display the chart legend. The chart legend displays the values of the first pill in the Coloring Dimension tray, if any; otherwise, the legend shows the labels of the measure tray pills.
Layout → ValuestoggleEnable this property to display measure values on the chart
Layout → Hide Zero ValuestoggleEnable this property to hide zero values from the plotted area
Hide Zero Values → Connect ValuestoggleEnable Hide Zero Values property to configure this setting. Enable this property to connect the points of the values that have zero values in between so that the stacked area insight does not appear scattered.
Layout → X-Axis LabelstoggleEnable this property to display the x-axis labels (i.e. values of the first grouping dimension pill)
Layout → X-Axis TitletoggleEnable this property to display the x-axis title (i.e. the label of the first grouping dimension pill)
Layout → Y-Axis LabelstoggleEnable this property to display the y-axis labels (values in the y-axis)
Layout → Y-Axis TitletoggleThis property is available when only one pill exists in the Measure tray. Enable this property to display the y-axis title (i.e. the label of the measure pill).
Layout → Y-Axis Mintext boxEnter a minimum numerical value for the y-axis
Layout → Y-Axis Maxtext boxEnter a maximum numerical value for the y-axis
Advanced → Max Groupstext boxSet the maximum number of groups that cannot be exceeded in the insight
Advanced → Join Measuresdrop down listSelect Yes to calculate the group-by function across joined tables

User interactions for a stacked area insight

As a dashboard consumer, you can interact with a stacked area insight on a dashboard tab. Some interactions will affect only the stacked area chart. Other interactions will affect both the stacked area chart and the dashboard. The creation of one or more dashboard runtime filters is an example of a user interaction that affects all applicable insights on all tabs of a dashboard.

Note

Some user interactions require specific configurations by a dashboard developer and therefore may not be available.

Here are the possible types of user interactions for a stacked area insight:

  • Select a legend label to hide (and then select again to show) the related area
  • Select a point on a stacked area border to drill down into a grouping dimension and in doing so, create a dashboard runtime filter
  • Select a point on a stacked area border to open the Filter by menu and select an option to drill down into a grouping dimension and/or coloring dimension and in doing so, create a dashboard runtime filter
  • Select a dashboard tab to navigate to in the Go to menu (requires a dashboard drill down configuration for a coloring dimension or grouping dimension pill)
Note

A dashboard runtime filter that affects all applicable insights on all tabs of a dashboard. A dashboard runtime filter appears as a filter bar pill and displays the filter expression.

More Options menu for a stacked area insight

Role-Based Access Control (RBAC) enforces access to certain features and functionality. With Discretionary Access Control (DAC), a user who owns the dashboard to control the access to the dashboard. Access rights include the ability to view, share, and edit the dashboard. Together, RBAC and DAC affect the available selections in both the Action bar and the More Options menu for an insight.

For more information about RBAC and DAC, refer to the Security Manager documentation.

In addition, certain tenant configurations by a Cluster Management Console (CMC) Administrator affect the available selections in the More Options menu for an insight.

Download as

  • For the stacked area insight, select More Options (⋮ vertical ellipsis icon).
  • Select Download as.
  • Select the download file format:
    • PNG
    • JPEG
    • SVG
    • PDF

View as Table

The View as Table is an Incorta Labs feature and a tenant configuration. A CMC Administrator must enable the feature.

In order to view a stacked area insight as a Listing Table or Aggregated Table, follow these steps:

  • For the stacked area insight, select More Options (⋮ vertical ellipsis icon).
  • Select one of the following options:
    • View as Regular Table
    • View as Aggregated table

For a Listing Table or Aggregated Table, you can:

Set Alert

You can set an alert that identifies specific changes to a stacked area insight by defining a filter expression for a measure filter, individual filter, and/or aggregate filter.

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

Steps to create a stacked area insight

For an existing dashboard, to create a stacked area 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 bar, select +.
  • If needed, in the Analyzer, in the Data panel, select Manage Dataset.
  • 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, first select V.
  • In Charts, select the Stacked Area visualization.
  • From the Data panel, drag and drop various columns to various trays in the Insight panel:
    • Grouping Dimension
    • Coloring Dimension
    • Measure
    • Individual Filter
    • Aggregate Filter
  • Configure the pill properties using the Property panel or Filter panel.
  • Configure various insight properties using the Settings panel.

Example of a stacked area insight

In this example, you will create a stacked area insight that shows revenue per product category over years. The example uses the SALES schema that comes with the Sample Data.

Note

In the CMC, you can create a tenant that includes Sample Data. The Sample Data includes the SALES schema.

Add an insight

  • In the Action bar, select +.
  • In the Data panel, select Manage Dataset.
  • In the Manage Data Sets panel, in Tables, select the SALES schema.
  • Close the Manage Data Sets panel.
  • In the Insight panel, under Charts, select Stacked Area.
  • From the Data panel, drag and drop the following columns to the respective tray:
    • From the Sales table, drag and drop Year to the Grouping Dimension tray.
    • From the Products table, drag and drop Category to the Coloring Dimension tray.
    • From the Sales table, drag and drop Cost to the Measure tray.
  • Select the arrow to the right of Category to open the Properties panel, and then drag and drop Cost to Sort By.
  • Select the arrow to the right of Cost to open the Properties panel, and then for Format, select Dollar.
  • Select the Setting (gear icon), enable the Values option.
  • Name the insight Sales Cost Per Product Category Over Years.
  • Select Save.