Visualizations → Stacked Column and Line
About a Stacked Column and Line Visualization
A stacked column and line visualization allows you to compare grouped data against one or more series of data points. The stacked column and line visualization plots the data using stacked rectangular columns that are color grouped and whose lengths are proportional to the values they represent; and the series of data points connected by straight line segments.
The stacked column with line visualization includes two y-axes, one on each side of the graph. The y-axis on the right side measures the values of the line(s), and the y-axis on the left represents the scale of the running total or aggregation. As a result, the chart shows the aggregated values of each category as a colored column displayed on top of each other with a line connecting between one or more series of data points.
The distinction between a visualization and an insight is that an insight is an instance of the visualization. As an instance, an insight has unique configurations that a dashboard developer determines for displaying a 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 column and line visualization offers a dashboard developer the ability to create an insight that groups one or more aggregated or calculated values by one or more attributes. The result is a stacked column and line chart on a dashboard tab that shows:
- a grouping dimension as the labels along the x-axis (horizontal axis)
- a coloring dimension as vertical columns colors
- a column as horizontal column lengths with increments along the left y-axis (vertical axis)
- a line as series of data of point with increments along the right y-axis
Configurations for a stacked column and line insight
A dashboard developer first selects a stacked column and line 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 column and line chart appears as an insight in a dashboard tab, but also how a dashboard consumer can interact with the stacked column and line 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 column and line insight are:
A stacked column and line insight requires at least one column pill. A coloring dimension tray is not available when there are more than two column pills.
Grouping Dimension
From the Data panel, you can add a column or a formula to the Grouping Dimension tray. The stacked column and line insight plots the first pill in the Grouping Dimension tray on the y-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 column 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 horizontal stacked column and lines in the chart. Each pill in the Coloring Dimension tray is a filterable stacked column and line for the insight.
A defined coloring dimension introduces a Filter by menu as a user interaction for the stacked column and line 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
Column
To create an aggregation or calculation, you can add a column or a formula from the Data panel to the Column tray.
A stacked column and line insight shows the increments for the column pill on the left y-axis. A stacked column and line insight with two or more pills in the Column tray does not support the definition of a coloring dimension.
You can select the column pill to open the Properties panel. In the Properties panel, you can configure various properties such as the Aggregation and Format properties.
Line
To create an aggregation or calculation, you can add a column or a formula from the Data panel to the Line tray.
A stacked column and line insight shows the increments for the line pill on the right y-axis.
You can add more than one column to the Line tray to draw them in the insight.
You can select the line pill to open the Properties panel. In the Properties panel, you can configure various properties such as the Aggregation and Format properties.
The Line tray is only available when you add at least one column to the Grouping Dimension tray and one column the Column tray.
Individual Filter
To filter individual rows for the stacked column and line 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.
The Aggregate Filter tray is not available for a stacked column and line insight with a coloring dimension pill.
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:
- Grouping dimension pill properties
- Coloring dimension pill properties
- Column pill properties
- Line pill properties
- Individual filter properties for a filter expression
- Aggregate filter properties for a filter expression
You can edit the properties of a grouping dimension, coloring dimension, column, or a line pill with the Properties panel for a stacked column and line 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 column or line pills, 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 the pills in the grouping dimension tray.
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. When you select the information icon (i), you can select the copy icon to copy the column name, view the column data type, function, and sample data. |
| Formula | text box | When 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 Label | text box | Enter the label for the grouping dimension column or formula |
| Data → Date Part | drop down list | When 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 → Hierarchy | toggle | Enable 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 (physical schema objects with a self-join relationship). |
| Hierarchy → Level | text box | Enable 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 By | drag and drop | Drag and drop a column or formula to sort the stacked column and lines by |
| Format | select | Select the format of the formula or date column. This option is available only when you edit the pill properties for a date stacked column and line or a formula |
| Format → Date Mask | text box | Enter a customized date format or select a predefined one to appear in this text box. This property is updated automatically according to your selection of Date Format. |
| 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 the applied filter, if any, from one dashboard to another |
| Add Dashboard → Search Dashboard | text box | Enter a search string to filter the dashboard tree. From the results, expand the dashboard folder, then 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 the a pill in the coloring dimension tray in a stacked column and line insight:
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. When you select the information icon (i), you can select the copy icon to copy the column name, view the column data type, function, and sample data. |
| Formula | text box | When 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 Label | text box | Enter the label for the coloring dimension column or formula |
| Data → Date Part | drop down list | When 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 → Sort By | drag and drop | Drag and drop the column or formula to sort the categories by |
| Format → Format Color Palette | toggle | Enable this property to display the color palette, which allows you to change the color of a category |
Column 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 the pills in the column tray in a stacked column and line insight:
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. When you select the information icon (i), you can select the copy icon to copy the column name, view the column data type, function, and sample data. |
| Formula | text box | When 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 column tray. |
| Data → Column Label | text box | Enter the label for the pill |
| Data → Date Part | drop down list | When 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 → Aggregation | drop down list | Select the aggregation option for the column values. The available options vary. The options are: ● Average ● Count ● Distinct ● Median ● Min ● Max ● Sum ● Formula ● None |
| 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 columns values as a running total |
| Data → Filter | drag and drop | Drag and drop a column or formula to filter the columns |
| Format | select | Select the format of the column (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 column 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 → Percentage | toggle | Enable this property to view the percentage value of the columns |
| Format → Prefix | text box | Enter value to add a prefix and create a custom format. The value of the prefix field cannot contain single quotes. |
| Format → Suffix | text box | Enter value to add a suffix and create a custom format. The value of the suffix field cannot contain single quotes. |
| Format → Abbreviate on Hover | toggle | Enable this property to abbreviate the column value upon hover |
| Format → Color | select | Select a color for the column value |
| Drill Down → Dashboards Drill down | link | Select + Add Dashboard to select a dashboard tab to drill down to when the user selects the column 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. |
| Advanced → Query Plan | button | Select to access the Query Plan Viewer to check the Direct Data Map path that Incorta Analytics Service uses to retrieve or calculate the measur |
Line 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 the pills in the line tray in a stacked column and line insight:
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. When you select the information icon (i), you can select the copy icon to copy the column name, view the column data type, function, and sample data. |
| Formula | text box | When 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 Line tray. |
| Data → Column Label | text box | Enter the label for the pill |
| Data → Date Part | drop down list | When 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 → Aggregation | drop down list | Select the aggregation option for the Line values. The available options vary. The options are: ● Average ● Count ● Distinct ● Median ● Min ● Max ● Sum ● Formula ● None |
| 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 Line values as a running total |
| Data → Filter | drag and drop | Drag and drop a column or formula to filter the line |
| Format | select | Select the format of the line (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 line 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 → Percentage | toggle | Enable this property to view the percentage value of the columns |
| Format → Prefix | text box | Enter value to add a prefix and create a custom format. The value of the prefix field cannot contain single quotes. |
| Format → Suffix | text box | Enter value to add a suffix and create a custom format. The value of the suffix field cannot contain single quotes. |
| Format → Abbreviate on Hover | toggle | Enable this property to abbreviate the line value upon hover |
| Format → Color | select | Select a color for the line value |
| Drill Down → Dashboards Drill down | link | Select + Add Dashboard to select a dashboard tab to drill down to when the user selects the line 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. |
| Advanced → Query Plan | button | Select to access the Query Plan Viewer to check the Direct Data Map path that Incorta Analytics Service uses to retrieve or calculate the measur |
Individual filter properties for a filter expression
To filter individual rows for the stacked column and line 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 column and line insight:
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | TThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. When you select the information icon (i), you can select the copy icon to copy the column name, view the column data type, function, and sample data. |
| Data → Column Label | text box | Enter the label for the pill |
| Date Part | drop down list | When the filter column is a date or timestamp, select the part of the date used. The options are: ● Full (default) ● 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 evaluate the column value against. Some operators do not require a value to evaluate against, such as Null and True. If applicable, enter a string in the search column 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 Filter | toggle | Enable 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 column and line insight:
| Property | Control | Description |
|---|---|---|
| Formula label | label | The formula label |
| Data → Column Label | text box | Enter the label for the pill |
| Formula → Dynamic | toggle | Enable this property to select a filter expression session variable as a value |
| Formula | text box | Disable Dynamic to configure this property. Enter the formula in the Formula Builder to create the filter expression. |
| Operator | drop down list | Select the operator to use in the filter criteria |
| Values | multi-select | Select 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. In the case that you enable Dynamic, select a filter expression session variable. If applicable, enter a string in the search column 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 Filter | toggle | Enable this property to disable the filter. Disabled filters are deleted when you save the insight. |
Aggregate filter properties for a filter expression
You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.
The Aggregate Filter tray is not available for a stacked column and line insight when the coloring dimension tray is available and has 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 column and line insight:
| Property | Control | Description |
|---|---|---|
| Column Label | text box | Enter the name of the filter |
| Date Part | drop down list | When the filter column is a date or timestamp, select the part of the date used. The options are: ● Full (default) ● Year ● Quarter ● Month ● Day |
| Aggregation | drop down list | Select the aggregation type to use in the filter. The available aggregation types are: ● Average ● Count ● Distinct ● MedianMin ● Max ● Sum ● None |
| Operator | drop down list | Select the operator to use in value comparison to the measure value. |
| Values | text box | Select the comparison value to use in the filter, or enter a new value to use in the filter comparison. |
| Disable Filter | toggle | Enable 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 column and line insight:
| Property | Control | Description |
|---|---|---|
| Column Label | text box | Enter the name of the filter |
| Formula | text box | Enter the formula in the Formula Builder to create the filter expression |
| Disable Filter | toggle | Enable 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 column and line insight. To open the Setting panel, in the Analyzer, select Settings (gear icon) in the Action column.
| Property | Control | Description |
|---|---|---|
| General → Max Rows Limit | text box | Enter 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 → Auto Refresh | toggle | Enable this property to automatically update the insight when the underlying data is updated. |
| General → Data Sampling | toggle | Enable this property to use and analyze a representative subset of data in the insight |
| Layout → Rotation | drop down list | Select an angle to rotate the x-axis labels (categories) at. The options are: ● Default (no rotation) ● -45 ● -90 ● 45 ● 90 |
| Layout → Legend | toggle | Enable this property to display the chart legend. The chart legend displays the values of the first pill in the Coloring Dimension tray, if any; and if you did not add any pills in the Line tray. Otherwise, the legend shows the column and line label(s). |
| Layout → Values | toggle | Enable this property to display column and line values on the chart |
| Layout → Total Values | toggle | Enable to show the total value for the stacked columns on the chart |
| Layout → Hide Zero Values | toggle | Enable this property to hide zero values from the plotted area |
| Hide Zero Values → Connect Values | toggle | Enable 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 area insight does not appear scattered. |
| Layout → X-Axis Labels | toggle | Enable this property to display the x-axis labels (i.e. the values of the first grouping dimension pill) |
| Layout → X-Axis Title | toggle | Enable this property to display the x-axis title (i.e. the label of the first grouping dimension pill) |
| Layout → Y-Axis Labels | toggle | Enable this property to display the y-axis labels (i.e. the values of the column and line pills) |
| Layout → Y-Axis Title | toggle | Enable this property to display the y-axis title (i.e. the label of the column and line pills) |
| Layout → Unify Right Y-Axes | toggle | Enable this property to display a unified label for the right y-axes if there is more than one pill in the Line tray. If disabled, the right y-axes will display labels for all pills in the Line tray. |
| 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 |
User interactions for a stacked column and line insight
As a dashboard consumer, you can interact with a stacked column and line insight on a dashboard tab. Some interactions will affect only the stacked column and line chart. Other interactions will affect both the stacked column and line 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.
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 column and line insight:
- Select a legend label to hide (and then show) the related vertical column
- Select a vertical column to drill down into a grouping dimension and in doing so, create a dashboard runtime filter
- Select a vertical column to open the Filter by menu and select a 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
A dashboard runtime filter that affects all applicable insights on all tabs of a dashboard. A dashboard runtime filter appears as a filter column pill and displays the filter expression.
More Options menu for a stacked column and line insight
Role-Based Access Control (RBAC) enforces access to certain features and functionality. With Discretionary Access Control (DAC), a user who owns the dashboard can 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 column and the More Options menu for an insight.
For more information about RBAC and DAC, review Tools → Security Manager.
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 column and line insight, select More Options (⋮ vertical ellipsis icon).
- Select Download as.
- Select the download file format:
- PNG
- JPEG
- SVG
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 column and line insight as a Listing Table or Aggregated Table, follow these steps:
- For the stacked column and line 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:
- Download as CSV, XSLX, or PDF
- Send to Data Destination
Set Alert
You can set an alert that identifies specific changes to a stacked column and line insight by defining a filter expression for a measure filter, individual filter, and/or aggregate filter.
- For the stacked column and line insight, select More Options (⋮ vertical ellipsis icon).
- Select Set Alert. Refer to the Scheduler document for additional information on Data Alerts.
Example of a stacked column and line insight
Create a stacked column and line insight that shows the top 10 products by gross margin percent.
Create a stacked column and line insight visualization
For an existing dashboard, to create a stacked column and 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 column, select +.
- In the Insight panel, select V.
- Under Charts, select Stacked Column and Line.
- In the Data panel, select Manage Dataset.
- In the Manage Data Sets panel, in Tables, select the SALES.
- Close the Manage Data Sets panel.
- From the SALES table, drag and drop the following columns intro their respective trays:
- Year into the Grouping Dimension tray
- Quarter intro the Coloring Dimension tray
- Revenue into the Column tray
- Cost into the Line tray
- Edit the setting of the insight by selecting the gear icon, and enabling the following toggles:
- Values
- Hide Zero Values
- Select Save.
