Visualizations → Percent Column

About a Percent Column visualization

A percent column visualization enables you to group data in columns and display the percentages of multiple categories in a single column. A percent column chart is useful to compare the value-based contribution of each individual item to a total (sum) across categories.

With three possible dimensions, a percent column 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 percent column 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 measure as vertical total percentage (100%) column along the y-axis (vertical axis)

The distinction between a percent column visualization and a percent column insight is that an insight is an instance of the visualization. As an instance, a percent column insight has unique configurations that a dashboard developer determines for displaying a percent column 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.

This visualization is similar to the stacked column visualization in terms of adding dimensions and measures. It represents the relative percentage of each coloring (or slicing) dimension compared to the whole measure value for that grouping dimension value.

Configurations for a percent column insight

A dashboard developer first selects a percent column 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 percent column chart appears as an insight in a dashboard tab, but also how a dashboard consumer can interact with the percent column 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 percent column insight are:

Note

A percent column insight requires at least one measure pill. A coloring dimension tray is not available when there are more than two measure pills.

Grouping Dimension

From the Data panel, you can add a column or a formula to the Grouping Dimension tray. The percent column 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 vertical percent columns in the chart. Each pill in the Coloring Dimension tray is a filterable percent column for the insight.

A defined coloring dimension introduces a Filter by menu as a user interaction for the percent column 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 percent column insight shows the percentage for the measure pill on the y-axis from the total. A percent column 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.

Tooltip

To show a tooltip as an aggregation or calculation, you can add a column or a formula from the Data panel to the Tooltip tray.

An insight shows the chosen aggregation for the tooltip pill when hovering on a certain point on the insight. The tooltip tray is optional as it accepts none, one, or multiple pills.

You can select the tooltip 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 rows for the percent column 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 percent column 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:

You can edit the properties of a grouping dimension, coloring dimension, or a measure pill with the Properties panel for a percent column 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 the a pill in the grouping dimension tray in a percent column 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.
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
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 → HierarchytoggleThis option is available only for columns from objects with data hierarchy (physical schema objects with a self-join relationship).
Enable this property to specify the level of data in the hierarchy that you want to include in the insight for the respective column.
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 the percent column or formula to sort the percent columns by
FormatselectSelect the format of the formula or date percent column. This option is available only when you edit the pill properties for a date percent column or a formula
Format → Date Masktext boxEnter a customized date format or select a predefined one to appear in this text box
Format → Quarter/Month Formatdrop down listSelect the format of the date column. The options are:
  ●   No Format
  ●   Prefix
  ●   Short
  ●   Long.
This property is available only when you set Date Part to Quarter or Month.
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 the a pill in the coloring dimension tray in a percent column 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.
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
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 → HierarchytoggleThis option is available only for columns from objects with data hierarchy (physical schema objects with a self-join relationship).
Enable this property to specify the level of data in the hierarchy that you want to include in the insight for the respective column.
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 the column or formula to sort the categories by
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 the pills in the measure tray in a percent column 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 Measure tray.
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
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 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 the column to join two tables that are not directly joined.
Advanced → Query PlanbuttonSelect this property to reveal the direct data map path that the Incorta Analytics Service uses to retrieve or calculate the measure

Tooltip 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 tooltip tray in a percent column 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 Tooltip tray.
Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and sample 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 boxSelect to invoke the Formula Builder and create the formula expression. 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 tooltip 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 → Aggregationdrop-down listSelect the aggregation option for the tooltip values. The available options vary according to the column or formula data type.
The options are:
  ●   Average
  ●   Count
  ●   Distinct
  ●   Median
  ●   Min
  ●   Max
  ●    Sum
  ●    Formula
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 tooltip values as a running total.
Data → Filterdrag and dropDrag a column or formula to filter the tooltip values by.
Format → Number Formatdrop-down listSelect the format of the tooltip (e.g. Dollar Rounded).
Format → Decimal Placestext boxThis property appears when you select Decimal, Dollar, Euro, Yen, or Percent as the Number Format. Enter the number of decimal places to display the values of the tooltip.
Format → Thousands SeparatortoggleThis property appears for all Number Format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater.
Format → PercentagetoggleEnable this property to display the tooltip values as percentages in the tooltip.
Format → Prefixtext boxEnter a string (a currency symbol for example) to add at the beginning of the tooltip values. The string you enter cannot contain single quotes.
Format → Suffixtext boxEnter a string (a currency symbol for example) to add at the end of the tooltip values. The string you enter cannot contain single quotes.
Format → Abbreviate on HovertoggleEnable this property to abbreviate the tooltip value upon hover.
Advanced → Base Fielddrag and dropDrag a column to join two physical schema objects 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 tooltip.

Individual filter properties for a filter expression

To filter individual rows for the percent column 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 percent column insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected percent column.
Data → Column Labeltext boxEnter the label for the measure
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. 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 percent column insight:

PropertyControlDescription
Formula labellabelThe formula label
Data → Column Labeltext boxEnter the label for the measure formula
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. 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 percent column insight with a coloring dimension pill.

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 percent column insight:

PropertyControlDescription
Column Labeltext boxEnter the name of the filter
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 percent column insight:

PropertyControlDescription
Column Labeltext boxEnter the name of the filter
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 percent column insight. To open the Setting panel, in the Analyzer, select Settings (gear icon) in the Action bar.

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 → Inherit Runtime FilterstoggleEnable to have this insight’s result set filtered by the selected dashboard prompt filters. When disabled, the dashboard prompt filters will have no effect on the result set of this insight.
General → Auto RefreshtoggleEnable this property to automatically update the insight when the underlying data is updated
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 the actual today for each bar in the stacked columns instead of the percentage.
Layout → Rotationdrop down listSelect an angle to rotate the x-axis labels (categories) 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 measure column label(s).
Layout → ValuestoggleEnable this property to display measure values on the chart
Layout → Fixed PlacementtoggleEnable this property to display overlapping columns for multiple measures
Layout → X-Axis LabelstoggleEnable this property to display the x-axis labels (categories)
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 TitletoggleEnable this property to display the y-axis title (i.e. the label of the measure pill). This property is available when only one pill exists in the Measure tray.
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 percent column insight

As a dashboard consumer, you can interact with a percent column insight on a dashboard tab. Some interactions will affect only the percent column chart. Other interactions will affect both the percent column 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 percent column 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 bar 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
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 percent column 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.

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

  • For the percent column insight, select More Options (⋮ vertical ellipsis icon).
  • Select Download.
  • Select the download file format:
    • PNG
    • JPEG
    • PDF
    • 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 percent column insight as a Listing Table or Aggregated Table, follow these steps:

  • For the percent column insight, select More Options (⋮ vertical ellipsis icon).
  • Select View as Table, and then select the table type:
    • Regular
    • Aggregated

For a Listing Table or Aggregated Table, you can:

Set Alert

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

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

Open Lineage

Starting with 2023.7.0, you can view the data lineage of each insight on the dashboard. The Data Lineage Viewer v2 displays the entities (tables, views, variables, and columns) that the insight references.

  • For the percent column insight, select More Options (⋮ vertical ellipsis icon).
  • Select Open Lineage. The Data Lineage Viewer v2 opens displaying the data lineage diagram of the insight.

Steps to create a percent column insight

For an existing dashboard, to create a Percent Column 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 Percent Column visualization.
  • From the Data panel, drag 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.
Adding insights starting 2023.4.0

After introducing the dashboard free-form layout in 2023.4.0:

  • The steps to add an insight to a dashboard are as follows:
    • In the Action bar, select Edit (pen icon).
    • From the Insight panel, drag the visualization that you want to the canvas, and then hover over the new insight and select Edit (pen icon) to launch the Analyzer.
  • To open an insight in the Analyzer, hover over the insight, and then select Edit (pen icon).
  • The steps to edit the insight in the Analyzer are still the same.

Example of a percent column insight

In this example, you will create a percent column insight that compares revenue by product category per region. The example uses the SALES schema that comes with the Sample Data.

Note

In the Cluster Management Console (CMC), you can create a tenant that includes Sample Data. The Sample Data includes the SALES schema.

Add an insight starting 2023.4.0

  • In the Action bar, select Edit (pen icon).
  • From the Insight panel, from Charts, drag Percent Column to the canvas, and then hover over the new insight and select Edit (pen icon) to launch the Analyzer.
  • 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.
  • From the Data panel, drag the following columns to the respective tray:
    • From the Product table, drag Category to the Grouping Dimension tray.
    • From the Product table, drag Product to the Grouping Dimension tray.
    • From the Countries table, drag State to the Coloring Dimension tray.
    • From the Sales table, drag Revenue to the Measure tray.
    • From the Data panel, drag State to the Individual Filter tray. In the Filter panel,
      • For Operator, select In.
      • For Values, select the following:
        • England - Avon
        • England - Greater London
        • England - Greater Manchester
        • England - Norfolk
        • England - Oxfordshire

Edit the insight Settings

  • Select Settings (gear icon) in the Action bar.
  • In the Layout section, enable the Values toggle to show the percentage.
  • Name the insight Revenue By Product Category/State.
  • Select Save.