Visualizations → Radial Bar
About a Radial Bar Visualization
A Radial Bar visualization is ideal for displaying nominal variables using circular bars whose lengths are proportional to the values they represent to show comparisons among categories. A radial bar is plotted on a polar coordinate system. A radial bar visualization is similar to a bar visualization that is plotted on a Cartesian coordinate system.
With three possible dimensions, a radial bar 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 radial bar chart on a dashboard tab that shows:
- a grouping dimension as the circular bars
- a coloring dimension as the circular bars colors
- a measure as the length of the circular bars
The distinction between a radial bar visualization and a radial bar insight is that an insight is an instance of the visualization. As an instance, a radial bar insight has unique configurations that a dashboard developer determines for displaying a radial bar 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.
Configurations for a radial bar insight
A dashboard developer first selects a radial bar 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 radial bar chart appears as an insight in a dashboard tab, but also how a dashboard consumer can interact with the radial bar 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.
The available trays for a radial bar insight are:
- Grouping Dimension
- Coloring Dimension
- Measure
- Individual Filter
- Aggregate Filter
A radial bar insight requires at least one measure pill. A 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 radial bar insight plots the first pill in the Grouping Dimension tray on the polar coordinate.
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 circular bars in the chart. Each pill in the Coloring Dimension tray is a filterable bar for the insight.
A defined coloring dimension introduces a Filter by menu as a user interaction for the radial bar 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 radial bar insight shows the increments for the measure pill on the plotted coordinates. A radial bar 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 rows for the radial bar 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 radial bar 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
- Measure 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, or a measure pill with the Properties panel for a radial bar 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 radial bar 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. 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. |
| 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 | This 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 → 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 the column or formula to sort the radial bars by |
| Format → Date Format | drop down list | Select 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 Mask | text box | Enter a customized date format or select a predefined one to appear in this text box |
| Format → Quarter/Month Format | drop down list | Select 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 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. |
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 radial bar 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. 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. |
| 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 |
| 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 | This 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 → 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 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 |
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 radial bar 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. 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. |
| 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 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 → 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 → 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 a column or formula to filter the measure |
| Format → Number 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 → Percentage | toggle | Enable this property to format the value as a percentage |
| Format → Prefix | text box | Add a prefix to the numeric values labels. The prefix cannot contain single quotes. |
| Format → Suffix | text box | Add a suffix to the numeric values labels. The suffix cannot contain single quotes. |
| 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. |
| Drill Down → 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 the column to join two tables that are not directly joined. See the Base Table for more detail. |
| 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 measure |
Individual filter properties for a filter expression
To filter individual rows for the radial bar 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 radial bar 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. 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 Label | text box | Enter the label for the filter pill |
| Data → 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 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 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 radial bar insight:
| Property | Control | Description |
|---|---|---|
| Data → Column Label | text box | Enter the label for the filter 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 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 Filter | toggle | Enable 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.
The Aggregate Filter tray is not available for a radial bar 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 radial bar 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. 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. |
| 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 ● Median ● Min ● 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 radial bar 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 radial bar insight. To open the Setting panel, in the Analyzer, select Settings (gear icon) in the Action bar.
| 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 → Auto Refresh | toggle | Enable this property to automatically update the insight when the underlying data is updated |
| General → Join Measures | drop down list | Select Yes to calculate the group-by function across joined tables |
| General → Data Sampling | toggle | Enable this property to use and analyze a representative subset of data in the insight |
| Layout → Legend | toggle | Enable this property to display a chart legend |
| Layout → Legend Position | drop down list | Select the legend position in the chart. The following are the available options: ● Auto (Default) ● Top ● Left ● Bottom ● Right |
| Layout → Values | toggle | Enable this property to display measure values |
| Layout → X-Axis Labels | toggle | Enable this property to display the vertical axis labels |
| Layout → X-Axis Title | toggle | Enable this property to display the vertical axis title |
| Layout → Y-Axis Labels | toggle | Enable this property to display numerical values labels |
| Layout → Y-Axis Title | toggle | Enable this property to display the numerical values title |
| Advanced → Max Groups | text box | Set the maximum number of groups that cannot be exceeded in the insight |
User interactions for a radial bar insight
As a dashboard consumer, you can interact with a radial bar insight on a dashboard tab. Some interactions will affect only the radial bar chart. Other interactions will affect both the radial bar 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 radial bar insight:
- Select a legend label to hide (and then show) the related circular bar
- Select a circular bar to drill down into a grouping dimension and in doing so, create a dashboard runtime filter
- Select a circular 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
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 radial bar 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 as
- For the radial bar insight, select More Options (⋮ vertical ellipsis icon).
- Select Download as.
- Select the download file format:
- PNG
- JPEG
- SVG
- Select Download
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 radial bar insight as a Listing Table or Aggregated Table, follow these steps:
- For the radial bar 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, xlsx, or PDF
- Send to Data Destination
Set Alert
You can set an alert that identifies specific changes to a radial bar insight by defining a filter expression for a measure filter, individual filter, and/or aggregate filter.
- For the radial bar 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 radial bar insight
For an existing dashboard, to create a radial bar 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, select V.
- Under Charts, select Radial Bar Chart.
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 radial bar insight
In this example, you will create a radial bar insight that shows the top 10 products by gross margin percent. The example uses the SALES schema that comes with the Sample Data.
In the 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 +.
- In the Data panel, select Manage Dataset.
- 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 Radial Bar.
- From the Data panel, drag Add Formula to the Measure tray.
- In the Formula Builder, enter the following:
sum(SALES.SALES.AMOUNT_SOLD - SALES.SALES.COST_OF_GOODS) / sum(SALES.SALES.AMOUNT_SOLD) - Select Validate & Save.
- Change the name of the formula to Gross Margin Percent.
- From the Data panel, drag Product to the Grouping Dimension tray.
- From the Data panel, drag Category to the Coloring Dimension tray.
Edit the pill properties
- Select the arrow to the right of Gross Margin Percent to open the Properties panel.
- For Aggregation, select Formula.
- For Format, select Percent.
- Select the arrow to the right of Product to open the Properties panel.
- From the Data panel, drag Add Formula to the Sort By field. The default is to sort in descending order.
- In the Formula Builder, enter the following:
sum(SALES.SALES.AMOUNT_SOLD - SALES.SALES.COST_OF_GOODS) / sum(SALES.SALES.AMOUNT_SOLD) - Change the name of the formula to Gross Margin Percent.
- Select Validate & Save.
- Name the insight Top 10 Products by Gross Margin Percent.
Edit the insight settings
- In the Action bar, select Settings (gear icon).
- In the Settings menu, set Max Rows to 10.
- In the Action bar, select Save.
