Visualizations → Spider

About a Spider Visualization

A Spider visualization, also known as a radar chart or star chart, is a two-dimensional chart of a dimension represented on axes originating from a central point. Measure values are compared against the dimension value as a measurement against the dimension value along its own axis. Spider visualizations are ideal for comparing multiple measures against a single dimension, visualizing the difference between the measures.

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.

With two possible dimensions, a spider 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 spider chart on a dashboard tab that shows:

  • a grouping dimension as the axis of the chart
  • one or multiple measures defining the points and drawing the lines on the chart

Configurations for a spider insight

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

Grouping Dimension

From the Data panel, you can add one column or a formula to the Grouping Dimension tray. The spider insight plots each row of the Grouping Dimension column as an axis, each originating from the center of the insight.

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 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 spider insight shows the increments for the measure pill along the grouping dimension axis.

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.

Note

The largest scaled measure value will determine the scaling on the grouping dimension axis.

Individual Filter

To filter individual values for the spider 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.

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 or a measure pill with the Properties panel for a spider insight.

To create a filter expression, 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 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 of a pill in the grouping dimension tray in a spider 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 boxSelect this property to invoke the Formula Builder and create the desired 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 grouping dimension
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 and drop the column or formula to sort the grouping axis
Format → Date Formatdrop down listSelect 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
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 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.

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 spider 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. 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 boxSelect this property to invoke the Formula Builder and create the desired 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 measure 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 measure values. The options are:

    •  Average
    •  Count
    •  Distinct
    •  Median
    •  Min
    •  Max
    •  Sum
    •  None
The data type of the measure column will determine the available Aggregation options.
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
Format → Number Formatdrop down listSelect the format of the measure (e.g. Dollar Rounded)
Format → Decimal Placestext boxEnter the number of decimal places to display for the measure value.
Format → Thousands SeparatortoggleEnable this property to include a comma separator for values of 1000 or greater.
Format → PercentagetoggleEnable this property to display value as a percentage.
Format → Prefix/Suffixtext boxEnter a custom prefix and/or suffix for the pill’s values. The entered value can not include 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 clicks on the measure value.
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 the column to join two tables that are not directly joined. To learn more, review Concepts → Base Table.
Advanced → Query PlanbuttonSelect this property 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 spider 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 of a filter expression for a column as a pill in the Individual Filter tray for a spider insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. 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 fully qualified name of the filter
Date Partdrop down listWhen the filter column is a date, select the part of the date to use. The options are:

    •  Full
    •  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 of a filter expression for a formula as a pill in the Individual Filter tray for a spider insight:

PropertyControlDescription
Formula labellabelThe formula pill 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 expression
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 properties for a filter expression

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

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

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

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. 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 Labeltext boxEnter the fully qualified name of the filter.
Date Partdrop down listWhen the filter column is a date, select the part of the date to use. The options are:

    •  Full
    •  Year
    •  Quarter
    •  Month
    •  Day
Aggregationdrop down listWhen the aggregate filter is a non-formula column, select the aggregation type to use in the filter. The available aggregation types are:

    •  Average
    •  Count
    •  Distinct
    •  Median
    •  Min
    •  Max
    •  Sum
    •  None
The data type of the aggregate filter will determine the available Aggregation options.
Operatordrop down listWhen the aggregate filter is a non-formula column, select the operator to use in a value comparison to the measure value.
Valuestext boxWhen the aggregate filter is a non-formula column, select the comparison value to use in the filter, or enter a new value to use in filter comparison.
Disable FiltertoggleEnable this property to disable the filter. The aggregate filter property configuration is retained for future use.
Aggregate filter properties for a filter expression with a formula as a pill

Here are the properties of a filter expression for a formula as a pill in the Aggregate Filter tray for a spider 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 spider insight. To open the Settings panel, in the Analyzer, in the Action bar, select Settings (gear icon).

PropertyControlDescription
General → Max Rowstext boxEnter 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 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 SamplingtoggleEnabled by default, this property allows using only a sample of the insight query result set, rather than the whole query result set, when creating the insight. Disable it to use the whole query data list, which may impact the insight rendering time.
Layout → LegendtoggleEnable this property to display a chart legend
Layout → Legend Positiondrop down listSelect the position of the legend in a chart from the following values:

    •  Top
    •  Left
    •  Bottom
    •  Right
    •  Auto (default)
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.
Warning

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

User interactions for a spider insight

As a dashboard consumer, you can interact with a spider insight on a dashboard tab. Some interactions will affect only the spider chart. Other interactions will affect both the spider 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 an spider insight:

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

A dashboard runtime filter 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 spider 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 bar 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, such as the export option.

Download as

  • For the spider 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.

To view a spider insight as a Listing Table or Aggregated Table, follow these steps:

  • For the spider insight, select More Options (⋮ vertical ellipsis icon).
  • Select the table type:
    • Select View as Regular Table to view the insight as a listing table.
    • Select View as Aggregated Table to view the insight as an aggregated table.

For a Listing Table or Aggregated Table, you can:

Set Alert

You can set an alert that identifies specific changes to a spider insight by defining a filter expression for a measure filter, individual filter, and/or aggregate filter in an aggregated table or a listing table.

  • For the spider insight, select More Options (⋮ vertical ellipsis icon).
  • Select Set Alert. The Analyzer opens with an aggregated table insight that has the Grouping dimension pills and the measure pills from the spider insight. Refer to the Scheduler document for additional information on Data Alerts.

Steps to create a spider insight

For an existing dashboard, to create a spider 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.
  • In Charts, select the Spider visualization.
  • From the Data panel, drag and drop various columns to various trays in the Insight panel:
    • Grouping Dimension
    • Measure
    • Individual Filter
    • Aggregate Filter
  • Configure the pill properties using the Properties panel or Filter panel.
  • Configure various insight properties using the Settings panel.

Example of a spider insight

In this example, you will create a spider insight that compares quarterly revenue for a given year and country by product categories. 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 table.
  • Close the Manage Data Sets panel.
  • In the Insight panel, under Charts, select Spider.
  • From the Data panel:
    • Drag and drop Revenue from the Sales table to the Measure, tray and then change the name of the pill to Revenue Q1.
    • Repeat the prior step three more times, naming the pills Revenue Q2, Revenue Q3, and Revenue Q4.
  • From the Data panel, drag and drop Category from the Products table to the Grouping Dimension tray.
  • From the Data panel, drag and drop Year from the Sales table to the Individual Filter tray.
  • From the Data panel, drag and drop Country to the Individual Filter tray.

Edit the pill properties

  • Select the arrow to the right of each quarterly Revenue pill to open the Properties panel.
  • From the Data panel, drag and drop Quarter Number to the Drag columns/formulas here tray in Filter for each Measure pill. The default operator is In.
    • Select the corresponding quarter for each Revenue pill in Values:
      • Select Q1 for the Revenue Q1 filter value.
      • Select Q2 for the Revenue Q2 filter value.
      • Select Q3 for the Revenue Q3 filter value.
      • Select Q4 for the Revenue Q4 filter value.
    • Each Revenue measure pill should have the FORMAT set to Dollar.
  • Select the arrow to the right of the Year pill in Individual Filter to open the Properties panel.
    • In Values, select 2010.
  • Select the arrow to the right of the Country pill in Individual Filter to open the Properties panel.
    • In Values, select France.
  • Name the insight 2010 Quarterly Revenue in France.
  • In the Action bar, select Save.