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:

Note

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.

Note

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.

Note

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.

Note

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:

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.

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. 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.
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 and drop a column or formula to sort the stacked column and lines by
FormatselectSelect 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 Masktext boxEnter 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.
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, 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:

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. 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.
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 and drop 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

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:

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. 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.
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 column tray.
Data → Column Labeltext boxEnter the label for the 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 column 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 columns values as a running total
Data → Filterdrag and dropDrag and drop a column or formula to filter the columns
FormatselectSelect the format of the column (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 column 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 column value upon hover
Format → ColorselectSelect a color for the column value
Drill Down → Dashboards Drill downlinkSelect + 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 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.
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 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:

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. 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.
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 Line tray.
Data → Column Labeltext boxEnter the label for the 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 Line 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 Line values as a running total
Data → Filterdrag and dropDrag and drop a column or formula to filter the line
FormatselectSelect the format of the line (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 line 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 line value upon hover
Format → ColorselectSelect a color for the line value
Drill Down → Dashboards Drill downlinkSelect + 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 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.
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 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:

PropertyControlDescription
Column fully qualified namelabelTThe 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 Labeltext boxEnter the label for the pill
Date Partdrop down listWhen the filter column is a date or timestamp, select the part of the date used. The options are:

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

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

PropertyControlDescription
Formula labellabelThe formula label
Data → Column Labeltext boxEnter the label for the pill
Formula → DynamictoggleEnable this property to select a filter expression session variable as a value
Formulatext boxDisable Dynamic to configure this property. Enter the formula in the Formula Builder to create the filter expression.
Operatordrop down listSelect the operator to use in the filter criteria
Valuesmulti-selectSelect the value(s) to evaluate the column value against, if required. Some operators do not require a value to evaluate against, such as Null and True. 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 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.

Note

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:

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

Here are the properties for a filter expression for a formula as a pill in the Aggregate Filter tray for a stacked column and line 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 stacked column and line insight. To open the Setting panel, in the Analyzer, select Settings (gear icon) in the Action column.

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 → 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
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; and if you did not add any pills in the Line tray. Otherwise, the legend shows the column and line label(s).
Layout → ValuestoggleEnable this property to display column and line values on the chart
Layout → Total ValuestoggleEnable to show the total value for the stacked columns on the chart
Layout → Hide Zero ValuestoggleEnable this property to hide zero values from the plotted area
Hide Zero Values → Connect ValuestoggleEnable Hide Zero Values property to configure this setting. Enable this property to connect the points of the values that have zero values in between so that the area insight does not appear scattered.
Layout → X-Axis LabelstoggleEnable this property to display the x-axis labels (i.e. the values of the first grouping dimension pill)
Layout → X-Axis TitletoggleEnable this property to display the x-axis title (i.e. the label of the first grouping dimension pill)
Layout → Y-Axis LabelstoggleEnable this property to display the y-axis labels (i.e. the values of the column and line pills)
Layout → Y-Axis TitletoggleEnable this property to display the y-axis title (i.e. the label of the column and line pills)
Layout → Unify Y-axis (Right)toggleEnable this property to merge the y-axes on the right side of the insight 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 Groupstext boxSet the maximum number of groups that cannot be exceeded in the insight.
Advanced → Join Measuresdrop down listSelect Yes to calculate the group-by function across joined tables

User interactions for a stacked 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.

Note

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

Here are the possible types of user interactions for a stacked 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
Note

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
    • 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 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:

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.