Vitara Grid and Micro Charts User Guide

Release 3.9

Table of Contents:

Vitara Grid and Micro Charts User Guide Table of Contents: I. Grid Chart 1.Properties Menu 1.1 Edit button: 1.2 Hamburger button 1.3 Right click on the chart: 2.Auto Size 2.1 ‘Auto Size’ using ‘Edit’ button 2.2 Autosize using Hamburger Button 2.3 ‘Autosize’ using ‘Right click’ properties window 3.Sort 4. Thresholds 4.1 How to open Threshold Editor window Using ‘Edit’ button: Using ‘Hamburger button’: Using ‘Right click’ on the chart: 4.2 Apply Thresholds: 4.3 Threshold on ‘Group By’ headers: 4.4 Custom Images as Icons in Thresholds Step 1: Step 2: 5.Grid Theme 5.1 Theme 5.2 Row Height 5.3 Header and Body Text Styles 6.Format / Clear Formatting 7.Grouping 8.Value Aggregation 8.1.Choose Column Example: 9. Grand Total 10.Manage Column Grouping 11.Pin Column 12.Show/Hide Column 13.Filter Data 14.Export

Proprietary and Confidential 1 15.Reset Columns II. Micro Chart 1. Properties Menu 1.1 Edit button: 1.2 Hamburger button 1.3 Right click on the chart: 2.Trendline Charts 2.1 Trendlines charts - Bullet chart 3.Auto Size 2.1 ‘Auto Size’ using ‘Edit’ button: 2.2 Autosize using Hamburger Button: 2.3 ‘Autosize’ using ‘Right click’ properties window: 4.Sort 5. Thresholds 5.1 How to open Threshold Editor window: 5.2 Apply Thresholds: 5.3 Threshold on ‘Group By’ headers: 6.Theme 6.1 Theme 6.2 Row Height 6.3 Header and Body Text Styles 7.Format / Clear Formatting 8. Grand Totals 9. Pin Column 10.Show/Hide Column 11.Filter Data 12.Export 13.Reset Columns III. Right to Left (RTL) language support: 1 Controlling the option: 2 Grid and Micro Charts: 3 Cartesian Charts: 4 Grid layout Charts 5 Properties Editor: 6 Legend: 7 Tooltip:

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I. Grid Chart

1.Properties Menu In Vitara Grid chart, there are three ways to open properties menu.

1.1 Edit button: To open properties window just hover the cursor on the chart to get ‘Edit’ button.

Click on ‘Edit’ button, a properties window will be opened. By using this properties window you can customise Vitara grid chart.

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1.2 Hamburger button The other way to open properties window is hamburger button. If you hover the cursor on header of any column you will get a hamburger button.

Click on this hamburger button, a popup window will open.

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This popup window will have three buttons, each has its own functionality.

1.3 Right click on the chart: Right click on any part of the chart to open properties popup window. This popup window will have the properties as the properties which will come when we click the ‘Edit’ button.

2.Auto Size By default when we just open the vitara grid chart, it will adjust all the column contents to ‘Fit to Grid Width’.

‘Fit to Grid Width’ will adjust all columns in equal size, with in the visualization area in horizontal direction. Visualization don’t show scrollbar in horizontal direction. This ‘Fit to Grid Width’ state will dynamically adjusted even after we modify the size of the window, i.e. maximizing or

Proprietary and Confidential 5 minimizing the visualization, visualization shrinks its area when we add other visualization, visualisation area increases when we delete other visualizations.

‘Fit to Content’ will adjust the grid chart columns to their content width.

We can also manually adjust the column size by dragging the column separator line at the column headers. After adjusting you need to save the dossier or document to retain the changes.

We can apply ‘Fit to Grid Width’ or Fit to Content’ properties by opening properties windows in any of the three ways.

2.1 ‘Auto Size’ using ‘Edit’ button Hover the cursor on the chart to show ‘Edit’ button. Click on ‘Edit’ button to open properties window.

Chart will show ‘✔’ symbol beside the respective property which is currently applied on the chart. When we manually adjust the size of the chart, chart will not show ‘✔’ mark on any of the tabs.

Proprietary and Confidential 6 2.2 Autosize using Hamburger Button We can also open ‘Autosize’ property using hamburger button of any column. Click on hamburger button of any column. We have an additional property ‘Fit this Column to Content’ when we open ‘Autosize’ using hamburger button. Below is the screenshot of this property.

We can apply ‘Fit this Column to Content’ for any individual columns.

2.3 ‘Autosize’ using ‘Right click’ properties window The following is the screenshot of ‘Autosize’ property using ‘Right Click’ properties window.

3.Sort In Vitara Grid chart with just a click on the header of a column we can sort the data in that column.

Proprietary and Confidential 7 For the first click on the column header, the column will be sorted into ascending order. The column header will show an up arrow symbol, representing the column is sorted into ⬆ ascending order.

If we want to sort the column into descending order, click second time on the column header. Now the column will be sorted into descending order and header will show a down arrow ⬇ symbol representing the column is sorted in descending order.

Sorting can be removed by clicking on the column header for the third time.

We can also sort multiple columns by holding the ‘shift’ button on your keyboard click on all the column headers which you want to sort. Vitara grid chart will show the number representing the order in which multiple columns are sorted.

In the below screenshot, the attributes Province, Product Category and Product Sub category are sorted with Province having highest priority followed by Product Category attribute and then Product Sub category.

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4. Thresholds Thresholds let the user to highlight specific values in the chart. In vitara grid chart we can apply thresholds only for metrics. Apply thresholds is so easy in Vitara grid chart.

4.1 How to open Threshold Editor window We can open ‘threshold editor’ window in any of the below mentioned three ways.

Proprietary and Confidential 9 Using ‘Edit’ button: Move the cursor on the Vitara grid chart, ‘Edit’ button will appear. Click on ‘Edit’ button to open properties window. In properties window select ‘Thresholds’ tab. Click on ‘Manage Thresholds’ tab.

Using ‘Hamburger button’: Move the cursor on the header of any column, hamburger button will appear at the right most corner. Click on hamburger button. Properties popup window will appear. Expand ‘Thresholds’ tab and click on ‘Manage Thresholds’ tab.

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Using ‘Right click’ on the chart: Right click on any part of the vitara grid chart. In the properties popup window, expand ‘Thresholds’ tab and select ‘Manage Thresholds’ tab.

4.2 Apply Thresholds: Below is the screenshot of threshold editor window. Click on ‘Add’ button to apply a new threshold. The threshold editor window will list all the applied thresholds if any. We can also edit applied thresholds by clicking on ‘Edit’ button.

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Click on ‘Add’ tab to apply a new threshold.

Proprietary and Confidential 12 Group: If grouping is applied on any row of the grid chart, we can apply threshold on group rows/cells. Using ‘Group’ field we can decide on which rows we want to apply thresholds, i.e. on individual rows or grouped rows. Select ‘No grouping’ to apply threshold on normal rows or select the group row to apply threshold on group rows.

Metric: Select the metric on which you want to apply threshold in ‘Metric’ drop down box. Select Target: In ‘Select Target’ drop down box select the type of threshold you want; row or cell highlighter. For example if i apply threshold for Profit top 5 apply green color, using ‘Cell’ in ‘Select Target’, the threshold will display as shown in the below screenshot

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If we apply ‘Row’ in the ‘Select Target’ drop down box the same threshold will be as shown in below screenshot.

Select Condition: When you select any threshold condition, the threshold editor window will stretch into its complete view. Below is the screenshot of full threshold editor window.

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Give all the inputs in threshold editor window.

In ‘Value(s)’ text input box, give appropriate input value according to the threshold condition.

Using ‘Background Color’ we can apply colors to the background of the text.

Using ‘Color’ we can apply colors to the text where the threshold condition is true.

We can show an icon along with text, in the cells where the threshold condition is true. Select any icon from Icon drop down box. Apply color for the icon using ‘Icon Color’ color input tab, and assign size to icons using ‘Select Size’ text input box.

We can show only icon in the cells where the threshold condition is true. To apply this property enable ‘Icon Only’ check box.

After all the inputs are entered click on ‘Apply’ tab.

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Below is the screenshot of vitara grid chart showing the result of the above threshold on metric - ‘Profit’.

If you want to apply another threshold condition on the same metric click on ‘Add’ button.

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4.3 Threshold on ‘Group By’ headers: The concepts how to apply grouping and how to apply aggregations for group headers are explained in sections 7 and 8. This section only deals with how to add thresholds for the value aggregations in the group headers. Please see the below screenshot of vitara grid chart, where grouping is applied on ‘Product Category’ attribute. The default aggregation function applied is ‘Sum’.

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We can also apply thresholds on these group header aggregations. Open threshold editor window using any of the three possible ways: ‘Edit’ button, ‘Hamburger’ button, ‘Right click’ on the chart.

Below is the screenshot of threshold editor window. Click on ‘Add’ button to define a new threshold.

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Expand ‘Group’ drop down box. It will show two segments, ‘No grouping’ and the attribute names on which grouping is applied. In our example, as we applied grouping on ‘Product Category’ attribute, the threshold window will show this attribute.

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Select ‘No grouping’ if you want to apply thresholds for normal data rows and select the attribute name, e.g. Product Category, to apply thresholds on group headers.

Give all the inputs in threshold editor window. Below is the screenshot applying thresholds on aggregation values.

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4.4 Custom Images as Icons in Thresholds By default Vitara grid chart will allow to apply the following set of icons in thresholds.

Vitara grid chart allows the customer to define any images as a icon to display in thresholds. To do this the format of the image should be JPEG, PNG or GIF file.

Proprietary and Confidential 21 Step 1: Copy the image file (JPEG, PNG, GIF) in to the following folder of the Vitara charts installation folder.

C:\Program Files\Apache Software Foundation\Tomcat 8.0\webapps\MicroStrategy\ plugins\ VitaraCharts\custom\images

Vitara grid chart comes with two example images already copied in this folder. You can see in the below screenshot.

Copy all the images you want as icons in thresholds in this folder.

Step 2: Edit ‘global.txt’ file, which will be in the following location: C:\Program Files\Apache Software Foundation\Tomcat 8.0\webapps\MicroStrategy\ plugins\ VitaraCharts\custom

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The marked area in the above screenshot of ‘global.txt’ file, is the properties definition for custom icons in thresholds. As an example vitara grid chart has two custom icon definitions. You can notice this property definition in the last line of the marked area in above screenshot. One is “diamondAnimated.gif” and the other one is cloud-download.png file. Uncomment this line by deleting the ‘#’ character in the starting of the line. Save the ‘global.txt’ file and refresh your dossier or document.

Apply threshold on any metric and open select icon in threshold editor window. You can see all the custom images set as threshold icons in the icon list. Below is the screenshot of threshold editor window showing showing threshold icons list.

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4.5 Threshold on Grid rows We can highlight rows in grid chart using thresholds.

In the ‘Select Target’ field of threshold editor window select the option ‘Row’.

Proprietary and Confidential 24 5.Grid Theme Most of the text formatting properties for vitara grid chart are available in ‘Grid Theme’ tab. This tab can be accessed from ‘Edit’ button. Hover the cursor on vitara grid chart, click on ‘Edit’ button and select ‘Grid Theme’ tab.

5.1 Theme Vitara grid chart will come in blue theme by default. There are four other themes available in vitara grid chart: fresh, dark, bootstrap, and white. Theme can be modified ways, from edit property window and from right click property window. Below are the screenshots of accessing theme from the above mentioned two ways.

Proprietary and Confidential 25 Grid theme from edit property window:

Grid theme from right click property window:

5.2 Row Height In Vitara grid chart rows are classified as; normal grid rows, column header row, and group header rows. Vitara grid chart allows users to modify the height of all the above mentioned row types.

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“Grouped Row Height” field will be available if we apply grouping on any of the attributes/ metrics.

5.3 Header and Body Text Styles Vitara grid chart offers you all the text formatting options; font family, font size, bold, italic, underline, text color, font alignment. Below is the screenshot of theme properties showing header style options and body style options.

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6.Format / Clear Formatting The text styles we apply using ‘Grid Theme’ tab will reflect to entire grid i.e all rows. Whereas the text styles we apply for any column using ‘Format’ tab will affect to only that particular column. As shown in the below screenshot we can access ‘format’ or ‘clear format’ options from the hamburger button of any column.

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Using ‘Edit’ button also we can open ‘format’ option. In the options we have in ‘format’ tab, we can apply text styling to a particular column or a group column or any column header only. To apply these properties, click on hamburger button of any column and select ‘Format’ tab. A column formatting popup window will come up.

The ‘Select Column’ drop down box will list all the attributes, metrics available in the chart and group column (If grouping is applied in the chart). Select the column on which you want to apply

Proprietary and Confidential 29 column specific formattings. In the ‘Format For’ drop down box select ‘body’ or ‘header’. Apply all the formattings and click ‘Close’ button. The properties applied using ‘Format’ tab for a particular column, will overwrite the properties applied using “grid Theme’ tab for that column.

The ‘Clear Formatting’ tab will delete all the formattings applied on that particular column.

7.Grouping You can define a group by selecting an attribute or metric. Go to the hamburger button of any attribute, expand ‘Grouping’ and select ‘Group by’.

In the below screenshot, grouping is applied on ‘Product Category’ attribute level. Vitara grid chart will show the number of sub elements in each group in round brackets or parenthesis. For example, the group ‘Furniture’ has 4 sub elements in it. Click on “+” symbol to expand each group.

In Vitara Grid chart, the state of the expand/collapse of a particular group will be saved. when we reopen the dossier/document the groups which are saved in expanded state or collapsed state will retain its state.

Proprietary and Confidential 30 8.Value Aggregation Once we apply grouping, we can apply value aggregations to the group headers. Click the hamburger button of the respective column on which you want to apply value aggregations. Expand the ‘Value Aggregations’ tab and select the aggregation function. Below is the screenshot of ‘Value Aggregation’ tab.

Vitara grid chart allows to apply only the aggregation functions which are listed in ‘Value Aggregation’ tab. The default aggregation function is ‘Sum’.

Proprietary and Confidential 31 8.1.Choose Column In ‘Value Aggregation’ tab of the grid chart there are some basic functions which can be used to apply aggregations. If we want a function other than these functions, by using ‘Choose Column’ option in ‘Value Aggregation’ tab we can implement it.

It is possible to use aggregation from a different metric (say metric B) as the aggregation for metric A. The way to set it up is to use both metric A and metric B on the grid. Now metric B is something you would define in MicroStrategy having the right type of aggregation at the desired dimensionality. On the Vitara Grid column for metric B, you would just choose a trivial aggregation (like first or last). In the column for metric A, choose aggregation and choose column to select metric B. Now you can just hide column for metric B if you don’t want it displayed.

Example: For example in the below screenshot group by is applied at ‘Product Category’ level. I want to show ‘value aggregation’ for profit metric as (Profit - Shipping Cost).

But using Vitara grid chart ‘Value Aggregation’ formulas i can't define this aggregation. The following is the procedure for defining this aggregation.

Step 1: Define a derived metric using the formula we want in aggregation. Let us assume derived metric name is ‘Actual Profit’. Actual Profit = Profit - Shipping Cost

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The level at which we want this aggregation is ‘Product Category’ level. Therefore the derived metric also defined at this level. The MicroStrategy formula for this derived metric will be

Sum((Profit-[Shipping Cost])){[Product Category]}

Step 2: Add this metric to grid chart.

Step 3:

Proprietary and Confidential 33 Apply aggregations like First, Last, Max or Min for ‘Actual Profit’ derived metric.

Step 4: The derived metric ‘Actual Profit’ is showing exactly the same aggregation values which we want to show at ‘Profit’ metric. To copy this aggregation value at ‘Profit’ metric, open ‘Value Aggregation’ for ‘profit metric, go to ‘Choose Column’ and select the derived metric ‘Actual Profit’.

Step 5: Now as we defined the derived metric ‘Actual Profit’ for calculating value aggregation for ‘Profit’ metric and we don’t need this metric in our grid chart we can hide this metric. Click on hamburger button of ‘Actual Profit’ metric and select ‘Hide Column’.

Proprietary and Confidential 34 You can verify in the below screenshot, the aggregation value of ‘Profit’ metric, is it showing exactly (Profit - Shipping Cost). The aggregation functions applied for ‘Profit’ and ‘Shipping Cost’ is Sum.

8.2 Ratio Aggregation In the 3.9 release, Vitara Grid and Micro charts has a new aggregation function called ‘Ratio’. We can implement ratio of two metrics as aggregation in the chart. The following is the screenshot of the ratio option.

When we select ‘Ratio’ as aggregation function a new ratio editor window will open. Below is the screenshot of ratio editor window.

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Appy all the required fields and click on ‘Apply’ button.

9. Grand Total Vitara grid chart by default shows ‘Grand Total’ row at the bottom of the visualization. The default function applied is ‘Sum’. However we can modify the default aggregation function to other functions in the list.

Proprietary and Confidential 36 Aggregation’. For example if we apply ‘Value Aggregation’ function - Max, the grand total will also show the max value among the values.

Show/Hide Grand total: If we don’t want to show ‘Grand Total’ row, then we can hide the ‘Grand Total’ row. Click on ‘Edit’ button select ‘Grand Totals’ tab and expand the drop down box select ‘Hide’.

10.Manage Column Grouping In Vitara Grid chart we can also apply grouping for columns. Go to hamburger button and expand ‘Grouping’ tab, select ‘Manage Column Grouping’.

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A new column grouping popup window will open. This will list all the attributes and metrics in the grid chart. Click on ‘Add New’ button.

Now the popup window will show Group Title, give any name for your group. This name will be displayed in the grid chart. In to the shaded boxes below the group title drag and drop the attributes or metrics to which you want to apply the column groupings.

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Below is the screenshot of grid chart showing column grouping, group name as ‘KPIs’. You can expand or collapse this column grouping. If the group is in collapse mode, it will show the first attribute/metric.

11.Pin Column To keep a column of a grid visible while you scroll to another area of the grid, pin column will be useful. Go to the hamburger button of the column which you want to freeze, and expand ‘Pin Column’ tab, select pin position - left or right.

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To remove ‘Pin Column’ property select ‘No Pin’ option.

12.Show/Hide Column We can hide or unhide any column in Vitara Grid chart using ‘Show/Hide Column’ tab. This feature can be accessed by any of the three ways we can get the properties window, i.e. ‘Edit’ button, Hamburger popup window and right click properties window. Below are the screenshot of all these three ways we can apply hide column feature.

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13.Filter Data We can also apply filter on metrics to filter the data in Vitara grid chart. Click on hamburger button of any metric column on which you want to apply filter, select ‘Filter Data’.

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Now a filter editor popup window will open.

In the ‘Filter For’ drop down box select the metric on which you want to apply filter, then click on ‘Add’ button.

Proprietary and Confidential 42 In the ‘Select Condition’ drop down box select the appropriate filter condition, give values and then click on ‘Apply’ button.

Vitara grid chart will be updated with the data applying filter condition.

14.Export We export the data in grid chart into CSV format. This feature will work in MicroStrategy Web only. We can export grid data in the following two ways. Below is the screenshot of ‘Export’ option using “Edit’ popup window.

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Below is the screenshot of applying ‘Export’ option using ‘right click’ popup window.

15.Reset Columns With just a click we can delete any property applied to Vitara grid chart. Using ‘Reset Columns’ tab we can delete all the customizations we applied on grid chart.

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16. Image url attribute forms: Vitara grid chart now supports image URLs as attribute form. Once the attribute form is selected as display form, the vitara grid chart will load the images related to URLs. Below is the screenshot demonstrating how to change the default attribute form to other attribute forms.

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In the drop zone panel right click on the attribute which has image URL as attribute form and expand the “Display Attribute Form” tab. If that particular attribute has more than one form to display, then only MicroStrategy will show the option “Display Attribute Form”. Now you can see all the attribute forms the available for that particular attribute. Select the form which has image URL and deselect the other forms then click ‘OK’. Vitara grid chart will display only one attribute form at a time.

Proprietary and Confidential 46 II. Micro Chart

The Micro chart consists of compact representations of data that allow analysts to quickly visualize trends in data. Microcharts convey information so that a user can, at a glance, determine the trend of a metric over time or how a metric is performing compared to forecasted figures.

Vitara micro chart needs a minimum of two attributes and one metric.

The chart will apply group by to the first attribute. Drag and drop the group by attribute into ‘Category Axis’ drop zone in Editor panel. We cannot ungroup the first attribute.

On expanding the group by of the first attribute elements, the details of second attribute will be displayed. Drag and drop the second attribute into the ‘Trend By’ drop zone in Editor panel.

All the metrics should be placed in ‘Value’ drop zone in Editor panel. By default, for all the metrics, line chart will be displayed as trending chart in group by headers.

1. Properties Menu In Vitara Micro chart three ways we can open properties menu.

1.1 Edit button: To open properties window just hover the cursor on the chart to get ‘Edit’ button.

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Click on ‘Edit’ button, a properties window will be opened. By using this properties window you can customise Vitara grid chart.

1.2 Hamburger button The other way to open properties window is hamburger button. If you hover the cursor on header of any column you will get a hamburger button.

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Click on this hamburger button, a popup window will open.

This popup window will have three buttons, each has its own functionality.

1.3 Right click on the chart: Right click on any part of the chart to open a properties popup window. This popup window will have the properties as the properties which we will come when we click on ‘Edit’ button.

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2.Trendline Charts By default Vitara micro chart will display line chart with markers at minimum value, maximum value and final value. We can change trending chart to bar chart or bullet chart.

We can change the default colors of these chart by selecting ‘More Options’ in ‘Trendline Charts’ tab. We can also change default line chart to bar or bullet chart. Go to hamburger button of any column and expand ‘Trendline Charts’ tab. Click on the chart type which you want to show in group by headers.

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In the below screenshot you can see all the three trendline types. For profit metric trendline type applied is bullet chart, Sales metric is showing bar trendline type and shipping cost metric is in line chart type.

The line and bar chart types are common chart types. Here we will discuss the bullet chart type.

2.1 Trendlines charts - Bullet chart In the below screenshot for ‘Profit’ metric bullet chart type is applied as trendline charts.

Proprietary and Confidential 51 In bullet chart type trend line, chart will show an indicator for each of the following terms: actual, target, band1, band2 and band3. To configure bullet chart type go to ‘Trendline charts’ tab and select ‘More Options’.

In the trend line editor window, in ‘Trend line for’ drop down box select the metric on which you want to apply trend line. In ‘Chart type’ drop down box select the type of the chart i.e. line, bar or bullet. Once we select the chart type as bullet, the trend line editor will show all the fields related to: Actual, Target, Band1, Band2 and Band 3. We can customize colors, metrics and aggregation functions. In the below screenshot trend line editor is customized for profit metric.

Proprietary and Confidential 52 3.Auto Size By default when we just launch the vitara micro chart, it will adjust all the columns content to ‘Fit to Grid Width’. ‘Fit to Grid Width’ will adjust the all columns size, so as they will be with in the visualization area in the horizontal direction. In this mode, Visualization don’t show scrollbar in horizontal direction. ‘Fit to Content’ will adjust the grid chart columns to their content size. This ‘Fit to Grid Width’ state will be dynamically adjusted even after we modify the size of the window, i.e. maximizing or minimizing the visualization, visualization shrinks its area when we add other visualization, visualisation area increases when we delete other visualizations.

We can also manually adjust the column size by dragging the column separator line at the column headers. After adjusting you need to save the dossier or document to retain the changes.

We can apply ‘Fit to Grid Width’ or Fit to Content’ properties by opening properties windows in any of the three ways.

2.1 ‘Auto Size’ using ‘Edit’ button:

Chart will show radio button symbol ‘’ enabled beside the respective property which is currently applied on the chart.

Proprietary and Confidential 53 When we manually adjust the size of the chart, chart will not show any button enabled on any of the buttons.

2.2 Autosize using Hamburger Button: We can also open ‘Autosize’ property using hamburger button of any column. We have an additional property ‘Fit this Column to Content’ when we open ‘Autosize’ using hamburger button. Below is the screenshot of this property.

We can apply ‘Fit this Column to Content’ for individual columns.

2.3 ‘Autosize’ using ‘Right click’ properties window: The following is the screenshot of ‘Autosize’ property.

4.Sort In Vitara Micro chart with just a click on the header of a column we can sort the data in that column.

Proprietary and Confidential 54 For the first click on the column header, the column will be sorted into ascending order. The column header will show an up arrow ⬆ symbol, representing the column is sorted into ascending order. If we want to sort the column into descending order, click for second time on the column header. Now the column will be sorted into descending order and header will show a down arrow ⬇ symbol, representing the column is sorted in descending order. Sorting can be remove by clicking on the column header for the third time. We can also sort multiple columns by holding the ‘shift’ button on the keyboard, click on all the column headers which you want to sort. Vitara micro chart will show a number representing the order in which multiple columns are sorted. In the below screenshot, the attribute Product Category and metrics Profit and Sales are sorted with Product Category having highest priority followed by Profit metric and then Sales metric.

5. Thresholds Thresholds let the user to highlight specific values in the chart. In vitara grid chart we can apply thresholds for only metrics. In Vitara micro chart it is so easy to apply thresholds.

5.1 How to open Threshold Editor window: We can open ‘threshold editor’ window in any of the below mentioned three ways. Using ‘Edit’ button: Move the cursor on the Vitara grid chart, ‘Edit’ button will appear. Click on ‘Edit’ button to open properties window. In properties window select ‘Thresholds’ tab. Click on ‘Add’ tab.

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Using Column ‘Hamburger button’: Move the cursor on the header of any column, hamburger button will appear at the right most corner. Click on hamburger button. Properties popup window will appear. Expand ‘Thresholds’ tab and click on ‘Manage Thresholds’ tab.

Right click on the chart: Right click on any part of the vitara grid chart. In the properties popup window, expand ‘Thresholds’ tab and select ‘Manage Thresholds’ tab.

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5.2 Apply Thresholds: Below is the screenshot of threshold editor window. By default in ‘Group’ drop down box it will show the ‘Grouping column’ s’ Attribute and ‘No Grouping’ in the vitara grid chart. You can select according to the requirement needed. Then in ‘Metric’ drop down box, it will show all the metrics in the chart and you can select the appropriate metric on which you want to apply threshold. Now in the ‘Select Target’ drop down box, we have Cell and Row options, in order to highlight rows/ cells of thresholds applied. Now the ‘Select Condition’ drop down box. Expand and select any conditions from the available threshold conditions.

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After selecting the dropdown’ s click on ‘Apply’ tab. The threshold editor window will stretch into its complete view. Below is the screenshot of full threshold editor window.

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Give all the inputs in threshold editor window. In ‘Value(s)’ text input box, give appropriate input value for threshold condition. Using ‘Background Color’ we can apply colors to the background of the text. Using ‘Color’ we can apply colors to the text where the threshold condition is true. We can show an icon along with text, in the cells where the threshold condition is true. Select any icon from Icon drop down box. Apply color for the icon using ‘Icon Color’ color input tab, and assign size to icons using ‘Select Size’ text input box. We can show only icon in the cells where the threshold condition is true. To apply this property enable ‘Icon Only’ check box. After all the inputs are entered click on ‘Apply’ tab.

Proprietary and Confidential 59 When you click on ‘Apply’ tab chart ‘Threshold’ tab. If you want to apply another threshold condition on the same metric click on ‘Add’ button. If you want to apply threshold for some other metric, choose that metric from ‘Threshold For’ drop down box. Finally click ‘OK’.

Below the is the screenshot of vitara micro chart showing threshold on ‘Profit’ metric.

5.3 Threshold on ‘Group By’ headers: The concept, how to value apply aggregations for group headers is explained in sections 6.

Proprietary and Confidential 60 This section only deals with how to add thresholds for the group headers.

Please see the below screenshot of vitara micro chart, where grouping is applied on ‘Product Category’ attribute. Currently all the metrics are showing value aggregations instead of trend lines on the group by headers.

We can also apply thresholds on these group by header aggregations. Click on hamburger button of the column for which you want to apply threshold for aggregation values. Go to ‘Thresholds’ tab and click on ‘Manage Thresholds’.

Thresholds window will open. In this threshold window first you have to define on which rows you want to apply thresholds, on group headers rows on which value aggregations applied or on the normal row data.

Proprietary and Confidential 61 To do this, expand ‘Group’’ drop down box. It has two values, ‘Grouping applied attribute’ and ‘No grouping’. In our example, as we applied grouping on ‘Product Category’ attribute, the threshold window will show this attribute.

Select ‘No grouping’ if you want to apply thresholds for normal row data and select the attribute name, e.g. Product Category, to apply thresholds on group headers. In ‘Metric’ drop down tab select the metric on which you want to apply thresholds on value aggregations. Give all the inputs in threshold editor tab. Below is the screenshot applying thresholds on aggregation values.

6.Theme Most of the text formatting properties for vitara micro chart are available in ‘Grid Theme’ tab. This tab can be accessed from ‘Edit’ button. Hover the cursor on vitara grid chart, click on ‘Edit’ button and select ‘Grid Theme’ tab.

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6.1 Theme

Vitara micro chart will come in fresh theme by default. There are four other themes available in vitara grid chart: blue, dark, bootstrap, and white. Theme can be modified in the following ways, from edit property window and from right click property window. Below are the screenshots of accessing theme from the above mentioned two ways.

Grid theme from edit property window:

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Grid theme from right click property window:

If you want to hide the children count of the Grouped row Attribute names you can enable the checkbox of the ‘Hide Children Count’ . See the screenshot below.

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6.2 Row Height In Vitara grid chart rows are classified as; normal grid rows, column header row, and group header rows. Vitara grid chart allows users to modify the height of all the above mentioned row types.

Proprietary and Confidential 65 6.3 Header and Body Text Styles Vitara micro chart offers you all the text formatting options; font family, font size, bold, italic, underline, text color, font alignment. Below is the screenshot of theme properties showing header style options and body style options.

7. Format / Clear Formatting The text styles we apply using ‘Grid Theme’ tab will reflect to entire grid i.e all rows. Whereas the text styles we apply for any column using ‘Format’ tab will affect to only that particular column. As shown in the below screenshot we can access ‘format’ or ‘clear format’ options from the hamburger button of any column.

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The options we have in ‘format’ tab, we can apply text styling to a particular column or column header only. To apply these properties, click on hamburger button of any column and select ‘Format’ tab. A column formatting popup window will come up.

The ‘Select Column’ drop down box will list all the Grouped columns, attributes and metrics available in the chart. Select the column on which you want to apply column specific formattings. In the ‘Format For’ drop down box select ‘body’ or ‘header’. Apply all the formattings and click ‘Close’ button. The properties applied using ‘Format’ tab for a particular column, will overwrite the properties applied using “grid Theme’ tab for that column.

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The ‘Clear Formatting’ tab will delete all the formattings applied on that particular column.

8. Grand Totals Vitara Micro chart by default shows ‘Grand Total’ row at the bottom of the visualization. The default function applied is ‘Sum’. However we can modify the default aggregation function to other functions in the list.

Therefore, the term ‘Grand Total’ is just for naming purpose and does not mean it will show only totals. The actual value of Grand total will be calculated by using the function applied in ‘Value Aggregation’. For example if we apply ‘Value Aggregation’ function - Max, the grand total will also show the max value among the values.

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Proprietary and Confidential 69 9. Pin Column To keep a column of a micro chart visible while you scroll to another area of the grid, pin column will be useful. Go to the hamburger button of the column which you want to freeze, and expand ‘Pin Column’ tab, select pin position - left or right. To remove ‘Pin Column’ property select ‘No Pin’ option.

10.Show/Hide Column We can hide or unhide any column in Vitara Micro chart using ‘Show/Hide Column’ tab. This feature can be accessed by any of the three ways we can get the properties window, i.e. ‘Edit’ button, Hamburger popup window and right click properties window. Below are the screenshot of all these three ways we can apply hide column feature.

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Proprietary and Confidential 71 11. Export We export the data in micro chart into CSV format. This feature will work in MicroStrategy Web only. We can export micro data in the following two ways. Below is the screenshot of ‘Export’ option using “Edit’ popup window.

Below is the screenshot of applying ‘Export’ option using ‘right click’ popup window.

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12. Reset Columns With just a click we can delete any property applied to Vitara micro chart. Using edit options ‘Reset Columns’ tab we can delete all the customizations we applied on micro chart or by simply give a right click and click on Reset columns → click on the required option in the ‘Reset Columns’

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III. Right to Left (RTL) language support:

Vitara Charts now supports right to left scripts. Right to left scripts are generally used in the following languages: Arabic, Hebrew, Persian/Farsi and Urdu.

1. Controlling the option: The option to use RTL is a system wide option. Once we enable it will be reflected in all vitara charts. In the ‘global.txt’ file notice the following line:

#rtlSupport=true

The option is commented out by default. Just delete the ‘#’ character in the above line to enable RTL format of data display.

2. Grid and Micro Charts: The main usage of RTL format is in grid and micro charts. The following are the changes made in Grid/Micro charts to fully support RTL format: ● Headers : Attributes will be listed on the right and metrics on the left side of the grid. ● Context menu - Order of the text and the indication arrows ‘>’: The text shows on the right side and the arrow option is on the left. ● All columns are right justified by default (including grouped column text). ● Threshold values have markers right aligned and values to the left of the marker. ● Threshold bars starts from the right (vertical axis on the right). ● MicroCharts trendlines starts from the right (for all; bar, column and bullet). ● Manage column group menu now have draggable elements on the right and the drop area are on the left.

3. Cartesian Charts: For all the cartesian charts, the horizontal axis will grow, by default, from right to left. The vertical axis continues to be the same (grows bottom to top).

4. Grid layout Charts: For charts that use a grid layout (like the waffle, trellis etc), the layout will start from the top right instead of top left.

5. Properties Editor: Similar to the context menu in the grid, the properties editor now have the headers on the right (with the arrow key indicating selection on the left of the text) and the content on the left.

Proprietary and Confidential 74 For each of the properties, the label and the control (i.e checkbox or the select box etc) will be flipped. The label/header will be on the right and the control displayed on the left.

6. Legend: For all the legend elements (laid out horizontally), the symbols will be shown on the right and the text on the left.

7. Tooltip: Text will be right justified by default.

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