Vitara Grid and Micro Charts User Guide
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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: Proprietary and Confidential 2 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. Proprietary and Confidential 3 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. Proprietary and Confidential 4 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. Proprietary and Confidential 8 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. Proprietary and Confidential 10 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. Proprietary and Confidential 11 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 Proprietary and Confidential 13 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. Proprietary and Confidential 14 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. Proprietary and Confidential 15 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. Proprietary and Confidential 16 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.