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h2. Overview
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These are all designed with a particular kind of dataset in mind, resulting in highly specified charts.
|*Funnel*|!chart_funnel.gif!|Used to display steps in a process, helps to identify bottle necks in a workflow.|
|*Radar*|!chart_radar.gif!|You want to compare data by integrating multiple axes into a single radial figure.|
|*Waterfall*|!chart_waterfall.gif!|Waterfall charts are a special type of Floating Column Chart. A typical waterfall chart shows how an initial value is increased and decreased by a series of intermediate values, leading to a final value.|
|*Event*|!chart_event.gif!|Maps the occurance of events against the values of a numeric data set over time.|
|*Week Density*|!chart_timeheat.gif!|You want to measure the density of an occurance or a metric value based on an hour, relative to other times in the same day of the week.|
|*Z Chart*|!chart_z.gif!|This allows you to display trends over time by charting a line for data, accumulative total, and moving total.|
|*Trellis*|!chart_trellis.gif!|This allows you to segment the chart by multiple categories on each axis.|
h2. Chart Data Options
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h3. Funnel, Radar, Waterfall, and Z Charts
||Option||Description||
|Label|This is the category label for the X axis|
|Series|Typically a numeric value such as $. An item that you want to measure on your Chart|
h3. Event Chart
||Option||Description||
|Label|Time value|
|Value|Metric shown in the line (the top of the chart)|
|Event|Binary values that signify if the event was occurring on each of the time values.|
h3. Trellis Chart
||Option||Description||
|Column|You may select up to two different fields to use as columns in your trellis.|
|Row|You may select up to two different fields to use as rows in your trellis chart.|
|Colour|You can select one field to split your values by colour.|
|Size|When you have a scatter plot trellis you will also be able to select a metric to use for the size of the bubbles.|
{color:#C00000}*Note:*{color} at least one of either the Column or Row fields selected must be a metric.
h2. Funnel Chart Creation
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*1.* Click on the {color:#357CB6}Create{color} link to begin creating your chart.
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*2.* You should now be on the Initialise Report page. Leave the *Drag and Drop Builder* selected as the build tool.
*3.* Select *Ski Team* as the Database View (if not already selected).
*4.* Now click either the !step_right_on.png! or {color:#357CB6}Click here to continue{color} button to proceed.
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*5.* You should now be on the *Step 1. Report Data* page. To start with, set the Output Options to *Chart Only* by selecting it in the *Report Options* section on the right.
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*6.* On the Report Data page, drag and drop the !rpt_dim.png! *Booking Step* and !rpt_dim.png! *Athlete ID* fields into the *Column Fields* area.
*7.* Drag and drop the !rpt_dim.png! *Booking Status* field into the *Filters* area.
*8.* Select the !rpt_dim.png! *Athlete ID* field and add a !count.png! *Count* aggregation to it.
*9.* Click on !step_right_on.png! at the top of the page.
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*10.* On the *Filters* page, set *Booking Status* to be *Equal to*.
*11.* Click on the !rpt_filterprompt.gif! link to set the value.
*12.* Select *Cancelled*. In this case, we are only interested in seeing bookings that have been cancelled, examining which step athletes cancel in.
*13.* Click *Submit* to save your changes.
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*14.* Click on !step_right_on.png! at the top of the page.
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*15.* On the Report Preview page click on the Pie Chart image as before.
*16.* Click on the *Chart* Menu and select *Special Purpose* as the Chart Type and *Funnel* as the subtype (click on the picture on the left).
*17.* Click *Save* to load the options for a *Funnel Chart*.
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*18.* Set the Chart Data settings.
*19.* Select *Booking Step* for the Label.
*20.* Select *Count Athlete ID* as the Series.
*21.* Click *Refresh* to generate your chart.
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*22.* You should now have a chart that looks like the one pictured here.
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*23.* You now need to *Save* and *Activate* your chart. Click on the *Close* button to go back to the Report Preview page.
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*24.* Click on the *Save* Menu and use *Funnel Chart Tutorial* as the Name.
*25.* Type *This Funnel Chart was created using the Charts Tutorial* as the Description.
*26.* Enter *Tutorial* as the Category and *Charts* as the Sub Category.
*27.* Click *Activate*.
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h2. Radar Chart Creation
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*1.* Start creating a chart as you did with the other charts by clicking on the {color:#357CB6}Create{color} link.
*2.* On the Report Data page, drag and drop the !rpt_dim.png! *Camp Demographic* dimension, !rpt_metric.png! *Profit Margin*, !rpt_metric.png! *Invoiced (Pref Currency)* metrics into the *Column Fields*.
*3.* Change the aggregations on both of the metrics to !avg.png! Average, using the same steps as before, selecting Average rather than Count.
*4.* Make sure that you select the *Chart Only* option as you have for the other charts.
*5.* Click on !step_right_on.png! at the top of the page to move to the next step.
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*6.* On the Report Preview page click on the Pie Chart image as before.
*7.* Click on the *Chart* Menu and select *Special Purpose* as the Chart Type and *Radar* as the subtype (click on the picture in the middle).
*8.* Click *Save* to load the options for a *Radar Chart*.
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*9.* Set the Label to *Camp Demographic*.
*10.* Select *Avg Profit Margin* and *Avg Invoiced (Pref Currency)* as the Series.
*11.* Click *Refresh* to generate your chart.
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*12.* You should now have a chart that looks like this.
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*13.* Click on the Gridlines Menu and set the *Show Gridlines* option to *Yes*.
*14.* Click *Save*.
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*15.* Click on the Labels Menu and set the *Labels* option to *Yes*.
*16.* Click *Save*.
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*17.* You should now have a chart that looks like the one pictured here. Each line should have a label corresponding to a Camp Demographic, and the gridlines should now be visible.
*18.* You are now finished with this chart so *Save* and *Activate* it.
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*19.* Click on the *Close* button to go back to the Report Preview page.
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*20.* Click on the *Save* Menu and use *Radar Chart Tutorial* as the Name.
*21.* Type *This Radar Chart was created using the Charts Tutorial* as the Description.
*22.* Enter *Tutorial* as the Category and *Charts* as the Sub Category.
*23.* Click *Activate*.
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h2. Event Chart Creation
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*1.* Click on the Create link to begin creating your chart.
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In order to complete this tutorial you will need to import some sample data to use. Make sure you have a writable data source prepared.
*2.* You should now be on the Initialise Report page. Select the *Spreadsheet/CSV Import* option.
*3.* Select your writable data source in order to store the spreadsheet data.
*4.* Select a view category
*5.* Select the [^EventChartSampleTutorial - Special Purpose Charts^EventChartSample.csv] file.
*6.* Click on !step_right_on.png! at the top of the page to move to the next step.
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*7.* You should now see the spreadsheet preview (as pictured here). Select *Report* as the category for each of the columns.
*8.* Set the spreadsheet name to be *Event Chart Sample* and the description to *Tutorial Data*.
*9.* Click on !step_right_on.png! at the top of the page to move to the next step.
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*10.* You should now be on the *Step 1. Report Data* page. To start with, set the Output Options to *Chart Only* by selecting it in the *Report Options* section on the right. This will ensure that the information appears as a chart.
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*11.* Now you need to add metrics to your report. Click on the !expand.gif! next to the *Report* category to expand it.
*12.* Drag and drop *EventDate*, *SocialMediaCampaign*, *OnlineCampaign*, *PaperCampaign*, and *WebsiteHits* fields into the *Columns* area.
*13.* Click on !step_right_on.png! at the top of the page to move to the next step.
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*14.* You should now be on the Report Preview page. Click on the image of a Pie Chart (pictured here) to go to the Chart Format page where you can setup your chart.
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*15.* Click on the *Chart* Menu, select *Special Purpose* as the Chart Type and click on the picture of the *Event* Chart to select it.
*16.* Click *Save*, this will load the options for an Event Chart.
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*17.* In the *Chart Data* section you will need to select the data for each setting in the chart.
*18.* Set the Label to *EventDate*, set the Value to *WebsiteHits*, and select the Events; *SocialMediaCampaign*, *OnlineCampaign*, and *PaperCampaign*.
*19.* Click the *Refresh* link to generate your chart.
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*20.* You should now have a chart that looks like the one pictured.
*21.* You now need to *Save* and *Activate* your chart. Click on the *Close* button to go back to the Report Preview page.
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*22.* Click on the *Save* Menu and use *Event Chart Tutorial* as the Name.
*23.* Type *This Event Chart was created using the Charts Tutorial* as the Description.
*24.* Enter *Tutorial* as the Category and *Charts* as the Sub Category.
*25.* Click *Activate*.
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h2. Week Density Chart Creation
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*1.* Click on the {color:#357CB6}Create{color} link to begin creating your chart.
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In order to complete this tutorial you will need to import some sample data to use. Make sure you have a writable data source prepared.
*2.* You should now be on the Initialise Report page. *Select the Spreadsheet/CSV Import* option.
*3.* Select your writable data source in order to store the spreadsheet data.
*4.* Select a view category
*5.* Select the [^WeekDensityChartSampleTutorial - Special Purpose Charts^WeekDensityChartSample.csv] file.
*6.* Click on !step_right_on.png! at the top of the page to move to the next step.
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*7.* You should now see the spreadsheet preview (as pictured here). Select *Report* as the category for each of the columns.
*8.* Set the spreadsheet name to be *Week Density Chart Sample* and the description to *Tutorial Data*.
*9.* Change the *Transaction ID* field to a *Dimension* and ensure the *Transaction Time* field is recognised as a *Timestamp*.
*10.* Click on !step_right_on.png! at the top of the page to move to the next step.
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*11.* You should now be on the *Step 1. Report Data* page. To start with, set the Output Options to *Chart Only* by selecting it in the *Report Options* section on the right. This will ensure that the information appears as a chart.
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*12.* Now you need to add metrics to your report. Click on the !expand.gif! next to the *Report* category to expand it.
*13.* Drag and drop *Transaction Time*, *Transaction ID*, and *Transaction Value* into the *Columns* area.
*14.* Apply a *Count Distinct* to the *Transaction ID* and *Sum* to the *Transaction Value* fields.
*15.* Click on !step_right_on.png! at the top of the page to move to the next step.
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*16.* You should now be on the Report Preview page. Click on the image of a Pie Chart (pictured here) to go to the Chart Format page where you can setup your chart.
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*17.* Click on the *Chart* Menu, select *Special Purpose* as the Chart Type and click on the picture of the *Week Density* Chart to select it.
*18.* Click *Save*, this will load the options for an Event Chart.
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*19.* In the *Chart Data* section you will need to select the data for each setting in the chart.
*20.* Set the Label to *Transaction_Time*, set the Series to *Count Distinct: Transaction_ID* or *Sum Transaction_Value*.
*21.* Click the *Refresh* link to generate your chart.
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*22.* You should now have a chart that looks like the one pictured.
*23.* You now need to *Save* and *Activate* your chart. Click on the *Close* button to go back to the Report Preview page.
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*24.* Click on the *Save* Menu and use *Week Density Chart Tutorial* as the Name.
*25.* Type *This Week Density Chart was created using the Charts Tutorial* as the Description.
*26.* Enter *Tutorial* as the Category and *Charts* as the Sub Category.
*27.* Click *Activate*.
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h2. Waterfall Chart Creation
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The waterfall chart is used to display cummulative values of a series. In this tutorial, you are going to examine the total invoiced amount for 2009, split by month.
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*1.* Start creating a chart as you did with the other charts by clicking on the {color:#357CB6}Create{color} link.
*2.* On the Report Data page, drag and drop the !rpt_dim.png! *Month* dimension and !rpt_metric.png! *Invoiced (Pref Currency)* metric into the *Column Fields*.
*3.* Drag and drop the !rpt_dim.png! *Year* dimension into the *Filters* section.
*4.* Make sure that you select the *Chart Only* option as you have for the other charts.
*5.* Click on !step_right_on.png! at the top of the page.
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*6.* On the filters page leave the *Year* set to *Equal to* and click on the !rpt_filterprompt.gif! icon to select *2009*.
*7.* Click on !step_right_on.png! at the top of the page to move to the next step.
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*8.* On the Report Preview page click on the Pie Chart image as before.
*9.* Click on the *Chart* Menu and select *Special Purpose* as the Chart Type and *Waterfall* as the subtype (click on the picture on the right).
*10.* Click *Save* to load the options for a *Radar Chart*.
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*11.* Set the Label to *Month*.
*12.* Select *Sum Invoiced (Pref Currency)* as the Series.
*13.* Click *Refresh* to generate your chart.
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*14.* You should now have a chart that looks like this. You now need to *Save* and *Activate* your chart.
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*15.* Click on the *Close* button to go back to the Report Preview page.
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*16.* Click on the *Save* Menu and use *Waterfall Tutorial* as the Name.
*17.* Type *This Waterfall Chart was created using the Charts Tutorial* as the Description.
*18.* Enter *Tutorial* as the Category and *Charts* as the Sub Category.
*19.* Click *Activate*.
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h2. Trellis Chart Creation
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The trellis chart is a type of combination chart that changes depending on the combination of column and row segmentations selected.
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*1.* Start creating a chart as you did with the other charts by clicking on the {color:#357CB6}Create{color} link.
*2.* On the Report Data page, drag and drop the !rpt_dim.png! *Demographic*, !rpt_dim.png! *Gender*, !rpt_metric.png! *Age at Camp*, and !rpt_dim.png! *Athlete ID* fields into the *Column Fields*.
*3.* You will need to remove the aggregation from *Avg Age at Camp* by selecting the field and clicking the !clear.png! *Clear* button. You will also have to apply the !countdistinct.png! *Count Distinct* aggregation to the *Athlete ID* field.
*4.* Make sure that you select the *Chart Only* option as you have for the other charts.
*5.* Click on !step_right_on.png! at the top of the page.
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*6.* On the Report Preview page click on the Pie Chart image as before.
*7.* Click on the *Chart* Menu and select *Special Purpose* as the Chart Type and *Trellis* as the subtype (click on the picture on the right).
*8.* Click *Save* to load the options for a *Trellis Chart*.
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*9.* Set the Columns to *Age at Camp* and *Demographic*.
*10.* Select Row to *Count Distinct Athlete ID*.
*11.* Set the Colour to *Gender*.
*12.* Click *Refresh* to generate your chart.
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*13.* You should now have a chart that looks like this. You now need to *Save* and *Activate* your chart.
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*14.* Click on the *Close* button to go back to the Report Preview page.
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*15.* Click on the *Save* Menu and use *Trellis Tutorial Tutorial* as the Name.
*16.* Type *This Trellis Chart was created using the Charts Tutorial* as the Description.
*17.* Enter *Tutorial* as the Category and *Charts* as the Sub Category.
*18.* Click *Activate*.
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h2. Z Chart Creation
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The Z Chart is a specially designed line chart used for period comparisons.
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*1.* Start creating a chart as you did with the other charts by clicking on the {color:#357CB6}Create{color} link.
*2.* On the Report Data page, drag and drop the !rpt_dim.png! *Month* dimension, and !rpt_metric.png! *Profit Margin* metric into the *Column Fields* area.
*3.* Change the aggregation on *Profit Margin* to average by selecting the field and clicking on the
!avg.png! icon.
*4.* Make sure that you select the *Chart Only* option as you have for the other charts.
*5.* Click on !step_right_on.png! at the top of the page to move to the next step.
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*6.* On the Report Preview page click {color:#357CB6}Columns{color} link.
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*7.* Select *Month* as the Column.
*8.* Click on the *Display* Menu.
*9.* Set the *Format* to *Date*.
*10.* Select *Other* as the *Date Format*
*11.* Type *MMMM, yy* in the *Format* box.
*12.* These options will mean that instead of just displaying the Month names, Yellowfin will display the month name and then the year, eg: March, 09.
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*13.* On the Report Preview page click on the Pie Chart image as before.
*14.* Click on the *Chart* Menu and select *Line* as the Chart Type and *Z Chart* as the subtype.
*15.* Click *Save* to load the options for a Z Chart.
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*16.* Set the *Label* to be *Month*.
*17.* Set the *Series* to be *Avg Profit Margin*.
*18.* Click *Refresh* to view your chart.
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*19.* Your chart should now look like this one.
{column}
{column:width=70%}
!73.png|thumbnail,border=1!
{column}
{section}
{section}
{column:width=30%}
*20.* You are now going to customise the look of your Z Chart. Click on the {color:#357CB6}Chart Format{color} Menu.
*21.* You are going to extend the chart so it shows 24 months worth of data at a time. When you do this, remember that Yellowfin needs *double* the amount of data in order to calculate the *Moving Total*. In this case it would need 48 months worth of data.
*22.* Click *Save* to see how these options have changed your chart.
!save.png!
{column}
{column:width=70%}
!74.png|thumbnail,border=1!
{column}
{section}
{section}
{column:width=30%}
*23.* Click on the !option_closed.gif! icon next to the *Periodic Value* to expand the options.
*24.* Set *Line Shapes* to *Yes*.
*25.* Set the *Line Thickness* to *2*.
*26.* Repeat these steps for *Cumulative Total* and *Moving Total*.
*27.* Click *Refresh* to regenerate your chart.
!refresh.png!
{column}
{column:width=70%}
!75.png!
{column}
{section}
{section}
{column:width=30%}
*28.* Your chart should now look like the one pictured here.
*29.* You are now finished with this chart so *Save* and *Activate* it.
{column}
{column:width=70%}
!76.png|thumbnail,border=1!
{column}
{section}
{section}
{column:width=30%}
*30.* Click on the *Close* button to go back to the Report Preview page.
!menu_close.png!
*31.* Click on the *Save* Menu and use *Z Chart Tutorial* as the Name.
*32.* Type *This Z Chart was created using the Charts Tutorial* as the Description.
*33.* Enter *Tutorial* as the Category and *Charts* as the Sub Category.
*34.* Click *Activate*.
!activate.png!
{column}
{column:width=70%}
!77.png|thumbnail,border=1!
{column}
{section}
{expand}
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