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Chart ​

Here is an explanation of what a chart is and what it is used for. How to create and manage them.

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Chart feature is only available on DatamineHub Web App.

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You can also watch the corresponding video (double click to full screen)

What's a chart? ​

A chart is used to visualize a report. So its premise is report. If you haven't created a report yet, or are not familiar with what a report is and how to create them, you can refer to the report documentation, where reports are explained in detail and how to use them. Here we assume that you already have a report or know how to create it.

[Double click the image to enlarge] chart models page lists all the created chart models, these models are based on reports.

How to design a chart? ​

On the chart models page, we can create and manage chart models.

Click the new chart model button, and in the pop-up chart model creation box, enter a name and description. Then select the report you want to create a chart for. In this example, we choose the report model sales performance by sku.

[Double click the image to enlarge] three steps to create new chart model. choose the report, design the chart, choose a chart type, bar or line.

Click next to proceed to the next step.

[Double click the image to enlarge] design the chart model. the X axis is the group by field of report, choose the group fields as the Y axis.

The horizontal axis of the chart comes from the group by field of the report. This is a fixed setting.

The vertical axis of the chart. We can choose which group fields and custom group fields in the report are included. in this example, all three fields are selected.

Click next to the next step.

[Double click the image to enlarge] choose a bar or line type for the chart.

Usually, charts can have various display formats. The most common ones are bar and line. These are also the two formats we currently support. Choose the one you think is appropriate, such as bar.

[Double click the image to enlarge] chart models with the new created chart that visualizes the sales performance by sku.

Now, the chart model is created. You can see it in the chart models page.

Manage Chart Model ​

View ​

In the operation menu, View details can view the design details of the chart model.

[Double click the image to enlarge] click the ellipsis icon, view details will show the chart design details.

[Double click the image to enlarge] chart model details shows the report, x axis group by field, y axis group fields, chart type.

The modal tells the Chart Type, Group By Fields(X-Axis), Group Fiels(Y-Axis). What's the report it depends on.

Edit ​

Click the Edit button from the Operational menu, the Edit Report Model pops up.

[Double click the image to enlarge] edit chart model, can change the name, description, choose group fields, but the report it relies on cannot be changed.

You can change Y-Axis elements, chart type(bar or line) also the Model Name and Description. But change the report the chart model based on is not allowed.

Pin To Dashboard or UnPin From Dashboard ​

Charts rely on reports, while reports are not refreshed in real time. When you just create a new report, we will prioritize it. Depending on the size of your data and the complexity of the report model. you may have to wait for 10 minutes or dozens of minutes. But after that, these reports will only be refreshed on a daily basis.

Therefore, the chart will only be generated when the report is ready.

Pin to dashboard allows you to select the two most important charts and display them on the dashboard page. The pinned to the dashboard charts will be refreshed hourly.

[Double click the image to enlarge] can pin two most important charts to dashboard, then the two reports will be refreshed more frequently.

If your report is generated already, you can see your pinned charts in Dashboard page:

[Double click the image to enlarge] the two pinned charts show on dashboard page. the left bigger one is the most important.

If a chart model is pinned, you can unpin it from dashboard again.

[Double click the image to enlarge] unpin the pinned chart from dashboard, this will remove the chart from dashboard and back to normal refresh frequency.

Lock ​

[Double click the image to enlarge] lock a chart model to avoid accidental changes.

Lock can lock the chart model to prevent accidental modification or deletion.

[Double click the image to enlarge] the locked tag indicates this chart model is locked, so you cannot change its design, nor archive and delete it.

Once the chart is locked, you would see the Locked tag.

[Double click the image to enlarge] unlock a locked chart model to modify its design, or archive, delete it.

Now, the Lock button becomes UnLock, so you can unlock the chart model if you need to edit it.

Archive ​

[Double click the image to enlarge] archive the chart model, so the chart will be unavailable, but can refer to its design.

The archived chart model will not have the chart, but it can be used as a reference.

Delete ​

[Double click the image to enlarge] delete a chart model permanently, this is an undo action, so be careful.

Delete will delete it permanently.

View Charts ​

[Double click the image to enlarge] charts page, display all active chart models, choose one to view it.

The chart model defines the instructions how the chart should be generated on the report. To view the charts. Navigate to Analytics -> Charts. Your active chart models are in the list. Choose one to view the chart:

[Double click the image to enlarge] display the chosen chart model, the chart replies on the report.