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Build Pie Chart

    April 20, 2023

In Prolaborate, users can build pie charts by any one of the following methods.

  • Build Pie Chart using Designer Configuration
  • Build Pie Chart using SQL Queries
  • Build Pie Chart using Reports

Build Pie Chart using Designer Configuration

Chart designer allows users to create charts with few simple clicks. With a chart designer, charts can be configured by simply selecting the filters. A MDG based sub-report can be added as well to see detailed information by clicking the dissections of the chart.

Chart designer allows users to view the query that was generated by the configurations made, which can be further be edited to create customized charts if required.

In Create Chart Widget, follow the below steps to create a Pie chart using designer configuration.

Basic Details
Field Description
Chart Name Enter a suitable chart name
Choose Chart Type Choose Pie under chart type
Source Selection

In the Source Selection, select the required package, sub package, etc to create a chart.

Field Description
Browser By clicking on this section, you will be able to view the package
Search Repository To search for packages and elements. Click the Search icon to open the repository search page, where the user can search for elements by name, or the user can choose object type, type, and stereotype from the dropdown menu
Select All Levels When Select All Levels is selected, the sub packages and elements within a package are selected automatically once the user selects the package
Designer Configuration

This section allows the user to select the configuration needed to create a chart.

Field Description
MDG Based Subreport Option enabled by default which allows users to see in-depth information when one clicks the dissections of the chart. It also allows users to filter the report data based on MDG stereotypes available. To know more, click here
Specify Type Select the Object type from the dropdown that is available from the package
Specify Stereotype Select the stereotype from the dropdown
Fully Qualified Name By enabling this option, one can see the complete name of the Stereotype with its technology. If not enabled, you will be able to see only the name of the Stereotype
Filter By Property You can filter the elements based on the basic properties i.e., Name, Stereotype, Status, Notes, etc, or tagged values
Condition (on how this works):
User can filter based on the conditions like IN, NOT IN from the tagged value and Basic Properties
Filter values:
Based on the above Tagged value or Basic Property, user can filter in detail by using the values from the Tagged value or basic property
Build Chart Based On Choose the elements based on the basic properties i.e., Name, Stereotype, Status, Notes, etc or tagged values.

After choosing all the filters click Next.

On the query configuration page, the queries for the designer configuration will be displayed. Users can either customize the query if required by enabling the Edit auto-generated query option or copy the query and use it later for customization.

Note:
  • Enabling this option will result in loss of traceability between the selected designer configuration from the previous page and the query.

Click Next to navigate to the chart settings page.

Users can customize the style and aesthetics of the chart on the Chart Settings page. We'll go over each feature in more detail later in this article. Now press the Save button.

Build Pie Chart using SQL Queries

In Create Chart Widget, follow the below steps to create a Pie chart using SQL Queries.

Basic Details
Field Description
Chart Name Enter a suitable chart name
Choose Chart Type Choose Pie under chart type

Click Skip to Query option to go straight to the Query Configuration and build the chart by following the below steps.

Query Configuration

This section captures the query required to create the Pie chart. This section consists of Query | Level 1

Field Description
View Sample It displays a sample query with the option to see more
Query Enter the query in the space provided based on requirements
Copy Query Click this button to copy the entire query, with no manual selection required
Execute Click on Execute to see the query's results
MDG Based Subreport Option enabled by default which allows users to see in-depth information when one clicks the dissections of the chart. It also allows users to filter the report data based on MDG stereotypes available. To know more, click here
Enable Clickable Query By enabling this, the user can enter a clickable query and see the results when the respective section of the chart is clicked.
Note:
  • This option is visible only when MDG Based Subreport is disabled.
Set Placeholder Values Displays the list of placeholders in the query, if there is any. Enter values for the respective placeholders and save them. To know more, click here
Save as Report Save the configurations applied as a report in Report Configuration page where it can be reused again when a new chart is created. To know more, click here
Fetch Result Query Click this button to fetch the result query
Result Query This text box will display the result query upon clicking on the Fetch Result Query

Click Next to navigate to the chart settings page.

Note:
  • To apply colors for individual tagged values that are defined using Color Palette Configuration, an alias ‘seriesproperty’ should be mentioned in the query

Users can customize the style and aesthetics of the chart on the Chart Settings page. We'll go over each feature in more detail later in this article. Now press the Save button.

Build Pie Chart using Reports

From Prolaborate V4.2.0 and above, charts can be created by using predefined and reusable reports from Report Configuration. To know more about Report Configuration, click here

The created reports from report configuration window can be applied when creating a new chart widget. After choosing the widget type, a popup will appear listing all the available reports.

For EA chart widget, it will display only the query type reports. The level column denotes the number of levels configured in the report.

Report can also be selected by selecting Choose a Report from the dropdown How do you want to build? option.

After selecting the report, choose the required chart type. The configuration will be automatically applied and then click Next to navigate to the chart settings page.

Users can customize the style and aesthetics of the chart on the Chart Settings page. We'll go over each feature in more detail later in this article. Now press the Save button.

Customize Pie Chart

Chart Settings

Chart Preview: This section will show a preview of the chart after the changes have been applied to it.

Refresh Chart Preview: This feature allows you to see a preview of the changes made in the chart settings on the current page. Changes made in the chart settings will be reflected in Chart Preview.

General

Under General section, users can modify the general chart settings based on their needs.

Field Description
Legend Toggling this option will allow the users to show or hide the legend in the chart
Float Legends Enabling this option will display the legend within a box
Legend Ellipsis Long Legend will be displayed only to the extent permitted. Enabling this feature allows the user to see the entire legend when one hovers over it
Legends Position By using this feature, users can place the legend either on the bottom or on the right side of the chart area
Legend Title Enter a suitable title for the legend in the provided space
Label Position This feature allows the users to place the label either inside or outside of the chart
Build Chart by This feature allows the users to create a chart based on a percentage or a value
Use default color from Color Palette Configuration This option will be enabled by default where colors will be applied to the chart either from Color Palette or MDG Color Configuration
Color Range With this feature, users can select any of the predefined color range for their chart
Color code chart based on data With this feature, users can define a customized color code for a specific section of the pie chart. To use these settings, enter the legend exactly "as is" in the text box where you want to define a customised color code and choose a color to add. You can also specify different color codes for different legends.
Note:
  • Disable Use default color from Color Palette Configuration option to show both Color Range and Color code chart based on data options

Pie Settings

Pie settings allows you to change the font type, font size, font color, etc. Under Chart Settings, you can select Pie Settings.

Field Description
Font Family Select the font to be applied for the chart's text and numbers. Select the desired font for the text and numbers by clicking the dropdown
Font Size Specify the font size that will be used for the chart's text and numbers. Select the desired font size for the text and numbers by clicking the dropdown.
Text Color Select the font color that will be used for the chart's text and numbers. Click the dropdown and select a colour from the colour palette to apply to the text and numbers.

Display Label Settings

Display setting lets you manage prefix and format numbers.

Field Description
Position Choose the position of the Prefix and Suffix, if they are used in the chart
Prefix/Suffix Add a prefix/suffix before the value which is used in the chart. For example, if you want to represent cost or revenue in the chart, you can use the $ symbol before or after the value
Format Numbers Round numbers to the nearest decimal point

Click Save to save all the configurations.

After clicking save, users can change the size of the widget on the following page by clicking on the bottom right corner of the widget. After resizing the widget's size, click Save.

The Pie chart has been successfully configured and is now visible on the dashboards page.

Pie Chart Widget Options

Once the chart widget is created, multiple options will be displayed when hovering on it.

Chart Settings

Chart Settings in the widget displays a list of option where users can temporarily modify the look of the chart, download or print the chart, etc.

Show/Hide Legend

This option allows users to show/hide the legends in the chart widget.

Modify View

Modify view option opens the chart settings popup window where users can modify the look and aesthetics of the chart temporarily. This helps users to test the various changes before applying them permanently.

Show/Hide More Options

This option display additional options to print or download the chart widget as an image or PDF document. Click on Show More Options under chart settings and a hamburger icon will be displayed.

Click on it to display multiple options to download the chart widget.

View as Donut

This option temporarily changes the output of the pie chart to a donut chart.

Share Widget

To share a widget, hover over a widget and click on the Share icon in the widget. Under the Copy Link to Share dropdown, select the type of link (Public, Private or Embed) to be shared.

Discuss Widget

Discussions can be initiated for a selected widget in the dashboard. To discuss, hover over a widget and click the Discuss icon to open the discussion tab to start a discussion.

The other options in the widget includes refresh, view and maximize or minimize the widget respectively.

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