There are several settings panels that are shared among various chart types:

Chart Icons

At the top of the Options panel you will find the following common chart icons:

Using the icons you can:

• View Chart Builder API Hintwhich displays the code definition of the chart. It can be useful when adding a chart to a dashboard or logic. If you need more help with the functions, use the API Documentation, especially the ChartBuilder section. If in doubt with these ChartBuilder commands, a good starting point is always to look at a chart in Pricefx, set the desired option and click this ChartBuilder Hint button.
• Add to dashboard  (for details see another section or an example of use). 
• Load chart from a list of saved charts (either you own or shared charts). 
• Save chart  (for details see the 99628259).
• Export image  of the chart in the PNG format.
• Use the Dictionary  to determine the data formatting and labels. For details see Date, Time and Number Formatting.
• Reset zoom  (for details see the 99628259). 
• Add auxiliary line  (for details see the 99628259). 
• Refresh chart  to reflect the changes in settings.

Options

You can specify several chart options that improve the appearance and clarity of the chart. Note that not all options are available for all chart types.

 By double-clicking the blue vertical separator between the settings and the chart  (marked by a red arrow), the options section is hidden. By double-clicking this line again, the details reappear.

The available options are:

• Title – Chart title can be displayed above the chart.
• Subtitle – Subtitle will appear below the title of the chart.
• Hide legend – If checked, the legend of the chart is not displayed.
• Hide tooltips – If checked, tooltips are not displayed when the mouse cursor hovers over the chart. You can also switch tooltips on and off directly on the chart pane.
• Comparison (Bar & Line chart) – Specifies the comparison mode for two or more data series. There are three modes possible:
  • Grouped – Generates a grouped bar chart where values are compared by overall dimensions.
  • Stacked – Generates a stacked bar chart. The single elements are compared to the overall value and displayed as ratios.
  • Stacked % – Generates a stacked bar chart 100%. The single values are compared to the total value of all series and displayed as percentages.
• Comparison (Time Series chart)
  
  • Legacy Comparison Mode – Use this option if you want to align the data points in a multi-series chart without regard how the data match in terms of time. In this mode, the 1st data point in the first series is set against the 1st data point in the second series; and so on for the 2nd, 3rd data points etc.
     This method of comparison is discouraged as gaps (dates for which no data is returned) may lead to misalignment of the compared data points across series.
    
  • Comparison – The regular comparison mode, which is mutually exclusive with the legacy mode. In this mode, a date range is set in the first series and an offset in the other series. The alignment of time periods is now strict: a time period in the first series will only match up to data points in another series for a time period with that exact offset. For example, when showing revenue by quarter for the year 2015 in series 1, then an offset of +1 in series 2 will lead to a comparison of 2015-Q1 to 2016-Q2, 2015-Q2 to 2016-Q2 etc.
• X Label and Y Label – Axis label shown in the chart. If not specified, the variable name will be displayed.
• Max data points – Specifies the maximum number of data points on the X axis. The counting of data points starts from the left. Depending on the sorting (descending, ascending or unsorted) the selection of data points changes.
• X Min / Max and Y Min / Max – Set the range of data displayed on the axis. If you zoom, the minimum and maximum values for the X and Y axis are displayed here.
• Logarithmic X/Y/Z axis (Bar & Line, Bubble, Detailed Time Series, Scatter, Time Series, Time Series Scatter charts) – If checked, logarithmic scale will be used for that axis instead of the default linear scale. It is particularly useful for data with a large range of values.
• Show Z-axis – You can optionally specify the Z axis. Enter a 'Z Label' and 'Z Min / Max' values.
• Box plot axis (Bar & Line chart) – You can define the box plot axis label and max/min value (optional).
• Color Axis Type (Heatmap chart) – Defines the coloring of the cells:
  • Default – Standard color code (blue) is used.
  • Interpolated – The color code is automatically defined between the percentage values (0% and 100%). A mouse-over will show the Add  icon to add scales and Delete  icon to delete scales. You can define the color by clicking the Chooser color  icon.
  • Ranged – You can define the scales by entering values for 'From' and 'To' and the color of the scale. A mouse-over will show the Add  icon to add scales and Delete  icon to delete scales. You can define the color by clicking the Chooser color  icon.
• Merge close data points (Scatter, Time Series Scatter charts) – If enabled, close data points are clustered into one point in the chart.
• Show full data set in grid (Scatter, Time Series Scatter charts) – If enabled, the Data Rows table shows the complete, non-clustered data set. This might cause slower performance if your data set is large.

Add Auxiliary Line

Add an auxiliary line to your chart:

1. Click the Add auxiliary line  icon at the top. A panel for configuring the auxiliary line will appear.
2. (Optional) Enter a line Label.
3. Select the desired Line Type from the drop-down menu:
   
   • 99628259
   • 99628259
   • 99628259
4. Click the Refresh  icon to update the chart and see the line(s).
5. Repeat the process until you have defined all auxiliary lines.
   You can remove a line by clicking the Delete  icon.
   
   

Line

Define the Line type:

1. Select a color from the drop-down list.
2. Define Y Intercept. A new pop-up window Formula Builder will open. Enter the values or simple formulas. You can use the Command Templates option, which gives you access to Datamart fields and function templates.
    
3. Define the slope of the auxiliary line in the Steepness field. A new pop-up window Formula Builder will open. Enter the values or simple formulas. You can use the Command Templates option, which gives you access to Datamart fields and formula templates. The slope is zero by default.

The functions available in the formula builder include LRa, LRb and ERa, ERb. These functions run a linear or exponential regression on the data set in the query result. The LR coefficients are added to the query's Summary map. The coefficient for the given independent variable is in summary.projections.<alias>.LRb (or ERb for the exponential regression). The intersect on the dependent variable axis is in summary.projections.<alias>.LRa (ERa). BinW performs data binning and calculates the bin width. 

Stepped Line

Define the Stepped Line type:

1. Select a color from the drop-down list.
2. Click the Add  icon and for each step enter the 'X' and 'Y' value. You can enter:
   • Values – The X coordinates can be provided as double-quoted strings, using the same format as the chart's X axis.
     For example, if it is a daily chart, then "2017-07-13", if it is weekly "2017-W27", and so on with "2017-M07", "2017-Q3" or just "2017".
   • Simple formulas – Using the Formula Builder window. You can also use the Command Templates option, which gives you access to Company Parameters.

Vertical Line

Define the Vertical Line type:

1. Select a color from the drop-down list.
2. Define the X Value. Enter the values (for details on the format see 99628259) or simple formulas (in the Formula Builder window where you can also use the Command Templates option giving you access to Company Parameters).

Add Regression/Trend Line

Add a regression/trend line to your chart:

1. Enable the Show trend line checkbox.
2. (Optional) Enter a line Label. The label will be displayed at the legend by default, unless you keep the Show in legend checkbox unchecked.
3. Select the type – Linear regression or Exponential regression.
4. Select the color from the drop-down list.

Exclude Dimensions

Any point (or bar) that you do not want to be displayed in the chart can be removed. Click on the point (bar) and select the Exclude option. All removed points will be listed in the Excluded Dimensions table in the chart definition from where you can return them to the chart by clicking the bin icon.

Zoom

You can zoom the chart data in two ways:

• Simple zoom – To select a zoom-area, click and hold the left mouse button. The selected area is displayed as a gray box. Only this area will be displayed upon releasing the mouse button. The maximum and minimum values of the X- and Y-axis are displayed in the Options panel.

• Drill-down zoom – Right-click a record or point in the chart that you want to drill into. This will now be shown in the left pane (Dimension and Value table). From the context menu, select which dimension you want to drill into (e.g., for a particular customer in all products). If necessary, repeat the process to continue drilling into the data. You can disable or delete the drill-down by clicking the respective icons in the left pane.

  Note:

  • The options of the chart (e.g., name or axis labels) do not adapt automatically.

  • If the chart consists of several data series, the drill-down is performed only in the data series in which the selected data point is located.

To reset the zoomed selection, click Reset Zoom .

Save

Save your chart with all its settings:

1. Click the Save  icon at the top. A new window will open.

2. Select the folder. You can add a new folder by clicking the Add  icon.

    You can move the saved chart to the required folder by dragging and dropping.

3. Enter a Name. Select the Visibility from the drop-down list. There are three options:
   • Private – The chart is visible only to the creator.
   • Published – The chart is visible to all, but only the creator can edit the chart. In addition, users with the Manage Saved Charts role can edit and delete published charts. 
   • Open for all (view & edit) – The chart is visible to all and any user can edit.
4. Optionally, you can add a description, which will be visible also in the My Charts section on the Home page. 

5. Click Save.

Series

Dim Filter

The "chain" symbol links together values of that dimension filter across all series, which have the same dimension filter set up as "chained". This is useful when you compare two or more series of data and want to have the same filter applied across all those series, without defining the same filter several times.