Bar & Line chart allows you to group data across a dimension or time (axis X) and see the values of one or more measures (axis Y).

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Specify Bar & Line Chart Details

To access a Bar & Line chart, go to Analytics > Data Analyzer > Bar & Line. The first tab Chart contains the result chart. The second tab contains the data that is shown in the chart.

You can specify the Bar & Line chart details by doing the following:

1. Enter the name of the data series in the Data Label field (max 60 characters).

2. Choose the Data Source from the drop-down list. It can be any Pricefx data source – a Datamart, Data Feed, Simulation Datamart, Rollup or Optimization Model (DMT tables organized by Models to which they belong).

3. Select a Currency to which money data will be converted.

4. You can set up the Generic filter (all dimensions, dates and values):

   1. Click Add Generic Filter, the Generic Filter dialog will open. 

   2. Specify the filter criteria. You can combine individual rules with groups of rules as clauses and subclauses.

   3. Click Apply.

5. You can create an Aggregation filter that allows you to filter the Datamart query results, i.e., to determine, which values will be shown in the chart.

6. Product filter allows you to select products from the drop-down list or filter by all attributes from the product master data. You can use the quick filters under the table header, set up an advanced filter or select an attribute value in the table, which selects all products with the same attribute value. Attributes that are not available for filtering are grayed out.

7. Customer filter allows you to select customers from the drop-down list or filter by all attributes from the customer master data. You can use the quick filters under the table header, set up an advanced filter or select an attribute value in the table, which selects all customers with the same attribute value. Attributes that are not available for filtering are grayed out. Only the filtered data will be used in the analysis.

8. You can set up a Dimension filter:

   1. Select the filter dimension from the drop down list.

   2. Select the values to filter by.

   3. Add more dimensions if required. In all subsequent filters you will only be able to select values complying with all previous filters.

9. You can limit the range of the displayed data to a certain percentage, percentile or a number of data rows of any variable (attribute). The rest of the data will be displayed in the chart grouped as ‘Other’. If these uncategorized data distort the proportions of the whole chart, you can hide it using the Hide [Other] option.

10. Define the axis X and axis Y:

    1. Select the appropriate measurement for the axis X and axis Y from the drop down list.

    2. Specify the value for the axis X and axis Y. The selectable options depend on the data type. For details see Data Calculation Options.

11. Specify the Chart Type. The chart type can be defined as Bar , Line  or Spline (line diagram with flattened lines) .

12. (Optional) Add box plots to the chart displaying the spread of the data for the measurement selected for the Y axis. If one or more measures are defined, you can specify a custom box plot expression for each measure.

13. Define the Sort By according to axis X (alphabetically) or axis Y (by measurement). Click the Ascending  icon to select whether the values will be sorted in ascending or descending order.

14. (Optional) You can define additional bars or lines:

    1. Click Add Measure and select a measure from the drop down list.

    2. Specify the value for the Aggregation. For details see Data Calculation Options.

    3. Select a Type. The chart type can be defined as Bar , Line  or Spline .

    4. You can optionally show the measured value on the Z axis (secondary Y axis). This is necessary when the scale of the data of the different measurements on the Y axis differ (e.g., cash value and percentage). 
       In order for this axis to be shown, you also need to enable Show Z-axis on the Options tab.

    5. Repeat the process until you have defined all additional readings (bars, lines or splines).

15. (Optional) Click Add Series to be able to compare this chart with other data series. The selection of Data Source, all filters and the settings from the Data Display Options will be copied to the new series from Series 1.
    The data from all series are displayed in one chart and one data table. The maximum number of series in a chart is 10.

16. (Optional) In a configuration with multiple data series, you can compare series by creating a Join series. Set the relation (joining key) between the added data series and the base series. Note that series are always joined to the base Series 1, so you cannot compare, for example, Series 2 and 3. You can define up to 4 Join series. See Accelerate Actionable Insights for configuration examples.

17. Click the Apply and Refresh button or the  icon on the toolbar to update the chart.