Enterprise Studio
Enterprise Analytics Guide
2017-02-10
Enterprise Analytics Guide
Table of contents
1 Model data visualization using charts
5
1.1 Chart data input
5
1.1.1
Population and dimensions
5
1.1.2
Manual data input or by script
6
1.2 Prerequisites for working with charts
6
1.3 Required tool license
7
2 Available chart types
8
2.1 Bubble chart
8
2.2 Line chart
8
2.3 Performance meter
9
2.4 Spider chart
10
2.5 Score chart
10
2.6 Bar chart
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2.7 Pie chart
11
2.8 Table
12
2.9 Traffic light
13
3 Creating a chart manually
14
3.1 Selecting a chart type
14
3.2 Defining the population of a chart
15
3.2.1
Defining the population of a traffic light and score chart
16
3.2.2
Defining the population via drag-and-drop
17
3.2.3
Changing the population
17
3.2.4
Filtering the population of a chart
17
3.2.5
Temporarily deactivating chart population components and
filters
3.2.6
Displaying and hiding filtered population elements of a pie
chart
3.2.7
Using table charts for populating a chart
3.3 Defining the dimensions of a chart
3.3.1
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Changing a dimension
4 Creating a chart using a script
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4.1 Creating a chart script
24
4.2 Linking a script to a chart
26
4.3 Manually defining the population for a script-based chart
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4.4 Profile definition for charts
27
5 Defining the display of a chart
28
5.1 Absolute values and percentages
28
5.2 Aggregation mode and count mode
29
5.3 Axis titles
31
5.4 Bar orientation
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5.5 Chart title
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5.6 Color scheme
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5.6.1
Chart color scheme
32
5.6.2
Column color scheme
33
5.7 Column alignment
34
5.8 Column color
35
5.9 Column number format
36
5.10 Column width
38
5.11 Data labels
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5.12 Gridlines
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5.13 Grouped bars and stacked bars
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5.14 Legend
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5.15 Number format
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5.16 Performance levels
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5.16.1
Performance level names
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5.16.2
Number of performance levels
43
5.16.3
Change performance levels
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5.17 Quadrants
45
5.18 Row height
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5.19 Single lines and stacked lines
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5.20 Sorting and sort order
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5.20.1
Sorting in a bar chart, pie chart, and performance meter
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5.20.2
Sorting in a table chart
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5.20.3
Column sort order
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5.21 Subtitle
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5.21.1
Rename subtitle
50
5.21.2
Move subtitle
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5.21.3
Hide subtitle
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5.22 Thresholds
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5.23 Total value
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6 Additional operations on a chart
54
6.1 Resizing a chart
54
6.2 Highlighting data in a chart
54
6.2.1
Use highlighting to display hidden bubbles
6.3 Refreshing data in a chart
55
56
6.4 Changing the color orientation of a performance meter and traffic
light
57
6.5 Changing the value range of a chart axis
57
6.6 Setting thresholds in a chart
58
6.7 Setting pie chart layout properties
59
6.8 Positioning data labels in a pie chart
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6.9 Customizing the column color scheme in a table chart
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6.9.1
Colors
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6.9.2
Value ranges
62
6.9.3
Resetting a column color scheme
63
6.9.4
Importing a color scheme
63
6.10 Importing a color scheme from another table chart
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6.11 Display of population data without a value or with a negative value 65
6.12 Using sorting and sort order in a table chart
66
6.13 Navigating from the chart to the model data
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7 Tips and tricks for working with charts
70
8 Problem solving in Enterprise Analytics
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Appendix A - Profile definition properties for a chart
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Appendix B - Possible values for profile definition properties
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Index
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PDF guides
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1 Model data visualization using charts
With a chart you can analyze information from your models and present
them in an understandable and visually appealing way. Charts can have a
supportive function, e.g. in portfolio management, but they can also be used
in dashboards. Charts are available in Amber, ArchiMate and BPMN models.
1.1
1.1.1
Chart data input
Population and dimensions
The information shown in a chart is defined by two parameters:
l
the population, and
l
the dimensions of a chart
The population defines the elements of the model on which information is
displayed. An example of such an element is a project in a model.
Dimensions define the different types of information that is shown for each
element from the population. Examples of types of information are the costs,
benefits and risks of a project. This information can be stored in the model
by using the profile attributes of the project. In our example the dimensions
are defined by the project attributes.
Depending on the type of chart one or more dimensions can be displayed and
related. A bubble chart for example can display minimal two and up to four
dimensions. For example, in a bubble chart projects can be represented via
bubbles, with their position on the x-axis showing the costs, their position on
the y-axis showing the benefits, and the size of the bubble showing the
project risks. Color can be used as the fourth dimension, for example to
distinguish strategic and non-strategic projects.
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Figure 1.1 Example of a bubble chart
1.1.2
Manual data input or by script
A chart can be defined in two ways: manually or by using a script.
With a manual definition, you can determine the population and dimensions
of the chart. The population is defined by selecting objects from the model.
Dimensions are defined by selecting profile attributes containing the
information to be visualized.
With a definition via script, the script determines the population and the
dimensions. For each element from the population the script defines a data
structure that is passed to the chart. By defining a script and linking it to the
chart, the chart can be filled with data.
1.2
Prerequisites for working with charts
Charts have particularly value when there is suitable information in your
models defined by a profile. A profile is formed by a set of properties one
can assign values to. In addition to the profile that is assigned to the
elements of a model by default, with properties like name, it is also possible
to assign other profiles to the elements. These additional profiles enable you
to fill in specific values for element properties that may be relevant to
certain analyses.
Profile information that is suitable for charts mostly concerns numbers,
amounts and dates. This applies to most charts. One chart (the table) can, in
principle, handle all kinds of data, including strings.
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Before you start working with charts it is therefore important that a profile
containing information suitable for charts, is available in your model.
1.3
Required tool license
The Enterprise Analytics functionality is available to you if your Enterprise
Studio license includes one of the following tool packages: Advanced or
Enterprise.
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2 Available chart types
The following chart types are available in Enterprise Studio.
2.1
Bubble chart
Bubble charts are commonly used for displaying and comparing numerical
values. The individual values of the data series are displayed in bubbles. A
bubble chart has four dimensions: the x-axis and y-axis (value axes), the
bubble size, and bubble color. The bubble size and bubble color are optional
dimensions.
The x and y values are combined in bubbles and displayed in the chart. Each
individual value in the data set (each bubble in the chart), gets assigned its
own color.
Figure 2.1 Bubble chart
2.2
Line chart
With a line chart you can display continuous data over a predetermined time
period, on an axis with a regular scale. They are a great way to display
numerical data. Line charts are particularly useful for expressing changes in
different categories of data. In a line chart, the data categories are
distributed equally across the horizontal axis, and all value data is
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distributed at regular intervals along the vertical axis. A line diagram has
two dimensions (x and y), one of which is set for the y-axis. The second
dimension (for the x-axis) is derived from this.
Figure 2.2 Line chart
2.3
Performance meter
The performance meter is a suitable chart to compare current data with
targets. With a performance meter you can visualize the performance level
of objects. You decide in which performance level (=color in the meter) an
object should be by defining value ranges for the performance levels that
cover the attribute values of the objects. In a performance meter one
dimension is set for the performance.
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Figure 2.3 Performance meter
2.4
Spider chart
A spider chart (or radar chart) is a good solution to present one or more
variables in a two-dimensional chart, with an axis for each variable. All data
points in your data series are connected together along each axis with a line.
In a spider chart at least three dimensions are set.
Figure 2.4 Spider chart
2.5
Score chart
With the score chart you can present the score for a given data. The score
chart shows a single value. It can be an amount, but also a number or a text
expressing a value. When using the score chart for the purpose of portfolio
management, it is possible to present an aggregated value from a whole
population in the chart.
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Figure 2.5 Score chart
2.6
Bar chart
Bar charts are a convenient way to visualize one or more data categories,
especially if each category contains subcategories. In a bar chart, the
categories are usually placed along the horizontal axis (the category axis),
and the values along the vertical axis (the value axis). The values in a bar
chart can be displayed grouped or stacked. In addition, you have the option
to present the bars vertically or horizontally. In a bar chart one or more
dimensions are set.
Figure 2.6 Bar chart
2.7
Pie chart
Pie charts are suitable for displaying data from one data series. A pie chart
shows the size of the items in one data series, proportional to the sum of the
items. The individual values in a pie chart are displayed as a percentage of
the whole pie. In a pie chart one dimension is set.
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Figure 2.7 Pie chart
2.8
Table
The data you have selected is presented in a table. A table can be used for
displaying different types of data. In a table, one or more dimensions are
set. The first displayed column in a table is always the "Object" column,
containing the names of the objects from the selected population. The
following columns contain the selected dimensions.
Figure 2.8 Table
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2.9
Traffic light
With a traffic light you can visualize the performance level of a single object.
You decide in which performance level (=color of the traffic light) the object
should be by defining a value range for the three performance levels that
cover the attribute value of the object. In a traffic light one dimension is set
for the performance. When using the traffic light for the benefit of portfolio
management, it is possible to present an aggregated value from a whole
population in the chart.
Figure 2.9 Traffic light
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3 Creating a chart manually
The creation of a chart is composed of three operations to define the basis of
the chart. First you determine the chart type. Next you determine the
population of the chart (which objects should be included in the chart) and
the dimensions (the information of the objects to be displayed). It does not
matter whether you first define the population, or the dimensions. Both can
be adjusted interchangeably until you have created the chart you want.
3.1
Selecting a chart type
The charts are created in the drawing area of a diagram or view. To add a
chart, do the following:
1. Click in the drawing area and shortly hold down the mouse button until
you see a gray dot.
2. Release the mouse button. A window pops up containing all objects and
charts that can be added to the diagram or view.
3. Move the mouse pointer to the chart section (left column), then move it
to the chart of your choice and click it. Example:
Figure 3.1 Selecting a chart type
Subsequently a new empty chart is placed in the drawing area. Example:
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Figure 3.2 Newly created chart
3.2
Defining the population of a chart
By defining the population you can determine which elements will be used in
the chart. By default, the population is empty. By selecting components you
can fill the population. This can be done by selecting the elements, but it is
also possible to use a table chart to add the elements for the population.
Both options can be combined.
To define the population, follow these steps:
1. Click the
control in the upper right corner of the chart. A window pops
up.
2. In the chart population and filter pop-up window, select the desired
components by adding a single object or collection of objects:
To add objects, click the
control and select the object(s) you want to
add.
To add objects via a table chart, click the
control and select the table
you want to use.
3. Optional: Determine the way the elements selected by the population
have to be included in the calculation of the population.
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The selected components can be inclusive or exclusive. Inclusive means
that the elements of the selected component will be included in the chart.
Exclusive means that the elements will in fact be excluded from the
chart. A selected component is inclusive by default, shown by the check
mark
in front of it. To make a filter exclusive, click on the check mark.
It turns into a cross sign
indicating that it is exclusive.
4. Repeat step 2 for each component (group) you want to add to the
population.
Figure 3.3 Example of a population selection
3.2.1
Defining the population of a traffic light and score chart
Defining the population for a traffic light and score chart requires a different
approach. When clicking the
control, a window pops up for defining the
population, but what you can do depends on the situation in which you are
using the chart.
Procedure for general use
In general use, both charts can be used for presenting a single value.
Therefore, only select a single object for the population. It is possible to
select a set of objects, but in that case, the chart will address the first
element it encounters, and present it in the chart.
Procedure for use in portfolio management
If you are using the charts for the purpose of portfolio management, then a
single value is also presented in the chart. However, it may be an
aggregated value which has been generated on the basis of a population. In
that case you select a collection of objects.
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3.2.2
Defining the population via drag-and-drop
An alternative way to define the population of a chart is by dragging and
dropping the desired parts onto the chart. Click an object or a group of
objects in the model browser and drag it onto the chart. When you release
the mouse button the objects will be added. The newly added objects can
also be found in the pop-up window containing the population selection.
3.2.3
Changing the population
To adjust the population, first add the desired components of the model to
the population selection, then remove the old component from the selection
by clicking the cross sign next to the item.
3.2.4
Filtering the population of a chart
If desired, you can filter the population of a chart to further reduce it. It is
possible to filter based on attributes (values) and profiles of objects. You can
add multiple filters.
Filter type
When adding filters, determine whether the filter must be inclusive or
exclusive. Inclusive means that the elements that meet the selected filter
criterion will be included in the chart. Exclusive means that the elements that
meet the criterion will in fact be excluded from the chart. A filter is inclusive
by default, shown by the check mark control
in front of the filter. To make
a filter exclusive, click on the check mark, it turns into a cross sign
.
Note: Each element you include in the chart must have the selected
attribute or profile. Keep this in mind when selecting attributes and/or
profiles.
To add an attribute filter, click on
in the Filter section and select the
attribute in the appearing selection window. Next, fill out the desired value
(s) for the attribute in the box(es) next to the filter in the pop-up window. To
add a profile filter, click on
to select a profile. Click on
if you want to
select a metric (portfolio management).
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Figure 3.4 Bar chart population selection with a metric filter
To remove a filter, click the cross sign next to it on the right.
To close the population selection window, click the cross sign in the upper
right corner of the window.
3.2.5
Temporarily deactivating chart population components
and filters
By default, all components and filters selected for the population are used in
the calculation of the population. If you are not sure which elements to
include in the calculation of the population, or if you temporarily want to
exclude elements from the population in the chart, you can temporarily
deactivate components and filters.
To deactivate a component or filter, click the control located in front of the
component or filter. If the control is a check mark
times until it turns into
If the control is a cross
(inclusive), click two
. The component or filter is now in standby mode.
(exclusive), click once to put it into standby mode.
The result of you action is immediately shown in the chart.
Clicking the
one more time will show the check mark again. The
component or filter is active again.
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Figure 3.5 Population selection with deactivated component "Application data"
3.2.6
Displaying and hiding filtered population elements of a
pie chart
By default, elements that do not meet the filter criteria will be grouped and
displayed in the pie chart in one gray slice. If you do not want to see the
elements that are filtered out, you can exclude them from the chart by
clicking the
control in the chart population and filter pop-up window.
Figure 3.6 Hide filtered elements for a pie chart
When elements are excluded, the control looks like this:
. Click it again if
you want to include the elements again.
Filtered elements displayed (included)
3.2.7
Filtered elements hidden (excluded)
Using table charts for populating a chart
To populate a chart, objects can be selected manually, but they can also be
added by selecting a table chart. The elements of the table are then used for
populating the other chart.
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To enable a table chart to be selected for populating another chart, it must
be in selection mode, and the table elements to be included in the
population, must be selected. To do this follow these steps:
1. Select the table chart and click the
control on the left side of the table
to put it in selection mode.
2. In the table, select the elements that must be included in the population
of the other chart.
3. Select the chart you want to populate and click the
control.
4. In the chart population and filter pop-up window, click the
control,
select the table you just prepared, and click OK.
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5. Close the pop-up window to view the results.
The table is now populated with the elements that have been selected in the
table chart.
3.3
Defining the dimensions of a chart
The dimensions of a chart are used to determine what object information will
be shown in the chart. Depending on the type of chart the data:
l
is placed along one or more axes (in the bar chart for example)
l
is expressed in colors (in the performance meter for example)
l
is expressed in size (in the bubble chart)
l
is placed in columns (in the table chart)
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In most charts the dimensions must have numerical values (integer, real),
for example in a pie chart. A bubble chart can also have textual values
(strings).
The dimensions are defined by using attributes. The values that are available
at the selected attributes form the value ranges in the chart. Depending on
the type of chart one or more dimensions can be defined.
If you have the Enterprise Studio tool package Advanced or Enterprise, you
can also use metrics
for defining dimensions. Please refer to the
Enterprise Portfolio Management documentation for detailed information
about metrics.
In order to set dimensions, click on the chart and then click the
control in
the upper right corner of the chart. In the Dimension window that pops up
you will see boxes in which you can select attributes. Example:
Figure 3.7 Defining dimensions
Click on
next to a field and select the desired attribute in the appearing
overview. Depending on the chart type, dimensions can be set for, for
example, the x-axis, data points, color or performance. After you have set
the desired data, click the cross sign in the upper right corner to close the
pop-up window.
In some types of charts, the dimensions you specify in a chart must be
unique. An attribute can then only be assigned to one dimension. If you try to
reassign an already assigned attribute to another dimension, you will notice
that the selected attribute will not be placed in the dimension field.
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3.3.1
Changing a dimension
To change a dimension, click on
next to the item and select the desired
attribute. To remove a dimension, click the cross sign next to the item. The
dimension field will be cleared. It is only possible to remove non-mandatory
dimensions, mandatory dimensions can only be changed.
After you have defined the population and dimensions and the desired data is
in the chart, you can define the display of the chart.
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4 Creating a chart using a script
By defining a script and linking it to the chart, the chart can be filled with
data. With creating a chart by using a script, the script determines the
population and the dimensions. If desired, it is possible to filter the
population even further manually.
For creating scripts it is assumed that you have some knowledge of scripting
and the BiZZdesign tool configuration.
Tip: Detailed information about the scripting language can be found in the
Scripting Reference of Enterprise Studio.
4.1
Creating a chart script
The script defines the population and dimensions of the chart. For each
element from the population the script defines a data structure that is passed
to the chart by means of an "output" statement. The following script
fragment shows an example of this:
s = Structure();
s.add("object", project);
s.add("value1", project.attrValue("costs").amount);
s.add("value2", project.attrValue("benefits").amount);
s.add("value3", project.attrValue("risk"));
s.add("value4", project.attrValue("nm"));
output s;
The first field of the data structure named object has (a reference to) the
project from the model as a value. The field object is required. Its value is
typically an object, but can also be of the type "string".
The following fields define the value for each dimension of the chart; one
field per dimension. The value for a dimension is indicated by the field name
value followed by a sequence number. So the value for the first dimension is
indicated by the field name value. In the example above we use four
dimensions.
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The dimensions are defined in the very first data structure that is passed to
the chart. This data structure is defined and passed only once! The following
script fragment shows an example:
s = Structure();
s.add("metadata", "Any text");
s.add("property1", "Costs");
s.add("property2", "Benefits");
s.add("property3", "Risk");
s.add("property4", "Name");
This data structure has a required field with name metadata. The value of
this field has no meaning. The subsequent fields define the dimensions. Each
dimension is indicated by the field name property followed by a sequence
number. As the value of the field the name of the dimension must be
specified.
Below, the complete script is shown that defines the contents of the
previously mentioned example bubble chart. In this script the model is
queried on all present projects, requesting the costs, benefits and risk for
each project. As the value for the fourth dimension the project name is
given. This ensures that each bubble in the diagram is displayed in a
different color.
To be able to define the benefits and risk of a project a profile has been
added to the tool configuration. The costs of a project can be defined by
using the default configuration.
s = Structure();
s.add("metadata", "Any text");
s.add("property1", "Costs");
s.add("property2", "Benefits");
s.add("property3", "Risk");
s.add("property4", "Name");
s.add("legend", true);
s.add("xTitle", "Costs");
s.add("yTitle", "Benefits");
s.add("quadrants", true);
s.add("quadrantRowCount", 2);
s.add("quadrantColumnCount", 2);
s.add("quadrantTitles", List("Tolerate", "Invest",
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"Migrate", "Eliminate"));
s.add("bubbleLabel", "none");
s.add("xDisplayUnit", "asThousands");
s.add("yDisplayUnit", "asThousands");
output s;
forall"IMWorkpackage" project in model {
s = Structure();
s.add("object", project);
s.add("value1", project.attrValue("costs").amount);
s.add("value2", project.attrValue("benefits").amount);
s.add("value3", project.attrValue("risk"));
s.add("value4", project.attrValue("nm"));
output s;
}
Chart properties
The metadata data structure can also be used to define the chart's settings
such as title, subtitle, labels etc. All settings that can be set are described in
Profile definition for charts. Some example settings can be found in the
above script.
Note: In case a setting is defined as an enumeration1 of possible values, it
is sufficient to name the selection. It is not necessary to specify the type.
4.2
Linking a script to a chart
To link a script to a chart, select the chart and click the
next to the chart. You can now see the
control top left
script control appear right above
the chart. The original controls for defining dimensions and the population
are gone.
Click the script control and in the window that appears, select the viewpoint
that is calling the script. The name of the chosen script is displayed at the
right bottom of the chart.
1An enumeration is a list of a fixed number of possible values that can be chosen.
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Switching back to the manual definition
To switch back to manually defining the chart, click the
control. The script
is now no longer linked to the chart, but remains preserved so you can
always use the script again.
After you have linked the script to the chart and the desired data is in the
chart, you can start defining the display of the chart if you already haven't
done this in the script.
4.3
Manually defining the population for a scriptbased chart
When a chart is defined by a script, the population is in principle also
determined by the script. It is possible to also define the population
manually in order to further specify the population. As a result, the chart
shows the data that remain by combining the script and the manual
definition.
To manually define the population, click the
control in the upper right
corner of the chart. Next, a window pops up in which you define the desired
population.
4.4
Profile definition for charts
Different settings can be passed onto a chart. Together they form the profile
of a chart.
Appendix A shows an overview of all properties, listed with their name, type
and a brief description.
Appendix B shows an overview of the possible values the different properties
can have.
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5 Defining the display of a chart
After you have created a chart you can further determine the appearance of
the chart. All possible settings are presented below. The type of chart
determines what options will be available in a chart. For some of the display
settings the controls are available on the chart.
The controls appear on one of the sides of the chart when clicking it.
5.1
Absolute values and percentages
When creating a pie chart, the slices of the chart show the absolute value of
each slice as well as the percentage. Each slice is presented as a percentage
of the whole diagram.
Figure 5.1 Display of only absolute values, only percentages, both labels, and no labels
If you want to show only absolute values or only percentages, or no data
labels at all, click the
control. The Layout properties window pops up.
To hide the absolute values click the check mark
before Show absolute
value in pie label. To hide the percentages click the check mark before Show
percentage in pie label. To display the values and/or percentages again, click
the cross
before one or both properties.
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Figure 5.2 Layout properties for showing/hiding data labels
Note: If you have activated absolute values and/or percentages, but do
not see them appear in your chart, then the chart is too small to display
them. Just enlarge the chart to make the data visible.
5.2
Aggregation mode and count mode
When charts are created for portfolio management, the
control is
available in the dashboard in all chart types except the table chart. The
control can be used to put a chart in aggregation mode or count mode.
When in aggregation mode, the chart shows the aggregated (composed)
values instead of the individual values. This type of display is useful if you
want to present summarized results in charts.
Figure 5.3 Regular display (left) and display in aggregation mode (right)
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When in count mode, instead of showing for each member of the population
what its value is for a certain metric, the chart shows how often each score
occurs for that population. For example, scoring the business value of
application costs on a scale from 1 to 10, results in a chart showing the
business values and for each of these values how often they occur in the
portfolio.
Figure 5.4 Regular display (left) and display in count mode (right)
Set aggregation mode or count mode
After clicking the
control, a window pops up in which you can select the
desired mode.
Note: The count mode is only available in pie charts and bar charts with a
metric with an enumeration (closed list of values) as dimension, including
custom enumerations.
To turn off a mode again, click the respective selection option in the pop-up
window.
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5.3
Axis titles
In charts in which axis titles are available, the axis title is displayed aside
the axis when creating the chart. The axis has a default name. In order to
change its name, click it and enter the new name. If you do not want to use
an axis title, just remove the text.
Axis titles can also be moved. To move an axis title to another position,
hover the mouse pointer over the text until you see the mouse pointer
change into
.
Figure 5.5 Axis title
Next, click and drag the axis title to the desired location in the chart while
holding down the mouse button. Release the mouse button when it is at the
desired location.
The axis titles of a spider chart are automatically set (these are specified
dimensions). They cannot be changed, only moved.
Note: When you resize a chart after you have moved an axis title, the axis
title jumps back to its original position.
5.4
Bar orientation
In a bar chart you can choose to display the charts horizontally or vertically
(columns).
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Figure 5.6 Vertical bars and horizontal bars
By default, the bars are displayed vertically. To switch to horizontally placed
bars, click the
click
5.5
control. To switch from horizontal bars to vertical bars,
.
Chart title
By default, each chart has its type name as title. The chart title is displayed
in the upper left corner of the chart. At a traffic light, the name is shown
below the chart. To change the title of a chart, click the name and press the
F2 key. Next, enter the desired name.
Figure 5.7 Change chart title
5.6
5.6.1
The
Color scheme
Chart color scheme
control can be used to set the color scheme of the chart. The colors
are used in the chart for displaying the data. When you click the control, the
Color schemes window pops up with the available color schemes. Click the
desired color scheme and close the pop-up window by clicking the cross sign
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in the upper right corner of the window. The colors in the control show the
selected color scheme.
Figure 5.8 Color scheme
Note: In a performance meter, the color scheme is not used for the
meter, it is used for the needle indicator of the meter. The meter itself has
a fixed color scheme.
5.6.2
Column color scheme
The column color scheme control
can be used to define the color scheme
that must be used for coloring the column. The chosen chart color scheme is
the basis for the column color scheme. The changes that can be made to the
scheme in order to create a specific column color scheme, depends on the
data type that is used in the column.
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To set the color scheme for a column, click the triangle control
in the upper
right corner of the column and then click the color scheme control in the
column formatting bar at the top of the column. In the Color scheme window
that pops up you can customize the color scheme that is used, or even
import a color scheme from another table chart.
Column color scheme for textual
Column color scheme for numerical values
values
Note: The column color scheme is not available in the first column of a
table.
5.7
Column alignment
The data in the table chart can be aligned to the left, middle and right. The
alignment can be set per column. By default, the data is aligned to the left,
but can also be aligned to the middle and to the right:
.
To change the text alignment in a column, click the triangle control
in the
upper right corner of the column and then click the alignment control
in
the column formatting bar at the top of the column until you reach the
desired alignment. The control displays the alignment you are about to set.
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Figure 5.9 Columns aligned to the left and to the middle
5.8
Column color
The cells of a table column can be colored in various ways, based on a
defined color scheme. By default, a column has no color. The available
coloring formats are coloring the cell text
coloring the table cell
, and no color
, using traffic light bullets ,
.
To set the color format for a column, click the triangle control
in the upper
right corner of the column and then click the column color control
in the
column formatting bar at the top of the column until you reach the desired
coloring format. The control displays the coloring format you are about to
set.
Color cell text
Use traffic light bullets
Color table cell
The color scheme that is used for the column color is initially based on the
chosen chart color scheme. The actually used colors can be further
determined by customizing the column color scheme. The changes that can
be made to the column color scheme depend on the type of data in the
column.
Note: The column color is not available in the first column of a table.
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5.9
Column number format
For table columns with money values, integers and real numbers it is
possible to define a number format. Depending on the type of numerical
value, you can set the number of decimal places, use a thousands separator,
show the values as percentage, or show a column total. Options can also be
combined, for example showing values as percentage and using decimal
places.
Figure 5.10 Example of columns with numerical and money values
Note: The column number format is not available in the first column of a
table.
To set the number format for a column with numerical values, follow these
steps:
1. Click the triangle control
in the upper right corner of the table column,
and then click the number format control
in the column formatting bar
at the top of the column.
2. Set the options of your choice. The availability of the options depends on
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the value type in the column.
Decimal places: Enter the number of decimal places that must be shown.
Allowed values: 1, 2 or 3.
Use thousands separator (,): Displays the numerical value with a thousands
separator.
Show as percentage: Displays the numerical value as percentage instead
of the number.
Show total: Adds an extra table row to the table and displays the column
total value.
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3. Click the cross sign in the upper right corner to save the settings and
close the window.
5.10 Column width
The initial width of each column in a table is matched to the content of the
values in the column. To change the width of a single column, click one of the
column borders in the table and drag the line to the left or right while holding
down the mouse button.
Figure 5.11 Change the column width
Note: If you resize the table by dragging the green borders, you will
resize the entire table and its content instead of a single column.
Click the
control on the left of the table to reset the table size. The column
width and row height of the table will be reset so that the cells fit the data
that are in them.
5.11 Data labels
When creating a chart, the data labels, if available, are hidden in the
diagram by default. Data labels can make a chart easier to understand
because they provide information about a data series or chart pies.
If you want to show data labels in a diagram, click the
them. To deactivate data labels, click
control to activate
.
In a bubble chart you can also show a number label in addition to a textual
label. Each bubble will be provided with a number, which will also be shown
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in the legend. For displaying the number label, the data label control has a
third variant:
.
No data labels
Number labels
Text labels
If the activated data labels are not visible, resize the chart until they become
visible.
Data labels in a pie chart
In the pie chart showing and hiding data labels works slightly different. The
data labels in the pie chart show absolute values and percentages in the
slices. They can separately be hidden or displayed. To do this, click the
control and (de)activate the relevant properties. For more information, see
Absolute values and percentages.
5.12 Gridlines
To display the positioned data more clearly in a chart, you can choose to use
gridlines in the diagram. Examples:
Figure 5.12 Gridlines
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Activate gridlines
To activate gridlines, click the
or
control (the latter is available in a
spider chart). Next, the appropriate gridlines are shown in the background of
the diagram. To deactivate the gridlines, click
or
.
5.13 Grouped bars and stacked bars
In a bar chart you can choose to display the bars grouped or stacked. In a
grouped bar chart values from various categories are compared. A stacked
bar chart shows the ratio of individual data to the whole.
Figure 5.13 Grouped bars (left) and stacked bars (right)
By default, a bar chart is presented with grouped bars. Click the
switch to stacked bars. To switch to grouped bars click
control to
.
5.14 Legend
In charts that can have a legend, the legend is not shown by default. To show
the legend in the chart, click the
control. To hide the legend, click
.
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Figure 5.14 Chart with legend
Show the legend in a pie chart
In the pie chart the legend is set slightly different. To show the legend, click
the
control. Next, in the Layout properties window click the cross
Show legend. To hide the legend again, click the check mark
before
before the
property.
Figure 5.15 Layout property Show legend
5.15 Number format
For most chart types, you can set the number format that determines how
numbers are presented in the chart. You can use the
control to do this.
When clicked upon, the Number format window pops up with the available
settings. Every chart with a number format has settings for:
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l
Displaying the number of decimals (Decimals). You can set up to three
decimal places.
l
Whether or not showing a display unit along the axes, and which display
unit (Display unit).
l
Whether or not using a thousands separator (Use thousands separator (,)).
Depending on the type of chart these settings can be defined for two axes.
In addition, it is possible to define the format of the axis for the line chart.
Which details can be set, depends on the chosen type of values that must be
presented on the axis (Type of value).
If you choose the value type for a string, you can subsequently add labels
that must be placed along the axis. If you select date, you subsequently set a
start and end date for the value range of the axis. If you select the value
type real, you subsequently define the value range of the axis (Minimum
value, Maximum value), the size of the interval between two tick marks on the
axis (Interval), the number of decimals, the display unit, and the thousands
separator.
1
2
3
Figure 5.16 X-axis with reals (1), with dates (2), and with labels (3)
When you have specified the settings, click the cross sign in the upper right
corner to close the window.
5.16 Performance levels
When creating a performance meter or traffic light, three performance
levels can be distinguished by default. The performance levels determine
what color category the selected object belongs to. The three performance
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levels together initially have a fixed value range of 0 to 10, evenly divided
between the three levels.
Figure 5.17 Performance levels for performance meter and traffic light
You can adjust the value ranges of the performance levels to ensure the
value of the selected object will be within the value range of the meter or
traffic light, and that it will be visible in the chart. More specifically: you
determine what level of performance the object must be in.
If the value of the selected object directly falls within the range of the
performance levels when creating a chart, you can see it in the chart. In the
performance meter the needle of the meter points to the level where the
object is, in the traffic light the color of the respective level is switched on. If
the value of the object initially falls outside the value range of the chart, then
the needle of the meter points to a place outside the meter, the traffic light
remains gray.
5.16.1
Performance level names
Initially the three performance levels have default names: Low, Medium,
High. If desired you can customize the names of these levels (and any
additional levels) to your own names. To do this click a name field in the
pop-up window and enter the desired name.
5.16.2
Number of performance levels
In a performance meter it is also possible to change the number of
performance levels. Three is the initial number. If desired you can use less
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or more performance levels by removing or adding them. This is done in the
pop-up window in which you enter the values. To remove a performance
level, click the cross sign next to the level. To add an extra level, click the
plus sign next to a performance level. You can click next to any performance
level to add an additional level, but it can be done specifically. When clicking
a plus sign next to a specific level, the new level will be placed directly below
it. That way you can specifically place levels.
Color scheme
For each additionally added level, the meter will automatically get an extra
color. The colors of the performance meter are predefined. Note that in a
performance meter, the color scheme is not used for the meter, it is used for
the needle indicator of the meter. For each additional level an extra needle
will appear in the meter with its own color. The meter itself has a fixed color
scheme. Example:
Figure 5.18 Multiple needles in the performance meter
5.16.3
Change performance levels
To change the performance levels, click the
control. In the window that
pops up, you can set the desired values for the different levels.
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Figure 5.19 Set performance levels
When changing the performance level values, some of the fields can be
changed, the remaining fields change automatically with them. The value
you enter in a preceding field cannot be higher than the value in the
succeeding fillable field. The value you enter in a succeeding field can never
be lower than the value in the preceding fillable field.
5.17 Quadrants
In a bubble chart you can set quadrants to add an additional dimension to the
chart. By default, quadrants are not displayed in the bubble chart. You can
add them by clicking the
control. In the window that pops up, click the
cross sign next to Show quadrants to become a check mark. Next, enter the
desired number of rows and columns. You can set up to 5 rows and 5
columns.
Tip: If you have no idea how many quadrants you need, start with a layout
of 2 by 2.
After you have entered the desired data, click the cross sign in the upper
right corner of the window to close it. The diagram now shows the specified
quadrant layout. Example:
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Figure 5.20 Quadrants
Quadrant names
By naming the quadrants (in figure above A, B, C and D) you can further
denote the position of the bubbles in the diagram. To set the name of a
quadrant, select the chart and click the label you will see appear in a
quadrant. Next, enter the name. This can be done for each quadrant.
Quadrant colors
If you want to fill the quadrants with a color, select the chart and click
next
to a quadrant's label. In the window that appears, choose the desired color.
5.18 Row height
The initial height of each table row is matched to the content of the values in
the row cells. To change the row height, click one of the horizontal lines in
the table and drag the line down while holding down the mouse button.
Figure 5.21 Change row height
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Note: If you resize the table by dragging the green borders, you will
resize the entire table and its content instead of a single row.
Click the
control on the left of the table to reset the table size. The column
width and row height of the table will be reset so that the cells fit the data
that are in them.
5.19 Single lines and stacked lines
In a line chart you can choose to display the lines as single lines or stacked
lines. With single lines the various data values are displayed with respect to
the time in regularly arranged categories. A stacked line chart compares
trends over time of two or more sets of data corresponding with colored
lines. In a stacked line chart, the data values are added together.
Figure 5.22 Single lines and stacked lines
By default, a line chart is presented with single lines. Click the
switch to stacked lines. To switch to single lines click
control to
.
5.20 Sorting and sort order
Data in a bar chart, pie chart, performance meter and table chart can be
sorted. The sorting options are default sorting (or unsorted), sort ascending,
and sort descending.
The data in a chart is initially sorted conform the default sorting. Depending
on how the population is filled, this means the following:
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l
Manual input: When the population is filled via manual input, the default
sorting is alphabetical.
l
Input via script: When the population is filled via script, the order in which
the elements in the script are executed determine the sorting in the chart.
The sorting control is a toggle control; click it repeatedly until you reach the
desired sorting. The control displays the sorting you are about to set.
1
2
3
Figure 5.23 Bar chart sorting descending (1), ascending (2) and default (3)
5.20.1
Sorting in a bar chart, pie chart, and performance
meter
To sort data in a bar chart, pie chart or performance meter, click the
control on the left of the chart until you reach the desired sorting. The control
displays the sorting you are about to set. Click
to sort descending, or click
5.20.2
to sort ascending, click
for default sorting.
Sorting in a table chart
Data in a table chart can be sorted by column. To sort a column, click the
triangle control
in the upper right corner of the column and then click the
control in the column formatting bar on top of the column until you reach
the desired sorting. The control displays the sorting you are about to set.
Click
to sort ascending, click
to sort descending, or click
for default
sorting.
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Figure 5.24 Right column sorted ascending
The result of a column sorting is dependent on the sorting in the other
columns and the column sort order in the table. The sorting and the sort
order influence each other. To see an example, see Using sorting and sort
order in a table chart.
5.20.3
Column sort order
The columns in a table chart have a sort order. With the column sort order
you can determine the importance of the columns in the sorting. Which
column should be sorted first, which next and so on. The column that is at
the top of the sort order will be sorted first. Next the column that is listed as
second and so on. The column with the most important sorting should be
placed first in the sort order.
To set the sort order of the columns in a table, click the
control. In the
window that pops up you can set the desired sort order of the columns by
clicking the arrows next to the column names. Clicking a down arrow move
the column one position down, clicking an up arrow moves a column one
position up.
Figure 5.25 Set column sort order
The column at the top of the list is first in the sorting order, the column
below the second and so on.
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The column sort order pop-up window also supports the sorting of each
column. It is similar to the sorting control in the column formatting bar.
5.21 Subtitle
When creating a pie chart, the subtitle of the chart shown by default. It is
positioned below the diagram and shows the name of the selected dimension
attribute or metric. Example:
Figure 5.26 Subtitle in chart
5.21.1
Rename subtitle
If desired you can change the name of the subtitle. To do this, click the
subtitle, remove the old text and type the new name.
5.21.2
Move subtitle
The position of the subtitle is not restricted to the bottom of the chart. You
can move it to another place in the chart. To do this, hover your mouse
pointer over the subtitle until you see the mouse pointer change into a
.
Next, click and drag the subtitle to the desired location in the chart while
holding down the mouse button. Release the mouse button when the subtitle
is at the desired location.
5.21.3
Hide subtitle
If you want to hide the subtitle, click the
window pops up. Click the check mark
control. The Layout properties
before Show subtitle. To display the
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subtitle again, click the cross
before the property.
Figure 5.27 Layout property Show subtitle
5.22 Thresholds
It is possible to set thresholds in the bubble chart and bar chart. Setting
thresholds enables defining threshold values in the chart. In a bar chart you
can only set horizontal thresholds, in a bubble chart horizontal and vertical
thresholds.
To activate the use of thresholds click the
the
control in the chart. By using
controls that appear in the upper right corner of the chart you can
set thresholds and name them.
Figure 5.28 Thresholds
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A threshold can be set as:
l
an upper bound (for values below the threshold)
,
l
a lower bound (for values above the threshold)
l
an upper and lower bound (for values below and above the threshold)
,
,
When adding a threshold, it is set to upper bound by default. Click the arrow
control on the threshold line to change the type. The control displays the
threshold type you are about to set, not the current type.
To (temporarily) deactivate thresholds, click
. The defined thresholds will
disappear from the chart, but will not be removed. The moment you
reactivate the thresholds, the defined thresholds will reappear.
Note: Thresholds cannot be used when a chart is in aggregation mode.
After you have added thresholds and then enable the aggregation mode,
the thresholds will disappear. If you switch off the aggregation mode, the
defined thresholds will reappear.
5.23 Total value
The pie chart offers the possibility to display the total value of the chart. The
total value is the summation of all slices in the pie. It is always an absolute
value. It is not shown by default.
Figure 5.29 Display of total value
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To show the total value, click the
window click the cross
control. Next, in the Layout properties
before Show total value. To hide the total value
again, click the check mark
before the property.
Figure 5.30 Layout property Show total value
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6 Additional operations on a chart
The operations listed next can be performed on a chart after you have
defined a chart.
6.1
Resizing a chart
When you create a new chart, it gets a default size. In case of a table chart
the columns and rows may not perfectly fit the data in it.
In order to resize a chart, select the chart in the diagram or view, click one
of the blocks in the green border of the chart and drag it in the desired
direction. The chart and its content will resize with it.
Activated data labels invisible
Data labels visible after resizing
Resize individual table columns and rows
The table chart also offers the possibility to resize the individual columns and
rows in the table. To do this, click a vertical (for columns) or horizontal (for
rows) line in the chart and drag it. For additional information, please refer to
the chart display functions Column width and Row height.
6.2
Highlighting data in a chart
To emphasize specific data in a chart, you can highlight them. You can do
this by clicking the colored circle in front of a category in the legend. Next,
you will see this data highlighted in the diagram, or the other data being
faded, dependent on the chart type. Examples:
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Figure 6.1 Highlighting in pie chart and bar chart
6.2.1
Use highlighting to display hidden bubbles
Highlighting data can also be a useful means to make hidden bubbles in a
bubble chart visible. Sometimes, bubbles may overlap. If a small bubble is
placed in the chart before an overlapping big bubble is placed, the small one
will disappear behind the big bubble. By highlighting the category of the
small bubble one, you can make it visible in the chart.
The same problem happens too if two same-sized bubbles are placed. The
bubble that is placed first will disappear behind the one that is placed later.
Just highlight the category of the hidden one to make the hidden bubble
visible in the chart.
Example: In the chart below the hidden bubble, of category "low" is
located behind the big green bubble in the upper right quadrant of the
chart. To make it visible, the category "low" in the chart legend is clicked.
All bubbles of the selected category are highlighted, including the hidden
bubble.
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Hidden bubble
Bubble visible when highlighted
If a small bubble is placed after an overlapping big bubble is placed, then the
small bubble will be displayed inside the big bubble:
The order in which bubbles are placed depends on the name of the object
(alphabetical order) in case the chart is manually filled, or is determined by
the script in case a script is used.
Deactivate highlighting
To deactivate highlighting, click the colored circle of the highlighted category
in the legend once again.
6.3
Refreshing data in a chart
When model data has changed, the changes are not automatically
incorporated in a chart. To retrieve the latest data in a chart, click the
control in the upper right corner of the chart.
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A chart also needs to be refreshed when you use multiple languages in your
model and you change the model language. Refresh the chart to display the
table data in the selected language.
Attention: The refresh control not only refreshes the data in your table, it
also resets any changed row heights in the table. If you have changed the
height of rows in your table, check if they are still displayed correctly after
refreshing and readjust them if necessary.
6.4
Changing the color orientation of a performance
meter and traffic light
By default, the color orientation of the performance meter is red-orangegreen, from left to right. For a traffic light it is red-orange-green, from top to
bottom.
To change the color orientation of a performance meter or traffic light, click
the
control in the chart and subsequently click the
arrow in the upper
right corner of the window that pops up.
You can see the color orientation in the chart change.
6.5
Changing the value range of a chart axis
The value range of an axis that is showing a dimension, is initially calculated
automatically based on the data selected for the chart. However, it is
possible to change the minimum and maximum value of the axis in order to
adjust the value range. Example:
Figure 6.2 Initial values (left) and adjusted min and max values (right)
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To change the minimum or maximum value of an axis, click the respective
value and enter the new desired value. Then press Enter. The chart is
automatically adjusted to the new value range.
To return to the initial axis values, remove the changed values and press
Enter. Next, the chart automatically recalculates the value range based on
the chart data.
6.6
Setting thresholds in a chart
When thresholds are activated in a bubble chart or bar chart, it is possible to
set thresholds in the chart. Do as follows:
1. First click the chart and subsequently click in the upper right corner of the
chart on:
to add a threshold for the y axis.
to add a threshold for the x axis (only possible in a bubble chart).
A threshold line is added to the chart.
2. Click the threshold line and drag it to the desired position on the axis.
Example:
3. Optional: By default the threshold type is set to upper bound. To set as
lower bound (
, ), click the threshold control on the line once. Click the
control one more time to set as upper/lower bound (
again to return to upper bound (
or
). Click once
or ).
4. Double-click the threshold's name, type the desired name and press
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Enter.
It is possible to add multiple thresholds to a chart. Repeat the procedure
above for each threshold you wish to add.
Removing thresholds
To remove a threshold from the chart, first click the threshold line and then
click the cross sign at the end of the line.
6.7
Setting pie chart layout properties
In the pie chart a number of layout properties are grouped together. They
can be accessed via the
control on the left side of the chart. After clicking
the control the Layout properties window appears.
The following properties can be set:
l
Showing or hiding the chart legend
l
Showing absolute values or percentages in the pie data labels
l
Positioning the data labels outside the pie
l
Showing the total value (summation of the slices)
l
Showing or hiding the chart subtitle
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Figure 6.3 Pie chart display properties
Properties that are activated have a green check mark
deactivated properties have a red cross
in front of the label,
. The figure above shows the
default settings of the properties.
To activate a property, click a red cross. To deactivate it, click a check mark.
6.8
Positioning data labels in a pie chart
When the data labels in a pie chart are show, the labels are positioned inside
the slices of the pie by default. If desired, the data labels can be outside the
pie. Example:
Figure 6.4 Data labels positioned outside the pie
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To position the data labels outside the pie, click the
Layout properties window click the cross
control. Next, in the
before Position labels outside pie.
To position the data labels back inside the pie, click the check mark
before
the property.
Figure 6.5 Layout property Position labels outside pie
6.9
Customizing the column color scheme in a table
chart
The color scheme that is used for a column of a table chart is initially the
same as the color scheme that has been selected for the chart. The initial
color scheme can be customized by changing colors and changing, adding or
removing value ranges. The changes that can actually be made depend on
the type of data in the column.
6.9.1
Colors
By default, the colors from the chart color scheme are used in the column
color scheme. The number of colors that is shown is based on the different
values in the column; each unique value has its own color. Colors can always
be changed, independent of the data type in the column.
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Figure 6.6 Example of a color scheme in a column with textual values
To change a color, click a color in the Color scheme window and in the Color
window select the color of your choice. The new color is shown in the color
scheme.
6.9.2
Value ranges
Value ranges can be adjusted in color schemes of columns with numerical
values (reals, money values etc.). For enumerations (closed list of values)
the possible values are fixed. For other types of metrics, the scores can be
set by the user.
Figure 6.7 Example of a color scheme in a column with numerical values
Each value range starts with a square bracket [ and ends with a closing
parenthesis ) (except the last value range), indicating that the value range
includes the starting value and is exclusive of the end value (since the end
value is the start value of the next value range).
Changing a value range
To change a value range, click a value box and type the new value. The end
value of a preceding value range is always equal to the start value of the
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next value range. The start value of a value range cannot be greater than the
end value of that range.
If the value ranges of the color scheme do not completely cover the values in
the column cells, cells will not be colored.
Adding a value range
If you want to use more value ranges than initially defined in the column
color scheme, click the
sign next to a value range to add a new range. The
new range will be inserted below the existing range.
Removing a value range
To remove a value range, click the
6.9.3
control next to the range.
Resetting a column color scheme
After you have made changes to the default color settings and/or value
ranges or imported a color scheme, you can restore the original column
color scheme by resetting. You can choose to only reset the colors, or to
reset all changes (colors and value ranges).
When resetting the colors, the color scheme will be put back to the originally
chosen color scheme. When resetting the value ranges, the number of
ranges and the values of the ranges will be restored to their original settings.
To reset only the colors, click the
control in the upper right corner of the
Color scheme pop-up window. To reset all changes (colors and value ranges),
click the
6.9.4
control next to it.
Importing a color scheme
Instead of customizing the color scheme manually you can also import a
color scheme from another table chart. For more information, see Importing
a color scheme from another table chart.
6.10 Importing a color scheme from another table
chart
Instead of manually changing the colors of a column color scheme in a table
chart, you can also import a color scheme that is used in another table chart.
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This might for example be handy if you want to represent the same metric in
different tables but every time with the same coloring.
Before importing a color scheme, note the following conditions:
l
The chart you want to import from must be a table chart.
l
The property (data) in both columns must be identical: the column you
import the color scheme from and the column you import the color
scheme in must have the same attribute or metric.
To import a color scheme, do the following:
1. In the Color scheme pop-up window, click the
control.
2. In the Select Chart window, select the table chart of which you want to use
the color scheme and click OK.
3. Click OK if the color scheme is imported.
The new color scheme is now shown in the Color scheme pop-up window and
in the table column. Note that the chart color scheme (shown in the color
scheme control on the left) is still the original one.
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After you have imported a color scheme, a control for resetting the column
color scheme is available, which can be used for restoring the original color
scheme.
6.11 Display of population data without a value or
with a negative value
The objects selected for a chart are, in principle, displayed in the chart.
However, if they do not contain any value, they will not always be displayed.
These objects are shown in the chart's legend - if available - but instead of
the color a
sign will be shown. Example:
Figure 6.8 Display of negative/empty value in the legend
In some cases, not the objects are shown in the chart, but the
sign. This
can for example happen in a bar chart with stacked bars. In the example
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below, the positive and negative values cancel each other out (left figure) so
that there is no bar to be displayed (right figure).
Figure 6.9 Positive and negative values cancel each other out
6.12 Using sorting and sort order in a table chart
Below is an example of how sorting and sort order can be used in a table
chart and how the different settings influence one another.
We want a chart containing the following information: the application
components, their risk, and their maintenance costs.
Initial situation
In the chart, the application components are the population, the risk and
maintenance costs are the dimensions. When creating the chart, it initially
looks as follows:
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As can be seen, the data does not look very organized yet. No settings for
sorting or sort order have been set. Only the column color of the "Risk"
column has already been set to accentuate the importance of the column.
In order to make the table look more organized, the chart must show the
following: the risk of the application components sorted from low to high.
Within each risk category the maintenance costs must be shown ascending.
Setting the sorting and sort order
The image on the left shows the initial sorting and sort order settings, all
default settings. The image on the right shows the new settings that are need
to accomplish the desired presentation of the data.
Initial sorting and sort order
New sorting and sort order
The following sort order and sorting have been set:
l
The "Risk" column has been placed at the top of the list to make it first in
the sort order, followed by the "Maintenance costs" column, and finally
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Enterprise Analytics Guide
the "Object" column.
l
The sorting of both the "Risk" column and the "Maintenance costs" column
has been set to ascending. (Do not get confused by the control's display; it
shows descending. This is because the control shows the sorting you are
about to set, not the current sorting.)
As a result of the adjusted sorting and sort order, the table now looks as
follows:
The "Risk" column is now sorted from low to high, clearly accentuated by the
use of color. Within each risk category the costs in the "Maintenance costs"
column are sorted ascending.
6.13 Navigating from the chart to the model data
Model data on which a chart is based can be accessed from the chart if the
area in a diagram (i.e. bar, slice, bubble or table cell) represents only one
object. By clicking an area in the diagram you can navigate to the respective
object; the object will be shown in the model browser and the diagram or
possible view in which the object resides, will be opened.
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Figure 6.10 Example of navigation to model data
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7 Tips and tricks for working with charts
Below you can find tips and tricks for working with charts.
Show invisible data labels
If the space in a data area (slice, bar, bubble) of a chart is too small,
activated data labels will not be visible in the chart. If that is the case, resize
the chart to make the labels visible.
Show hidden bubbles in a bubble chart
If a bubble in a bubble chart is not visible, it may be hidden behind another
bigger or same-sized bubble. To make a hidden bubble visible, highlight the
category of this bubble in the chart legend. The hidden bubble will then
appear.
Change the color of chart axes and chart border
By default, the axes of a chart are gray. If you want to be able to color chart
axes, make sure that at the graphics options the Derive line color from fill
color check box is cleared. Next, select the chart and on the Home tab, in the
Markup group, click Line Color to select a different color. The axes of the
chart and the border of the chart change color. Changing the axis color does
not apply to the table chart.
Correct display of charts when using multiple model languages
If you have defined multiple languages your model and the charts are
available in multiple languages, they will not automatically be displayed in
the correct language when you switch model language. To display the correct
language in the charts you have to refresh the chart after you switched
model language. A chart can be refreshed by selecting the chart and then
clicking the
control in the upper right corner of the chart.
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8 Problem solving in Enterprise Analytics
Table chart
When I try to import a color scheme from another chart, I get
the message that the color scheme could not be imported.
Make sure that the chart you are importing from is indeed a table chart, and
that both table columns have identical attributes or metrics.
These are the conditions for importing a color scheme in a chart table
column.
I have set the column color format for a column in a table chart,
but the colors are not shown in the column.
Missing colors in column cells can be caused by the value ranges in the
column color scheme. If the value ranges do not (completely) cover the
values in the column, (part of) the cells in the column will not be colored.
To solve this, change the column color scheme value ranges in order to
make them cover the column values.
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Appendix A - Profile definition properties
for a chart
Below is a list of all profile definition properties that can be passed onto a
chart.
PROPERTIES FOR ALL CHART TYPES
Name
Type
Description
definition
ChartDefinition
Defined manually or by
script?
script
CommandDefinition
Used when chart is
defined by a viewpoint
scriptText
string
Alternative to "script"
legend = false
bool
Show legend
grid = false
bool
Show gridlines
colorScheme = 'ColorScheme_
string
Office_Office'
PROPERTIES FOR BUBBLE CHART
Name
Type
xTitle
string
yTitle
string
xMax
real
xMin
real
yMax
real
yMin
real
quadrants
bool
quadrantTitles
QuadrantTitles
quadrantColors
QuadrantColors
quadrantRowCount
int
quadrantColumnCount
int
bubbleLabel
BubbleLabelKind
Description
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Name
Type
Description
xDecimals
int
Number of decimal places
xSeparatorFor1000 = false
bool
Use 1000 separator
xDisplayUnit
DisplayUnit
Unit in which a number is
displayed
yDecimals
int
Number of decimal places
ySeparatorFor1000 = false
bool
Use 1000 separator
yDisplayUnit
DisplayUnit
Unit in which a number is
displayed
PROPERTIES FOR LINE CHART
Name
Type
Description
lineKind
LineChartKind
xTitle
string
yTitle
string
xType
LineChartXAxisType
xMax
real
xMin
real
xInterval = 1
real
xStart
date
xEnd
date
xTimeInterval = 1 d
time
xLabels
LineValues
yMax
real
yMin
real
xDecimals
int
Number of decimal places
xSeparatorFor1000 = false
bool
Use 1000 separator
xDisplayUnit
DisplayUnit
Unit in which a number is
displayed
yDecimals
int
Number of decimal places
ySeparatorFor1000 = false
bool
Use 1000 separator
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Name
Type
Description
yDisplayUnit
DisplayUnit
Unit in which a number is
displayed
PROPERTIES FOR PERFORMANCE METER
Name
Type
levels
PerformanceLevels
Description
ascending = false
bool
decimals
int
Number of decimal places
separatorFor1000 = false
bool
Use 1000 separator
displayUnit
DisplayUnit
Unit in which a number is
displayed
PROPERTIES FOR SPIDER CHART
Name
Type
Description
title
string
max
real
min
real
decimals
int
Number of decimal places
separatorFor1000 = false
bool
Use 1000 separator
displayUnit
DisplayUnit
Unit in which a number is
displayed
levelCount = 5
int
PROPERTIES FOR BAR CHART
Name
Type
barKind
BarChartKind
title
string
max
real
min
real
barLabel
bool
barOrientation
BarOrientation
Description
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Name
Type
Description
decimals
int
Number of decimal places
separatorFor1000 = false
bool
Use 1000 separator
displayUnit
DisplayUnit
Unit in which a number is
displayed
PROPERTIES FOR PIE CHART
Name
Type
Description
title
string
slicePercentage = true
bool
sliceLabel = true
bool
decimals
int
Number of decimal places
separatorFor1000 = false
bool
Use 1000 separator
displayUnit
DisplayUnit
Unit in which a number is
displayed
PROPERTIES FOR TRAFFIC LIGHT
Name
Type
levels
PerformanceLevels
ascending = false
bool
Description
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Appendix B - Possible values for profile
definition properties
Below is a list of all possible values for profile definition properties for a
chart.
Type BarChartKind
type BarChartKind = enum {
grouped, stacked
};
Type BarOrientation
type BarOrientation = enum {
vertical, horizontal
};
Type LineChartKind
type LineChartKind = enum {
default, stacked
};
Type ChartDefinition
type ChartDefinition = enum {
manual, script
};
Type PerformanceLevels
type PerformanceLevels = list PerformanceLevel;
type PerformanceLevel = struct {
string name;
real lowerbound;
real upperbound;
};
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Type QuadrantTitle, QuadrantTitles, QuadrantColor, QuadrantColors
type
type
type
type
QuadrantTitle = alias string;
QuadrantTitles = list QuadrantTitle;
QuadrantColor = list int;
QuadrantColors = list QuadrantColor;
Type ChartKind
type ChartKind = enum {
PieChart,
BubbleChart,
BarChart,
SpiderChart,
LineChart,
PerformanceMeter,
TableChart,
TrafficLight
};
Type DisplayUnit
type DisplayUnit = enum {
none,
asHundreds,
asThousands,
as10000s,
as100000s,
asMillions,
as10000000s,
as100000000s,
asBillions,
asTrillions
};
Type BubbleLabelKind
type BubbleLabelKind = enum {
none, name, number
};
Type LineChartXAxisType
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type LineChartXAxisType = enum {
xReal, xDate, xString
};
Type LineValues
type LineValues = list string;
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Index
bar orientation
31
chart title
32
color scheme
32
column alignment
34
column color
35
column number format
36
column sort order
49
column width
38
count mode
29
data labels
38
data sorting
47
gridlines
39
grouped bars
40
legend
40
number format
41
percentages
28
performance levels
42
quadrants
45
row height
46
57
single lines
47
dimension of chart
23
sort order
47
value range of chart axis
57
stacked bars
40
A
absolute values
28
aggregation mode
29
axis titles
31
B
bar chart
11
bar orientation
31
bubble chart
hidden bubbles
8
55, 70
C
changing
chart axis color and
border
70
color orientation
performance meter
and traffic light
chart axis
stacked lines
47
change color
70
subtitle
50
change value range
57
thresholds
51
total value
52
chart border
change color
70
chart color scheme
32
chart data
when using multiple
model languages
70
chart population
highlighting
54
components, deactivate
18
refresh
56
data display
65
chart dimension
chart properties in script
change
23
defining
21
chart display
profile definitions
chart title
chart types
absolute values
28
bar chart
aggregation mode
29
bubble chart
axis titles
31
choose
26
27
32
8
11
8
14
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Enterprise Analytics Guide
line chart
8
customizing
61
performance meter
9
resetting
63
value ranges
62
pie chart
11
score chart
10
spider chart
10
decimal places
37
table
12
percentages
37
traffic light
13
row totals
37
thousands separator
37
column number format
charts
additional operations
54
correct display with
36
column sort order
49
column width
38
multiple languages
70
count mode
29
creating by using a script
24
creating
creating manually
14
charts
creating script
24
script for chart
define population
15
display
28
filter population
17
linking script to
26
navigation to model data
68
14, 24
24
customizing
column color scheme
61
D
data labels
38
populating with table chart 19
positioning in pie chart
60
problem solving
71
show invisible
70
profile definition
27
resize
54
deactivate components of
chart population
18
defining
switch back to manual
27
dimensions of a chart
21
thresholds, remove
59
population of a chart
15
thresholds, set
58
population of traffic light
definition
and score chart
tips and tricks for working 70
16
dimensions of a chart
choose
chart type
14
change
23
color scheme
32
defining
21
display
chart
32
column
33
charts
28
importing
63
population data
65
column alignment
34
column color
35
column color scheme
33
colors
61
E
elements
hiding in pie chart
19
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Enterprise Analytics Guide
enlarge chart
54
exclusive population filter
17
F
model language
correct display charts
70
N
filter chart population
17
hiding elements
19
inclusive or exclusive
17
navigating
from chart to model data
68
negative value for display
population data
G
65
no value for display
gridlines
39
grouped bars
40
population data
number format
column
H
hidden bubbles in chart
hiding
19
highlighting chart data
54
I
importing
color scheme
inclusive population filter
63
17
L
36
levels
43
percentages
28
performance level names
43
performance levels
42
P
names
43
number
43
performance meter
change color direction
pie chart
label position
41
number of performance
55
filtered elements
65
9
57
11
60
hiding filtered elements
19
legend
40
positioning labels
60
levels, performance
42
in pie chart
line chart
8
inclusive or exclusive
17
population of chart
linking
script to chart
population filter
26
M
making visible
components, deactivate
18
defining
15
display
65
filter
17
hidden bubbles
70
for script-defined chart
27
invisible data labels
70
hiding filtered elements
19
using table charts
19
model data
navigation from chart to
68
positioning
data labels
60
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Enterprise Analytics Guide
problem solving
charts
71
profile definitions
for charts
size of chart, change
54
sort order
47
sorting
27
in chart
Q
47
spider chart
10
stacked bars
40
quadrant colors
46
stacked lines
47
quadrant names
46
subtitle
50
quadrants
45
color
46
names
46
table chart
12
T
customizing column color
R
scheme
reduce chart
54
refreshing
chart data
56
thresholds
59
resetting
column color scheme
row height
define population
populating other chart
19
51
removing
59
setting
58
working with charts
46
70
total value
52
traffic light
13
10
16
change color direction
57
define population
16
U
script-defined chart
define population
manually
63
tips and tricks
63
S
score chart
importing color scheme
thresholds
removing
61
using
27
script for creating charts
24
script for chart
chart properties
26
set population for traffic light
and score chart
value range chart axis
16
setting
thresholds
show invisible data labels
58
70
single lines
change
57
W
working with charts, tips and
tricks for
showing
hidden bubbles
V
70
70
47
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Enterprise Analytics Guide
PDF guides
The following PDF guides are available for download from the BiZZdesign
community:
Advanced Modeling Guide
Amber Getting Started Guide
Analysis Guide
BPMN Getting Started Guide
DMN Getting Started Guide
Enterprise Analytics Guide
Enterprise Portfolio Management Guide
Enterprise Studio Options Guide
Enterprise Studio User Guide
ERD Getting Started Guide
ERSM Getting Started Guide
InSite Guide
License Management Guide
Metamodeler Guide
Reporting and Printing Guide
TDM Getting Started Guide
Team Platform Guide
83
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