Working with Chart
Zoho Advanced Analytics app offers a wide range of interactive options on a chart when accessed by an end-user. The options include interactive chart highlighting, changing chart type, dynamic filtering of data displayed, sorting, viewing underlying data, exporting, sharing, and publishing. In this section, we will discuss each of these options in detail.
- On Mouse Over Effects
- Legend Filter
- Using User Filters
- Sorting a Chart
- Changing Chart Types
- Split/Merge Axis
- View Underlying Data
- Chart Drill down
- Exporting a Chart
- Sharing a Chart
- Publishing a Chart
Zoho Advanced Analytics app provides interactive on-mouse-over effects in a chart. You can mouse-over a particular data point in the chart to highlight the corresponding point or view the corresponding data as a tooltip. You can also mouse-over a data series provided in the legend to highlight the corresponding data series in the Chart. Refer to the following screenshots which exhibit the on-mouse-over interactive option.
When designing a chart, if you have enabled Show Legend Filter option in Settings -> Legend tab (Refer here), a checkbox next to each legend item will be added as shown below.
If Legend Filters are exposed then users of the chart can dynamically filter the data series in a chart by selecting/deselecting the corresponding legend item connected to the data series. For instance, in a chart that displays order fulfillment status, if you want to display only fulfilled and restocked data, hover the mouse on the legend and deselect the partial legend item. This removes the partial data and will dynamically regenerate the chart with the remaining data as shown below.
This way you can select/deselect the required legends.
In the Zoho Advanced Analytics app, chart owners can add User Filters to their charts, to provide dynamic filtering capability to the users. User Filters in a chart enables users to dynamically filter the data displayed in the chart by selecting or deselecting the appropriate values in the filter columns provided.
Following is a brief description of how to use the provided user filters for various column types:
Date type columns:
In the case of a user filter on a Date type column, options to select date ranges or a multiple select box to select the required dates will be provided to allow users to select values depending on the component type chosen by the chart owner.
To filter displayed chart data using User Filter provided on a Date type column, do the following:
- Select a date range either by typing in the date or by choosing the date with the calendar picker.
- If a filter drop-down list has been provided, multiple dates can be selected by checking the boxes next to the required date.
- Click OK to apply the filter.
Numeric type columns:
In the case of a user filter on a Numeric type column, a slider or a multiple select box will be provided to allow users to select values depending on the component type chosen by the chart owner.
To filter displayed chart data using User Filter provided on a Numeric type column, do the following:
- Choose a specific numeric range by adjusting the slider bars accordingly.
- If a filter drop-down list has been provided, multiple values can be selected by selecting the boxes next to the filter items.
- Click OK to apply the filter.
Category(String) type columns:
In the case of a user filter on a Category(String) type column, a single or multiple select drop-down boxes will be provided to select values depending on the component type chosen by the chart owner.
To filter displayed chart data using User Filter provided on a Category/String type column, do the following:
- Invoke the filter drop-down list containing the filter values.
- Select the required filter values in the filter drop-down list.
- If the filter drop-down list provides check boxes next to the filter items, multiple values can be selected simultaneously as shown below.
- Click OK to apply the filter.
Select Others filter item, if you want to display data corresponding to all other remaining items that are not listed in the user filter drop down.
Zoho Advanced Analytics app allows you to sort the chart metrics by Axis, and by Legend. You can sort the chart in ascending or descending order. You can also choose to apply a custom sort to meet your requirements.
You can sort the chart by invoking the Sort option in the toolbar and choosing the appropriate option in the list given.
Described below are various sorting options available in the Zoho Advanced Analytics app.
You can sort the axis either based on the dimensional column or based on the metric column.
The following are the options to sort the axis.
- By Dimensional column name- Ascending: Sorts the dimensional column in ascending order. i.e., the Text column will be ordered from A to Z, and the Date column will be ordered from earlier to later.
- By Dimensional column name- Descending: Sorts the dimensional column in descending order. i.e., the Text column will be ordered from Z to A, and the Date column will be ordered from later to earlier.
- By Y-value- Ascending: Orders the values in X-axis based on Y-values sorted from smallest to largest.
- By Y-value - Descending: Orders the values in X-axis based on Y-values sorted from largest to smallest.
- Custom Sorting - For Text-based columns, you can choose to apply a custom sort to meet your requirements.
In case the dimension column is added in Y-Axis and the metric column is added in X-Axis, then the menu will be renamed as follows.
- By X-value - Ascending: Orders values in Y-axis based on X-values sorted from smallest to largest.
- By X-value - Descending: Orders values in Y-axis based on X-values sorted from largest to smallest.
Zoho Advanced Analytics app also provides an option to sort the Chart Legend. You can sort the legend values by ascending and descending order. You can also apply a custom sort order for your chart legend.
Note on Sorting: The sort option will be enabled only when a Category or Date column is plotted along either X or Y axis but not both.
When your chart contains the Category (String) column in one of the axes and the Numeric column in the other, you can sort the chart based on your own custom-defined order. This is called Custom Sort.
For example, if a chart displays the product categories. By default, this will be ordered alphabetically in ascending order. Using custom sort, you can order them irrespective of the alphabetical order.
Steps to sort the chart by your own custom defined order:
- Open the Chart to sort.
- Click the Sort button in the toolbar and then click Custom Sort. The Custom Sort Order dialog box will open.
- Order the column values listed using the arrow keys provided or by drag and drop.
Note: The Custom Sort Order dialog box will list all values in the column. The filter criteria applied on the chart will not be applied here. In case the value is no longer available in the underlying data, you will find an option to delete it from the Charts custom sort dialog.
- Select the Make this Global checkbox to set this order as the default custom sort order for this column. Existing charts and new charts created with this column will be sorted by this order. In case you already have a global custom order, selecting this will override the old sort order.
- Click Apply button, the chart will be organized as you define.
A chart can be easily changed to another chart type any time at a click of a button. The Toolbar provides you with the options to choose between Pie, Bar, Stacked Bar, Line, Scatter and Table chart types at the top level. If you do not find the chart type that you are looking for, then click on Other Charts button in the toolbar and select the chart type that you want to apply, from the Chart Options dialog box that appears. After selecting the required chart type in the dialog box, click OK.
In the Zoho Advanced Analytics app, when you create a Line, Scatter, Bar and Combination chart with multiple Y-axes, by default each Y-column will be plotted in its own axis i.e., with split (separate) axis as shown below. However, you can choose to combine/merge them so that all the Y-columns will be plotted against a single combined Y-axis scale. To merge split axis click Merge Axis button in the toolbar. Zoho Advanced Analytics app provides this as a toggle option to quickly switch between Split and Merge axis modes.
Following screen-shots displays charts, which compares Sales and Cost across date with Merged Axis and Split axis:
Often you need to view the data that makes up your chart. Zoho Advanced Analytics app provides two options to view (drill into) the chart data. These options are:
You can view these options by clicking the corresponding chart series.
The View Underlying Data allows you to view the underlying data of the data point. You can click on any data point in the chart to view the underlying data of that corresponding point in a pop-up table. You can also view the entire data making up the chart by clicking on the Underlying Data option in the toolbar.
The following screenshot shows the underlying sales data of July 2019
In case you have created a report by joining two or more tables then you can view the underlying data by selecting the tables from the View data from dropdown. By default, the option displaying the base table along with the related tables will be selected. You can also choose to view the individual tables separately.
The below example shows the View Underlying Data table of a report that was created by joining the Orders table and the Order Line Items table. By default, the option Order Line Items and Related Tables will be selected. This option will display the data from both Orders table and the Order Line Items in a single table. However, if you wish to view the data only from the Orders table you can do so by selecting Orders from the View data from dropdown.
The View Underlying Data table that opens provides options to Show/Hide columns, search, filter, and sort the data displayed. You can also export the underlying data into a variety of file formats like CSV, XLS, PDF and HTML.
The Chart Drill Down option enables you to do deeper exploratory analytics on a chart. Click on any point in the chart and visualize the underlying data points as a new chart.
You can choose to ignore the specific color which you have clicked and drill down the entire data point using the Ignore Color Selection toggle button.
Zoho Advanced Analytics app by default provides a Drill Down path for the Charts. You can also configure the drill path as you need. To know how to set the drill-down path refer to Set Drill Down Path section.
You can switch the X-Axis column dynamically as required and view the chart by different dimensions. Switch Axis inherits the settings from Chart Drill Down options. You will be able to switch the axis among the columns set as Chart Drill Down X Axis path or by the dynamic drill down columns that Zoho Advanced Analytics app suggests.
You can also drill down the chart after you switch axis. The new axis will also be retained when you come back to this stage in the drill down path.
The switched axis will be retained only for this current session. The default axis will be restored when you access the chart again later.
Zoho Advanced Analytics app allows you to export charts that you have created into various file formats like CSV, PDF, XLS, HTML or Image files. To export a chart:
- Open the chart that you would like to export
- Select Export button in the toolbar
- Select one of the five export format options:
- CSV - Exports the underlying data of the chart as a Comma Separated Value (CSV) file.
- Excel (XLS)- Exports the underlying data of the chart as a Excel file.
- PDF- Exports the chart in Portable Document Format (PDF) file format.
- HTML - Exports the chart in HTML file format.
- Image - Exports the chart as a GIF or PNG image.
- In the export settings window that opens, set the required options and click the Export button at the bottom to export. To know more refer to the Export and Email help documentation.