Generic Chart¶
The Generic Chart draws data on two axes: columns, bars, lines, scatter points, ranges and more. Each series has its own data source, so one chart can combine records from more than one query. Use it for anything that compares values or shows them over time, such as monthly revenue as columns with a target line over it.
See also Pie Chart, Data Table and Progress Bar.
Using it¶
The simplest chart is one column series.
- Add a data source to the page, for example
saleswith amonthand anamountfield. - Drop a Generic Chart onto the page and open Series Configuration.
- Add a series. Give it a Name, set Chart Type to Column, and set Data Source to
{$data.sales}. - Set X Field to
monthand Y Field toamount. - Check the result on the Chart preview tab, then click Save. Closing the window without saving discards the series.
The chart now shows one column per month. Add a second series with Chart Type set to Line to draw a target over the columns. The rest of this page lists every setting.
Options¶
| Option | Values | Default | Description |
|---|---|---|---|
| Series Configuration | Opens the Series Configuration window | No series | The list of series. Add, copy and remove series there, and check them on the Chart preview tab. See Series options |
| Chart | See Chart options | None | Plot positioning, grid lines and zero markers |
| Axes | Per-axis settings | Category X, numeric Y | See Chart options |
| Legend | See Legend | Shown, centred at the bottom | The legend block |
| Legend Items | See Legend | Theme default | How each legend entry looks |
| Tooltip | See Tooltip | Off | What is shown when the visitor hovers over the chart |
| Color Map | Use Specific Color Map, Color Map Name, Use Distant Colors | Automatic | How series colors are taken from the theme palette. Turn on Use Specific Color Map and name the map in Color Map Name, for example line. Use Distant Colors spreads the colors further apart |
| Variant | Theme variants | Default | Picks the chart's look from the theme. See Variants |
| Custom Style | CSS for Legend and Legend Items | Empty | Extra styling for the legend |
| Box Style | Sizing and spacing | Height 200px | The box around the chart |
Series options¶
Each series is set up in the Series Configuration window. A series is one set of records drawn in one way: one line, one group of columns, one scatter cloud.
| Option | Values | Default | Description |
|---|---|---|---|
| Name | Text or template, e.g. {$it.record.region} |
None | Required. The label shown in the legend. With Repeat this series, use a template so each copy gets its own name |
| Legend Entry | On · Off | On | Whether the series appears in the legend. Not available for Swimlane |
| Chart Type | Bar, Line, Column, Scatter, Range, Marker Line, Range Marker, Swimlane | None | Required. How the series is drawn |
| Data Source | An expression, e.g. {$data.items} |
None | The records for this series. Transformation steps can filter, sort and reshape them first |
| X Field / Y Field | Record fields | x / y |
Which fields are plotted. See Fields by chart type |
| Secondary X Axis / Secondary Y Axis | On · Off | Off | Draws the series against a second axis on the opposite side. Turning one on adds an X2 or Y2 tab under Axes |
| Stacked / Stack Name | On · Off, plus a group name | Off | Stacks series that share the same stack name. Works for Line, Bar and Column |
| Type settings | Depends on Chart Type | None | Extra settings for the chosen type. See Settings by chart type |
| Appearance | Depends on Chart Type | Automatic | Colors, widths and shapes. See Appearance |
| Data Labels | Show, Placement, Distance, Anchor, Width, Height, Value Template, Rectangle Style, Text Style | Off | A label on each data point. Value Template is required when labels are shown. Anchor replaces Distance when Placement is Custom |
| Repeat this series | On · Off, with a Data Source and an Alias | Off | Draws one copy of the series per record of another source. Inside the series, that record is available as $it.<alias>. The default alias is record |
| Visible Expression | An expression, e.g. {$params.showTrend} |
Empty | Under Visibility. The series is drawn only when the expression is true |
Fields by chart type¶
Most types plot X Field against Y Field. Some add a base or use two bounds instead.
| Chart type | Fields |
|---|---|
| Line | X Field, Y Field, plus Y0 Field (base) for the bottom of an area |
| Bar | X Field, Y Field, plus X0 Field (base) for where the bar starts |
| Column | X Field, Y Field, plus Y0 Field (base) for where the column starts |
| Scatter | X Field, Y Field |
| Range, Marker Line | X1 Field, X2 Field, Y1 Field, Y2 Field. Leave a bound empty to span the whole axis |
Settings by chart type¶
| Chart type | Settings |
|---|---|
| Line | Line, Area, Hidden Base, Smooth |
| Bar and Column | Size, Unit (on a time axis), Offset |
| Scatter | Size Field, Shape, Size |
| Range Marker | Shape (Min, Max or Line), Cap Size, Inflate |
| Swimlane | Size, Lane Offset, Vertical, Lane Class |
Appearance¶
Auto Color is on by default and takes the next color from the theme palette. Turn it off to pick a Color Index from the palette yourself. Depending on the chart type you can also set line, area, fill and stroke colors, line and stroke width, Border Radius for bars and columns, and Marker Shape and Marker Size for lines.
Chart options¶
These settings belong to the chart as a whole rather than to one series.
| Option | Values | Default | Description |
|---|---|---|---|
| Positioning | Top, right, bottom, left | 10 -20 -50 60 |
Space between the edge of the widget and the plot area. It leaves room for axis labels |
| Show Horizontal Grid Lines / Show Vertical Grid Lines | On · Off | On | Grid lines behind the series |
| Auto Size | On · Off | Off | Sizes and spaces bars and columns on a category axis automatically, so several series fit side by side in each category |
| Clip Chart Area | On · Off | Off | Cuts off anything drawn outside the plot area |
| Show X Axis Zero Marker Line / Show Y Axis Zero Marker Line / Show Zero Markers Over Series | On · Off | Off | A line at zero on each axis. The third option draws it on top of the series |
| Axes | Horizontal and Vertical tabs, plus X2 and Y2 when used | None | Settings for each axis. See Axis settings |
| Swimlanes | Show, Vertical, Size, Step, Lane Offset, Lane Class | Off | Alternating background bands across the plot |
| Range Markers | Show, Vertical, Size, Lane Offset, Line Class, Line Style | Off | Chart-wide settings for Range Marker series |
Axis settings¶
Each axis tab has the same settings.
| Setting | Description |
|---|---|
| Type | Numeric, Category or Time |
| Format | How the axis labels are formatted |
| Min / Max | The range of the axis |
| Snap to Ticks | Rounds the range to the nearest tick |
| Label Orientation, rotation, anchor, offset and spacing | How the labels are placed |
| Tick settings | How ticks are drawn |
| Invert Axis, Alternate side, Wrap Label, Hide Labels, Hide Line, Hide Ticks | Switches for the axis direction, side and what is drawn |
Legend¶
The Legend group controls the legend block. The Legend Items group controls each entry in it.
| Option | Values | Default | Description |
|---|---|---|---|
| Hide Legend | On · Off | Off | Hides the legend |
| Show/Hide series on Legend Click | On · Off | Off | Lets visitors click a legend entry to hide or show its series |
| Show/Hide path | A state path, e.g. $vars.chartToggles |
Empty | Remembers which series are hidden |
| Value Format | A format | None | How values in the legend are formatted |
| Align, Vertical Align, Vertical Layout | Positions | Centred at the bottom | Where the legend sits and whether it runs down or across |
| Shape | Circle, Square, Triangle, Line, Bar, Column | Theme default | The marker drawn next to each entry |
| Shape Size | A number | Theme default | The size of that marker |
| Item Template | A template, e.g. {$record.name} ({$record.value:n;2}) |
Empty | Rewrites the text of each entry |
Tooltip¶
A tooltip appears when the visitor hovers over a data point.
| Option | Values | Default | Description |
|---|---|---|---|
| Enable | On · Off | Off | Turns the tooltip on |
| Content | Text or Element | Text | Text uses a Title and a Description template. Element lets you build the tooltip from widgets with Edit content... |
| Placement | Up, Down, Left, Right and the four corners | Automatic | Where the tooltip appears |
| Mouse Trap | On · Off | Off | Keeps the tooltip open while the mouse is over it |
| Track Mouse | On · Off | Off | The tooltip follows the cursor |
| Visible Expression | An expression, e.g. {$record.value} > 0 |
Empty | Shows the tooltip only when the expression is true. This is separate from a series' own Visible Expression |
Tips¶
A few things that make charts easier to build.
- Each series has its own data source, so one chart can combine records from several queries.
- Give several series the same Stack Name to stack them. Leave it empty to draw them side by side.
- Field and template inputs suggest the fields of the series' data as you type.
- For a part-of-whole breakdown, use a Pie Chart.