Creating Charts

In this section:

Previewing Charts
Creating Vertical Stacked Bar Charts
Creating Horizontal Bar Charts
Creating Vertical Side-by-Side Bar Charts
Creating Ring Pie Charts
Creating Absolute Line Charts
Creating Vertical Stacked Area Charts
Creating Scatter/Bubble Charts
Creating Circle Plot Charts
Creating Treemap Charts
Creating Data Grids
Creating Matrix Marker Charts
Creating Proportional Symbol Maps
Creating Choropleth Maps
Creating Charts Using a Chart Extension

How to:

Create a Chart Using WebFOCUS Designer

Using WebFOCUS Designer, you can create charts, grids, and maps, which enable you to convey information visually. You can save and share charts, add saved charts to pages, or edit existing charts should a scenario change. For example, you might want to create a line chart that compares two numeric measures or a ring pie chart that shows the intersections of your data as parts of a whole. You can also create a matrix chart, which allows you to identify hot spots and areas of concentration in your data. Because of its flexibility, WebFOCUS Designer provides you with the platform and tools you need to create charts that communicate.

Many charts show contrasting intersections of data, giving you the opportunity to share useful information that conveys patterns in your data. WebFOCUS Designer provides you with access to different types of simple and complex charts in a suite of charting options. You can also add your saved charts to pages or use them as standalone components that you can share with others in your organization, allowing for collaboration, which a centerpiece for business communication.

Creating a chart begins with the selection of a data source, which contains the underlying data that is used to create your chart. You can select a Master file (.mas) or a Reporting Object (.ro) as your data source. You can also upload a spreadsheet or connect to an existing data source.

You select your data from the Open dialog box, which has two tabs: Server and Repository. These tabs list data files based on where they are stored. Once you have selected a data source, you are ready to begin creating a chart. The following image shows the default WebFOCUS Designer interface when you create a chart.

When you begin creating a chart in WebFOCUS Designer, you start with a vertical stacked bar chart type, which is a frequently used type of chart. You can change this by choosing a different chart type from the chart picker, which is located to the right of your canvas. When you choose between the different chart types in the chart picker, you can hover over each chart type to display the name of the chart and the minimum data requirements to run the chart (for example, one measure and one dimension). You also have access to a number of chart extensions from the chart picker, which are specialized charts that are installed by your administrator. You can view these by expanding the chart picker. Chart extensions display in a double-column list, as shown in the following image.

You select measures and dimensions from the Fields tab, which holds the fields that were populated from your data source. You can add fields to your chart in the following ways: drag a field to the canvas, double-click a field, or drag a field into one of the buckets.

Once you have created a chart, you can format it to enhance the appearance or style of the chart. For example, you might want to add a header and footer to identify your chart and prepare it for distribution. Depending on the chart type, you can access targeted formatting options that allow you to customize the Legend, Series, and Axis in a chart. Additional options display when working with a specific chart type (for example, Map or Matrix chart types).

Previewing Charts

As you create charts in WebFOCUS Designer, you can preview them to see how your data displays in the chart, or to check the styling before publishing it or sharing it with others. At any point in the development of your chart, click Preview on the Quick Access Toolbar, as shown in the following image.

This executes your request and presents the results in the preview window.

Once you've reviewed your chart, you can exit the Preview using the Esc key.

For charts that contain prompts for parameters, in the prompting facility activated in Autoprompt mode, the Esc key causes the parameter panel to open and close. In this case, you can use the blue dot to return from the preview to the design view of your chart, as shown in the following image.

Procedure: How to Create a Chart Using WebFOCUS Designer

From the WebFOCUS Home Page, click the Designer tab.
Click Chart.
Select an existing data source or connect to a new data source and click Select.
Choose a chart type from the chart picker, as shown in the following image, or use the default vertical stacked bar chart.
Add measures by dragging them onto the canvas.

Note: You can also double-click a measure to add it to the relevant bucket or drag it into the relevant bucket.
Add dimensions by dragging them onto the canvas.

Note: You can also double-click the dimension to add it to the relevant bucket or drag it into the relevant bucket.

The chart refreshes with your selections.
You can format your chart in the following ways:
1. Edit the style, size, or format of your fonts.
2. Modify the appearance or location of your legend.
3. Modify axis options.
4. Add a header and footer.
5. Customize the series in your chart.
Before you save your chart, you can also create a thumbnail, which is used to show an image of the chart on the Home Page or when you create a page in WebFOCUS Designer. To create a thumbnail, on the WebFOCUS Designer toolbar, click Thumbnail.
On the WebFOCUS Designer toolbar, click Save to save your chart.

To edit your chart, locate it on the Home Page, right-click it, and click Edit from the shortcut menu.

You can now share your chart or add it to a page.

Creating Vertical Stacked Bar Charts

How to:

Create a Vertical Stacked Bar Chart

Use a vertical stacked bar chart when you want to view information for one dimension within another dimension. For example, when you want to see which product subcategories accounted for the most sales within each product category.

If you use one measure in the Vertical bucket and one dimension in the Horizontal bucket, a simple bar chart is created, with no stacked segments. Vertical stacked bar charts require at least one measure and one dimension. If you add a second measure to the Vertical bucket, a second series is created for the new measure and a new segment is placed on top of the first measure in each bar, as shown in the following image.

Additional measures increase the number of segments in a stack.

If you instead add a dimension field to the Color bucket, colored segments are created for each value in that dimension field, as shown in the following image.

Additional fields added to the color field create additional segments based on concatenated values.

The following display options are available for a vertical stacked bar chart:

Change chart orientation. Switches the horizontal and vertical axes, making the bars horizontal.
Clear buckets content. Empties all buckets.
Stacked. When selected, creates a vertical stacked bar chart.
Side-by-Side. When selected, creates a vertical side-by-side bar chart, in which the series are placed side-by-side in groups.
Absolute. When selected, creates a vertical absolute bar chart, in which the series are layered in front of one another.
Percent. When selected, creates a vertical percent bar chart. Each series is stacked to show a proportion of each bar instead of their actual value.

You can add fields to the following buckets for a vertical stacked bar chart:

Vertical. The first field is added to the vertical axis to determine the height of each bar. Additional measures create additional segments in each bar. Additional dimensions create matrix rows. You can click the icon in the bucket field label to toggle between using the field as a measure or a matrix row .
Horizontal. The first field is added to the horizontal axis to create a bar for each unique value. Additional fields create matrix columns. You can click the icon in the bucket field label to toggle between using the field as a horizontal axis sort field or matrix column .
Size. Controls the width of the bars based on a measure value.
Color. If a dimension field is used, creates segments for each value. If a measure field is used, applies a color scale to the bars.
Tooltip. The data placed in this bucket displays in the tooltip at run time. Can be used to make additional information available without changing the appearance of the chart.
Animate. Enables you to animate time progression using a slider control. As you move the control along the slider bar, an animation effect results. The slider control has a Play button that allows you to play and pause the animation. When you click Play, the Pause option is activated, enabling you to pause the progression and analyze your data. Slider controls are limited to one sort field and should be time or sequence related, such as month or year.
MultiPage. Enables the creation of multiple graphs based on the field that you place in this bucket.

Procedure: How to Create a Vertical Stacked Bar Chart

From the WebFOCUS Home Page, click the Designer tab, and then click Chart.
Choose a data source and click Select.
Add one or more measures and dimensions to the chart.

The vertical stacked bar chart refreshes with your selections, as shown in the following image.
You can perform the following tasks with your vertical stacked bar chart:
1. Add additional measures or dimensions to the chart, where applicable.
2. Change the fields to obtain different information.
3. Format the chart (for example, customize the header and footer or style the legend).
Save your vertical stacked bar chart.

Creating Horizontal Bar Charts

How to:

Create a Horizontal Bar Chart

Use a horizontal bar chart when you want to emphasize a ranking relationship in descending order. This chart type can also be used when the x-axis label is too long to fit legibly side-by-side.

If you add additional measure fields to the Horizontal bucket or add dimension fields to the Color bucket, additional bars are placed in groups for each vertical axis value.

Note: Horizontal bar charts require at least one measure and one dimension. Add measures as required to compare additional values.

To sort the bars from high to low, right-click a measure value in the Horizontal bucket and click Sort descending.

The following display options are available for a horizontal bar chart:

Change chart orientation. Switches the horizontal and vertical axes, making the bars vertical.
Clear buckets content. Empties all buckets.
Stacked. When selected, creates a horizontal stacked bar chart.
Side-by-Side. When selected, creates a horizontal side-by-side bar chart, in which the series are placed side-by-side in groups.
Absolute. When selected, creates a horizontal absolute bar chart, in which the series are layered in front of one another.
Percent. When selected, creates a horizontal percent bar chart. Each series is stacked to show a proportion of each bar instead of their actual value.

Note: When sorting a bar chart, each series is treated as a unique bar. As a result, groups of series such as stacked bar segments, side-by-side groups, or absolute overlapping bars may be separated.

You can add fields to the following buckets for a horizontal bar chart:

Vertical. The first field is added to the vertical axis to create a bar for each unique value. Additional fields create matrix rows. You can click the icon in the bucket field label to toggle between using the field as a vertical axis sort field or matrix row .
Horizontal. The first field added to the vertical axis determines the height of each bar. Additional measures create additional series for each bar. Additional dimensions create matrix rows. You can click the icon in the bucket field label to toggle between using the field as a measure or a matrix column .
Size. Controls the width of the bars based on a measure value.
Color. If a dimension field is used, creates a new series for each value. If a measure field is used, applies a color scale to the bars.
Tooltip. The data placed in this bucket displays in the tooltip at run time. Can be used to make additional information available without changing the appearance of the chart.
Animate. Enables you to animate time progression using a slider control. As you move the control along the slider bar, an animation effect results. The slider control has a Play button that allows you to play and pause the animation. When you click Play, the Pause option is activated, enabling you to pause the progression and analyze your data. Slider controls are limited to one sort field and should be time or sequence related, such as month or year.
MultiPage. Enables the creation of multiple graphs based on the field that you place in this bucket.

Procedure: How to Create a Horizontal Bar Chart

From the WebFOCUS Home Page, click the Designer tab, and then click Chart.
Choose a data source and click Select.
Add a measure and a dimension to the chart.

The horizontal bar chart refreshes with your selections, as shown in the following image.
You can perform the following tasks with your horizontal bar chart:
1. Add additional measures or dimensions to the chart, where applicable.
2. Change the fields to obtain different information.
3. Format the chart (for example, customize the header and footer or style the legend).
Save your horizontal bar chart.

Creating Vertical Side-by-Side Bar Charts

How to:

Create a Vertical Side-by-Side Bar Chart

Vertical side-by-side bar charts can be used to show additional measure or dimension values for each horizontal axis value using differing identifying colors. Side-by-side bar charts are useful to directly compare the values for different measures or categories within each horizontal axis sort value.

Note: This chart requires at least one measure and one dimension. Add measures as required to compare additional values.

The following display options are available for a vertical side-by-side bar chart:

Change chart orientation. Switches the horizontal and vertical axes, making the bars horizontal.
Clear buckets content. Empties all buckets.
Stacked. When selected, creates a vertical stacked bar chart, in which each series forms a segment of each bar.
Side-by-Side. When selected, creates a vertical side-by-side bar chart.
Absolute. When selected, creates a vertical absolute bar chart, in which the series are layered in front of one another.
Percent. When selected, creates a vertical percent bar chart. Each series is stacked to show a proportion of each bar instead of their actual value.

You can add fields to the following buckets for a vertical side-by-side bar chart:

Vertical. The first field is added to the vertical axis to determine the height of each bar. Additional measures create additional bars for each horizontal axis value. Additional dimensions create matrix rows. You can click the icon in the bucket field label to toggle between using the field as a measure or a matrix row .
Horizontal. The first field is added to the horizontal axis to create a bar for each unique value. Additional fields create matrix columns. You can click the icon in the bucket field label to toggle between using the field as a horizontal axis sort field or matrix column .
Size. Controls the width of the bars based on a measure value.
Color. If a dimension field is used, creates new bars for each value, placed in groups for each horizontal axis sort value. If a measure field is used, applies a color scale to the bars.
Tooltip. The data placed in this bucket displays in the tooltip at run time. Can be used to make additional information available without changing the appearance of the chart.
Animate. Enables you to animate time progression using a slider control. As you move the control along the slider bar, an animation effect results. The slider control has a Play button that allows you to play and pause the animation. When you click Play, the Pause option is activated, enabling you to pause the progression and analyze your data. Slider controls are limited to one sort field and should be time or sequence related, such as month or year.
MultiPage. Enables the creation of multiple graphs based on the field that you place in this bucket.

Procedure: How to Create a Vertical Side-by-Side Bar Chart

From the WebFOCUS Home Page, click the Designer tab, and then click Chart.
Choose a data source and click Select.
Add one or more measures and dimensions to the chart.

The vertical side-by-side bar chart refreshes with your selections, as shown in the following image.
You can perform the following tasks with your vertical side-by-side bar chart:
1. Add additional measures or dimensions to the chart, where applicable.
2. Change the fields to obtain different information.
3. Format the chart (for example, customize the header and footer or style the legend).
Save your vertical side-by-side bar chart.

Creating Ring Pie Charts

How to:

Create a Ring Pie Chart

Use a ring pie chart when you want to review the value of each segment, which represents the measure value for the selected dimension, as it relates to the total for the selected measure. The total value represented by all segments displays in the middle of the ring pie chart.

Note: Ring pie charts require at least one measure (placed in the Measure bucket) and one dimension (placed in the Color bucket). Add additional measures as required to create a separate ring pie for each measure.

The following display options are available for a ring pie chart:

Change chart orientation. Switches the fields in the Vertical and Horizontal buckets, reorienting matrix rows and columns.
Clear buckets content. Empties all buckets.

You can add fields to the following buckets in a ring pie chart:

Vertical. Enables you to specify a field to display row data in a matrix chart. The use of measure fields is supported. Row data is displayed on the left side of the chart, along the y-axis.
Horizontal. Enables you to specify a field to display column data in a matrix chart. The use of measure fields is supported. Column data is displayed at the top of the chart, along the x-axis.
Measure. Use this bucket to specify a measure that will define the size of segments in a pie chart. The Measure metric is used with the Color bucket for pie charts to create sections based on your field selections. Each field in the Measure bucket results in a separate ring pie chart.
Size. When creating a matrix chart that contains ring pie charts, the size bucket controls the diameter of each chart based on a measure value.
Color. Add a dimension field to the Color bucket to create a segment in the ring pie chart for each value.
Tooltip. The data placed in this bucket displays in the tooltip at run time. Can be used to make additional information available without changing the appearance of the chart.
Animate. Enables you to animate time progression using a slider control. As you move the control along the slider bar, an animation effect results. The slider control has a Play button that allows you to play and pause the animation. When you click Play, the Pause option is activated, enabling you to pause the progression and analyze your data. Slider controls are limited to one sort field and should be time or sequence related, such as month or year.
MultiPage. Enables the creation of multiple graphs based on the field that you place in this bucket.

Procedure: How to Create a Ring Pie Chart

From the WebFOCUS Home Page, click the Designer tab, and then click Chart.
Choose a data source and click Select.
Add one measure and a dimension to the chart.

The ring pie chart refreshes with your selections, as shown in the following image.
You can perform the following tasks with your ring pie chart:
1. Add additional measures or dimensions to the chart, where applicable.
2. Change the fields to obtain different information.
3. Format the chart (for example, customize the header and footer or style the legend).
Save your ring pie chart.

Creating Absolute Line Charts

How to:

Create an Absolute Line Chart

Use absolute line charts when you want to show trend data over time. For example, monthly changes in employment figures, or yearly sales of an item in your inventory.

Note: Absolute line charts require at least one measure and one dimension. Adding multiple measures or adding fields to the Color bucket will create additional lines on the chart.

The following display options are available for a line chart:

Change chart orientation. Switches the vertical and horizontal axes so that the lines draw from top to bottom.
Clear buckets content. Empties all buckets.
Stacked. Stacks each line on top of the previous line, similar to a stacked bar chart. As a result, the value for each point on a line is a sum of the value represented by that point and all points for the same horizontal axis value below it.
Absolute. Each point on each line represents an absolute value.
Percent. When selected, the points in each line are stacked and represent a proportion of the total for each horizontal axis value instead of their actual value.

You can add fields to the following buckets for a line chart:

Vertical. The first field is added to the vertical axis to determine the height of points on the line. Additional measures create additional lines. Additional dimensions create matrix rows. You can click the icon in the bucket field label to toggle between using the field as a measure or a matrix row .
Horizontal. The first field is added to the horizontal axis to create a point on each line for each unique value. Additional fields create matrix columns. You can click the icon in the bucket field label to toggle between using the field as a horizontal axis sort field or matrix column .
Size. Controls the thickness of the lines based on a measure value. The thickness changes at each point on the horizontal axis.
Color. If a dimension field is used, creates additional lines for each value. If a measure field is used, applies a color scale to the lines.
Tooltip. The data placed in this bucket displays in the tooltip at run time. Can be used to make additional information available without changing the appearance of the chart.
Animate. Enables you to animate time progression using a slider control. As you move the control along the slider bar, an animation effect results. The slider control has a Play button that allows you to play and pause the animation. When you click Play, the Pause option is activated, enabling you to pause the progression and analyze your data. Slider controls are limited to one sort field and should be time or sequence related, such as month or year.
MultiPage. Enables the creation of multiple graphs based on the field that you place in this bucket.

Procedure: How to Create an Absolute Line Chart

From the WebFOCUS Home Page, click the Designer tab, and then click Chart.
Choose a data source and click Select.
Add one or more measures and a dimension to the chart.

The absolute line chart refreshes with your selections, as shown in the following image.
You can perform the following tasks with your absolute line chart:
1. Add additional measures or dimensions to the chart, where applicable.
2. Change the fields to obtain different information.
3. Format the chart (for example, customize the header and footer or style the legend).
Save your absolute line chart.

Creating Vertical Stacked Area Charts

How to:

Create a Vertical Stacked Area Chart

Use vertical stacked area charts when you want to distinguish your data more dramatically by highlighting volume with color. In a vertical stacked area chart, each area is stacked on top of the sections below it.

Note: Vertical stacked area charts require at least one measure and one dimension. Adding multiple measures will create additional shaded areas on the chart.

The following display options are available for an area chart:

Change chart orientation. Switches the vertical and horizontal axes so that the lines draw from top to bottom.
Clear buckets content. Empties all buckets.
Stacked. Stacks each area on top of the previous area, similar to a stacked bar chart. As a result, the value for each point along the top of an area is a sum of the value represented by that point and all points for the same horizontal axis value in the areas below it.
Absolute. Each point in each area represents an absolute value. Areas are layered in front of each other.
Percent. When selected, the areas are stacked to fill the chart area and represent a proportion of the total for each horizontal axis value instead of their actual value.

You can add fields to the following buckets for an area chart:

Vertical. The first field is added to the vertical axis to determine the height of points in the area chart. Additional measures create additional areas. Additional dimensions create matrix rows. You can click the icon in the bucket field label to toggle between using the field as a measure or a matrix row .
Horizontal. The first field is added to the horizontal axis to create a point at the top of each area for each unique value in the field. Additional fields create matrix columns. You can click the icon in the bucket field label to toggle between using the field as a horizontal axis sort field or matrix column .
Color. If a dimension field is used, creates additional areas for each value. If a measure field is used, applies a color scale to the areas.
Tooltip. The data placed in this bucket displays in the tooltip at run time. Can be used to make additional information available without changing the appearance of the chart.
Animate. Enables you to animate time progression using a slider control. As you move the control along the slider bar, an animation effect results. The slider control has a Play button that allows you to play and pause the animation. When you click Play, the Pause option is activated, enabling you to pause the progression and analyze your data. Slider controls are limited to one sort field and should be time or sequence related, such as month or year.
MultiPage. Enables the creation of multiple graphs based on the field that you place in this bucket.

Procedure: How to Create a Vertical Stacked Area Chart

From the WebFOCUS Home Page, click the Designer tab, and then click Chart.
Choose a data source and click Select.
Add one or more measures and a dimension to the chart.

The vertical stacked area chart refreshes with your selections, as shown in the following image.
You can perform the following tasks with your vertical stacked area chart:
1. Add additional measures or dimensions to the chart, where applicable.
2. Change the fields to obtain different information.
3. Format the chart (for example, customize the header and footer or style the legend).
Save your vertical stacked area chart.

Creating Scatter/Bubble Charts

How to:

Create a Scatter/Bubble Chart

Scatter charts are used to show relationships between X and Y values. They compare two sets of numbers at once, which is useful for discovering patterns and trends.

A bubble chart is a chart in which the data points are represented by bubbles. Bubble charts can have two column fields representing X and Y data values, or have three column fields representing X, Y, and Z data values, in that order. The third variable (Z) represents size. The size of each bubble is used to show the relative importance of the data. A bubble chart can be used to effectively show the relationship between three measure fields.

Note: Scatter/bubble charts require at least two measures, one dimension, a color field, and at least one detail field. Optionally, add a dimension to the Size bucket to view the concentration of data.

The following display options are available for a scatter plot or bubble chart:

Change chart orientation. Switches the vertical and horizontal axes.
Clear buckets content. Empties all buckets.

You can add fields to the following buckets for a scatter plot or bubble chart:

Vertical. Add a measure field to the vertical axis to determine the vertical position of points. Additional dimensions create matrix rows. You can click the icon in the bucket field label to toggle between using the field as a measure or a matrix row .
Horizontal. Add a measure or dimension field to the horizontal axis to determine the horizontal position of points. Additional dimension fields create matrix columns. You can click the icon in the bucket field label to toggle between using the field as a horizontal axis field or matrix column .
Detail. Use this bucket to add detail to your visual by adding a data field to it. For example, if you add Sale,Quarter to the Detail bucket in your Scatter plot, the points on the plot are quadrupled, one for each quarter. In addition, the field that you specify in the Detail bucket also displays on the hover menu for each point in the plot.
Size. Controls the size of each bubble based on a measure value.
Color. If a dimension field is used, creates points or bubbles for each value and determines their color. If you also add a dimension to the Detail bucket, the values in the detail field are used to create points, and the values in the color field determine the color of the points. If a measure field is used, applies a color scale to the points.
Tooltip. The data placed in this bucket displays in the tooltip at run time. Can be used to make additional information available without changing the appearance of the chart.
Animate. Enables you to animate time progression using a slider control. As you move the control along the slider bar, an animation effect results. The slider control has a Play button that allows you to play and pause the animation. When you click Play, the Pause option is activated, enabling you to pause the progression and analyze your data. Slider controls are limited to one sort field and should be time or sequence related, such as month or year.
MultiPage. Enables the creation of multiple graphs based on the field that you place in this bucket.

Procedure: How to Create a Scatter/Bubble Chart

From the WebFOCUS Home Page, click the Designer tab, and then click Chart.
Choose a data source and click Select.
Add one measure and one dimension to the chart. Also, add fields in the Detail and Color buckets.

The scatter/bubble chart refreshes with your selections, as shown in the following image.
You can perform the following tasks with your scatter/bubble chart:
1. Add additional measures or dimensions to the chart, where applicable.
2. Change the fields to obtain different information.
3. Format the chart (for example, customize the header and footer or style the legend).
Save your scatter/bubble chart.

Creating Circle Plot Charts

How to:

Create a Circle Plot Chart

Use circle plot charts to display differing values in rows, enabling you to draw inferences as to how the values overlap.

Note: Circle plot charts require at least one measure and one dimension, as well as one for the Detail and Color buckets. Optionally, add a dimension to the Size bucket to view the concentration of data.

The following display options are available for a circle plot chart:

Change chart orientation. Switches the vertical and horizontal axes.
Clear buckets content. Empties all buckets.

You can add fields to the following buckets for a circle plot chart:

Vertical. Add a measure field to the vertical axis to determine the vertical position of points. Additional dimensions create matrix rows. You can click the icon in the bucket field label to toggle between using the field as a measure or a matrix row .
Horizontal. Add a dimension field to the horizontal axis to determine the horizontal position of points. Additional dimension fields create matrix columns. You can click the icon in the bucket field label to toggle between using the field as a horizontal axis field or matrix column .
Detail. Use this bucket to add detail to your visual by adding a data field to it. For example, if you add Sale,Quarter to the Detail bucket in your Scatter plot, the points on the plot are quadrupled, one for each quarter. In addition, the field that you specify in the Detail bucket also displays on the hover menu for each point in the plot.
Size. Controls the size of each point based on a measure value.
Color. If a dimension field is used, creates points for each value and determines their color. If you also add a dimension to the Detail bucket, the values in the detail field are used to create points, and the values in the color field determine the color of the points. If a measure field is used, applies a color scale to the points.
Tooltip. The data placed in this bucket displays in the tooltip at run time. Can be used to make additional information available without changing the appearance of the chart.
Animate. Enables you to animate time progression using a slider control. As you move the control along the slider bar, an animation effect results. The slider control has a Play button that allows you to play and pause the animation. When you click Play, the Pause option is activated, enabling you to pause the progression and analyze your data. Slider controls are limited to one sort field and should be time or sequence related, such as month or year.
MultiPage. Enables the creation of multiple graphs based on the field that you place in this bucket.

Procedure: How to Create a Circle Plot Chart

From the WebFOCUS Home Page, click the Designer tab, and then click Chart.
Choose a data source and click Select.
Add one measure, one dimension to the chart. Also, add a field into the Detail and Color buckets.

The circle plot chart refreshes with your selections, as shown in the following image.
You can perform the following tasks with your circle plot chart:
1. Add additional measures or dimensions to the chart, where applicable.
2. Change the fields to obtain different information.
3. Format the chart (for example, customize the header and footer or style the legend).
Save your circle plot chart.

Creating Treemap Charts

How to:

Create a Treemap Chart

Treemap charts can be used to display large amounts of hierarchically structured data. Using a set of nested rectangles to illustrate data relationships, sections of a treemap represent branches of a tree.

Note: Treemap charts require at least one measure and one dimension, to be placed in the Size and Color buckets. Groups are determined by those fields specified in the Grouping bucket.

The Clear buckets content display option is available for a treemap. It removes the fields from all buckets.

You can add fields to the following buckets for a treemap:

Group. Enables you to specify dimension fields by which to present your data in nested categories or groups.
Size. Use a measure field to determine the size of boxes in the treemap.
Color. If a dimension field is used, creates boxes to contain values for the field in the Group bucket. If a measure field is used, applies a color scale to the boxes in the treemap.
Tooltip. The data placed in this bucket displays in the tooltip at run time. Can be used to make additional information available without changing the appearance of the chart.
Animate. Enables you to animate time progression using a slider control. As you move the control along the slider bar, an animation effect results. The slider control has a Play button that allows you to play and pause the animation. When you click Play, the Pause option is activated, enabling you to pause the progression and analyze your data. Slider controls are limited to one sort field and should be time or sequence related, such as month or year.
MultiPage. Enables the creation of multiple graphs based on the field that you place in this bucket.

Procedure: How to Create a Treemap Chart

From the WebFOCUS Home Page, click the Designer tab, and then click Chart.
Choose a data source and click Select.
Add one measure, one dimension to the chart. Also, add a field into the Size and Color buckets.

The treemap chart refreshes with your selections, as shown in the following image.
You can perform the following tasks with your treemap chart:
1. Add additional measures or dimensions to the chart, where applicable.
2. Change the fields to obtain different information.
3. Format the chart (for example, customize the header and footer or style the legend).
Save your treemap chart.

Creating Data Grids

How to:

Create a Data Grid

Data grids can be used to present data in tabular form. For example, you can create a grid (table) that summarizes your data.

Note: Data grids require at least one measure and one dimension. Additional measures create unique columns. You can add multiple dimensions in the Row bucket to create customized rows based on the structure of your selection.

The following display options are available for a data grid:

Change chart orientation. Switches the sort fields in the Row and Column buckets.
Clear buckets content. Empties all buckets.

You can add fields to the following buckets for a data grid:

Measure. Supplies the measure values to display in the cells of the data grid.
Row. Use a dimension field to define the rows in the data grid, similar to the BY field in a report.
Column. Use a dimension to provide an additional sort column for each value. Each measure column is nested within each column field value. The column bucket is similar to an ACROSS field in a report.
MultiPage. Enables the creation of multiple graphs based on the field that you place in this bucket.

Procedure: How to Create a Data Grid

From the WebFOCUS Home Page, click the Designer tab, and then click Chart.
Choose a data source and click Select.
Add one or more measures and dimensions to the chart.

The data grid refreshes with your selections, as shown in the following image.
You can perform the following tasks with your data grid:
1. Add additional measures or dimensions to the chart, where applicable.
2. Change the fields to obtain different information.
3. Format the chart (for example, customize the header and footer or style the legend).
Save your data grid.

Creating Matrix Marker Charts

How to:

Create a Matrix Marker Chart

Matrix marker charts can be used to analyze one or two measures against a crosstab of two categorical dimensions. The result is a color scaled matrix chart that shows categorized trends.

Note: Matrix marker charts require at least two measures and two dimensions. It also requires a field in the Color and Size buckets, which allow you to see the concentration of data for that intersection of the chart.

The following display options are available for a matrix marker chart:

Change chart orientation. Switches the vertical and horizontal axes.
Clear buckets content. Empties all buckets.
Circle marker. Uses circles as the markers. You can choose a different marker shape from the Style tab. On the Style tab, open the Quick Access menu and click Series. In the Shape section, select a shape from the drop-down menu.
Square marker. Uses squares as the markers. You can choose a different marker shape from the Style tab. On the Style tab, open the Quick Access menu and click Series. In the Shape section, select a shape from the drop-down menu.
Fill marker. The markers fill the grid, changing the chart into a heatmap. Instead of using the Size bucket, use the Color bucket to indicate measure values.

You can add fields to the following buckets for a matrix marker chart:

Vertical. Add a dimension field to the Vertical bucket to set the vertical axis values for the matrix marker chart. Additional dimension fields are nested.
Horizontal. Add a dimension field to the Horizontal bucket to set the horizontal axis values for the matrix marker chart. Additional dimension fields are nested.
Size. Controls the size of each marker based on a measure value. Is not applied to matrix marker charts using the fill marker, or heatmap, display.
Color. Use a measure field to apply a color scale to the markers.
Tooltip. The data placed in this bucket displays in the tooltip at run time. Can be used to make additional information available without changing the appearance of the chart.
Animate. Enables you to animate time progression using a slider control. As you move the control along the slider bar, an animation effect results. The slider control has a Play button that allows you to play and pause the animation. When you click Play, the Pause option is activated, enabling you to pause the progression and analyze your data. Slider controls are limited to one sort field and should be time or sequence related, such as month or year.
MultiPage. Enables the creation of multiple graphs based on the field that you place in this bucket.

Procedure: How to Create a Matrix Marker Chart

From the WebFOCUS Home Page, click the Designer tab, and then click Chart.
Choose a data source and click Select.
Add two measures and two dimensions to the chart. Also, add fields to the Color and Size buckets.

The matrix marker chart refreshes with your selections, as shown in the following image.
You can perform the following tasks with your matrix marker chart:
1. Add additional measures or dimensions to the chart, where applicable.
2. Change the fields to obtain different information.
3. Format the chart (for example, customize the header and footer or style the legend).
Save your matrix marker chart.

Creating Proportional Symbol Maps

How to:

Create a Proportional Symbol Map

Proportional symbol maps, or bubble maps, use symbols of different sizes to represent data associated with different areas or locations within the map.

Note: Proportional symbol maps require at least one measure and one Georole, which contains geographic location information. You can add a field to the Color bucket to color the map.

The Clear buckets content display option is available for a proportional symbol map. It removes the fields from all buckets.

You can add fields to the following buckets for a proportional symbol map:

Size. Use a measure field to determine the size of bubbles on the proportional symbol map.
Color. Use a measure field to apply a color scale to the bubbles on the proportional symbol map. You can also use a dimension to color the points on the map. Each point can show one color, so it is advisable to use overarching categories that apply to distinct sets of points. For example, you could use a country field in the Color bucket to categorize points representing states.
Geo. Enables you to specify a Geolocation field for use in a map. Each value from the field is plotted on the map if it is recognized. A proportional symbol map can plot geographic areas, such as cities, states, or countries, as well as individual point locations such as street addresses and geographic coordinates.
Note: Geolocation fields must be configured in the data source to use a corresponding geographic role. Values from the field are matched to values from the geographic role to plot them in the correct location. For example, if your field contains country names, use the Country Name geographic role.
Tooltip. The data placed in this bucket displays in the tooltip at run time. Can be used to make additional information available without changing the appearance of the chart.
MultiPage. Enables the creation of multiple graphs based on the field that you place in this bucket.

Procedure: How to Create a Proportional Symbol Map

From the WebFOCUS Home Page, click the Designer tab, and then click Chart.
Choose a data source and click Select.
Add a measure and one georole to the Geo bucket.

The proportional symbol map refreshes with your selections, as shown in the following image.

Note: In this case, we have also added Product,Subcategory to add color to the map.
You can perform the following tasks with your proportional symbol map:
1. Change the field in the Geo bucket to analyze other trends.
2. Zoom in or out to see different views of the data.
Save your proportional symbol map.

Creating Choropleth Maps

How to:

Create a Choropleth Map

Choropleth maps can be used to create geographically-based heat maps. They are useful for visualizing location-based data, trends, and distributions across a geographic area.

Note: Choropleth maps require at least one measure and one Georole, which contains geographic location information. You can add a field to the Color bucket to color the map.

The Clear buckets content display option is available for a choropleth map. It removes the fields from all buckets.

You can add fields to the following buckets for a choropleth map:

Color. Use a measure field to apply a color scale to the areas on the choropleth map. You can also use a dimension to color the areas on the map. Each area can show one color, so it is advisable to use overarching categories that apply to distinct sets of points. For example, you could use a country field in the Color bucket to categorize states shown on the map.
Geo. Enables you to specify a Geolocation field for use in a map. Each value from the field is plotted on the map if it is recognized. A choropleth can plot geographic areas, such as cities, states, or countries.
Note: Geolocation fields must be configured in the data source to use a corresponding geographic role. Values from the field are matched to values from the geographic role to plot them in the correct location. For example, if your field contains country names, use the Country Name geographic role.
Tooltip. The data placed in this bucket displays in the tooltip at run time. Can be used to make additional information available without changing the appearance of the chart.
MultiPage. Enables the creation of multiple graphs based on the field that you place in this bucket.

Procedure: How to Create a Choropleth Map

From the WebFOCUS Home Page, click the Designer tab, and then click Chart.
Choose a data source and click Select.
Add a measure and one georole to the Geo bucket.

The choropleth map refreshes with your selections, as shown in the following image.
You can perform the following tasks with your choropleth map:
1. Change the field in the Geo bucket to analyze other trends.
2. Zoom in or out to see different views of the data.
Save your choropleth map.

Creating Charts Using a Chart Extension

How to:

Create a Chart Using a Chart Extension

WebFOCUS supports the ability to add new, custom chart types to its list of built-in charts. These custom chart types are called extensions or plug-ins. Once enabled on your WebFOCUS environment, any extensions that you have added are available on the chart picker, in the Custom section, as shown in the following image.

Chart extensions in Custom section of chart picker

Each chart extension uses a set of buckets and properties unique to that extension. The liquid gauge chart extension uses the Tooltip, Value Bucket, and MultiPage buckets, as shown in the following image.

The chord diagram, on the other hand, uses the Source Nodes, Target Nodes, Node Link Values, and MultiPage buckets. It also indicates the type of field that should be used in each bucket, as shown in the following image.

Each of these buckets is configured to allow a certain number of fields, and certain types of fields.

Chart extensions also have a unique set of properties that can be applied to them. To access chart extension properties, on the Style tab, with the General option selected from the Quick Access menu, in the Other section, click Extension properties. This opens the Extension properties panel. The Extension properties panel opens on top of the Field and Format panels, and can be resized and moved within the browser window. If you click outside of the Extension properties panel, it closes, and any changes that you made to the chart properties are applied.

The Extension properties panel for a liquid gauge chart is shown in the following image.

Some of the properties on the Extension properties panel apply to specific elements of the chart extension. For example, in the following image, the color of the wave the in the liquid gauge chart has been changed to a darker shade of blue, and the number of waves has been increased from 1 to 3.

For more details about the buckets and properties used in specific chart extensions, see the page for each extension on the Information Builders GitHub site.

Procedure: How to Create a Chart Using a Chart Extension

From the WebFOCUS Home Page, click the Designer tab, and then click Chart.
Choose a data source and click Select.

WebFOCUS Designer opens in chart mode.
Expand the Chart picker and, from the Custom section, select a chart extension with which to create your chart.
Add measure and dimension fields to the chart based on the available buckets.
Optionally, style the chart using the available extension-specific properties.
1. Select the Style tab .
2. If it is not already selected, open the Quick Access menu and select General.
3. In the Other section, click Extension properties. The Extension properties panel opens.
4. Make changes to the desired properties, and then close the Extension properties panel.
  
  The chart updates to reflect your changes to extension properties.
Save your chart.