Ribbon Commands for Charts

Destination Group

InfoMini

Enables the creation of an InfoMini application. For more information on using InfoMini, see Understanding and Building InfoMini Applications.

Chart

Indicates that you are in Chart mode.

Report

Switches to Report mode. Converts a chart to a report using the fields specified in the chart.

File

Creates an image file from a chart. This option is disabled by default and is only enabled for HTML format.

Chart Types Group

Bar

Changes the chart type to a bar chart.

Pie

Changes the chart type to a pie chart.

Line

Changes the chart type to a line chart.

Area

Changes the chart type to an area chart.

Scatter

Changes the chart type to a scatter chart.

Choropleth

Changes the chart type to a choropleth map.

Proportional Symbol

Changes the chart type to a proportional symbol (bubble) map.

Other

Opens the Select a chart dialog box. The chart types, depicted by icons, display on the left side of the dialog box. The first chart type represents the bar chart category, which is selected by default. When a chart type is selected, the dialog box displays thumbnail images of bar chart variations that are supported.

Map Group

Background

Provides terrain options and various other geographical views. This option only displays when a map is selected as the chart type.

Demographic Layers

Allows you to apply one or more pre-defined demographic layers, which can narrow the scope of your data using these underlying layers of demographic categorization. This option only displays when a map is selected as the chart type.

Reference Layers

Enables you to define one or more reference layers, which creates borders based on your geographical selection. This option only displays when a map is selected as the chart type.

Features Group

3D Effect

Sets the three-dimensional view to on or off. The 3D Effect feature is disabled for 3D, stock, gauge, gauge thermometer, Pareto, spectral map, and funnel chart types. This is the default. This option is not available for maps.

Rotate

Toggles between a vertical display or horizontal display of a chart. For more information, see How to Rotate a Chart. The Rotate feature is disabled for pie, scatter, 3D, stock, gauge, gauge thermometer, Pareto, spectral map, and funnel chart types. This option is not available for maps.

Reference

Opens a drop-down menu that provides the Add Reference Line to Y-Axis and Add Reference Line to X-Axis options. Selecting one of these options opens the appropriate Reference Line dialog box, where you can set the specific X-axis or Y-axis value, type the text that you want, and position the reference line on a chart. For more information, see How to Display a Static Reference Line. The Reference feature is disabled for pie, 3D, stock, gauge, gauge thermometer, Pareto, spectral map, and funnel chart types. This option is not available for maps.

The reference line option is not available in InfoAssist Basic.

Annotate

Opens a drop-down menu that provides the Add an annotation option. Selecting this option opens the Annotation dialog box, where you can type the text that you want and position the annotation on a chart. For more information, see How to Display Annotations.

The annotation option is not available in HTML5. This option is not available for maps. The annotation option is not available in InfoAssist Basic.

Grid

Opens a drop-down menu allowing you to expand options for Horizontal or Vertical Gridlines. Both selections allow you to enable or disable Major and Minor Gridlines. Clicking More Options opens the Format Grid Lines dialog box. This option is not available for maps. For more information, see Formatting Gridlines.

Frame & Background

Opens the Frame & Background dialog box where you can edit the background style and frames for charts. The dialog contains different options depending on the chart type selected. For more information, see Formatting a Frame and a Background.

Gauges

Opens the Gauge dialog box where you can edit your gauge chart. This button is only available when a gauge chart type is selected. This option is not available for maps. For more information, see How to Style a Gauge Needle.

Gauge options are not available in InfoAssist Basic.

Opens the dialog box where you can configure your report options, such as menu items, graph engine, and colors. This button is available when the output type is set to . This option is not available for maps.

Accessibility

Allows a title to be added to a report, chart, or document that is Section 508 compliant. This option is available for reports and charts when the output type is HTML, HTML5, or PDF. This includes JS Charts, which encompasses any chart that is drawn in an HTML environment using a defined data set and JavaScript Option Notation (JSON) definitions. For more information, see the Creating HTML5 Charts With TIBCO WebFOCUS® Language manual.

For documents, the output type must be set to PDF.

The chart features are unavailable when designing a chart that will be output in format.

Labels Group

Axes

Opens a drop-down menu, where you can enable and rotate horizontal and vertical axis labels, and stagger horizontal axis labels. You can also edit the axis labels by clicking More Horizontal Axis Options or More Vertical Axis Options. For more information, see How to Format Axis Labels. This option is not available for maps.

Legend

Opens a drop-down menu, where you can select the Show Legend option to display the legend on the chart, or clear your selection to hide the legend, change the default legend position, and change the default legend orientation. For more information, see Format Legend Dialog Box.

Interactive Group

Interactive Options

Opens the Interactive Options dialog box, which enables you to specify animation and mouse over effects in your chart. This option is only available for HTML5 and outputs. This option is not available for maps.

Run with Group

Auto Drill

Enables you to navigate through different levels within the dimension hierarchy of your data source. Click Auto Drill to enable the functionality.

Note: Auto Drill functionality requires the specification of at least one dimension sort field in the request.

For more information, see Using Auto Drill.

Insight

Enables you to activate Insight, a powerful visualization tool that allows for the interactive selection of measures and dimensions. This allows you to create dynamic charts in real-time. This feature is available in HTML5 Chart mode only. Click Insight to enable the feature, and then click Run to launch it. For more information, see Using Insight.

Auto Linking Group

Enable Auto Linking

Enables auto linking.

Auto Link Target

Sets procedure as an available target for auto linking.

Calculation Group

Detail (Define)

Opens the Detail Field (DEFINE) dialog box, where you can create a defined field, type a name for the field, and enter a format. A Define field is an optional attribute used to create a virtual field for reporting. You can derive the virtual field value from information already in the data source (that is, from permanent fields).

Summary (Compute)

Opens the Summary Field (COMPUTE) dialog box, where you can create a computed field, type a name for the field, and enter a format.

Join Group

Join

Opens the Join dialog box, where you can create a new join, edit or delete existing joins, and add data sources to a join.

Filter Group

Filter

Opens the Filter dialog box, enabling you to set filtering options. Filter options include Where, Where Total, the And conjunction, and the Or conjunctions in a single expression.

Display Group

Missing Data

Includes options for how to display missing values in charts.

Data Source Group

Add

Opens the Open dialog box, where you can add additional data sources to a document, enabling you to insert reports from different data sources into the same document. This option is only enabled if the chart was created from a HOLD file.

Switch

Opens a drop-down list of all the data sources that have been added. You can choose which data source is currently active and being used to create new reports. This option is only enabled if the chart was created from a HOLD file.

Options Group

New Group

Creates a new group of similar slicers.

Clear Slicers

Resets all slicers so that no filtering is done.

Update Preview

Applies slicers to preview.

Options

Opens the Edit Slicers dialog box to the General tab, where you can set general options for your slicers.

Record Limit Group

Preview

Sets the number of records retrieved from the data source for preview.

Run Time

Sets the number of records retrieved at run time.

Record Limit

Opens the Edit Slicers dialog box to the Record Limit tab, where you can set record limits for your slicers.

Group Number Group

Group n

Contains a group for each Slicer group that is added. Group 1 is the default slicer group to which you can drag fields to create slicers. To access slicer group options, click Group n to open the Edit Slicers dialog box where you can rename the slicer group and modify the order of the slicers in the group.

Page Setup Group

Margins

Enables you to set margin values by choosing Normal (1 inch all around), Narrow (.5 inch all around), Moderate (.5 inch left or right), Wide (1.5 inch left or right), or Custom. Choosing Custom opens the Margins dialog box, where you can set specific margins as needed.

Orientation

Enables you to set the orientation of your report to portrait or landscape.

Size

Enables you to select the size of the paper for printing output. You can choose A3, A4, A5, Letter, Tabloid, Legal, PowerPoint, or Large Size (34 x 44 Inches).

Units

Enables you to select the unit of measurement used for customizing the dimension fields of your report or chart. You can choose Inches, Centimeters, or Points.

Page Numbers

This option is disabled for charts.

Size & Arrange Group

Height

Sets the height of the chart.

Width

Sets the width of the chart.

Auto Overflow

This option is disabled for charts.

Aspect Ratio

Lock the height and width aspect ratio. With the aspect ratio locked, changing the width automatically changes the height to keep the component to scale, and changing the height automatically changes the width.

AutoFit

Expands the chart, at design time, when additional fields are added. At run time, the chart is resized dynamically to fit into the container in which it is placed. AutoFit is enabled, by default.

Align

This option is available in Document mode only.

Relative Position

This option is available in Document mode only.

Design Group

Query (Design view)

Displays the Data, Query, and Filter panes across the entire canvas, eliminating Live Preview. This view provides a larger work area for creating the chart.

Live Preview (Design view)

Displays the chart on the canvas as you create the report. You can use the Live Preview to add, remove, and arrange fields, as well as style the chart.

Document (Design view)

Converts a chart into a document. Opens the document on canvas, which you can use to add text, images, lines, reports, and charts to create documents.

Show/Hide Group

Resources

Minimizes the Resources panel and expands the size of the canvas to also occupy the area where the Resources panel typically appears. The canvas can display a preview of a report, output of a report, or the Query Design pane.

Data Panel Group

Logical

Displays the data source fields by type. This is the default view. The Logical view options include Title, Description, Field, and Alias.

List

Displays the data source fields in a tabular list format. This list contains a header row. You can sort fields differently by clicking a column header. The List view options include Title, Description, Field, Alias, Format, Segment, Filename, and Reference.

Structured

Displays the hierarchical structure of the data source files. The Structured view options include Title, Description, Field, and Alias.

Query Panel Group

Areas 2x2

Displays data in a two column by two-row grid. This option is disabled for charts that use the new field container syntax.

Areas 1x4

Displays data in a one column by four-row grid. This option is disabled for charts that use the new field container syntax.

Tree

Displays data in a tree. This is the default.

Output Window Group

Arrange

Opens a drop-down menu where you can choose how to display multiple output windows. The options are Cascade, Tile Horizontally, and Tile Vertically.

Output Location

Opens a drop-down menu where you can choose how to direct new output. The options are Single tab (default), New Tab, Single Window, and New Window.

Switch Output

Opens a drop-down menu for choosing to view any active output window.

Report Group

Switch Report

Lists any active report or chart to which you can switch.

Filter Group

Filter

Opens the Filter dialog box for creating filters. Filters enable you to select only the data that you want and to exclude unwanted data.

Exclude

Removes, but does not delete, the filter from the chart.

Include

Restores a filter that was previously excluded from a chart.

Prompt

Opens the Create a filtering condition dialog box for creating an auto prompting parameter that you can select when you run a chart. The Create a filtering condition dialog box is used to create both filters and auto prompting parameters. The following prompt options are available when Parameter is selected from the Type drop-down menu:

• Simple. This is used for prompts using Text Input. This is the default value.
• Static. This is used for prompts using Selection. This option allows you to select multiple values at run time.
• Dynamic. This is used for prompts using Data Values. This option allows you to select multiple values at run time.
• Optional. This is used for prompts using Single or Multiselect parameters.

Sort Group

Up

Sorts the selected field in ascending order.

Down

Sorts the selected field in descending order.

Rank

This option is disabled for charts.

Group

Opens the Create a Group dialog box where you can create a group to combine values together. This option is enabled for dimension fields only.

Limit

Opens a drop-down menu that allows you to specify the number of unique values to display for a sort group that has been added.

Format Group

Note: These options are disabled for charts.

Display Group

Hide Field

Allows you to hide a selected field.

Hide Missing

Allows you to hide fields that have no value. This option is disabled for charts.

Aggregation

Opens a drop-down menu of the following options: None (default), Sum, Average, Count, Count Distinct, Percent of Count, First Value, Last Value, Maximum, Minimum, Total, Percent, Row Percent, Median, Average Square. This option is only available for measure fields or dimensions (alpha field only) that are in a numeric field container. Otherwise, aggregations will not display.

Traffic Lights

Opens the Traffic Light Condition dialog box. From this dialog box, you can add new conditional styling by applying traffic light (and other) colors to a selected field in the output when the field meets specified criteria, modify existing conditional styling, and enable conditional drill-down. This option is only available for measure fields.

Data Bars

This option is disabled for charts.

Within

Allows you to use specific aggregation tasks at different report levels. You can use the Within phrase to manipulate display field values as they are aggregated within a sort group rather than a report column. This option is disabled for charts.

Column(s)

Allows you to indicate the number of columns in which you wish to display multiple graphs. The value can be between 1 and 512. The default is 1. This option is also available from the Query Design pane shortcut menu for a Multi-graph component. This option is only enabled when the multi-graph field container is populated.

Links Group

Drill Down

Opens the Drill Down dialog box, where you can configure a hyperlink or a drill-down procedure for the selected field. Clicking that field in the report output, at run time, redirects you to the URL you specified or executes the indicated procedure. This option is available for measure fields only. If you are working in PDF format, this option is disabled.

Select Group

Series drop-down list

Lists the available series in the current chart.

Style Group

Style

Opens the Format Series dialog box, where you can edit the styling options for the selected series. You can also open this dialog box by right-clicking a series, and then clicking More Style Options.

Properties Group

Data Labels

Adds data labels to the chart. The drop-down menu contains the following data position options for selecting where to display data values as labels on a chart: Above (default), On top edge, Below top edge, Center, and Base. If you are working with a Pie chart, the options are: On Slice, Outside Slice, and Outside with feeler lines.

Clicking More Data Label Options opens the Format Labels dialog box, where you can further edit your data labels.

Type

Opens a drop-down menu with the following options for selecting different chart types: None (default), Bar, Line, and Area.

Note: When you make a change to the chart type using the Type button on the Series tab, changes to the chart type on the Format tab are overwritten.

Trendline

Opens a drop-down menu that provides options for adding a trendline to a chart.

Equation

Displays the associated mathematical equation for the selected trendline on the chart.

The equation is not available in HTML5.

The equation option is not available in InfoAssist Basic.

Line Group

Smooth Line

Draws the chart using smooth lines.

The smooth line option is not available in InfoAssist Basic.

Connect Lines

Controls the display of connecting lines between markers on a line or scatter chart. By default, lines are connected on a line chart and disconnected on a scatter chart.

Marker

Opens a drop-down menu from which you can select options to change the display of the default data and legend markers on line and scatter chart types. For more information, see How to Change the Appearance of a Marker.

The marker option is not available in InfoAssist Basic.

Pie Group

Note: The following options are only enabled when you are working with a pie chart.

Expand

Expands pie slices.

Hide

Hides pie slices.