Standard Chart Data

When you have created a Standard Chart element (for a Pie Chart or Bar Chart), the next step is to define:

What type of Chart to create
What data the Chart will collate and present
What the source of the data is
 

You define these aspects on the Chart element's Properties dialog.

Access     Double-click on Chart element | Chart Details | Source

Define Chart Data

Task

Action

See also

Define Chart Type

In the Type field, click on the drop-down arrow and click on the basic type of Chart to create (Pie, 2D Bar or 3D Bar).

After you have specified the data type and source (below), you can further refine the Chart type using the Appearance page of the dialog.

 

 

 

Chart Appearance

Define Data Type

In the Series field, click on the Browse icon ( ... ) and select the primary object type and property to show in the Chart, from the menu and sub-menus. For example:

Element   and   Status
 

For a Bar Chart, whether 2D or 3D, you can optionally select a secondary object and property by which to impose a grouping of the data on the Chart. In the Group By field, click on the Browse icon ( ... ) and select the secondary object type and property by which to group the data. For example:

Element   and   ObjectType

 
This combination produces a Chart that shows the numbers of elements having each status, grouped by element type.

Notes

You cannot apply grouping to a Pie Chart, so if you select Pie in the Type field, the Group By field is disabled
SQL Searches and CSV strings define the data selection, so if you select either of these as the data source, the Series Data and Group By fields are disabled

 

 

Define Data Source

The data you present in your Chart is likely to come from within your model, although you can also copy a simple Comma Separated Value (CSV) spreadsheet from an external file into the dialog, for display.

You have several options for locating the data within your model. You can search:

Within one or more specific Packages
Across the whole model
As defined by a tailored SQL Query
 

You can also filter the data you are collecting, to highlight specific features of the model. Again, as the CSV and SQL definitions specify the data characteristics themselves, the filtering option is not enabled for them.

An advantage of defining the search or CSV table within the element is that the search or data is available with the Chart element where all users can access it, rather than being restricted to the workstation of the person who created the data Chart.

Fully specifying and committing one type of data source will clear the definition of any previously-used data source.

 

 

External Data

 

Source Package

 

Custom Query

 

Element Filters in Charts

Learn more