Create a New Chart
Overview
In the Business Intelligence, you can create charts by selecting a package, visualization type, and applying filters. This guide will walk you through the steps to create a new chart and test various visualization types.
Step-by-Step Guide
Access the Create Chart Section
- Ensure you are logged in as an authenticated user with access to the Business Intelligence.
- Navigate to the "Create Chart" section.
View Available Packages and Input Fields
- You will see a list of all available packages.
- Input fields for "Chart Name" and "Description" will be visible.
- A section for "Visualization Type" with all visualization options will be displayed.
Create a New Chart
- Select a Package: Choose a package from the list of available packages.
- Enter Chart Details: Enter a "Chart Name" and "Description".
- Select a Visualization Type: Coose a visualization type from the options provided.
- Configure Chart Options: Based on the selected visualization type, configure the appropriate chart options.
A preview of the chart and table will be displayed on the right-hand side based on the selected configurations.
Add Filter Conditions
- Add a filter condition with a column and value.
The data appearing on the chart will be filtered according to the filter condition.
Create the Chart
- Click on the "Create Chart" button.
Chart Creation Outcome
- Successful Creation:
You will be redirected to the list of charts and a success message will be displayed.
- Validation Error:
A validation error message will be displayed if there is an issue with the chart creation.
Visualization Types
This guide provides a comprehensive overview of the steps involved in creating a new chart within the Business Intelligence. Follow each efully to ensure successful chart creation and testing of various visualization types.