How to Create Charts & Tables

Learn how to add and configure charts to flexibly display your data using basic chart types like line or column charts. 

Charts are the key mechanism in Valsight to display and interact with your data. They are always part of a simulation workspace, so the data they display is based on a model and your scenarios that are configured in the workspace. You can arrange your charts in multiple tabs and layout multiple charts per tab in a dashboard like interface.

Basics and Creating Charts

Some basics you should know when working with charts:

  • Charts are always calculated dynamically based on the underlying value driver logic and configured simulation scenarios. So changing a scenario, your model or your data will always lead to a recalculation of charts so that the latest data is displayed. 
  • You describe the data a chart should display by setting its axes and optional filters. The axes depend on the chart type and define the two dimensions that are used to visualize the data, e.g. which information should be on the x-axis and by which property the data series are grouped. Filters can be used to restrict the view further and only display a subset of data.
  • The dimensions scenariosyears and nodes are special as they should never be aggregated in a chart. Therefore they have to be either displayed on an axis or configured as a filter. 

To create a new chart, either create a new tab by clicking the plus button on the very left in the tab-bar or add a new chart to an existing tab by clicking the "Chart" button in the header. You will then be guided through the creation process by the chart wizard to select a chart type and apply node(s) to it.

Chart Configuration

You can configure your charts and adjust the settings using the inspector (in the panel in the right side of the screen). If the inspector is already open, just select your chart to display its properties. Otherwise just press "i" to open the inspector or select the chart and click the pencil icon.

  • You can select the chart type by selecting the data display property. From left to right, the chart types are: (1) line chart, (2) column chart, (3) stacked column chart, (4) mixed line and column chart, (5) table, (6) waterfall and (7) raw data. Choose the chart type depending on the data you want to visualize.
  • If you do not enter an explicit title, the system automatically proposes a title for you depending on the displayed nodes, years and scenarios. You can always manually override the title and enter a custom name.
  • The axis selection defines the dimensions you will see in your chart, e.g. which dimension you will see on the x-axis and which dimension defines the data series marked with different colours in a line chart. You are free to select any dimension in the system to be displayed in your chart. However, depending on the data in your models, some combinations might not be available and will display no data.
  • Filters can be used to restrict the view in your chart so that they only display a subset of data. Filters can either by multi-select or single-select filters. Each dimension that is selected as one of the axes will automatically add a multi-select filter to your chart that contains all values by default. To limit the number of values on your axis, you can restrict the filter. You can always add a new filter by pressing the "Add Filter" button and selecting the dimension and level for the new filter.
  • Compression allow you to compare any single data point with another data point

Data Format

You can further adjust the formatting of your chart to present your data the way you want. You can display numbers inside the chart, override axis settings and configure if a legend should be displayed and if null values should be hidden.

The axis configuration is individual for each axis in a chart. You can have multiple axes if you display multiple nodes with different units, as in the example above a node for euros and percent.

  • The default scale size and number of decimal places depends on the unit and your system configuration, but you can always override the setting in your chart. In the example above, 3.480.000 Euros would be displayed as 3,5 million Euros in the chart.
  • The minimum and maximum values define the start and end of your axis for the respective unit. The auto value will calculate reasonable values automatically for you to use the available space as best as possible. However, it is always possible to override the values and manually adjust your axis.

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