Note: Prior to adding a Widget, a Dashboard must be created. 

How to add data: 

1. In the Categories panel, click Add + to select the data that will be displayed in the Pie Chart. You can add only one field.
   Typically, the categories of a Pie Chart contain descriptive data.
   Note: All slices that are smaller or equal to 3% are grouped together into a slice called Other. You can hover over this slice to display its breakdown.
2. In the Values area, select the field whose values determine the size of the pie slice by clicking Add +. Values are typically used to represent numeric data.
   Note: You can add only one field.

How to design the Pie Chart:

Fine-tune the appearance of the Pie Chart widget, using the following tools:

• PIE TYPE: Select how the pie appears.
  

• Legend: Specify whether to show or hide the Legend, and select its position. To add a title to the legend, so that users understand clearly which dimension is displayed in the chart.
• Labels: Select which labels to display on the pie chart, as indicated below:
  
  
  

Note: Analyze rounds up numbers in Pie charts and this may lead to the percentages totaling to 101%.

• Show ‘Others’ Slice: Toggle this setting to control the display of the ‘Others’ slice:
• Include in the ‘Others’ slice all categories (slices) smaller than X percent (%), OR
• Show X slices, and group all the rest into the ‘Others’ slice
• Set the direction of slices: Click the Sort button in the Values section in the Data panel to set the direction of slices:
• Clockwise or counter clockwise by category percentages
• By category name (from A to Z, or from 1 and higher)
  
  

Exploring Pie Charts

You can drill down into pie charts just like other widgets. In addition, when your pie chart has so many smaller slices that they are aggregated into a single slice called Others, you can click this slice to display a second pie chart containing a breakdown of the Others slice.

For example, the pie chart below displays a breakdown of the top 5 slices in a pie chart with many smaller slices included in the Others slice.

By clicking the Others slice, you can see a breakdown of all the slices included in the Others slice.

How to add data:

1. In the Categories panel, click Add+ to select the field(s) whose values will be placed on the Y-Axis.
   Typically, the Y-Axis of a Bar Chart is descriptive data. You must add at least one item to Categories, and a maximum of two items. When you add two fields to Categories, the chart’s Y-Axis are combined.
2. In Values, select the fields whose values determine the length of each column. Typically, the values of a Bar Chart are used to represent numeric data.
   You must add at least one field to Values. When you add more than one value, each item is represented in the chart by its own color and area.
3. (Optional) Select a field by which to break (group) the data represented in this chart by clicking Add +.
   Each group is represented by a different column and is automatically added to the chart’s legend.
   Break by is optional, and operates under the following conditions:

• You can add at most one Break by field.
• The Break by option is available only when a single field was added to Values (Y-AXIS).
• You can only add a single field to Values if the Break by option was used.

How to design the Bar Chart: 

Fine-tune the appearance of the Bar Chart widget. The design options are the same as for Column Chart.

How to add data:

These instructions begin on the homepage, under the Widget Designer.  

1. In the Widget Designer, click + Select Data to select the field(s) whose values will be placed on the X-Axis.
   Typically, the X-Axis of an Area Chart is used to represent time. You must add at least one item to the X-Axis. You can add at most two items. When you add two X-axis items, the chart’s two X-Axis are combined.
2. In the Values area, click Add+ to select the field whose value determines the height of the area in the chart. Typically, the Y-Axis of an Areas Chart is used to represent numeric data.
   You must add at least one field to Values. When you add more than one Value, then each item is represented in the chart by its own color and area.
3. Break by (optional): Click Add + to select a field by which to break up (group) the data represented in this chart.
   Each field added to Break By is represented by its own area in the chart and is automatically added to the chart’s legend.
   This is an optional field, and operates under the following conditions:

• You can add at most one Break by field.
• The Break by option is available only when a single field was added to Values (Y-Axis).
• You can add only a single field to Values, if the Break by option was used.

How to design the Area Chart:

To fine-tune the appearance of the Area Chart widget, open the widget in Edit mode and on the right pane you can modify your Area Chart with the following options:

• Area Types: Select how areas are represented in the widget:
• Classic: Areas overlap, meaning that smaller areas appear on top of larger areas and cover them. The colors indicate the distribution between the values.
  
  
• Stacked: Areas are stacked on top of each other and do not overlap. Hover over the columns to see the percentage distribution among the values.
  
  
• Stacked 100: Areas are stacked on top of each other (but do not overlap). The combined area is stretched to the top in order to represent 100%. This option is most commonly used when the relative distribution of the values is more important than their aggregation.
  
• Line Type: Select how the line appears in the widget: Straight (Default) or Smooth.
• Line Width: Select either Thin, Bold (Default) or Thick.
• Legend: Specify whether to show or hide the Legend and its position.
• Value Labels: Specify whether to show or hide labels showing values in the Area Chart.
  
• Markers: Specify whether to show or hide markers over data points.
• X-Axis:
• Grid Lines: Shows (Default) / hides.
• Labels: Shows (Default) / hides.
• Title: Select the checkbox to display the x-axis title. To edit the title, type in a new title. Click outside the text box to apply the new value.
• Y-Axis
• Grid Lines: Shows (Default) / hides.
• Logarithmic: Displays using orders of magnitude.
• Labels: Shows (Default) / hides.
• Title: Select the checkbox to display the y-axis title. To edit the title, type in a new title. Click outside the text box to apply the new value.
• Values on Axis: To change the default minimum, maximum or interval values on the axis, type in the new values, and click outside the text boxes to apply the new values. To restore any of the values to their default states, click on the reset button.

How to add data: 

1. In the Categories panel, click Add + to select the field(s) whose values will be placed on the X-Axis.
   Typically, the X-Axis of a Column Chart is descriptive data. You must add at least one item to Categories, and at most, two items.
   When two Category items are added, then the chart’s X-Axes are automatically grouped. To change the order of the categories, drag a category up or down in the Categories list.
   
   One Category Item
   
   
   Two Category Items
   
2. In the Values area, select the field whose value determines the height of the columns by clicking Add +. Typically, the Y‑Axis of a Column Chart is used to represent numeric data.
   You must add at least one field to Values. When more than one Value is added, then each item is represented in the chart by its own color and area.
3. Break by: Select a field by which to break (group) the data represented in this chart by clicking Add +.
   Each group is represented by a different column and is automatically added to the chart’s legend.
   This is an optional field, and operates under the following conditions:
• At most one Break by field can be added.
• The Break by option is available only when a single field was added to Values (Y-Axis).
• Only a single field can be added to Values, if the Break by option, described below, was used.
4. Define filters for the widget, as described in Introduction to Analyze Dashboards in the Filtering your Dashboard section.

How to design the Column Chart:

Fine-tune the appearance of the COLUMN CHART Widget, using the following tools:

• Column Type: Select how columns are represented in the Widget:
• Classic: Columns are displayed side by side.
• Stacked: Columns are stacked on top of each other and do not overlap. The tooltips over the columns show the percentage distribution among the Values.
• Stacked 100: Columns are stacked on top of each other (but do not overlap) and the combined column is stretched to represent 100%. This option is most commonly used when the relative distribution of the values is more important than their aggregation.

Selecting the Column Type

Classic	Stacked	Stacked 1000

• Legend: Specify whether to show or hide the Legend and its position.
• Value Labels: Specify whether to show or hide labels showing values in the Column Chart. You can also select the angle of the labels.
  
• X-Axis: Enable or disable the following options:
• Grid Lines: Shows (Default) / hides.
• Labels: Shows (Default) / hides.
• Title: Select the checkbox to display the X-Axis title. To edit the title, type in a new title. Click outside the text box to apply the new value.
• Y-Axis: Enable or disable the following options:
• Grid Lines: Shows (Default) / hides.
• Logarithmic: Displays using orders of magnitude.
• Labels: Shows (Default) / hides.
• Title: Select the checkbox to display the y-axis title. To edit the title, type in a new title. Click outside the text box to apply the new value.
• Values on Axis: To change the default minimum, maximum or interval values on the axis, type in the new values, and click outside the text boxes to apply the new values. To restore any of the values to their default states, click on the reset button.
• Auto Zoom: When a widget contains more data than can comfortably be displayed in one view, Auto Zoom will resize the chart to include more data, and in some cases adds a zoom bar under the widget. The zoom bar enables you to scroll right and left and to zoom in/out of different parts of the width of the widget.

How to add data: 

1. Add data to the X-axis.
   Click Add + to select the field(s) that will be represented on the X-Axis.
   Typically, the x-axis of a Line chart is used to represent time.
   You must add at least one item to the x-axis, and at most, two items.
   When you add two x-axis items, the chart’s x-axes are combined and a separate plot (line) is displayed for each unique value of the second selected x-axis.
2. Add data to the Y-axis.
   In the Values area, click Add + and select the field whose value determines the height of the lines in the chart. Typically, the Y-Axis of a line chart is used to represent numeric data. You must add at least one field. If you add more than one field, then each item is represented in the chart by its own line and color. 
   
   
   Another version of the same chart includes the following differences: 

• The second value has been changed into a column chart.
• The second value has been added to the right axis. This is a useful option when the values are using a considerably different scale.

Both options are available by right-clicking on the value.

3. (Optional) Select a field by which to break up the data. Click Add +.
Each item that is a member of the field added to Break by is represented by its own line in the chart, and is automatically added to the chart’s legend.
You can add only one Break by field.
The Break by option is only available when you have a single field in the Y-Axis.

How to design the Line Chart:

Fine-tune the appearance of the line chart, using the following tools:

• Line Width: Select either Thin, Bold (default) or Thick.
• Line Type: Select how the line appears in the widget: Straight (default) or Smooth.
• Legend: Toggle the legend on or off, and select its position in the chart.
• Value Labels: Toggle labels on or off, and define how labels are displayed: Horizontal, Vertical or Diagonal.
• Markers: Select whether to show or hide markers over data points. Select Full or Hollow, and Small or Large markers.
• X-Axis:
• Grid Lines: Show (default) or hide grid lines.
• Labels: Show (default) or hide labels.
• Title: Select the checkbox to display the x-axis title. To edit the title, type in a new title. Click outside the text box to apply the new value.
• Values on Axis: To change the default minimum, maximum or interval values on the axis, type in the new values, and click outside the text boxes to apply the new values. To restore any of the values to their default states, click on the reset button. reset button
• Y-Axis
• Grid Lines: Show (default) or hide grid lines.
• Logarithmic: Displays a logarithmic scale instead of a linear scale on the axis.
• Labels: Show (default) or hide labels.
• Title: Select the checkbox to display the y-axis title. To edit the title, type in a new title. Click outside the text box to apply the new value.
• Values on Axis: To change the default minimum, maximum or interval values on the axis, type in the new values, and click outside the text boxes to apply the new values. To restore any of the values to their default states, click on the reset button.
  

Each stage in the chart represents a percentage of the total with the top, thickest stage being the largest, and each subsequent stage thinner than its predecessor. If you have a stage that appears thicker than the previous stage, this chart can help you identify a problem in your process.

There are two ways to use a funnel chart. You can either pick a category accompanied by a single value, or you can add multiple values. If you pick a category, the value will be broken-by the members of the category and each member is represented by a section within the funnel.

Important FYI

Note: If you are already using the Analyze Marketplace add-on funnel widget, you can easily move to this Analyze widget (starting with version L2021.01.1) by using the Widget Designer to select the funnel widget from the Visualization selector, see Changing a Widget’s Visualization.

The advantage to using the Analyze widget versus the add-on is you can: Share its data with other users as you do with other Analyze charts, see Analyze.

How to add data:

• You can use the Categories panel if you use fields that contain all the steps in the process, click Add + to select the category and the value is represented as stages in the funnel.
• Alternatively, you can click Add + in the Values area to select the individual measures to include in the funnel. Each measure appears as a stage in the funnel.

The fields appear in the same top to bottom order in the funnel as they appear in the panel. Also, the value of the funnel’s top stage is always 100% and the percentage value for each subsequent stage is derived from the top stage.

How to design a Funnel Chart:

You can fine tune the appearance of the funnel widget with the following tools.

• Funnel Size: Select the funnel width Wide, Regular (default), and Narrow.
• Funnel Type: Select Pinched to display the last stage as a rectangle so that the funnel looks skinnier at the bottom.
• Funnel Direction: Select Inverted to flip that chart so the first stage is on the bottom and the last stage is on top.
• Legend: Toggle on or off to display the legend and select where it is displayed: Top, Left, Right, or Bottom.
• Labels: Toggle on or off to display the stage labels and select the elements to display.
• Categories: Show (default) or hide the labels for each stage but still display the values for each stage.
• Percent: Show (default) or hide the percentage that each stage represents.
• Values: Show (default) or hide the numerical value of each stage.
• Decimal: Show (default) or hide a decimal value for each percentage. This label only applies when the Percent value is selected.

How to add data: 

1. In the X-Axis panel, click Add + to select the field whose values will be placed on the X-Axis.
   Typically, the X-Axis of a Scatter Chart is used to represent numeric data. Alternatively, Descriptive data is also supported. You can only add one field.
2. In the Y-Axis panel, click Add + to select the field whose values will be placed on the Y-Axis.
   Typically, the Y‑Axis of a Scatter Chart is used to represent numeric data. Alternatively, descriptive data is also supported. You can only add one field.
3. In the Point panel, click Add + to select the point field.
   The point area determines the field to be scattered across the chart as circles; one point (circle) appears on the chart for each member of this field. These fields must be descriptive data (not numeric data).
   You can only add a point if either the X-Axis or the Y-Axis was defined to represent numeric data.
4. Break by/ Color: Select a field by which to break (group) the fields in the chart. This must be a descriptive field. If you select descriptive data, then the points in the chart are grouped into the members of the field. Each member is represented by a different color.
   OR
   Select a field by which to color the fields in the chart. This must be a numeric field. If you select numeric data, then the point color is a gradient where the highest value is the darkest color and the lowest value is the lightest color.
5. In the Size panel, select the field that determines the size of the circle. It must be numeric data.
   

How to design a Scatter Chart: 

Fine tune the appearance of the SCATTER CHART widget, using the following tools.

• Legend: Specify whether to show or hide the Legend, and select its position.
• Marker Size: Change the size of the circles. If you are not using a Point value, the slider will change the size of all the points on the map. If you are using the Point value, drag each side of the slider to determine the relative minimum and maximum circle sizes.
• Value Labels: Specify whether to show or hide labels indicating the values of each point (circle). Select the orientation of these labels: Horizontal (Default), Diagonal or Vertical.
• X-Axis and Y-Axis:
• Grid Lines: Shows (Default) / hides.
• Logarithmic: Displays using orders of magnitude.
• Labels: Shows (Default) / hides.
• Title: Select the checkbox to display the axis title. To edit the title, type in a new title. Click outside the text box to apply the new value. To change the default minimum, maximum or interval values on the axis, type in the new values, and click outside the text boxes to apply the new values.
• Values on Axis: To restore any of the values to their default states, click on the reset button.

Note: Minimum and Maximum values cannot be customized.

How to add data:

1. Click Add + to select the field whose values will be represented as columns in the circle. Each Category gets its own data point.
   Typically, the Categories of a Polar Charts are descriptive data.
2. In the Values area, click Add+ to select the field whose values determine the distance of the column from the center of the polar circle. This is typically used to represent numeric data.
   When you select more than one value, they are stacked on top of each other.
3. Select a field by which to break (group) the data in this chart by clicking Add +.
   Each field added to Break by is represented by its own column and color in the chart and is automatically added to the chart’s legend.
   This is an optional field. You can add at most one Break by field. The Break by option is available only when a single field was added to Values (Y-AXIS).

How to design a Polar Chart: 

Fine-tune the appearance of the Polar Chart widget, using the following tools.

• Polar Type: Select the type of chart.
• Legend: Specify whether to show or hide the LEGEND, and select its position.
• Value Labels: Specify whether to show or hide labels indicating the values. Select the orientation of these labels: Horizontal (Default), Diagonal or Vertical.
• Categories:
  • Grid Lines: Shows (Default) / hides.
  • Labels: Shows (Default) / hides.
• Axis:
  • Grid Lines: Shows (Default) / hides.
  • Logarithmic: Displays using orders of magnitude.
  • Labels: Shows (Default) / hides.
  • Title: Select the checkbox to display the axis title. To edit the title, type in a new title. Click outside the text box to apply the new value.
  • Values on Axis: To change default minimum, maximum or interval values on the axis, type in the new values, and click outside the text boxes to apply the new values. To restore any of the values to their default states, click on the reset button. 

How to add data:

• Area Maps support fields that contain either countries or US states.
• By default, a world map is used. If you add a field containing countries, they will be presented in the world map.
• If you add a field containing US states, make sure to select USA from Map Type in the design panel on the right.
• You should choose the appropriate Map Type depending on your the field being displayed. If the field is for states, then select the State Map Type.

Color

Select a numeric field here to color the areas on the map according to their value and color rule.

The value of the field is displayed in the tooltip of the area on the map. Hover over the area to see it.

Designing the Area Map

Fine tune the appearance of the Area Map widget using the following tools.

Map Type: Choose between a world map or a US state map.

How to add data: 

In the Location panel, you can add any field(s) that contain geographic data, and the map will find the most appropriate point. Supported Location types:

• Country
• City
• State/Province
• Latitude/Longitude (for example: 37.5601, -122.50131, but not 37.5601° N, 122.50131° W).

For example, if you have a country field, using it by itself will visualize the countries on the map.

If instead you have a city field, using it will visualize the cities on the map automatically.

Improving Geographic Accuracy

Use multiple geographic fields

To improve accuracy, it is recommended to use more than one geographic level. For example, if you have both a country and a city field, add both of them to the Location panel.

Define the location type

Clicking on the geographic field’s menu will present a location type sub-menu, which contains the following options:

• Auto
• Country
• State/Province
• City

  

By default, Auto is always selected. This option always tries to figure out which fits best. For better accuracy, you can specify the appropriate location type.

Using Latitude and Longitude data:

To visualize latitude and longitude data, you have to add one field containing latitude data, and another field containing longitude data, in this order.

Color

Select a numeric field here to color the scatter points on the map according to their value and color rule.

The value of the field is displayed in the tooltip of the scatter point on the map. Hover over the point to see it.

Size

Select a numeric field here to make the size of the scatter points on the map relative to their value in the field’s value range.

Details

You can select additional data (numeric or descriptive) that will appear when hovering over the data point in the map.

Designing the Scatter Map

Fine-tune the appearance of the Scatter Map Widget, using the following tools.

• Marker Style: Choose between various marker styles.
  
• Marker Size: Select the relative size for the markers.
  When the Size has a field in it, the slider has two levers controlling the minimum and maximum size of the points.
  

1. In the Categories panel, click Add+ to select the fields whose values will be represented as rectangles in the chart.
   Typically, the Categories of a Treemap widget contain descriptive data.
   You can add up to three fields, so that a rectangle hierarchy is created.
   You can reorder the fields using drag and drop.
2. In the Size panel, select the field whose values determine the size of the rectangles by clicking Add +. Values are typically used to represent numeric data. You can add only one field.
3. In the Color panel, click Add + to select the field to use as the color basis for your rectangles.

The following coloring scenarios are supported:

• Color by a numeric value: If you choose a numeric value, then each rectangle will be colored according to its value in the field’s range of values. You can manipulate the coloring rules in the color formatting menu.
• Color by field members: If you choose a field, then all rectangles that are members of that field will be colored the same. For example, if you choose to color by the field that is also used as the first category, then the entire Treemap will be split into groups of colors, like in the image at the top of this page. If you choose to color by the field that is used as the second category, then all rectangles that share the same value will also share the same color, as in the image below:

Note: You can only color by a field that is also used in the Categories panel. If you choose a field that is not there, it will be automatically added.

Designing the Treemap

Fine-tune the appearance of the Treemap widget, using the following tools.

• Captions: Control which info is presented in the treemap. A checkbox will be visible for each field that is used in the Categories panel. Turning a field on/off will determine if the field member name will be visible inside the treemap. Note that this info will always be available in the tooltip when hovering over a rectangle, regardless of the on/off setting.
• Tooltip: Select whether to show the actual value or contribution in the rectangle tooltip when hovering over it.

Treemap Selector

The Treemap can also serve a dual purpose in the form of a selector and contribution visualization.

The Treemap can be used as a selector to filter the dashboard by Product Category and show the contribution of that Product Category by number of orders.

Note: If you choose to use a value in the Treemap with many categories, the Treemap sizes the smaller categories by contribution and this may cause them to be too small to see or select. If you still want to use the Treemap for a selector, just remove the value. The Treemap will show evenly spaced categories.

To create a Treemap selector:

1. Create an Indicator widget.
2. Set the height of the Indicator widget for the Treemap.
3. Edit the Indicator widget. In the Widget Editor, switch the widget type to Treemap.
4. Select Apply. The Treemap will now fit within the bounds of the previously created Indicator Widget.