Visualizations → Line

About a Line Visualization

A Line visualization displays information as a series of data points, or markers, connected by straight line segments. Line charts are typically used to show changes over time. After selecting the visualization in the Analyzer, you can configure various properties for measures, dimensions, filters, and settings for the Line insight. Certain properties affect the types of interactions available to the Line insight on a dashboard tab.

Configurable Properties of a Line Insight in the Analyzer

The available trays for a Line insight within the Insight panel are:

Grouping Dimension: Add a column or formula to this tray to group the Line data.
Coloring Dimension: Add a column or formula to this tray to distinguish between dimension categories by color.
Measure: Add a column or formula to this tray to include it as a data point in the Line insight.
Individual Filter: Add a column or formula to this tray to filter unwanted results.
Aggregate Filter: Add a column or formula to this tray to filter the summarized results. This tray is available only when there is not a column or formula in the Coloring Dimension tray.

A column or formula in a tray is a Pill. Each pill has configurable properties. The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to view the Properties panel and set the pill properties.

Line Grouping Dimension Pill Properties

Here are the Line properties for the pills in the Grouping Dimension tray:

Property	Control	Description
Data → Column Label	text box	Enter the label for the grouping dimension
Data → Sort By	drag and drop	Drag and drop the column or formula to sort the grouping dimension by
Format → Plot Bands	link	Select + Add Plot Band to highlight certain areas in the Line chart, usually specific thresholds designating whether the data falls under these boundaries or not.
Plot Band → Start	text box	Enter the numeric start position of the plot band
Plot Band → Stop	text box	Enter the numeric stop position of the plot band
Plot Band → Label	text box	Enter a label for the plot band
Plot Band → Background Color	select	Select the background color of the plot band
Drill Down → Dashboards Drill down	link	Select + Add Dashboard to select a dashboard tab to drill down to when the user selects a grouping dimension value in the insight
Add Dashboard → Include Runtime Filters	toggle	Enable this property to pass a filter from one dashboard to another
Add Dashboard → Search Dashboard	text box	Enter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.

Line Coloring Dimension Pill Properties

Here are the Line properties for the pills in the Coloring Dimension tray:

Property	Control	Description
Data → Column Label	text box	Enter the label for the coloring dimension
Data → Sort By	drag and drop	Drag and drop the column or formula to sort the coloring dimension by
Format → Format Color Palette	toggle	Enable this property to display the color palette, which allows you to change the color of a category

Line Measure Pill Properties

Here are the Line properties for the pills in the Measure tray:

Property	Control	Description
Data → Column Label	text box	Enter the label for the measure
Data → Aggregation	drop down list	Select the aggregation option for the measure values. The options are: Average Count Distinct Median Min Max Sum Formula
Data → Scale	drop down list	Select the chart scale. The options are: None Percent (%) Thousands (K) Millions (M) The default is None.
Data → Running Total	toggle	Enable this property to display the measure values as a running total
Data → Filter	drag and drop	Drag and drop a column or formula to filter the measure
Format	select	Select the format of the measure (e.g. Dollar Rounded)
Format → Decimal Places	text box	This property appears when you select Decimal, Dollar, Euro, Yen, or Percent as the Format. Enter the number of decimal places to display for the measure value.
Format → Thousands Separator	toggle	This property appears for all Format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater.
Format → Abbreviate on Hover	toggle	Enable this property to abbreviate the measure value upon hover.
Format → Color	select	Select a color for the measure value.
Format → Plot Bands	link	Select + Add Plot Band to highlight certain areas in the Bar chart, usually specific thresholds designating whether the data falls under these boundaries or not.
Plot Band → Start	text box	Enter the numeric start position of the plot band
Plot Band → Stop	text box	Enter the numeric stop position of the plot band
Plot Band → Label	text box	Enter a label for the plot band
Plot Band → Background Color	select	Select the background color of the plot band
DrillDown → Dashboards Drill down	link	Select + Add Dashboard to select a dashboard tab to drill down to when the user selects the measure value in the insight
Add Dashboard → Include Runtime Filters	toggle	Enable this property to pass a filter from one dashboard to another
Add Dashboard → Search Dashboard	text box	Enter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.
Advanced → Base Field	drag and drop	Drag and drop the column to join two tables that are not directly joined. See the Base Table Concept for more detail.
Average Lines	select	Select + Average Line to add a line to the chart that represents the average of all chart data points
Add Average → Average Line Type	drop down list	Select the type of the average line. The options are: Average Line Linear Trend Simple Moving Average Exp. Moving Average
Add Average → Line Style	drop down list	Select the style of the average line. The options are: Solid Dash Short Dash Long Dash Dot Short Dot Dot Dash
Advanced → Query Plan	button	Select this property to reveal the direct data map path that the Incorta Analytics Service uses to retrieve or calculate the measure

Line Individual Filter Properties

Here are the Line properties for the pills in the Individual Filter tray:

Property	Control	Description
Column Label	text box	Enter the fully qualified name of the filter
Date Part	drop down list	When the filter column is a date, select the part of the date used. The options are: Full Year Quarter Month Day
Operator	drop down list	Select the operator to use in the filter criteria
Values	multi-select	Select the value(s) to filter the insight by. Enter a string in the search bar to filter the list of values. To add a value to the list, enter it in the text box below the list and select +.
Dynamic	toggle	When the individual filter is a formula, enable this property to select a filter expression session variable as a value
Formula	text box	Enable Dynamic to configure this property. Enter the formula in the Formula Builder to create the filter expression.
Disable Filter	toggle	Enable this property to disable the filter. The individual filter property configuration is retained for future use.

Line Aggregate Filter Properties

Here are the Line properties for the pills in the Aggregate Filter tray:

Property	Control	Description
Column Label	text box	Enter the fully qualified name of the filter
Date Part	drop down list	When the filter column is a date, select the part of the date to use. The options are: Full Year Quarter Month Day
Aggregation	drop down list	When the aggregate filter is a non-formula column, select the aggregation type to use in the filter. The available aggregation types are: Average Count Distinct Median Min Max Sum Formula
Operator	drop down list	When the aggregate filter is a non-formula column, select the operator to use in value comparison to the measure value.
Values	multi-select	When the aggregate filter is a non-formula column, select the comparison value to use in the filter, or enter a new value to use in filter comparison.
Formula	text box	When the aggregate filter is a formula, enter the formula in the Formula Builder to create the filter expression
Disable Filter	toggle	Enable this property to disable the filter. The aggregate filter property configuration is retained for future use.

Line Insight Settings

Here are the Line properties for the Insight Settings that appear when you select Settings (gear icon) in the Action line.

Property	Control	Description
General → Max Rows Limit	text box	Enter the maximum number of rows to include in the insight. A value lower than the number of table rows returned will restrict results. A value of 0 will include all rows.
General → Logarithmic	toggle	Enable this property to display the x-axis on a logarithmic scale
General → Auto Refresh	toggle	Enable this property to automatically update the insight when the underlying data is updated
Layout → Rotation	drop down list	Select an angle to rotate the line chart at. The options are: Default (no rotation) -45 -90 45 90
Layout → Legend	toggle	Enable this property to display a chart legend
Layout → Values	toggle	Enable this property to display measure values
Layout → Hide Zero Values	toggle	Enable this property to hide data points with a value of zero from the chart
Layout → Connect Values	toggle	Enable this property to connect the chart values
Layout → X-Axis Labels	toggle	Enable this property to display x-axis labels
Layout → X-Axis Title	toggle	Enable this property to display an x-axis title
Layout → Y-Axis Labels	toggle	Enable this property to display y-axis labels
Layout → Y-Axis Title	toggle	Enable this property to display an y-axis title
Layout → Y-Axis Min	text box	Enter a minimum numerical value for the y-axis
Layout → Y-Axis Max	text box	Enter a maximum numerical value for the y-axis
Advanced → Max Groups	text box	Set the maximum number of groups that cannot be exceeded in the insight
Advanced → Join Measures	drop down list	Select Yes to calculate the group-by function across joined tables

Warning

There is an impact to engine performance when you select Yes to enable the Join Measures property

Create a Line Insight Visualization

For an existing dashboard, to create a Line insight for a given dashboard tab, follow these steps:

If not already open, open a dashboard.
To add a new insight to the dashboard, in the Action line, select +.
If needed, in the Analyzer, in the Data panel, select Add Data Set.
In the Manage Data Sets panel, select one or more business schema views and/or one or more physical schema tables.
To close the Manage Data Sets panel, select X or any other area of the Analyzer.
In the Insight panel, select V. Under Charts, select Line.

Line Insight Example

Create a Line chart that shows the revenue by year.

Add an insight

In the Action line, select +.
In the Data panel, select Add Data Set.
In the Manage Data Sets panel, in Tables, select the SALES and date schemas.
Close the Manage Data Sets panel.
In the Insight panel, under Charts, select Line.
From the Data panel, drag and drop Revenue to the Measure tray.
From the Data panel, drag and drop Year from the SALES table to the Grouping Dimension tray.

Edit the pill properties

Select the arrow to the right of Revenue to open the Properties panel.
- For Format, select Dollar.
- Select + Add Average Line, and select Average Line for Average Line Type and Dash for Line Style.
Name the insight Total Revenue by Year.
Select Save.

Available User Interactions for a Line Insight on a Dashboard Tab

As a dashboard end user, there are several actions you can take to customize the Line insight to fit your specific needs.

Filter the Line Insight

Select a data point on the insight to add a measure filter.

Download the Line Insight

Select More Options (⋮ vertical ellipsis icon) for the Line insight.
Select Download.
Select the download file format:
- PNG
- JPEG
- PDF
- SVG

View the Line Insight as a Table

Select More Options (⋮ vertical ellipsis icon) for the Line insight.
Select View as Table, and select the table type:
- Regular
- Aggregated

Set an Alert when Data in the Line Insight Changes

Select More Options (⋮ vertical ellipsis icon) for the Line insight.
Select Set Alert. Refer to the Scheduler document for additional information on Data Alerts.