Chart Wizard

Owned by Laura Hounshell (Unlicensed)
Last updated: Nov 18, 2019 by Alex Burns (Unlicensed)
8 min read

Analyzer can quickly display your results as a graph. By default, Analyzer displays the information in a bar chart but the graph style can be easily changed to accommodate line, pie, donut, and other bar graphs.

To Create a Chart

  1. Select the rows and columns that you would like to appear in the chart.
  2. Click the Add New Chart ( ) icon.
  3. You will be able to select either a Bar Chart, Pie Chart or Line Chart.
  4. The chart will appear below the section that it was generated from.

Note

  • If you want to edit the title font, color, or text, click on the edit section button on the chart section toolbar.

Chart Wizard

Use the chart wizard dialog to quickly and easily create a new chart, or modify an existing one.

The Chart Wizard contains the following pages.

Construction Group:

 Appearance Page

In the Appearance page, you can

  • Choose a palette to color a series.
  • Choose the style specifying the chart's appearance.


Chart preview area

Previews a chart's layout. 

Palette Editor
Specifies a palette to color a series.

 


Style Editor
Specifies the style determining the chart's appearance, depending on the selected palette.

 Chart Type Page

The Chart Type page contains icons representing chart types. Click an icon to choose the appropriate chart type.

To filter by chart type you can select a group from the Chart Type Filter. The following chart filters are available

  • All Chart Types
  • Bar Series
    • Bar, Stacked Bar, 100% Stacked Bar, Side-By-Side Stacked Bar, 100% Side-By-Side Stacked Bar, 3D Bar, 3D Stacked Bar, 3D 100% Stacked Bar, 3D Side-By-Side Stacked Bar, 3D 100% Side-By-Side Stacked Bar, and Manhattan Bar.
  • Point and Line Series
    • Point, Bubble, Line, Stacked Line, 100% Stacked Line, Step Line, Spline, Scatter Line, Swift Plot, 3D Line, 3D Stacked Line, 3D 100% Stacked Line, 3D Step Line, and 3D Spline.
  • Pie Series
    • Pie, Doughnut, 3D Pie, and 3D Doughnut.
  • Funnel Series
    • Funnel and 3D Funnel.
  • Area Series
    • Area, Stacked Area, 100% Stacked Area, Step Area, Spline Area, Spline Area Stacked, 100% Stacked Spline Area, 3D Area, 3D Stacked Area, 3D 100% Stacked Area, 3D Step Area, 3D Spline Area, 3D Spline Stacked Area, and 3D 100% Stacked Spline Area.
  • Range Series
    • Range Bar, Side-By-Side Range Bar, Range Area, and 3D Range Area.
  • Radar and Polar Series
    • Radar Point, Radar Line, Radar Area, Polar Point, Polar Line, and Polar Area.
  • Advanced Series
    • Stock, Candle Stick, Gantt, and Side-By-Side Gantt.


 Data Page

In the Data Page, you can:

  • Provide data for a chart;
  • Bind a chart or individual series to a data source;
  • Customize an argument and a value scale type;
  • Customize the view type of auto-generated series;
  • Apply data filtering and sorting;
  • Adjust the Pivot Chart settings.

You can provide data for a chart using the following tabs.

Points Tab

Use it to manually enter data points for series.

Series Binding Tab 

Use it to provide specific data binding options for each series.

The following illustration demonstrates how it works.

Auto-created Series Tab 

Use it to specify data columns used to generate series, as well as the series view type and other options like sorting, filtering and name template. 
 
The following illustration demonstrates how it works.

For familiar data sources (such as Pivot Grid), you can choose to automatically adjust the binding and layout settings of your Chart.

And when you set a Pivot Grid as a Chart's data source, the Pivot Grid Data Source tab becomes available.
 
On this tab, you can adjust various Pivot Chart options.

 Series Page

In the Series Page, you can:

  • Create or remove a series of points.
  • Define the series name, visibility and view type.
  • Customize additional series options and legend point options.
  • Enable and customize the Top N Values feature.


Series List

This list displays all available series. You can click list entries to access properties of the corresponding series. To switch between series, use the ∧ and ∨ buttons.

Series management buttons
Use the Add, Copy and Remove buttons to manage the series collection.

Options tabs
The following tabs are available on this page:

  • General
    Choose whether the selected series should be visible, define its name, and select a view type.
  • Series Options
    Specifies argument and value scale types, the point sort order, visibility in the legend, whether the legend is checked, and legend text.
  • Top N Options
    Specifies whether the Top N Values feature is enabled, and allows you to control this feature's options.
  • Legend Text Pattern
    Specifies the format of values displayed in the chart legend.

Presentation Group:

 Annotations Page

In the Annotations Page, you can create and customize image and text annotation.

Chart preview area
Previews a chart's layout.


Annotation selector
Specifies an annotation to be created and/or customized.

Note

  • You can select an annotation directly on the chart preview area.

Options tabs
The following tabs are available on this page.

  • General
    Specify an annotation's name, adjust its visibility, z-order and layout.
  • Anchor Point
    Choose an element to anchor to (chart, pane, or series point), and adjust the corresponding options.
  • Shape Position
    Choose an annotation's shape position type (free or relative), and adjust the corresponding options.
  • Content
    Depending on an annotation's type (text or image), specify its content.
  • Padding
    Specify an annotation's inner indents.
  • Appearance
    Adjust an annotation's background color, fill style, shape and connector options.
  • Border
    Specify visibility, color and thickness of an annotation's borders.
  • Shadow
    Specifies visibility, color and size of an annotation's shadow.
 Axes Page

In the Axes Page, you can:

  • Customize axes properties;
  • Customize the appearance of axis labels;
  • Add a constant line and a strip to an axis;
  • Enable automatic and manual scale breaks.

Chart preview area
Previews a chart's layout.

Note

  • You can select an axis to be modified on the chart preview area directly.

Axis selector

Specifies an axis to be customized.

Options tabs
The following tabs are available on this page.

  • General
    Specifies visibility, position, range and format properties.
  • Appearance
    Defines color, thickness and interlacing options.
  • Elements
    Customizes title, tick marks and grid line properties.
  • Labels
    Specifies position and text for automatically created labels, or allows custom labels to be defined.
  • Strips
    Allows you to create strips, define their visibility, name, limits, appearance, etc.
  • Constant Lines
    Allows you to create constant lines, specify whether the constant line should be checkable or checked in a legend, define their visibility, name, value, legend text, appearance, title, etc.
  • Scale Breaks
    Allows you to enable automatic and/or create custom scale breaks, and define their appearance.
 Chart Page

In the Chart Page, you can define a chart's background color and background image.

Chart preview area
Previews a chart's layout.

Options tabs
The following tabs are available on this page.

  • General
    Specifies a chart's automatic layout, chart background color, fill style and background image.
  • Border
    Specifies a border's color, thickness and visibility.
  • Padding
    Specifies the diagram's inner indents.
  • Empty Chart Text
    Specifies the message displayed in the chart when there's no data to display.
  • Small Chart Text
    Specifies the message displayed in the chart, when the chart size is too small to fit the diagram.
 Chart Titles Page

In the Chart Titles Page, you can:

  • Create chart titles;
  • Enable the word-wrapping for lengthy chart titles;
  • Customize the appearance and position of chart titles.

Chart preview area
Previews a chart's layout.


Note

  • You can select chart titles to be modified in the chart preview area directly.

Titles management section

Allows you to add or remove titles from the titles list, and choose a title to be customized.

Options tabs
The following tabs are available on this page.

  • Text
    Sets a text for the selected chart title. Note that the basic HTML formatting is supported for chart titles.
  • General
    Specifies a title's visibility, alignment and font options, and determines whether the word-wrapping is enabled for a title.
 Diagram Page

In the Diagram Page, you can:

  • Rotate a diagram;
  • Define a diagram's padding;
  • Add or remove secondary axes;
  • Add or remove panes;
  • Define panes' layout direction;
  • Enable or disable a diagram's scrolling and zooming.

Chart preview area

Previews a chart's layout.

 
Options tabs
The following tabs are available on this page.

  • General
    Choose whether a diagram should be rotated, set its padding values, and (if it contains several panes) define the panes' layout direction.
  • Elements
    Add or remove secondary axes and panes.
  • Scroll & Zoom
    Enable or disable a diagram's scrolling and zooming, and specify the scrolling and zooming options.
 Legend Page

In the Legend Page, you can customize chart legend's properties.

Chart preview area
Previews a chart's layout.

Note

  • You can select the legend directly on the chart preview area.


Options tabs
The following tabs are available on this page.

  • General
    Specifies legend visibility, direction, alignment, spacing, limits and margins.
  • Appearance
    Specifies legend background color and background image.
  • Marker
    Specifies visibility and dimensions of legend markers.
  • Text
    Specifies legend text antialiasing, color and font.
  • Border
    Specifies visibility, color and thickness of legend borders.
  • Shadow
    Specifies visibility, color and size of the legend shadow.
 Panes Page

In the Panes Page, you can customize panes properties.

Chart preview area
Previews a chart's layout.

 
Pane selector
Specifies a pane to be customized. 
Options tabs
The following tabs are available on this page.

  • General
    Determines whether the selected pane should be visible, specifies its name, size mode and size value.
  • Appearance
    Specifies a pane's background color and fill style, and its background image.
  • Border
    Determines whether a pane's border should be visible, and defines its color.
  • Shadow
    Determines whether a pane's shadow should be visible, and defines its color and size.
  • Scroll & Zoom
    Enable or disable a pane's scrolling and zooming for specific axes.
  • Scroll Bars
    If scrolling and/or zooming is enabled for an axis, adjust the scroll bars visibility, position and appearance.
 Point Labels Page

In the Point Labels Page, you can:

  • Resolve overlapping of point labels;
  • Customize the appearance of point labels.

Chart preview area
Previews a chart's layout.


Series selector
Specifies a series to be customized.

Options tabs
The following tabs are available on this page.

  • General
    Specifies whether labels should be visible and shown for zero values, determines their text and resolves overlapping settings.
  • Text Pattern
    Specifies a text pattern to format series point labels.
  • Line
    Determines whether label lines should be visible, and specifies their appearance.
  • Appearance
    Specifies the background color and fill style of labels.
  • Border
    Determines whether label borders should be visible, and defines their color and thickness.
  • Shadow
    Specifies whether a label's shadow should be visible, and defines its color and size.
 Series Views Page

In the Series Views Page, you can:

  • Customize the view-type-specific properties of series;
  • Customize the appearance and border settings of series;
  • Add or remove financial indicators (Fibonacci indicators, trend lines and regression lines).

Chart preview area
Previews a chart's layout.

Note

  • You can select a series to be modified directly in the chart preview area.

Series selector

Specifies a series to be customized.

Options tabs

The following tabs are available on this page.

  • General
    Specifies a series bar's width, distance, color, transparency, etc.
  • Appearance
    Specifies a series color, transparency and fill style. Additionally, determines whether series points should be painted individually.
  • Border
    Determines whether a series border should be visible, and defines its color and thickness.
  • Shadow
    Specifies whether a series' shadow should be visible, determines its color and size.
  • Indicators
    Allows you to add or remove indicators of a required kind (Regression Line, Trend Line, Fibonacci Arcs, Fibonacci Fans, Fibonacci Retracement and many others).

Through the Chart Wizard's pages, use the navigation bar or the  and  buttons. 

To complete the chart, use the  button, or the  button, to cancel all changes.