Page Comparison

Data Tab

Data Series

Here you can link up to 10 Data Series from the Data Source that you want to display by clicking the corresponding Image Modified button .The Checkbox next to the Data Series determines its visibility in the chart. Change the name of the Data Series by clicking on it. The given names are also used for the Data labels. With the Image Modified button you delete the assignment of the Data Series.
With a click on the blue Image Modified buttons you can toggle the labelling of the according series selectively.

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Category Labels

Category Labels are shown in the chart, when the Checkbox is activated. Category Labels are automatically created from the meta data of the Data Source. 

Base Chart Axis Labels

Define additional axis labeling here. To show these labels the Checkboxes on the Helper Tab must be activated.

Data Types

Specify here the Data Type of each element of the selected Data Series. Each element can be formatted individually.
Data Types are defined on the tab Data Types.

The entered Data Types are converted to uppercase in the background, so they are not case-sensitive in order to prevent possible sources of errors.

Waterfall Calculation Path

To use a waterfall flexibly, it must be first determined whether the value to be displayed is either a total or an in- or outflow using an additional Data Series. This is carried out by using our so-called Waterfall Calculation Path (see input options on the right).

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Values for the Waterfall Calculation Path:

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Appearance Tab

Labels

Set the font size, the font family and the font color for labels in the chart. In addition, shadows with defined colors can be added to accentuate the labels if the background is colored.

Shadows

If activated, an rect is drawn behind the Element Labels. With Shadow color you can define the color value.

Element Labels

If the Checkbox is activated, all elements of the chart will be labeled. The toggle buttons Fix/Auto determines the visibility of the labels:

• Fix
  Data labels are always visible
• Auto
  Labels are hidden or moved in case of overlaps – adjustable with the property Collision Adjustment – see in the standard properties.

Value Format

Select the format of the Category Labels:

• Basic
  Select the format of the absolute and percentage values according to guidelines of numeral.js.
• Extended
  If a fixed format is preferred, put the format for absolute and percentage values here.
  Choosing a “(“ in the box Negative Sign will show negative values in brackets: (1234).
  The parameter in the box Scaling is used as a divisor for scaling the data label.
  The resulting format string can also be set via scripting language – for further details see the Number Formatting.
• Locale
  sets the label country format in the Basic mode. DE, FR, EN and AUTO are available options. Choosing AUTO the Locale is retrieved from the Data Source.

Pick Labels

If this option is activated, the underlying options controls, which labels are shown. Only those labels are shown, which meet one of the criteria. The following options can be picked:

First: The first label of each series is shown
Last: The last label of each series is shown
Min: The minimum value of each series is displayed
Max: The maximum value of each series is displayed
Before Separators: All values leading a separator are shown. This option depends on the setting under separators.
Peaks: When this option is checked, local minimum and maximum values are shown. What is interpreted as a minimum/maximum can be controled with the option Minimum Peak Size in %.
Peaks from Leading Values: The peak calculation only considers leading values; subsequent values are no longer considered

Minimum Peak Size in %: Defines, how large the difference to the neighboring values must be, to consider the value as a maximum/minimum

Waterfall

The colors of the elements of a waterfall can be set here - corresponding to the calculation path. Please note that the use of Data Types overlap this standard format.

Deviations

Set the colors for deviations. If positive deviations between measures and base values are not regarded as positive, for example for comparisons of actual vs. budget costs, activate the Checkbox Invert.

Outlier Mode

Choose the appearance of the outliers here. In the mode Short the outliers are shown as small triangles on the axis. In the mode Long they are drawn over the entire available area – according to the rules by IBCS.

Series Styles Editor

In this editor the appearance of the Data Series is determined, as long as you do not use Data Types. Data Types overwrite the Series Styles. The handling is similar to the definition of Data Types on the Data Types tab, the name is derived from the data series name. Color, Fill and Shape determine the appearance of the elements. Shape refers to the pin heads. Navigate via mouse click through the alternative representations. Width determines the width of the elements. The values can be given in percentage of the category width as well as in absolute values in [px] – just toggle %/abs.

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Data Types Tab

Data Types Editor

This editor is used to define Data Types. The abbreviations can be used on the tab Data and it is possible to format each element individually. The abbreviations are defined in the column Name. Color, Fill und Shape define the appearance of the elements. Shape refers to pin or line heads. Navigate via mouse click through the alternative representations and view the changes in the chart, after you assigned the corresponding Data Type. The column Width determines the width of the elements. The values can be given in percentage of the category width as well as in absolute values in [px] – just toggle %/abs. The last column Bold sets the font type of the label of the Data Type to bold. With the red button next to Data Type you delete Data Types and with the green one you add new Data Types. Data Types are used globally within an Excel workbook. For this reason Data Types will automatically be adopted for all other graphomate components which use Data Types.

Behavior Tab

Scaling

The default Auto scales the chart according to the Min and Max-values of all selected data.

Several charts can be scaled identically by using the same Comparison Group, which is activated by the Checkbox. That way the Min and Max of the data basis in this group is used.

Comparision Groups are used inside a worksheet.

Alternatively it is possible to set the Min and Max scaling values under Manual. Retrieve values proposes valid values!

Chart Min values > “0” cut the value axis. The script method getClickedPositionValue enables an interactive zooming.
See example in the script documentation.

Padding in [px]gives a margin to the chart. Spacingalso in [px] denotes the space between base and deviation chart.

Category Axis

Activate the Checkbox to show the category axis. Size defines the thickness of the axis in [px].

With Category Width the width can be defined as Fix in [px] or automatically set with Auto.

The parameter Element Offset determines the shift of elements on the Category Axis. Using the toggle button %/abs allows you to set the value in percent or absolute in [px]. Use negative values for a shift in the opposite direction.

Data Types in Axis

If the Checkbox is activated, Data Types of the first Data Series are shown in the axes as long as the Size is at least 3 [px].

Suppress Zero Labels

If the Checkbox is activated, the labels of zero values are hidden – both in the Base Chart and in the deviation charts.

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Server Tab (Also see Server Properties)

Server Configuration

Here you can enter the Server URL to which the component should connect and from which it should retrieve the templates.
If you have specified the URL to the server, a check mark indicates that a connection could be established.
If another server is used later, you can also press the button next to the Save button and edit the Server URL.

The hyperlink below the buttons allows you to jump to the admin.

Templating Configuration

If the current settings are to be saved as a template, a new template name can be entered in the input field with the name Create Template and confirmed by clicking the Save current State button. If the naming convention entered is correct, the template is saved on the server and a toast with the corresponding message is displayed in the lower part of the Additional Properties Sheet. However, if the name entered does not meet the expected naming conventions, a toast with the permitted characters is displayed accordingly.

Templates stored on the server can be retrieved and applied via the Template List. Just select the desired template and press the Apply button. If you want to delete a template, select the template in the list and press the Delete button. If changes have been made to the templates on the server side, the list must be updated via the Refresh List button. Changes should then be visible.

Applied Rulesets

The dropdown menue displays all rulesets which are stored at the graphomate server. A ruleset is applied when the checkbox is activated.

Info Tab

Here you will find the version number of our graphomate charts as well as a link where you may report bugs or propose wishes for new features. A list of all open-source libraries that we used can be found under Credits.