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Creating Simple-Series Charts

Key Concepts

When working with charts, you can add extra information on top of the data you want to display. This comes in the form of:

  • Chart Trendlines, which will display as lines across your chart. These are particularly useful when you want to display the relationship between your variables or the overall direction your information is taking. There are several algorithms, also known as regressions, which you can apply to your charts; you can select them within the Chart Trendline dropdown.

  • Axis Configuration: the axis configuration lets you configure the minimum and maximum values for your charts. The minimum value is set to 0 by default and the maximum calculated automatically depending on your values.

    • Logarithmic Axis Configuration: if you check the "Logarithmic" checkbox, the scale for your values will be calculated with a non-linear scale which takes magnitude into account instead of the usual linear scale.

  • Start Position: for Doughnut and Pie charts, you can configure the start position for the chart to rotate the slices and change the order in which your data is presented.

  • Slice Labels: for Doughnut, Funnel, and Pie Charts, you can change the slice labels to display values, percentages, or both at the same time.


Sample Data Source

For this tutorial, you will use the "Simple Series Charts" sheet in the Reveal Tutorials Spreadsheet.

Note
NOTE

Excel files as local files are not supported in this release. In order to follow these tutorials, make sure you upload the file to one of the supported cloud services or add it as a Web Resource.


Creating your Chart

1. Create a Dashboard

Tutorials-Create-New-Dashboard

In the dashboard viewer, select the + button in the top right-hand corner of the "My Dashboards" screen. Then, select "Dashboard" from the dropdown.

2. Configure your Data Source

Tutorials-Select-Data-Source

In the New Visualization window, select the + button in the bottom right corner and select your data source.

3. Select the Tutorials Spreadsheet

Tutorials-Select-Simple-Series-Charts-Spreadshee

Once the data source is configured, select the Reveal Tutorials Spreadsheet. Then, choose the "Simple Series Charts" sheet.

4. Open the Visualizations Menu

Tutorials-Select-Change-Visualization

Select the grid icon in the top bar of the Visualizations Editor.

5. Select your Visualization

Tutorials-Charts-Select-Visualization

By default, the visualization type will be set to "Grid". Select any of the chart visualizations.

6. Organize your Data

Tutorials-Charts-Organizing-Data

The charts in the table above, for example, display the population for a select list of countries. Drag and drop the "Country Name" field to "Label" and the "Population" field into "Values".

Changing your Chart Type

The tutorial above outlines how to create any chart. If you need to choose a different type, more fitted to your needs, go through the following procedure:

1. Open the Visualizations Menu

Tutorials-Select-Change-Visualization

Select the grid icon in the top bar of the Visualizations Editor.

2. Select your Visualization

Tutorials-Charts-Select-Visualization

Select the type of chart you need. This section has a preview of every chart type at the top.

Adding a Trendline to your Chart

You can add a chart trendline to display the relationship between your chart variables, or to display the overall direction of your information. In order to do this:

1. Change Settings

Tutorials-Navigate-Settings

Go to the Settings section of the Visualization Editor.

2. Access the Chart Trendlines

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Expand the Chart Trendline dropdown by selecting the down arrow.

3. Select a Chart trendline

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Select one of Reveal’s predefined trendlines.

Changing your Axis Configuration

Similarly to the Gauge bands, the chart axis configuration allows you to set the lowest and highest values in your chart. You can use this feature to include or exclude specific data.

1. Change Settings

Tutorials-Navigate-Settings

Go to the Settings section of the Visualization Editor.

2. Access the Axis Bounds section

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Navigate to Axis Bounds.

3. Change the Default selection

Tutorials-Change-Default-Selection

Depending on whether you want to set the minimum or maximum value (or both), enter the value you want the chart to start or end with.

Setting your Axis Configuration as Logarithmic

1. Change Settings

Tutorials-Navigate-Settings

Go to the Settings section of the Visualization Editor.

2. Access the Axis option

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Expand the Axis dropdown by selecting the down arrow.

3. Select an Axis Configuration type

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Select "Logarithmic".

Changing the Start Position for Doughnut and Pie Charts

1. Change Settings

Tutorials-Navigate-Settings

Go to the Settings section of the Visualization Editor.

2. Access the Start Position section

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Expand the Start Position dropdown by selecting the down arrow.

3. Select one of the Start Position options.

Tutorials-Select-Start-Position

Select one of Reveal’s predefined start positions for your chart (0°, 90°, 180° or 270°).

Changing the Slice Labels for Doughnut, Funnel, and Pie Charts

1. Change Settings

Tutorials-Navigate-Settings

Go to the Settings section of the Visualization Editor.

2. Access the Slice Label section

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Expand the Slice Labels dropdown by selecting the down arrow.

3. Select one of the Slice Label options.

Tutorials-Select-Slice-Label

Select one of Reveal’s predefined labeling options ("Percentage", "Value", or "Value and Percentage").