This is documentation for Semarchy xDM 2023.2, which is no longer supported.

For more information, see our Global Support and Maintenance Policy.

Create a chart

This page provides the basic steps to create a chart in xDM Dashboard.

Before creating a chart, make sure that you have created the datasource and query to connect to your data.

To create a chart:

  1. Select Charts in the navigation drawer.
    The Charts list opens.

  2. Click on the Create new chart floating action button in the lower-right corner of the screen.

  3. In the New Chart dialog:

    1. Select the Query returning the data you want to base your chart on.

    2. Select a Chart Type. You will be able to change this chart type later.

    3. Enter a Label for the chart. This label appears to users.

    4. Enter a Name for the chart. This name is used to refer to this chart, for example from a dashboard.

    5. Click Create.
      The chart editor opens.

  4. Define the Measures:

    1. In the Measures field, select an attribute from the query.

    2. Click the chip named after this attribute in the Measures field. + The properties side nav opens.

    3. Change the Aggregation type (Count, Sum, etc) used to compute the measure from the attribute.

    4. In the Display properties, configure the Format and the other properties of your measures.

    5. In the sidenav header, use the rename Rename button to change the name and label of this measure.

    6. Repeat the previous operations for all the measures that you want to define.

  5. Define the Categories:

    1. In the Categories (Rows) field, select an attribute from the query.

    2. Click the chip named after this attribute in the Categories (Rows) field.
      The properties side nav opens.

    3. In the Display properties, configure the Format and the other properties to display the values of your row.

    4. In the sidenav header, use the rename Rename button to change the name and label of this row.

    5. In the Subtotals section, define whether subtotals should be displayed for this category. The Pivot Table chart type provides more options to define how the subtotals are computed and displayed.

    6. In the Sorting section, define how the category values should be sorted:

      • Sort by the current Dimension value, according to the Sort Order.

      • Sort by a Measure value, according to the Sort Order. You must select the measure used to sort in the Measure path.

    7. Repeat the previous operations for all the categories that you want to define.

  6. Define the Series similarly to the categories, using the Series (Column) field.

  7. Click the Save button in the toolbar to save the query.

You can now proceed and configure the chart, its axes and series.