Charting

Tony Coffman -

 

Charting

This section describes the capabilities provided by Charts.

 

Chart Designer

Use the Chart Designer dialog to quickly and easily customize a chart, or create a new one.

The Chart Designer is organized into three main areas, which are represented below.

Chart Elements Tree

The Chart Elements Tree allows you to quickly select chart elements, change the structure of a chart (add or delete elements and change their visibility) and also represent chart structure. When you locate an element in the tree, it is highlighted in the central area. If you click the element, then its settings will be displayed in the Customization Tabs area.

Chart Control Appearance

The Chart Control Appearance area allows you to see how the chart looks. Moreover, it allows you to select an item, whose settings will be displayed in the Customization Tabs area.

Customization Tabs

The Customization Tabs area allows you to customize chart element settings. Settings are separated by three tabs.

  • The Options Tab contains commonly used element settings.

  • The Data Tab contains settings, which allow you to specify data source members used to plot series or other data settings of a chart element (for example, the series points values if the series is not assigned with data).

Note

  For several chart elements, the Customization Tabs area may not contain all tabs from the Tabs
  list represented above.

 

Chart Wizard

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

To navigate through the Chart Wizard's pages, use the navigation bar Previous or Next the buttons.

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

Use the "Display a wizard every time a new chart is added" option to specify whether or not a chart wizard should appear when you add a new chart to the windows form.


Chart Type Page

Tasks

  • Choose a chart type.

Page Elements

Chart type selector

Contains icons representing chart types. Click an icon to choose the appropriate chart type.

Chart type filter

Filters chart types available in the Chart type selector. 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, 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, Side-By-Side Gantt).

Appearance Page

 

Tasks

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

Page Elements

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.

 

  

 

Series Page

Tasks

  • 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.

Page Elements

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.

 

Data Page

Tasks

  • 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.

Points Tab

Use it to manually enter data points for series.

Note that valid Argument and Value entries must correspond to the Argument scale type and the Value scale type selected for the appropriate series on the Series Page. Otherwise, an error message will be invoked.

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.

Chart Page

Tasks

  •  Define a chart's background color and background image.

Page Elements

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.

 

Diagram Page

Tasks

  • 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.

Page Elements

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.

 

Panes Page

Tasks

  •  Customize panes properties.

Page Elements

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.

 

Axes Page

Tasks

  • 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.

Page Elements

Chart preview area

Previews a chart's layout.

Note that 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, tickmarks 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.

 

Series Views Page

Tasks

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

Page Elements

 

Chart preview area

Previews a chart's layout.

Note that 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).

 

 

Point Labels Page

Tasks

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

Page Elements

Note

  The point labels are hidden in the chart control by default. To show series point labels, check the
  Visibile check box.

 

Chart preview area

Previews a chart's layout.

Note that you can select point labels 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 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.

 

Chart Titles Page

Tasks

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

Page Elements

Chart preview area

Previews a chart's layout.

Note that 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.

Legend Page

Tasks

  • Customize chart legend's properties.

Page Elements

Chart preview area

Previews a chart's layout.

Note that 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.

 

Annotations Page

Tasks

  • Create and customize image and text annotations.

Page Elements

 

Chart preview area

Previews a chart's layout.

Annotation selector

Specifies an annotation to be created and/or customized.

Note that 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.

 

Highlighting and Selection Chart Elements

If you are working with 2D charts, you can highlight and select different chart elements via the mouse or using different gestures on your touchscreen device.

Highlighting

Any chart element that can be selected supports highlighting.

An end user can highlight a chart's area using either the drag gesture on your touchscreen device or via the mouse pointer by hovering over a particular chart element, as shown in the image below.

Note

  Chart element highlighting and selection is available only for 2D Chart Types.

 

Selection

To select a particular chart element, an end user should tap it on a device supporting touchscreen or click this element using the left mouse button. The following image demonstrates how a constant line and a single series are painted if selected by an end user with the mouse pointer.

Selectable Elements

Chart elements which can be highlighted or selected are shown in the following illustration.

Zoom a Chart

If you are working with 2D XY-charts (Bar, Line, Point, etc.) or 3D charts, you can zoom in or out of a chart. This allows you to see some of the chart's data in greater detail, or get a more general picture of your data.

Note that zooming is unavailable for 2D Pie, 2D Doughnut, Radar, and Polar charts.

Zoom In a Chart

To zoom in a chart, do one of the following.

  • Hold down SHIFT and click. After you press SHIFT, the mouse pointer is changed to . Then, move the mouse pointer to the chart region to be zoomed into, and click (while holding SHIFT). The magnification factor is 300%.
  • Press SHIFT and select a region on a diagram. After you press SHIFT, the mouse pointer is changed to . Then, select a zoomed region by dragging the mouse pointer.

    After releasing the left mouse button, a chart is zoomed into the bounds of the selected region on a diagram.

Note

  This feature is available for 2D charts only. If you press SHIFT and can't zoom in anymore (the

  mouse pointer is changed to), then a chart is already zoomed in by 100 times (10000%). This

  is the maximum possible zoom factor allowed.

Use CTRL+PLUS SIGN.

In this case, the magnification factor is 120%.

Use the spread gestures on a touchscreen device.

An end-user can zoom in a chart's diagram performing spread gestures on any device supporting touchscreen.

In this case, the magnification factor is 120%.

Zoom Out of a Chart

To zoom out of a chart, do one of the following.

  • Hold down ALT and click. After you press ALT, the mouse pointer is changed to . Then, move the mouse pointer to the region to be zoomed out, and click (while holding ALT). The magnification factor is 300%.
  • Use CTRL+MINUS SIGN. In this case, the magnification factor is 120%.
  • Use the pinch gestures on a touchscreen device. A chart's diagram can be zoomed out by performing pinch gestures on any device supporting touchscreen.

Undo Zooming

Press CTRL+Z to return to the state before the first zoom operation in a series.

 

Scroll a Chart

You can scroll a chart if either the axis visible range is reduced or a chart is already zoomed in (its zoom factor is more than 100%). Since the entire chart is not visible at one time, it's possible to scroll a chart.

Scroll a 2D Chart

To scroll a 2D chart, do one of the following:

  • Hold down the left mouse button, and drag it. After you hold down the left mouse button, the mouse pointer is changed from . Then drag the mouse pointer to scroll the diagram.
  • Use scrollbars. An end-user is able to click a scrollbar arrow, click the scrollbar near the thumb, or drag the thumb and move it. When an end-user presses CTRL + LEFT, a chart's diagram is moved to the left. When an end-user presses CTRL + UP, a chart's diagram is moved to the top. When an end-user presses CTRL + RIGHT, a chart's diagram is moved to the right. When an end-user presses CTRL + DOWN, a chart's diagram is moved to the bottom.
  • Scroll a 3D Chart An end-user can perform chart scrolling doing one of the following:
  • Hold down the mouse wheel button on a chart and drag it. After you hold down the mouse wheel, the mouse pointer is changed from . Then drag the mouse pointer to scroll a chart's diagram.
  • Use CTRL+ARROW combinations.
  • Use flick gestures on a touchscreen device.
  • An end-user can scroll a diagram using flick gestures.

Rotate a Chart                           

If you are working with 3D charts, you can rotate a chart's diagram. This may be required if a chart displays multiple series or data points, and it's required to change the current rotation angle to view the chart data in detail.

To rotate a chart control, do one of the following:

  • Hold down the left mouse button on the diagram and drag the mouse pointer. After holding down the left mouse button, the mouse pointer is changed from . Then, drag the mouse pointer to rotate the chart.
  • Use rotation gestures on a touchscreen device. Touch a 3D chart's area with two fingers and move them in a clockwise or counterclockwise direction.

 

 

 

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