Configuring Charts (Classic)

Important: This topic is for the Classic Search experience. To view the content for the Next Generation Search experience see Search.

For information on Classic experiences, see Archer Classic Experiences.

You can present charts in a format that is clear and easy to read by configuring chart options. The list of available chart options depends on the type of chart that you select.

Configure the Chart Labels and Titles

Depending on the chart type and number of functions, you can configure different labels and titles. When a statistics search contains a single Group by function, the X-axis option displays the data labels on the X-axis for a vertical bar, line, combination, and area charts. The Y-axis option displays the data labels on the Y-axis of a horizontal bar chart. For combination charts with 2 or 3 aggregate functions, primary, secondary, and tertiary Y-axis titles are available. For heat map charts, you can only configure the axis labels.

  1. On the search results page of the chart that you created, click Value labels.
  2. From the Value Labels list, select how the numeric value labels display relative to the series data points.
    The following table describes the options.

    Option

    Description

    Automatic

    The system automatically places value labels to minimize the potential for label overlapping and collision.

    None

    The labels are hidden from view.

    Inside Series

    The labels are displayed inside each data point.

    Outside Series

    The labels display as call outs for each data point.

    Any value that is not applicable for the selected chart type is not listed in the Value Labels field. For example, options available for bar charts include Automatic and None.

  3. From the Label Color list, select the display color for the value labels.
  4. To display series labels in the chart that represent the value, select Smart Labels.

    Note: The Smart Labels checkbox only works if you have set the Value Labels option to None.

  5. To display the X-axis or Y-axis value labels on the chart, select Label X-Axis or Label Y-Axis.
  6. To display the X-axis and Y-axis titles for combination charts, in the Titles section, enter titles for the available axes.
  7. Click OK.

Configure the Chart Legend

Note: For heat map charts, you can only configure the axis labels.

  1. On the search results page of the chart that you created, click Chart legen.
  2. In the Position field, select the positioning of the legend relative to the plot area of the chart.

    Note: The No Legend option removes the legend from the chart.

  3. In the Behavior field, select 1 of the following filter types.
    • Filter. Filters out the selected value.
    • Drill Through. Drills through the data that the selected value represents.
  4. To include a border around the legend, select Border.
  5. Click OK.

Configure the Display Variations

The Chart Options list identifies the display variations available for the selected chart type. Display variations enhance the visual look and feel of the chart, and offer more clarity into the presented data being. Each time that you change the chart type, the Chart Options list dynamically updates to include the correct options for the selected chart type.

  1. On the search results page of the chart that you created, click Chart options.
  2. Select the preferred display variation.
  3. The following table describes the display variation available based on the selected chart type.

    Chart Type

    Display Variation

    Description

    Vertical bar

    Standard

    Each data point is represented in the bar, which makes up the series.

    Vertical bar

    Pareto

    A combination chart that has a single series duplicated with 1 as a vertical bar and the other as a line chart. In this display variation, the line indicates the cumulative total as a percentage at each data point of the bar. The line forms a rising arc as it encounters more data points whose percentage of the cumulative total continues to add to the value represented at each point of the line chart.

    Vertical bar

    Horizontal bar

    Drill-down

    The highest-level value is displayed on the chart. You can click the value to drill down into chart levels and drill through the data for all available levels.

    Vertical bar

    Horizontal bar

    Logarithmic

    The chart displays a scale that is plotted on the y-axis.

    Vertical bar
    Horizontal bar

    Full Stacked

    The data points are stacked upon each other in a single bar, which is oriented vertically or horizontally according to the selected chart type. The bar represents a value of 100 percent, and each data point within that bar represents a portion of the total percentage.

    Vertical bar
    Horizontal bar

    Stacked

    The data points are stacked upon each other in a single bar, which is oriented vertically or horizontally according to the selected chart type. The bar is divided based on the number of records included in each data grouping.

    Horizontal bar

    Progress Bar

    Shows percentage of total number of records matching the Group by function criteria. The Y axis plots the Group by function, the X axis represents 0–100 percent, and the shaded portion of each bar represents the actual percentage.

    Horizontal

    bar

    Standard

    Each data point is represented as an individual horizontal bar.

    Pie
    Donut

    Standard

    All slices of the chart are connected. Each slice renders the data points as a percentage compared to the other values on the face of the pie itself.

    Pie
    Donut

    Explode Largest

    The largest slice of the chart is separated from the rest of the slices. Each slice has its data point rendered as a percentage compared to the other data points. If there are multiple largest slices, all slices of the pie are exploded.

    Pie
    Donut

    Explode Smallest

    The smallest slice of the chart is separated from the rest of the other slices. Each slice has its data point rendered as a percentage compared to the other data points. If there are multiple smallest slices, all slices of the pie are exploded.

    Pie

    Donut

    Drill-down

    The highest-level value is displayed on the chart. You can click the value to drill down into chart levels and drill through the data for all available levels.

    Gauge

    Speedometer

    The scale values are distributed in a clock-wise fashion on the face of the gauge. A needle originates from the center of the gauge and acts as the data point.

    Gauge

    Solid

    A data point plotted in a solid arc display.

    Line

    Date Range

    For searches that use the Date field as the primary field to evaluate, you can filter the results by date range. By default, you can filter by 7 days, 2 weeks, 1 month, 1 year, and All.

    Note: You cannot filter by duplicate date ranges. For example, filtering by both 24 months and 2 years causes errors in the chart display.

    To filter using a specific date range, click Date Range on the chart toolbar and complete the Value and Period fields.

    Line

    Logarithmic

    The chart displays a scale that is plotted on the y-axis.

    Line

    Area

    Standard

    The data points are displayed as symbols connected by a straight line.

    Line

    Area

    Rounded

    The data points are displayed as symbols connected by a curved line.

    Area

    Rounded Stacked

    The area under the rounded line is shaded.

    Area

    Stacked

    The area under the straight line is shaded.

    Radar

    Line Series

    The chart is created using lines instead of areas.

    Radar

    Stacked Area

    Each series is stacked on top of each other and draws each radar proportionately smaller, stacking each series largest to smallest. Each series is filled with a unique color to distinguish it from other radars.

    Radar

    Standard

    Each data point in a series uses a separate fill color while the other data points in another series are used to measure the points for the radar. For example, in a multi-series chart, the number of axes is determined by the number of values in the field that is listed as the second Group by function in the search criteria. If this field has 4 values, the system renders the data across 4 axes.

Define the Chart Transparency

Select from various levels of transparency for the displayed chart. By default, charts do not have any transparency applied.

  1. On the search results page of the chart that you created, click Transparency level.
  2. Select a level of transparency.
  3. Click OK.

Set Chart Colors

You can customize chart colors from predefined color palettes or select a specific color for each data series.

Note: For heat map - standard charts, you can define 1 or more color thresholds. Red is the default color.

  1. On the search results page of the chart that you created, click Chart colors.
  2. In the Data Series section, complete 1 of the following tasks.
    • Choose colors from a predefined palette.
      1. Select Palette.
      2. Click the drop-down arrow, and select 1 of the available predefined palettes.
      • Create your own custom color scheme.
        1. Select Custom
        2. For each item in the Series Name column, click the color drop-down arrow and select a color in the Color Picker dialog. To select a custom color, click color picker and choose a preferred color or enter the hexacode for the color.
      • If you have multiple data series, you can select 1 color for all series.
        1. Select Single.
        2. Select a color.
  3. Click OK.

Create Threshold Markers

A visual threshold marker or range for a chart indicates when a certain benchmark has been reached or the progress of a particular item. By default, no threshold markers or ranges are configured. Markers are available on vertical bar, horizontal bar, featured metric, and gauge charts. Ranges are only available on gauge charts.

You can have up to 5 markers in a chart. The marker name, value, color, and style display in the legend of the chart.

If you set markers on a vertical bar chart, and then switch to a horizontal bar chart or line chart, the markers are displayed. However, if you convert a vertical or horizontal bar chart to any other chart type, the markers are not displayed.

  1. On the search results page of the chart that you created, click Chart effects.
  2. In the Marker Name field, enter a label for the marker.

    Note: Labels can have a maximum of 30 characters.

  3. In the Type field, select 1 of the following:
    • Average. Automatically calculates the average value. When Average is selected, you cannot enter a value in the Value field.
    • Custom. Enables a custom value.

    Note: For Gauge and Featured Metric chart types, only minimum and maximum types are available.

    Note: This field is not available for multiple aggregates.

  4. In the Value field, enter the numeric value for the position of the marker on the chart.
  5. In the Style field, select a line style for the marker.
  6. In the Color field, do the following:
    1. Click the color drop-down arrow to open the Color Picker dialog box.
    2. Select a preferred color.
  7. Select the checkbox next to the Marker Name field to display the marker on the chart.
  8. (Optional) To add more markers, repeat steps 2-7.

    Important: For each marker that you want displayed on the chart, select its corresponding checkbox.

  9. Click OK.

Configure Heat Map Display Properties

  1. On the search results page of the chart that you created, click Chart effects.
  2. Enter the number of sections that you want for each axis in the Rows and Columns fields.
  3. In the Y-Axis Minimum Value, Y-Axis Maximum Value, X-Axis Minimum Value, and Y-Axis Maximum Value fields, set the minimum or maximum number of rows and columns to be in the chart.
  4. Click OK.

Note: For heat maps with large data points, you may have to resize the iView or scroll to view all data points. For extremely large heat maps, if all data points are not visible, the chart displays the number of total data points.

Configure Risk Map Display Properties

Archer adds a (No Selection) row and column to risk maps that are built on non-mandatory fields. To hide the (No Selection) row or column, select the Hide No Selection checkbox and click OK.