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.
The charting feature is designed for you to grasp the full scope of data without browsing through hundreds or thousands of records. You can share charts by exporting them to embed into presentations, by emailing them, or printing them for paper distribution.
On this page
Charting Terminology
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Term |
Definition |
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Aggregate |
A function that returns a value that is calculated from the values of each distinct value of a function. For example, in a statistics search for the Facilities application, applying the Group by function to the Region field and the Count of function to the Facility Name field, produces a report listing the number of facilities by region. Featured Metric and Gauge charts are only available when a search using 1 aggregate generates a single output. Otherwise, the system displays the standard search results. |
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Data Point |
A numeric value displayed as a part of bar, pie slice, or other shape associated with a specific data element in a chart. For example, for Risk Level, the data element "High" has a value of 23. This numeric value translates into a data point for charting purposes. |
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Group by |
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Legend |
An area of a chart that correlates the chart's colors to its values. Legends change based on the number of groups in the chart. The following is applicable to charts that have both an X and Y axis such as the Vertical Bar, Horizontal Bar, Line, and Area charts.
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Marker |
A static line, needle, or shaded area that can be added to charts to communicate a goal, requirement level, overload range, or comparison figure. |
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Render |
To create a chart representing the results of a statistical search. |
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Series |
A group of data points, such as the entire line on a chart. |
Chart Types
You can display the search results in different chart types.
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Chart Type |
Description |
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Vertical Bar |
Provides a visual representation of grouped data. The height of the rectangular bars is proportional to the values they represent. Renders single-series chart or multiseries charts.
Display variations include:
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Horizontal Bar |
Use a horizontal bar chart to visually compare or contrast data points as their actual values or as a comparative percentage in 1 or more series of data elements grouped into categories. The categories display along the Y axis and the length of the bar corresponds to the value of each category. Renders single-series or multiseries charts.
Display variations include:
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Pie |
Renders single-series charts. Use a pie chart to visually compare or contrast data points as their actual values or as a comparative percentage in a single series of data elements. Pie charts are circular charts divided into slices, illustrating proportions. In a pie chart, each data element from the Group by function has its own slice of the pie. The aggregate value is sized relative to its actual value compared to the other values. Display variations include:
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Donut |
Renders single-series charts. Use a donut chart to visually compare or contrast data points as their actual values or as a comparative percentage in a single series of data elements. Similar to pie charts, donut charts show the relationship of parts to a whole. In a donut chart, each data element from the Group by function is represented by its own piece of the donut. Each slice of the donut is measured by the size of the data. The larger the value of the data point of an element, the larger the slice relative to all other elements on the chart. Display variations include:
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Gauge |
Renders single-series charts. On a gauge chart, each data point is represented by an individual gauge. Gauge charts are often used to present key indicators to the end users, such as statistics or measurements of a particular data point against a defined point or group of points. A needle originates from the center of the gauge and acts as the data point. In a gauge chart, each element of a Group by function is represented by its own gauge. The aggregate value is the value of the gauge itself shown in a tooltip. Display variations include:
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Funnel |
Renders single-series charts. The funnel represents a value of 100 percent, with each data point in the stack representing a portion of the total percentage. |
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Line |
Renders trends by drawing connecting lines between data points. Use a line chart to display information as a series of data points connected by a line. A typical use of a line chart is to visualize a trend in data over intervals of time, drawing connecting lines between data points, thus the line chart is often used for chronological data.
Display variations include:
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Area |
Renders trends by comparing 2 or more quantities separated by color. Similar to a line chart, an area chart displays quantitative information chronologically as a series of data points connected by a graphical line. An area chart enables comparison of the quantities between lines, often displayed with colors. You can use an area chart is to visualize a trend comparison in data over intervals of time.
Display variations include:
Multiline variations are relevant only for the search configuration of 2 group functions with 1 aggregate. |
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Radar |
Compares the aggregate values of several data points. Radar charts plot the values of each category along a separate axis that starts in the center of the chart and ends on the outer ring. In a radar chart, the elements of the Group by function are the "spokes" of the chart. The aggregate value for each element is the value from the center outwards compared to the other aggregate values. This chart type displays single-series or multiseries data in the form of a 2D chart of 3 or more data elements represented on axes starting from the same point. A line connects the data points of each element until all elements are connected, forming a complete shape.
Display variations include:
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Bubble |
Shows the relationships between the plotted data points that have 3 numerical values. The values that are displayed on a bubble chart indicate their size, and their relative positions with respect to the value of each data point and their numeric axis. The size of the bubble is indicated by the third value, which is a numeric data element. The display variation for bubble charts is standard: 2 of the quantitative values of the bubble are plotted on the X and Y axes, while the other value is represented by its diameter. A fourth value can be added that is represented by the color.
Display variations include:
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Split Packed Bubble |
The Split Packed Bubble chart is a variation of the Bubble chart. It is available when the search results return 2 group-by functions and 1 aggregate function. This chart is grouped by hierarchy, to enable you to visualize an entity by its magnitude and the group it belongs to. |
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Packed Bubble |
The Packed Bubble chart is a variation of the Bubble chart. It is available when the search results return 2 group-by functions and 1 aggregate function. The bubbles represent values in 1 of the groups and are further grouped by color, while the size represents the value returned by the aggregate function. The positions of the bubbles in this chart are not relevant. |
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Heat Map |
Shows data in a tabular format with user-defined color ranges, for example, low, average, and high. This chart type displays series values in a matrix of 2 categories. Use heat map charts to visualize risk across a department, business unit, or the entire organization in a tabular format with user-defined color ranges, such as low, average, and high. Heat maps can also be used to understand below or above average trends in the data or to see abnormalities. The type of heat map that is generated is based on the combination of the Group by functions and Aggregate functions and the specific field types.
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Scatter |
Shows the relationships among the numeric values in several data series, or plots 2 groups of numbers as 1 series of XY coordinates. Use a scatter chart to quickly identify outliers, which are data points that deviate markedly from other data points of the sample of data in which it occurs. Scatter charts have 2 value axes, showing 1 set of numerical data along the X axis and another along the Y axis. These values are combined into single data points, which are displayed in clusters. The appearance of scatter charts is based on the field assigned to the Group by function and the number of aggregates.
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Tree Map |
Displays hierarchical data and trending patterns categorized by color and size in proportion to amount of data it represents. Tree Map charts offer several layers of data within the same chart. A Tree Map can be plotted for single aggregate and 1 or more group by functions. The chart area in a Tree Map chart is composed of all group by fields at same level. The first group by field becomes the top-level and subsequent group by fields display using the drill down method. You can click the value to drill down into chart levels and drill through the data for all available levels. |
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Featured Metric |
Displays the numeric value of the report. The Featured Metric chart type is only available when a search using 1 aggregate function generates a single output. This chart type enables you to quickly identify numeric values. You can open the report by clicking the numeric value in the Featured Metric. If this chart is created using a Record Count limit, the sorting criteria must be identical between the main report and the Statistics Drill Down Options section. For more information on Featured Metric chart creation, see Running Searches in Statistics Mode. |
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Combination |
A combination chart has a single series of multiple aggregates superimposed on each other with 1 as a vertical bar and the other as a line chart. The chart markers enable you to visualize thresholds for individual data points. The second aggregate within your search will be treated as a marker. |
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Sunburst |
Displays 3 levels of data on 1 chart. Sunburst charts enable you to quickly visualize relative proportions of the underlying data without having to drill through the data. Note: Sunburst charts contain multiple layers of data that are difficult to render in exported formats. |
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Sankey |
Sankey charts enable you to visualize the relationship between entities with respect to their weighted distribution. This chart is available when the search results return 2-5 group-by functions and 1 aggregate function, with a maximum of 10 data points per pillar. Display variations include:
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Available Chart Types by Function
The options in the Chart Type list on the Charting toolbar are based on the Group by and Aggregate functions included in a statistical report.
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1 Group by Function |
2 Group by Functions |
3 & 4 Group By Functions |
>4 Group By Functions |
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1 Aggregate Function |
Vertical Bar - Standard, Stacked, Full Stacked, Pareto, Logarithmic Horizontal Bar - Standard, Stacked, Full Stacked, Logarithmic Pie - Standard, Explode Largest, Explode Smallest Donut - Standard, Explode Largest, Explode Smallest Line - Standard, Rounded, Logarithmic Area - Standard, Rounded Radar - Area, Line Tree Map Funnel |
Vertical Bar - Standard, Stacked, Full Stacked, Drill-down, Logarithmic Horizontal Bar - Standard, Stacked, Full Stacked, Drill-down, Logarithmic Pie - Drill-down Donut - Drill-down Line - Standard, Rounded, Logarithmic Area - Standard, Rounded, Stacked, Rounded Stacked Radar - Area, Line Bubble Split Packed Bubble Packed Bubble Tree Map Sunburst Sankey Dependency Wheel Heat Map Heat Map - Risk Map Note: Heat Map - Risk Map is only supported if both Group By functions are performed on the same values list. |
Vertical Bar - Drill-down Horizontal Bar - Drill-down Pie - Drill-down Donut - Drill-down Tree Map Sunburst Sankey |
Tree Map Sankey |
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2 Aggregate Functions |
Vertical Bar - Standard, Stacked, Full Stacked, Logarithmic Horizontal Bar - Standard, Stacked, Full Stacked, Logarithmic Line - Standard, Rounded, Logarithmic Area - Standard, Rounded Stacked Radar - Area, Line Bubble Scatter Combination |
Scatter |
Cannot chart |
Cannot chart |
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3 Aggregate Functions |
Vertical Bar - Standard, Stacked, Full Stacked, Logarithmic Horizontal Bar - Standard, Stacked, Full Stacked, Logarithmic Line - Standard, Rounded, Logarithmic Area - Standard, Rounded, Stacked, Rounded Stacked Radar - Area, Line Bubble Combination |
Cannot chart |
Cannot chart |
Cannot chart |
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>3 Aggregate Functions |
Vertical Bar - Standard, Stacked, Full Stacked Horizontal Bar - Standard, Stacked, Full Stacked Line - Standard, Rounded Area - Standard, Rounded, Stacked, Rounded Stacked Radar - Area, Line |
Cannot chart |
Cannot chart |
Cannot chart |
Conditions When a Chart Cannot be Rendered
A chart is not rendered when any of the following conditions exist:
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The statistics search yields a large number of points, depending on the chart type.
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The scatter or standard heat map yields more than 9999 points.
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All other statistics search chart types yield more than 400 points.
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The statistics search is configured with more than 2 Group by functions or more than 3 aggregate functions.
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The statistics search is configured to apply either the Minimum of or Maximum of aggregate function to a date type field.
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The statistics search yields more than 1 value in a mode aggregate.
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The statistics search yields unchartable data. For example, if you include an aggregate function for a sub-form contained in a field, and no sub-form records are attached to any parent records, there is no data for the sub-form aggregate. Therefore, the chart is not rendered.
Create a Chart
- Run a search in statistics mode.
Note: See "Available chart types by function" above to determine the Aggregate by functions required for the chart type that you want to create.
- On the Search Results page of the chart that you created, click
and select the preferred display format:- Chart and Data. Displays both the chart and data results from the statistical search.
- Chart Only. Displays only the rendered chart as a result from the statistical search.
- Data Only. Displays only the rendered data as a result from the statistical search. No charts are rendered or displayed when you select this option. Also, this option is the only available option if the statistical query cannot be rendered as a chart.
- From the chart type list, select the chart type. Only certain chart types may be available depending on the Group by and Aggregate by functions that you selected in the statistical search. For example, when Featured Metric is selected, only the Help icon is available on the chart toolbar.
- (Optional) Do any of the following:
- Configure the chart options.
- Drill into the underlying data. Click a data element to run a search for that record in the associated application.
Note: After the search results are displayed, return to the chart by clicking
on the drill-down search results page. - Save the search criteria as a report.
Displaying Chart Results and Details
When you run a statistics search, the data results of your search are displayed as data in a table. You can display this data in chart form, which can provide you with a more concise visual presentation of the data. Archer can render search results in different chart types, and each chart type can be displayed in different styles.
You can also drill into charts to view the details of the underlying data. For example, if a bar chart contains a data element indicating that you are responsible for 1 laptop, clicking that data element runs a search for that laptop record in the Asset Management application. Depending on the value set of the data element, multiple records can be returned in the search results.
