Chart Component

Overview

Charts are a great way to display data sets in your application. Using the Chart component, you can add and configure different types of charts on your dashboard, letting your end-user visualize your data in a meaningful way.

Below are some common examples of when to use the Chart component:

To display a scatter plot to track the number of sales for each sales agent in your department.
To display a pie chart to show the percentages of end-user submissions.
To display a bar graph that shows product consumption by demographic.

About the Configuration Window

To learn more about general component settings and those that display when a component is associated with Data Models, view our General Component Settings article.

Display Panel

Field Text

Setting	Description
Label Text	Label Text conveys what the input component is and what information it displays. Enter the purpose of the corresponding component or field. User-friendly labels make your module more accessible. Keep labels short and descriptive (a word or two) using title case. For longer entries, use sentence case.

Setting

Description

Label Text

Label Text conveys what the input component is and what information it displays. Enter the purpose of the corresponding component or field.

User-friendly labels make your module more accessible. Keep labels short and descriptive (a word or two) using title case. For longer entries, use sentence case.

Formatting

Setting	Description
Chart Title	The title that displays above your chart in Express View.
Chart Subtitle	The subtitle that displays below the chart title in Express View.
Chart Height (in px)	Adjusts the height (in pixels) of the frame that contains your chart in Express View. As you adjust the height of your chart box, the chart resizes accordingly.
Print Chart, Download CSV, XLS, and PDF Label	Customizes the label of the download options in the chart drop-down menu.

Setting	Description
Stack Series	Overlays multiple data sets in your chart, preventing multiple data inputs from overlapping in your application. If only a single data input exists, this setting has no effect.

Advanced Panel

Additional Display Options

Setting	Description
Chart Theme	Sets the theme or color scheme of your chart.
Override Series Colors	Enter a HEX code to change the Series colors.

Axes Configuration

Setting	Description
Series Axis Type	Use this drop-down to define the axis type depending on the Series data you want to display. Options include: Category Linear Logarithmic Datetime
Series Axis Label Text	Enter a label for the Series axis of your chart. This label represents the y-axis in a default bar graph.
Reverse Series Axis	When set to (ON), this setting reverses the value order of your Series axis. Be default, this setting is (OFF).
Value Axis Type	Use this drop-down to define the axis type depending on the Value data you want to display. Options include: Category Linear Logarithmic Datetime
Value Axis Label Text	Enter a label for the Value axis of your chart. This label represents the x-axis in a default bar graph.
Secondary Value Axis Label Text	Enter a secondary label for the Value axis of your chart.
Value Axis Maximum	Lets you set the maximum value length of your Value axis.
Reverse Value Axis	When set to (ON), this setting reverses the value order of your Value axis. Be default, this setting is (OFF).

Label Configuration

Setting	Description
Series Label Format	Use this field to change the Series label format.
Tooltip Format	Use this field to change the interactive hover-over tooltip format.
Show Legend	When set to (ON), this setting adds a legend to your chart. Be default, this setting is (OFF).
Enable Dynamic Legend	When set to (ON), this setting only includes line keys plotted on a line chart. Be default, this setting is (OFF).

Additional Data Options

Setting	Description
Month Format	Changse the month format of date values on your chart.
Drilldown	Narrows down to any nested categories.
Aggregation	Aggregates a variable in the tracking cascading status.
Top	Returns only the top records.

Adding a Chart Component

To expand on the example from earlier, say you want to build an application that shows the popularity of insurance providers to clients. You can use a Chart component to display this data in a pie chart. The Chart component can only display data, so you must first determine the number of membership submissions for each insurance provider for the chart to display correctly.

These instructions assume that you have an open module saved with a title.

Configure the Data Table Component

Begin by creating a data set that contains customer insurance enrollment data.

In the Module Builder, drag and drop a Dropdown Component Icon

Data Table component onto your canvas.

In the Property ID and Canvas Label Text fields, enter dtUserSubmission Data.

In the Inputs data table, enter the following:

	A	B
1	submission	provider
2	1	Aetna
3	2	Cigna
4	3	BCBS
5	4	Kaiser
6	5	UHC
7	6	Aetna
8	7	Cigna
9	8	BCBS
10	9	Kaiser
11	10	UHC

Click Save Component.

Configure the Hidden Component

This Hidden component stores your provider popularity data. Your Chart component references this data to display to the end-user.

Drag and drop a icon

Hidden component onto the canvas, placing it below your dtUserSubmissionData Dropdown Component Icon

Data Table component.

In the Property ID and Canvas Label Text fields, enter providerCount.

Click Save Component.

Configure the Data Workflow Component

Chart components cannot make advanced calculations, so you'll configure a Data Workflow component to aggregate the data you want to display to the end-user.

Drag and drop a Data Workflow component onto the canvas, placing it between the dtUserSubmissionData Dropdown Component Icon

Data Table and providerCount icon

Hidden components.

In the Property ID and Canvas Label Text fields, enter dwfProviderCount.

Configure the Input Operator

Drag and drop an Input operator onto your Data Workflow canvas.

Configure the operator's Info window as follows:

Setting	Value
Category	Input
Component	userSubmissionData
Required	Yes
Source	Default

Configure the Pick Operator

Drag and drop a Pick operator onto the Data Workflow canvas.

Configure the operator's Info window as follows:

Setting	Value
Category	Input
Label	Pick Provider
Pick Keys	provider

Connect the output port (right) of the Input operator to the input port (left) of the Pick operator.

Configure the Aggregate Operator

Drag and drop an Aggregate operator onto the Data Workflow canvas.

Configure the operator's Info window as follows:

Setting	Value
Category	Aggregate By
Label	Count Provider
Aggregation Type	Count By
Join Group Keys?	No
Group Key	provider
Value Key	count

Connect the output port (right) of the Pick operator to the input port (left) of the Aggregate operator.

Configure the Output Operator

Drag and drop an Output operator onto the Data Workflow canvas.

Configure the operator's Info window as follows:

Setting	Value
Category	Output
Component	providerCount
Action	value

Connect the output port (right) of the Aggregate operator to the input port (left) of the Output operator.

Click Save Component.

Configure the Chart Component

Using a Chart component, you can display the aggregated provider data.

Drag and drop a KPI Icon

Chart component onto the canvas, placing below the providerCount icon

Hidden component.

In the Property ID and Label Text fields, enter submissionChart.

In the Chart Title field, enter Providers.

In the Inputs table, enter the following:

	ID	Label	Chart Type	Categories	Values
1	providerCount	Member Count	Pie	provider	count

Under Label Configuration in Advanced settings, set Show Legend to (ON).

Click Save Component.

Configure the Initializer Component

To initiate your application on page load, you'll use an Initializer component.

Drag and drop an Radio Button component icon

Initializer component onto your canvas, placing it above your dtUserSubmissionData Dropdown Component Icon

Data Table component.

In the Property ID and Canvas Label Text fields, enter initDwfProviderCount.

Navigate to the Radio Button component icon

Initializer component's Actions settings.

Set the Trigger Type to New Submission.

Next to Inputs & Outputs, click Edit.

In the Outputs table, enter the following:

	Source	Type	Value
1	dwfProviderCount	Trigger	GO

Click Save Component.

Save your module.

Preview your module in Express View. Notice how you can hover over and select portions of the pie chart to identify specific information.

Structure of a Chart Component's Data

The Chart component uses input Property IDs to display array data.

Setting	Description
Chart tab	Selected by default and on opening of the modal. This tab gives you access to display settings for naming, Series, Theme, and Format.
Formatting tab	Select this tab to access configuration for your chart's axis. You can also add a legend to your chart in this tab. To add a legend, select the Show Legend checkbox.
Permissions tab	Select this tab to see the RBAC settings of the component.
Cancel	Click this button to undo any unsaved configuration changes and return to the Module Builder canvas.
Save	Click this button to save all setting configuration changes and return to the Module Builder canvas.

Setting	Description
Stack Series	Overlays multiple data sets in your graph. This setting prevents multiple data inputs from overlapping in your application. If only a single data input exists, this setting has no effect.
Inputs	Use this section to input and organize the data that your chart must display.
ID	In this field, enter the Property ID of your input data. All data you reference in your input must come from the same array as the data ID. When you input additional data, it creates a separate chart.
Label	In this field, enter the value for what you're counting. For example, if your graph displays a count of numbers, enter Number. If you're displaying a percentage of businesses involved in an industry, enter Businesses.
Chart Type	This field lets you set the chart type to display your data. Below are the available chart types: Column: Effective for comparison of at least one data point. Column charts show data as a rectangle with the height of the rectangle proportional to the values plotted. Typically, a column chart plots the variable value vertically and the fixed dimension horizontally. Bar: Effective for comparison of at least one data point. Bar charts show data as a bar with the height of the bar proportional to the values plotted. Typically, a bar chart plots the variable value horizontally and the fixed dimension vertically. Pie: A pie chart is a circular-type chart, divided into slices to show numeric proportion. In a pie chart, the arc length of each slice relates to the quantity the slice represents. When used in conjunction with the Inner Size setting, you can configure your pie chart into a doughnut chart. Line: A line chart displays information as a series of data points connected by straight line segments. These charts are typically used to show information that changes over time. Spline: A spline chart is a line chart that uses curves instead of straight lines. These charts are typically used to emphasize data trends over time. Scatter: A scatter chart uses dots to represent values for two different variables. The position of each dot in the horizontal and vertical axis displays values for the data point. You'll typically use these charts to show relationships between variables. Funnel: These charts typically display stages in a sales process, and the amount of potential revenue for each stage. Bubble: Bubble charts are used to determine if at least three numerical values are related or share some pattern. These charts can also display trends over time or compare categorical variables. Heatmap: These charts are specialized, using colors to represent data values in a table. They are most helpful when used with large and complex data sets.
Categories	In this field, enter the data categories you want displayed on your chart. Enter only the key of your data's key/value pairs for each category. For example, let's say your application has three insurance provider options. You want to show the end-user how popular each insurance provider is to help guide their choice. Your insurance provider data all share the data key of Provider. So, in the Categories field, you'll enter Provider.
Values	Use this field to display the values for each category on your chart. Enter only the key of your data's key/value pairs for each category value.
Colors	Manipulates the color of an input category if the input data array contains colors. Your color data can be in word or HEX form.
Size	This setting expands the size of your chart, in pixels.
Inner Size	Adds an inner-hole to make your pie chart into a doughnut chart. This setting only applies to pie charts.
Event Output	Lets the end-user select a category on your chart's user interface. You can then output the selected category to a Property ID.
ID	The Property ID you use to output your Filter Category. For example, if you want to store the selected Filter Category in a Hidden component named idOutput, enter idOutput.
Filter Category	Enter the input category value displayed on your chart. For example, if your Input category is provider, enter provider.

Setting	Description
Label	A Label indicates the purpose of the corresponding field or component. For input components, the Label tells the end-user how to interact with the field. For non-input components, the Label is not end-user facing, and only appears in the Module Builder. User-friendly Labels make your module more accessible. Keep Labels short and descriptive (a word or two) using title case. For longer entries, use sentence case.
Property Name	A Property Name is the unique field ID used by Unqork to track and link components in your module. The Property Name is how the software identifies your component. Using Property Names lets you link components, creating logic-based configurations and API (application programming interface) calls. Property Names must use camel case (stylized as camelCase) without spaces or punctuation.
Chart Title	The title that displays above your chart in Express View.
Chart Subtitle	The subtitle that displays below your chart title in Express View.
Chart Height	Adjusts the height (in pixels) of the frame that contains your chart. As you adjust the height of your chart box, the chart resizes accordingly.

Chart Component

Overview

About the Configuration Window

Display Panel

Field Text

Formatting

Data Panel

Series Configuration

Inputs & Event Outputs