Scatter Chart with Dynamic Series

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Follow the steps below to configure a Scatter Chart with Dynamic Series. If you are unsure if a Dynamic Series is right for your usage please consult the example here.

 

1. Select the Switch to Dynamic Series button. NOTE: You will be warned that you will lose any configurations at this point. You can, additionally, switch back to a static series configuration at any point.

 

dynamic_chart_button

Figure 1: The Dynamic Series button in the insert chart dialog.

 

2. Select the Field that you want to be presented on the Category Axis ( X-Axis) from the drop down list of available fields.

 

Scatter_dynamic1

Figure 2: The year field was selected.

 

3. If needed change the function of the Category Axis by selecting the summation button.

 

crosstable_chooseFunction
Figure 3: The function options.

 

4. Select the Field that you want to be presented on the Value Axis ( Y-Axis) from the drop down list of available fields.

 

Scatter_dynamic2

Figure 4: The sum of the Retail and Internet sales is uses for the value of the chart.

 

 

5. If needed change the function of the Value Axis by selecting the summation button.

 

crosstable_chooseFunction
Figure 5: The function options.

 

6. You will need to select the dimension whose values will be used to create the series dynamically.

 

Scatter_dynamic3

Figure 6: ProductGroup was selected for the series of the chart.

 

7. Select the point shape that you would like to use for this chart.

 

Scatter_dynamic4

Figure 7: The point shape options.

 

8. Once you have configured all of your series all of your Chart, you may need to apply a local filter to your data. Visit this helpful page to learn more about applying a local filter.

 

local_Filter_button

Figure 8: The edit filter button in the Insert Chart Dialog.

 

9. You are able to enter a Caption for the Chart in the Properties section if needed.

 

Scatter_dynamic5

Figure 9: A caption was added to the chart.

 

10. Once you have set up all the necessary series select Insert and the chart will be inserted in to the design surface.

 

Scatter_dynamicdesign surface

Figure 10: The resulting chart in the design surface.

 

Next Steps

Chart Properties - Learn about how to edit and customize your chart after inserting it into the design surface.

Include or Exclude Widgets - Learn how to exclude widgets from your dashboard without deleting it all together.

Resizing Widgets - Learn how to resize your widgets in the design surface.

Repositioning Widgets - Lean how to reposition your widgets after inserting into the design surface.