Getting Started with Charts

  • 21 December 2021
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Any Metric or Table View can be displayed as a chart in Pigment. In this article, you will find examples of charts and chart configuration options. 

 

Table of Contents

 

Accessing Chart Display Mode

 

Use the menu on the top left of a Metric of Table view to switch to Chart Display Mode.  This will give you the option to see how a chart would look under its current configuration.  You can use the Pivot functionality to change where dimensions are located on the different axis. Click Format to be able to make adjustments to the chart you will use and the options for each chart.

 

Accessing Chart Options 

 

Once switching to Chart mode and Selecting Formatting, the side panel will appear.  This is where you configure all visual aspects of the chart. Pigment currently offers 5 different chart types: Bar, Line, Pie, Combined and Waterfall.  You can toggle back between the different chart options and you’ll notice the options are different for each chart. 

 

 

 

 

Caveat

Please note that switching from series to X-axis and Pages, is done by using the Pivot panel as you would do in grids. When the view is switched to Chart mode, all Filters, Sort, and Totals configurations are kept. Filters and Sort option will affect the Chart which is displayed, but Totals won't be displayed in the Chart.

 

 

Chart specific settings

 

Bar Chart

 

 Bar charts are useful for showing comparisons between categories of data or comparing changes for multiple groups over the same period of time.

Setting

Description

Options

Layout

The Layout setting configures how series are clustered visually on a chart.

Grouped : Series are clustered side-by-side.

 

Stacked : Series values are added on the Y-axis, so each consecutive series appears above the last one. Make sure the units of all series match.

Direction

The Direction setting configures the bar direction.

 

Vertical: bars of each series will be displayed vertically.

 

Horizontal: bars of each series will be displayed horizontally.

Color Theme

The Color Theme option configures different presets of colors to represent each series.

Currently, Pigment support 8 presets (Pigment, Rainbow Spectrum, Copenhagen Facades, Sunset Boulevard, Winter Wonderland, Utility, Moreno Glacier, Autumn in New York).

X gridline and Y gridline

The X gridline and Y gridline options enable the appearance of gridlines extending from the X and Y-axis.

Toggle on/off

(on by default)

Bar Label

The Bar Label setting shows/hides the label inside each bar displaying the value of the bar.

Toggle on/off

(on by default)

X label orientation

The X label orientation setting configures the orientation of the X-axis labels. To avoid label overlap, use the diagonal or vertical option.

Horizontal, vertical or diagonal

Legend

The Legend setting shows/hides the Legend of the chart series. Use this option to display or hide the legend.

Toggle on/off

(on by default)

Legend Position

The Legend Position setting configures the position of the legend.

The legend can be set to 4 different positions: Botton right, Top right, Bottom center, Top center.

(Bottom right by default)

 

 

Line Chart

Setting

Description

Options

Line Shape

The Line Shape setting configures the shape of the curve which connect or interpolate the series data points.

Linear: Displays straight line segments connecting points

 

Natural: Displays smooth curve connecting points

 

Basis: Displays smooth curve interpolating points

Line width

The Line width setting configures the width of the curve.

 

Slider from 0 to 10

(2 by default, use 0 to hide the curve)

Y stacked values

The Y stacked values setting configures the position of each series. If the Y Staked Value option is enabled, Series values are added on the Y-axis, so each consecutive series appears above the last. Note: Make sure units of all series match.

Toggle on/off

(off by default)

Area

The Area setting fills the area under each curve.

Toggle on/off

(off by default)

Color Theme

The Color Theme option configures different presets of colors to represent each series.

Currently, Pigment support 8 presets (Pigment, Rainbow Spectrum, Copenhagen Facades, Sunset Boulevard, Winter Wonderland, Utility, Moreno Glacier, Autumn in New York).

Show X gridline 

Show Y gridline 

The Show gridline options will allow you toggle on and off the gridlines that are shown in the background of the chart. 

Toggle on/off

(on by default for Y and off for X)

Y Scale

This option allows you to control the size of your Y axis.

Auto - will automatically scale Y axis based upon the max and min value from your grid.

Fixed - allows for a manual input of the Max and Min values shown on the Y axis.

Include 0

When in Auto Y Scale mode, this option will resize the scale to include 0 as either the min or max value.

Toggle on/off

(off by default)

Point

The Point option configures how data points appear on the chart. Disable that option to hide data points.

Toggle on/off

(on by default)

Point labels

The Point labels option toggles the appearance of value labels for each data point on a chart.

Toggle on/off

(off by default)

X gridline and Y gridline

The X gridline and Y gridline options enable the appearance of gridlines extending from the X and Y-axis.

Toggle on/off

(on by default)

X Label orientation

The X Label orientation setting configures the orientation of the X-axis labels. To avoid label overlap, use the diagonal or vertical option.

Horizontal, vertical or diagonal

Legend

The Legend setting shows/hides the Legend of the chart series. Use this option to display or hide the legend.

Toggle on/off

(on by default)

Legend Position

The Legend Position setting configures the position of the legend.

The legend can be set to 4 different positions: Botton right, Top right, Bottom center, Top center.

(Bottom right by default)

 

Combined Chart

 

Setting

Description

Options

Series

Use Series to configure which items should be displayed as bars or lines. Items available in Series are the ones displayed as Rows in the Configure Panel.

Bars
Lines

Stacked values

The Stacked values setting configures how series are clustered visually on a chart.

Toggle on : Series are clustered side-by-side.

Toggle off : Series values are added on the Y-axis, so each consecutive series appears above the last one. Make sure units of all series match.
(on by default)

Show Label

The Bar/Line Label setting shows/hides the label inside each bar/line displaying the value of the bar/line.

Toggle on/off

(on by default)

Line Settings Display

The Display settings configures how line items are visualised.

Line without dots
Line with dots
Dots
Flat lines

Secondary axis

The Secondary axis option allow you to plot line items on a secondary axis

Toggle on/off

(off by default)

Color Theme

The Color Theme option configures different preset of colors to represent each series.

Currently, Pigment support 8 presets (Pigment, Rainbow Spectrum, Copenhagen Facades, Sunset Boulevard, Winter Wonderland, Utility, Moreno Glacier, Autumn in New York).

X gridline and Y gridline

The X gridline and Y gridline options enable the appearance of gridlines extending from the X and Y-axis.

Toggle on/off

(on by default)

X label orientation

The X label orientation setting configures the orientation of the X-axis labels. To avoid label overlap, use the diagonal or vertical option.

Horizontal, vertical or diagonal

Legend

The Legend setting shows/hides the Legend of the chart series. Use this option to display or hide the legend.

Toggle on/off

(on by default)

Legend Position

The Legend Position setting configures the position of the legend.

The legend can be set to 4 different positions: Botton right, Top right, Bottom center, Top center.

(Bottom right by default)

 

Pie Chart

Setting

Description

Options

Inner Radius

The Inner Radius option configures the radius for the "donut hole".

Slider 0 to 95

(50 by default, by setting this option to 0, the chart will be displayed as a Pie chart instead of a donut)

Color Theme

The Color Theme option configures different preset of colors to represent each series.

Currently, Pigment support 8 presets (Pigment, Rainbow Spectrum, Copenhagen Facades, Sunset Boulevard, Winter Wonderland, Utility, Moreno Glacier, Autumn in New York).

Radius Label

The Radius Label option toggles the appearance of labels outside of each slice displaying the series name.

Toggle on/off

(on by default)

Slices Label

The Slices Label option toggles the appearance of a label inside each slice displaying the value of the slice.

Toggle on/off

(on by default)

Corners

The Corners option configures the corner radius of each slice of the pie chart.

Slider 0 to 100

(0 by default)

Legend

The Legend setting shows/hides the Legend of the chart series. Use this option to display or hide the legend.

Toggle on/off

(on by default)

Legend Position

The Legend Position setting configures the position of the legend.

The legend can be set to 4 different positions: Botton right, Top right, Bottom center, Top center.

(Bottom right by default)

 

 

Waterfall Chart

 

Setting

Description

Options

Padding

The padding allows you to play with the spacing between bars

 

From 0 to 0.9

Auto scaling

By default, Y-axis starts at 0. If activated, the scale will be inferred from the underlying data.

Toggle on/off

(on by default)

Connecting lines

The connecting lines option allows you to add dashed lines between the bars

Toggle on/off

(on by default)

Hide zeros

The hide zeros toggle allows you to hide the bars with a value of 0.

Toggle on/off

(on by default)

X Label orientation

The X label orientation setting configures the orientation of the X-axis labels. To avoid label overlap, use the diagonal or vertical option

Horizontal, vertical or diagonal

Step color

Choose the color of your step

Color picker

(grey by default)

Ascending values color

Choose the color of your ascending values

Color picker

(green by default)

Descending values color

Choose the color of your descending values

Color picker

(red by default)

 

For more information on waterfall charts, check out this article dedicated to them! 

 

 

See also:

Create and Edit a Board


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