Graph Formatting      Back to Previous

 

When output is displayed in graph view, you have the option to define formatting for select elements of the graph. You first specify the grid element and characteristic being formatted and then the format settings to be applied. The graph formatting options are available from two access points as follows:

·        Format Toolbar - toolbar icon buttons that provide direct access to selected formatting options for the grid

·        Format Graph dialog - dialog window that provides access to all formatting options for the grid

When you format a graph, you should be familiar with the elements of the graph. These are as follows:

001.png Graph Title - by default uses the Report Name but may be changed in Advanced Formatting

002.png Graph Subtitle - by default is blank but may be changed in Advanced Formatting

003.png Y Axis - the axis that provides the metric series value breakpoints

004.png Y Axis Title - by default is blank but may be changed in Advanced Formatting

005.png Category (X) Axis - axis that provides the attribute value for time horizon

006.png Category (X) Axis Title - by default is blank but may be changed in Advanced Formatting

007.png Series Plotlines - plot line for the metric series (in this example a Vertical Line graph was used)

008.png Series Legend - the legend for each metric series that is plotted

009.png Footnote - by default is blank but may be changed in Advanced Formatting

GraphExample_HE.png

Graph Formatting Toolbar      Back to Previous

The Graph Format toolbar provides direct access to the formatting options available when displaying the output in graph view. The toolbar options require you to select the grid element(s) to be formatted and the toolbar options enabled will be dependent on the selection. The following options are available from the Format toolbar:

GraphFormat_Toolbar.png

Icon/Field

Description

GraphToolbar_GraphElement.png

This drop down list allows you to select the type of formatting being applied. The drop down list includes options for Format, Titles, Axes or Series Colors.

You select the graph element to be formatted.

GraphToolbar_Characteristic.png

Once you have selected the type of formatting, you must specify the graph element being formatted. The elements in the drop down list are specific to the type of formatting being applied.

When Format is selected, you may define formatting for Text, Background, Frame, Legend or Legend Area.

When Titles is selected, you may define formatting for All Titles, Title, Subtitle, Footnote, Category (X) Axis Title or Y Axis Title.

When Axes is selected, you may define axes label  formatting for All Axes, Category (X) Axis or Y Axis.

When Series Colors is selected, you may define the color for each of the series that are plotted on the graph.

GridFormatToolbar_Font.png

When enabled, the font settings allow you to specify the font to use and the size of the font.

GridFormatToolbar_FontCharacteristics.png

When enabled, the font format settings allow you to specify if the font is presented as bold, italic and/or underlined. These settings are independent of one another and each are applied to the specified grid element and characteristic being formatted.

GridFormatToolbar_BackgroundColor.png

When enabled, the background color option allows you to define the fill color for the specified element of the graph. The drop down list provides a predefined palate of colors with access to an advanced dialog to define a custom color. You may also enable two colors and a style for gradient color formatting.

GridFormatToolbar_LineColor.png

When enabled, the line color option allows you to define the color of the border for the selected graph element. The drop down list provides a predefined palate of colors with access to an advanced dialog to define a custom color.

GridFormatToolbar_TextColor.png

When enabled, the text color option allows you to define the color of the text for the selected graph element. The drop down list provides a predefined palate of colors with access to an advanced dialog to define a custom color.

GridFormatToolbar_Advanced.png

When viewing Grid and Graph, the advanced grid formatting option allows you to open the Advanced Formatting dialog which provides additional control over the formatting of the selected grid element and characteristic. Refer to the Advanced Grid Formatting Dialog section for more information on the tabs and options you can define.

GraphToolbar_AdvancedFormatting.png

The advanced graph formatting option allows you to open the Advanced Graph Formatting dialog which provides additional control over the formatting of the graph elements. Refer to teh Advanced Graph Formatting Dialog section for more information on the options you can define.

 

Advanced Graph Formatting Dialog      Back to Previous

The Format Graph dialog provides advanced formatting options for the graph layout. This dialog includes options to define:

·        General - options to specify the type of graph

·        Format - options to specify the formatting of elements on the graph

·        Number - options to specify the formatting of numeric values

·        Axes - options to specify the formatting of axes values and scaling

·        Advanced - options to define the basis for the plotted series and the sizing

General Options      Back to Previous

The General options allow you to specify the type and sub-type of graph to be used for plotting the data as well as details of the categories and series to be presented.

001.png

This option allows you to select the Type and Sub-Type for the graph.

The graph types available for selection are itemized below. Each graph style has a specific set of sub-types and requirements for data elements to render a graph

Filler_GridFormattingNumber.png

GraphFormatting_General.png

002.png

Maximum values must be defined for Categories (the count of Y access plot points) and Series (Plot lines for graph).

You may also specify parameters for the plot line to indicate if a curved line is used in line and area graphs and if rounded effect is applied to all series.

The font anti-aliasing sharpens fonts in zoomed images.

 

The following table provides a list of the graph types available in TrueStandings Securities and the minimum data elements required to render a graph:

Graph Style

Minimum Requirements

Area

One attribute, one metric

Bar

One attribute, one metric

Line

One attribute, one metric

Pie

One attribute, one metric

Scatter

One attribute, two metrics

Note: If there are more than two metrics, the graph may not be useful because scatter graphs are used to plot two values at a time.

Polar

One attribute, two metrics

Radar

One attribute, one metric

Bubble

One attribute, three metrics

Note: If there are more than three metrics, the graph may not be useful because bubble graphs are used to plot two values (a first and second metric) at a time. The third metric is represented by the size of each bubble.

Stock: Hi-Lo

One attribute, two metrics

Note: To ensure that this type of graph displays data correctly, the metrics must be of the same data type and must be in the following order: low value metric, high value metric.

Stock: Hi-Lo-Open

One attribute, three metrics

Note: To ensure that this type of graph displays data correctly, the metrics must be of the same data type and must in the following order: low value metric, high value metric, open value metric.

Stock: Hi-Lo-Open-Close

One attribute, four metrics

Note: To ensure that this type of graph displays data correctly, the metrics must be of the same data type and in the following order: low value metric, high value metric, open value metric, close value metric.

Histogram

One attribute, one metric

3D: Risers

One attribute, one metric

3D: Floating

One attribute, one metric

3D: Connect Group

One attribute, three metrics

3D: Connect Series

One attribute, one metric

3D: Surface

One attribute, one metric

3D: Scatter

One attribute, three metrics

Gauge

One attribute, one metric

Funnel

One attribute, one metric

Pareto

One attribute, one metric

Boxplot

One attribute, exactly five metrics

Note: To ensure that all five sections of the boxplot (minimum, maximum, median, lower quartile, upper quartile) appear correctly on the graph, the five metrics must be defined in a specific order as follows: minimum value metric, low value metric, base or median value metric, high value metric and maximum value metric.

Gantt

One attribute, two metrics

 

Format Options      Back to Previous

The Format options allow you to define the font style, size and color as well as the fill and line colors for select graph elements. Additionally, you may enable and define the title, sub-title, axes titles and footnotes for the graph. When adding text for the titles, there is an Information button () that provides a list of variables that you may insert to extract text from the report definition or details from the report request (e.g., there is a variable {&REPORTNAME} that will insert the name of the report in any of the text-based fields for a graph). The list of variables are noted below. These variables may be used to define the text for the following graph elements:

·        Title - text field that displays above the graph

·        Sub-Title - text field that displays beneath the Title and above the graph

·        Y Axis Title - text field that displays next to the Y axis value markers

·        Category Axis Title - text field that displays next to the category (X axis) value markers

·        Footnote - text field that displays in the bottom right corner beneath the graph

001.png

Select the format option and graph element whose font and (if applicable) text you wish to define.

Filler_GridFormattingNumber.png

GraphFormatting_Format.png

002.png

If working with titles, the Show checkbox will toggle the title field on and off for display on the graph.

You may enter free-format text or selected one or more system variables to populate the title/footnote text.

If working with a metric element of the graph, the Show checkbox will toggle the plotted values on and off for display on the grid.

Additionally, you may toggle the tooltip on and off. A tooltip is displayed when you move your mouse over the plot point or plotted line.

This allows you to define a variable and/or add custom text that will display in the tooltip. By default, this will use the variable {&TOOLTIP} which will display the name of the metric across the entire plotted line and add the value of the plot point when you mouse over the plot point.

003.png

When working with a text element of the graph, you may define the font, style and size to be applied.

004.png

When working with a text element of the graph, you may define the additional effects and color applied to the text.

This field provides a predefined drop down color palette with access to define a custom color.

A sample of the text settings is then provided.

005.png

You may define the fill color and the effects of the fill for the graph element.

This field provides a predefined drop down color palette with access to define a custom color. The effects will provide a textured area for the grid element (e.g., chiseled, sphere).

006.png

You may define the color of the border line for the graph element. This field provides a predefined drop down color palette with access to define a custom color.

 

The following is the formatting options available by selection:

Formatting Option

Formatting Sub-Option

Formatting Options Available for Selection

Format

All Text

Font Format and Font Effects

 

Background

Fill Color, Fill Effects and Line

 

Frame

Fill Color, Fill Effects and Line

 

Legend

Show checkbox, Font Format, Font Effects, Fill Color, Fill Effects and Line

 

Legend Area

Fill Color, Fill Effects and Line

Titles

All Titles

Font Format and Font Effects

 

Title

Show checkbox, Font Format, Font Effects, Fill Color, Fill Effects and Line

 

Subtitle

Show checkbox, Font Format, Font Effects, Fill Color, Fill Effects and Line

 

Foonote

Show checkbox, Font Format, Font Effects, Fill Color, Fill Effects and Line

 

Category Axis Title

Show checkbox, Font Format, Font Effects, Fill Color, Fill Effects and Line

 

X Axis Title

Show checkbox, Font Format, Font Effects, Fill Color, Fill Effects and Line

Axes

All Axes

Show checkbox, Font Format, Font Effects

 

Category Axes Values

Show checkbox, Font Format, Font Effects, Fill Color, Fill Effects and Line

 

X Axes Values

Show checkbox, Font Format, Font Effects, Fill Color, Fill Effects and Line

Series Colors

One for each metric plotted on graph

The options here will be dependent on the type of graph. If there is a plot point and line, there is a color format for each plot element for each metric. If there is a single bar marker, there is one format for each metric.

Fill Color and Line

Series Values

All Data Values

Show checkbox, Tooltips checkbox, Font Format, Font Effects,

 

One for each metric plotted on graph

Show checkbox, Tooltips checkbox, Font Format, Font Effects,

 

The following is a list of the variables available for selection to populate text in any of the graph titles and/or footnotes. You may use any combination of these variables in one text related field:

Variable Name

Description

{&REPORTNAME}

Name of the report as saved

{&REPORTDESCRIPTION}

Description of the report as saved

{&CREATIONDATE}

System date for when the report was created

{&CREATIONTIME}

System time for when the report was created

{&PROJECT}

Name of the project where the report resides (TrueStandings Securities)

{&USER}

Name from the user account that requested the report

{&PROMPTn&}

Answer from the nth prompt used to generate report output

{&PROMPTDETAILS}

Answer for all prompts used to generate report output

{&EXECUTIONTIME}

System time when the report was requested

{&FILTERDETAILS}

Report filter details used to generate report output

{&PAGEBYDETAILS}

Page By selections used to generate the current view of the output

{&GROUPLABEL}

Text value for the plotted category marker (only displayed for plot point and not plot line) - only available when formatting the Tooltip for the Series Values

{&SERIESLABEL}

Text value for the plotted series (displayed for both the plot point and plot line) - only available when formatting the Tooltip for the Series Values

 

Number Options      Back to Previous

The Number options allow you to define the numeric formatting for graph axes values. In TrueStandings Securities, metric formatting is inherited from the metric definition but the axes formatting can be modified. When you select a metric, the selection options are disabled and displays the formatting inherited from the metric. When you select the graph element to be formatting, the current format option is selected. It is not recommended that you modify the numeric formatting of the values on the graph.

GraphFormatting_Number.png

 

Axes Options      Back to Previous

The Axes options allow you to define the minimum and maximum values for the metric value (X) axis as well as the scale of the values (incremental values between plot points).  By default, the Y axis and interval values are determined by the metric values being plotted but may be modified using these formatting options. You must first check the axis value you wish to define then specify the value. Modifying these values will affect the display of the plotted metrics and may result in plotted values outside the maximum and minimum values you have specified for the axis.

GraphFormatting_Axes.png

Advanced Options      Back to Previous

The Advanced options allows you to define the source of the series being plotted based on either the row or column values in the grid report. In addition, you may define the graph element resizing based on the size of the graph (i.e., as you adjust the size of the graph, do the elements retain their formatted size or scale relative to the size of the graph).

001.png

This option allows you to select the source of plot points for the X axis. You may specify the values by Row or Column from the grid view of the data.

Filler_GridFormattingNumber.png

GraphFormatting_Advanced.png

002.png

The Resizing options allow you to specify if the graph elements are resized as the graph is resized to fit in the size of the browser window.

The Show Subtotals checkbox will toggle subtotals on and off for those metrics that are accumulated into totals.