Visualizations

Knowi offers over 30 visualization options.

Visualization types can be modified via the settings option within the widget.

visualization type

Data Grid

Alternative Grid type. Supports formatting, conditional highlighting, sorting, grouping, and search. Also supports Excel downloads, sparkline charts within cells, and have a different look and feel than the basic grid type.

Data Grid 2

Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Font size To set the size of the font
Font color To set the color of the font
Grid line thickness Grid line thickness value
Cell Padding Padding of cell content
Data Format Formatting for one or more fields
Auto Scale (Sizing) This turns the proportions of the grid from absolute sizing to variable based on the size of the container. This will make the font sizes, row and column height/widths all based on the container and not an absolute pixel size.
It ensures that anybody viewing the grid can see the same thing regardless of screen size.
For example, if one screen size is displaying 5 records, the same 5 records will show in a smaller screen size and the ratio of the column widths would be the same. The footer size ratio may also need to be adjusted.
Column and Header Settings
Field Interpretation
Header Background Color Defaults to dark blue
Header Font Color Defaults to black
Header Height Height of header
Minimum Column Width To enable horizontal scroll instead of fitting the grid into the viewport
Column Ordering Column Ordering
Hide Column To hide the column from the grid
Reset Column Width Reset each column width to default
Disable Click to Sort When checked, the grid does not sort when the user clicks on a column
Merge cells with same values When checked, it merges the cells that have the same value
Column Lines When checked, it shows the column's vertical divider lines
Column/Header Formatting Options

The conditional formatting on columns is based on the values in the grid. Users can customize the columns by applying the desired options to click on the ellipsis icon (three-dot) on each column of your datagrid.

Option Formatting/Description
Sort Ascending: Select this to sort the column data from the lowest value to the highest.
Descending: Select this to sort the column data from the highest value to the lowest.
Default: Select to reset by default
Align Header Left: Select this to align the column header on the left side
Right: Select this to align the column header on the right side
Center: Select this to align the column header on the center
Align Left: Select this to align the column header on the left side
Right: Select this to align the column header on the right side
Center: Select this to align the column header on the center
Format Format cells: This allows you to format each column by
- Number
- Currency
- Date
- Percentage
- HTML
- Array
Conditional Formatting: This allows to you customize each column on the datagrid so that it can be highlighted differently based on your selection. You can also set the gradient color by applying the code values.

Apply the following options: Condition, Value, Cell Color, Font Color, and Row Level.

For example: If you want to sort the 'Employment Status' column by any status or color specifically you can apply these conditions to the 'Employment Status' column the you can filter and highlight the column based on your interest. Additionally, you can add multiple conditions based on your interest by clicking on "+" icon.
Text Wrap: Select this to continue on the text on the next line within the same text box or if it should overflow outside the box.
Show Column stats Select this to view statistical information about the data in each column.
Pin Columns Select this to freeze or lock a particular column so that they remain visible on the screen even when scrolling horizontally

Data Grid

Conditional Formatting

Users can set the Gradient condition type for the data grid for a gradient effect on the data grid graph. There is an option to set the minimum and maximum gradient values, which also accepts an auto-defined value. Users can also set the minimum, middle, and max colors and font colors. The row level checkbox can be checked to apply the formatting for the row.

Data Grid

Row Settings
Field Interpretation
Color of Odd Rows Default to white
Color of Even Rows Default to white
Row Height The height of each row in the grid
Aggregation and Grouping
Field Interpretation
Aggregation Aggregation for group
Grouping Grouping by some parameters
Aggregation on top Check to show aggregation on top
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Scroll Limit Scroll paging; default is 1000 records
Internal Sparkline Charts Allows you to create charts within cells to see trends
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked

Creating Sparklines: To create a sparkline within a chart your data must first be in array format.

If you data is not in array format, you can use the ARRAY() function in Cloud9QL. You can add an array function via Settings > Data Transformation > Add Function.

Filter

In the examples below, we have illustrated adding the array formats for six different visualizations including line, area, bar, spine, and more.

Line Visualization: Click on the +Add Function button to add an array format for a line visualization. Line

Area Visualization: Click on the +Add Function button to add an array format for an area visualization. Area

Bar Visualization: Click on the +Add Function button to add an array format for a bar visualization. Bar

Spline Visualization: Click on the +Add Function button to add an array format for spline visualization. Spline

Spline Area Visualization: Click on the +Add Function button to add an array format for spline area visualization. Splinearea

Pie Visualization: Click on the +Add Function button to add an array format for a pie visualization. Pie

Once your data is in array format, you can turn your data into sparklines via settings.

Spreadsheet Widget

The Spreadsheet Widget is a visualization type that lets the user customize and visualize data in an Excel-like spreadsheet. It enables most Excel features, including functions, styling, sorting, and filtering. The Spreadsheet widget allows users to add sheets to work on the dataset. It can also generate shareable reports and clone the spreadsheet for further computations.

Note: The data from the dataset for the widget is displayed under a Data sheet. The data columns and rows are not editable. 
To perform any computations, create a new sheet and reference the cells from the Data tab.
Adding and Configuring a Spreadsheet Widget

To add a Spreadsheet Widget to the dashboard, follow the below process.

  1. Navigate to the three-dots menu on the desired widget on the dashboard.
  2. Click Settings.
  3. Click on the Visualization Type dropdown.
  4. Select Spreadsheet. Notice that the Visualization data changes to a spreadsheet type.
  5. Click Save.

Set up the Spreadsheet Widget Settings

There are multiple collapsible menus on the left side of the window. In the Settings menu:

  1. Give the Spreadsheet Widget a name in the Visualization title box.

  2. Choose the widget category under the Category dropdown. (optional)

  3. The Ignore Fields dropdown lists the fields (column names) from the data. Whichever fields are chosen to ignore don't show up on the visualization. (optional)

  4. In the Max Records field, enter the number of data records (rows) that must be displayed on the visualization. (optional)

  5. The Live Data slider, when enabled, prompts the user to enter the number of seconds. This will refresh the widget data after the number of seconds entered.

  6. The Description is a free text box that allows the user to enter a description for the widget. (optional)

    Note: The description entered here will be displayed via an info icon (i) on the widget.

  7. The text entered in the Footnote will be displayed at the bottom of the widget. (optional)

  8. Use the search bar to find the menu options in the Settings collapsible menu.

Configuring Display and Formatting

The Display and Formatting settings are under the second collapsible menu.

  1. There are two options available for the Spreadsheet theme: dark and light. By default, the theme is set to light.

  2. Enabling the Hide Toolbar checkbox will make the Spreadsheet toolbar disappear.

  3. Another similar setting is the Read Only checkbox, which hides the toolbar and prevents the user from editing.

  4. Users can also specify the Maximum number of rows and columns to display by entering the value in the Max Rows and Max Columns box.

Configuring the Widget Menu

Under the Widget menu, settings specific to the Widget are available for configuration. Note: All checkboxes are enabled by default.

Advanced Configuration Settings

Under the advanced settings menu, there is an option to change the dataset.

At a given time, only one dataset can be used. In the example below, the Sample-dataset gets replaced with the Customer_data.

Configuring the Spreadsheet Widget Visualization

The Spreadsheet Widget is the visualization tab on the right side of the window. It has a lot of customization options for the dataset.

Understand the Spreadsheet Widget Menu Bars

The Spreadsheet Widget provides many Excel-like features. The menu bar items are no different.

Toolbar

The topmost menu bar in the visualization window is the Spreadsheet Widget Toolbar.

  1. Undo - Allows the user to undo the actions
  2. Redo - Allows the user to redo the actions
  3. Font - Select a font from this dropdown menu
  4. Size - Select a font size from this dropdown menu
  5. Bold - Enabling this would Bold the selected text
  6. Italic - Enabling this would Italicize the selected text
  7. Underline - Enabling this would underline the selected text
  8. Strikethrough - Enabling this would strike the selected text
  9. Text Color - Change the text color from here
  10. Fill color - Fill the Spreadsheet cells with color from here.
  11. Borders - Apply borders to cells
  12. Horizontal Alignment - Align text either to the left, right, or center of the cell
  13. Vertical Alignment - Align text at either the top or bottom of the cell
  14. Text wrap - Wrap the text in the cell or overflow it.

  1. Merge - Merge text
  2. Left Indent - Define left indentation
  3. Right Indent - Define proper indentation
  4. Number - Number formatting dropdown
  5. Edit - The edit option allows you to create or remove filters on the selected columns.
  6. Insert - The Insert option allows you to add charts at a cell level for a range of data.

  1. Freeze/Unfreeze Rows - Pins the selected rows so that its visible on scroll
  2. Freeze/Unfreeze Columns - Pins the selected columns so that its visible on scroll
Add/Remove Filters

Users can add filters to columns to filter out data.

To add a filter:

  1. Select a column(s)
  2. Click on the funnel icon in the Edit bar.
  3. Go back to the column to find the filter options.

The filter options available are:

Choose the filter and specify the condition in the right box and click apply for the results.

Note: Filters don't work on the locked columns.

To remove a filter, click on the column and click the filter button.

Insert Graphs

Users can add basic graphs within the spreadsheet to have insights at row/cell level. You can add several kinds of graphs: Line, Spline, Spline Area, Area, Bar, Radar, Pie, Donut, and Scatter. You can also add Sparklines to the spreadsheet.

To add a graph:

  1. Click on the cell you want a graph
  2. Click Graph dropdown. You can choose to add at the cell or above it
  3. Choose the type of graph
  4. Choose the range of data
  5. Choose the color
  6. Click Save

Formula Bar

The bar below the toolbar is the formula bar. The selected cell is displayed to the left of the formula bar. Users can write custom formulas for computations in the formula bar and edit the cell's contents.

The formula bar supports standard formula like: SUM, AVG, UNIQUE, etc. To apply formula, click on the f(x) button, select the data and hit enter.

Sheets Bar

The bottom bar displays the Datasheet and any additional sheets, if any.

To add a new sheet to the widget
  1. Click the "+" icon.
  2. Users can also rename the new sheet. To rename:
    1. Double-click on the default sheet name
    2. Press delete
    3. Enter the new sheet name.
    4. Press enter.

Sheet Settings

To access the individual sheet settings menu, click on the arrow on the sheet.

Menu Interpretation
Hide sheet Hides the Data sheet

Menu Interpretation
Rename sheet Renames the sheet name
Remove sheet Removes the sheet
Hide sheet Hide the sheet
Other Functionalities
  1. Click on the three-dots menu to display a listing of all sheets. Click on a sheet name to navigate to and unhide a sheet.
  2. Click to save the Spreadsheet Widget
  3. Click to clone the Spreadsheet Widget
  4. Click to delete the Spreadsheet Widget
  5. Click to export the Spreadsheet Widget as a PDF
  6. Click to close the Spreadsheet Widget

Working with the Spreadsheet Widget Visualization

The Spreadsheet widget provides many options to customize data. Custom and built-in formulas can be used to visualize data and draw insights. The first sheet is the Data tab, which is non-editable. To edit the data and perform computations:

  1. Select a cell
  2. Type the equal sign =.
  3. Type in a function, like SUM or MAX. The formula bar also suggests the formula the moment the user starts typing.
  4. Enter an operator, like colon : or select the cells or range that are part of the function. Remember to close the parenthesis for the formula to work.
  5. Press Enter for the result. The result is shown in the cell, but the formula is also seen in the Formula bar. Refer to the below SUM example to understand better.

  6. Many Excel-like operations are available for the users to customize and visualize data. Refer to this guide for more information.

Spreadsheet Data Transformation

On the widget toolbar, the Data Transformation tab allows the user to transform the data before visualizing it on the spreadsheet. For example, filtering the clicks to be less than 123000 in the data transformation tab will be reflected on the spreadsheet.

Data Grid - Basic

Basic Grid. Supports formatting, conditional highlighting, sorting, grouping, and search. Has a different look and feel to other Grid type. 

Filter

Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Font size To set the size of the font
Font color To set the color of the font
Grid line thickness Grid line thickness value
Cell Padding Padding of cell content
Data Format Formatting for one or more fields
Column and Header Settings
Field Interpretation
Header Background Color Defaults to dark blue
Header Font Color Defaults to black
Minimum Column Width To enable horizontal scroll instead of fitting the grid into the viewport
Column Ordering Column Ordering
Reset Column Width Reset each column width to default
Disable Click to Sort When checked, the grid does not sort when the user clicks on a column
Row Settings
Field Interpretation
Color of Odd Rows Default to white
Color of Even Rows Default to white
Row Height The height of each row in the grid
Aggregation and Grouping
Field Interpretation
Aggregation Aggregation for group
Grouping Grouping by some parameters
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked

Time format for data grid: Time format with date is available in Format option of the data grid. When you format cells with date format, you can select the date with time formatting.

time format

Pivot

Pivot table is used to organize, summarize and compare complex data. It allows you to extract significance from a large data set.

There are 7 operations available: sum, count, max, min, ratio, avg, tally. If you set your column operation to ratio, it will compute correlation between previous two columns to the left. Tally is used to display all subtotal and grand total cells as count while displaying all regular cells as sum.

pivot

Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Data Format Formatting for one or more fields
Fit To Widget Width To make columns shrink to fit widget width to eliminate horizontal scroll
Footer Font Size To set the font size of the footer
Footer Row Height To set the row height of the footer
Text Wrap Allow cells text to break on multiple lines
Single Row Representation collapse all nested rows to single row
Column and Header Settings
Field Interpretation
Header Background Color Set the header background color; default to dark blue
Header Font Color Set the header font color; default to black
Header Font Size Set the header font size
Header Height To adjust the height of the header
Minimum Column Width To set the minimum grid width
Column Sort Order Sorting order of column headers. By default, the sorting order of the rows follows the order in the dataset.
Hide Last Header Row To hide the last header row
Total Column Additional column with summary for each row
Row Settings
Field Interpretation
Rows Font Color Set the font color of rows
Rows Font Size Set the font size of rows
Rows Background Color Default to white
Total Row Footer row with summary for each column
Auto Collapse Rows Shows all rows initially collapsed
Row Height The height of each row in the grid
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Enable Pivot Configuration Displays the configure button for pivot tables for non-viewer roles
Reset Pivot Structure Clear all rows, columns, values, and filters

Pie

Break down by grouping (percentage or number).

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Grouping/Legend Legend/series field if a column contains the fields.
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Colors To set and add color for a chart.
Legend Alias Change legend display text
Background Color Change background of widget
Legend Ordering Legend ordering method, if applicable.
Display "Total" To show total
Legend Show/Hide Display legend when enabled
Widget Labels
Field Interpretation
Label - Display as Percent Convert display label values to percentage
Label - Display value Display the series name and associated values
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Data Label Decimal Places Number of decimal places in data label
Data Label Padding Set padding around data labels
Data Label Allow Overlap To allow data labels to overlap
Hover Label Format For formatting help
Hover Decimal Places Number of decimal places to show on tooltip
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked

Donut

Variation of a pie chart. 

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Grouping/Legend Legend/series field if a column contains the fields.
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Colors To set and add color for a chart.
Legend Alias Change legend display text
Background Color Change background of widget
Legend Ordering Legend ordering method, if applicable.
Display "Total" To show total
Legend Show/Hide Display legend when enabled
Widget Labels
Field Interpretation
Label - Display as Percent Convert display label values to percentage
Label - Display value Display the series name and associated values
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Data Label Decimal Places Number of decimal places in data label
Data Label Padding Set padding around data labels
Data Label Allow Overlap To allow data labels to overlap
Hover Label Format For formatting help
Hover Decimal Places Number of decimal places to show on tooltip
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked

Column

Column chart with grouping and secondary axis support. 

Filter

Chart Configuration
td>X-Axis
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Grouping/Legend Legend/series field if a column contains the fields.
X-axis field if applicable.
X-Axis Ordering Optional X-axis data ordering if applicable.
X-Axis Type Set to date/time for a time series chart.
Y-Axis Max Optional max Y-axis value. Use it in conjunction with the tick interval to set the Y-axis labels.
Y-Axis Tick Interval Optional Y-axis tick interval to set the Y-axis labels.
Target Line Optional value for the target line only applies to the primary Y-axis.
Y-Axis Min Set the Y-axis minimum values
X-Axis Sub Groups (Beta) To create multiple X-axis sub groups
Y-Axis Logarithmic Scale Axis For log scale, enter logarithmic
Y-Axis Values in Reverse Order Check to reverse the axis so that the highest number is closest to the origin
X-Axis Sub Groups (Beta) Defines multiple X-Axis sub groups based on the field chosen. Grouping is not applicable on Date type fields.
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Colors To set and add color for a chart.
Legend Alias Change legend display text
Background Color Change background of widget
Legend Ordering Legend ordering method, if applicable.
Legend Show/Hide Display legend when enabled
Legend font size Font size of the legend
Reverse Legends To reverse the order of the legend items
Y-Axis Grid Line width Defaults to 1; set to 0 to hide grid lines
Column (bar) width Set the width for columns or bars in pixels
Widget Labels
Field Interpretation
Display Y-Axis Title Display Y-axis title; enabled by default
Y-Axis Label Display Hide/show Y-axis labels
Y-Axis Title Text Title for Y-axis
X-Axis Title Title for X-axis
X-Axis Label Display Hide/show X-axis labels
X-Axis Label Rotation Degrees of rotation of X-axis labels; useful for long labels
X-Axis Date Formatter Override the default X axis date format. Only applicable for chart types with Date/time X axis. See formats here
X-Axis labels format as data units Bytes, KB, MB, GB, etc.
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Y-Axis Labels Formatter For formatting help
Data Label Decimal Places Number of decimal places in data label
Symbol After Data Label Symbol to display after data label
Data Label Padding Set padding around data labels
Data Label Allow Overlap To allow data labels to overlap
Data Labels X Offset The X position offset of the label relative to the point in pixels
Hover Label Format For formatting help
Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Hover Decimal Places Number of decimal places to show on tooltip
Secondary Chart Configuration
Field Interpretation
Secondary Y-Axis Optional secondary Y-axis on the right-hand side of the chart.
Secondary chart type Chart type for the secondary chart
Secondary chart grouping Display a second stacking groups on the X-axis based on the string field selected
Synchronize Y-axis Ticks Align primary and secondary chart axis tick marks
Secondary Chart Send to Back Adjusts (z-index) to send the secondary chart behind the first.
Synchronize Y-Axis values Synchronizes the Y-axis primary and secondary to the same values.
Secondary Y-Axis Max Set the Y-axis max values for the secondary Y-axis. x-axis fields
Secondary Y-Axis Logarithmic Axis For log scale, enter logarithmic
Secondary Y-Axis Min Set the Y-axis min values for the secondary Y-axis
Secondary Chart Display
Field Interpretation
Secondary Y-Axis Title Display Display secondary Y-axis; enabled by default
Secondary Data Label Display Display secondary value labels; default is false
Secondary Y-Axis Title Text Title for secondary Y-axis
Secondary Data Label Formatter For formatting; click [here](https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Labels Formatter For formatting; click [here](https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Symbol Before Data Label Symbol to display before data label for secondary Y-axis
Secondary Y-Axis Symbol After Data Label Symbol to display after data label for secondary Y-axis
Secondary Data Label Decimal Places Number of decimal places in data label for secondary Y-axis
Secondary Data Labels X Offset The X position offset of the label relative to the point in pixels
Secondary Y-Axis Value in Reverse Order Click to reverse the axis so that the highest number is closest to the origin
Secondary Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Secondary Hover Label Format Helps users format secondary chart display data. For formatting help [refer](https://knowi.com/docs/labelformatting.html)
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Time Series Navigator Enable/Disable time series navigator at the bottom of a time series chart; enabled by default
Polar To transform cartesian charts like line, spline, area and column into the polar coordinate system
Use UTC for Time Series Charts Disable auto browser conversion of Timezone for the time series charts and show UTC timestamps
X-Axis Ordinal Points are equally spaced in the chart regardless of the actual time or x distance between them
Use GPU Translations in Boost Mode When in boost mode, GPU translations are faster than regular JS translations
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked
X-Axis Sub Groups

The sub group allows you to add one or more column levels or column sub-grouping by X axis. The chart outputs the values in columns. The sub-group can have multiple levels of hierarchy of the parent column group on the X-Axis. Enabling this functionality segregates the parent group into its children (sub groups) with respect to the legends.

Example: In the column visualization below, you can observe how the parent group - "Continent" is divided into "Country", and how the "Country" is subdivided into "City" with all of them sub-grouped together.

Column Chart Grouping

Note 1: If you select "Date/Time" from the X-Axis Type then the "X-Axis Sub Groups" field will not be visible in the interface. Note 2: You can also perform the sub-groups functionality in the Stacked Column and Bar visualization.

Using Runtime tokens

Users can use runtime tokens in charts to dynamically pull data. Runtime tokens are supported in: Widget title, footnote, description, and some fields in the primary and secondary charts. Those fields are: Y-minimum Y-maximum Y-axis tick interval Y-axis title text Data Label Formatter Hover Label Formatter

The basic syntax to use a runtime tokens is \$c9_YourTokenName\$(label)\$ For example: * For a dynamic title: \$c9_myToken\$(Your Title)\$ * For integer values: \$c9_myToken\$(500)\$

Stacked Column

Column chart with stacking of multiple groupings. 

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Grouping/Legend Legend/series field if a column contains the fields.
X-Axis X-axis field if applicable.
X-Axis Ordering Optional X-axis data ordering if applicable.
X-Axis Type Set to date/time for a time series chart.
Y-Axis Max Optional max Y-axis value. Use it in conjunction with the tick interval to set the Y-axis labels.
Y-Axis Tick Interval Optional Y-axis tick interval to set the Y-axis labels.
Target Line Optional value for the target line only applies to the primary Y-axis.
Y-Axis Min Set the Y-axis minimum values
Y-Axis Logarithmic Scale Axis For log scale, enter logarithmic
Y-Axis Values in Reverse Order Check to reverse the axis so that the highest number is closest to the origin
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Colors To set and add color for a chart.
Legend Alias Change legend display text
Background Color Change background of widget
Legend Ordering Legend ordering method, if applicable.
Percent Stack Type To display stacking as a percent
Legend Show/Hide Display legend when enabled
Legend font size Font size of the legend
Reverse Legends To reverse the order of the legend items
Y-Axis Grid Line width Defaults to 1; set to 0 to hide grid lines
Enable Reverse Stacking To reverse stacking
Widget Labels
Field Interpretation
Label - Display as Percent Convert display label values to percentage
Display Y-Axis Title Display Y-axis title; enabled by default
Y-Axis Label Display Hide/show Y-axis labels
Y-Axis Title Text Title for Y-axis
X-Axis Title Title for X-axis
X-Axis Label Display Hide/show X-axis labels
X-Axis Label Rotation Degrees of rotation of X-axis labels; useful for long labels
X-Axis Date Formatter Override the default X axis date format. Only applicable for chart types with Date/time X axis. See formats here
X-Axis labels format as data units Bytes, KB, MB, GB, etc.
Stack Label Display Set false to turn off column total data label
Stack Label Font Size Stack label font size
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Y-Axis Labels Formatter For formatting help
Data Label Decimal Places Number of decimal places in data label
Symbol After Data Label Symbol to display after data label
Data Label Padding Set padding around data labels
Data Label Allow Overlap To allow data labels to overlap
Data Labels X Offset The X position offset of the label relative to the point in pixels
Hover Label Format For formatting help
Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Hover Decimal Places Number of decimal places to show on tooltip
Secondary Chart Configuration
Field Interpretation
Secondary Y-Axis Optional secondary Y-axis on the right-hand side of the chart.
Secondary chart type Chart type for the secondary chart
Secondary chart grouping Display a second stacking groups on the X-axis based on the string field selected
Synchronize Y-axis Ticks Align primary and secondary chart axis tick marks
Secondary Chart Send to Back Adjusts (z-index) to send the secondary chart behind the first.
Synchronize Y-Axis values Synchronizes the Y-axis primary and secondary to the same values.
Secondary Y-Axis Max Set the Y-axis max values for the secondary Y-axis. x-axis fields
Secondary Y-Axis Logarithmic Axis For log scale, enter logarithmic
Secondary Y-Axis Min Set the Y-axis min values for the secondary Y-axis
Secondary Chart Display
Field Interpretation
Secondary Y-Axis Title Display Display secondary Y-axis; enabled by default
Secondary Data Label Display Display secondary value labels; default is false
Secondary Y-Axis Title Text Title for secondary Y-axis
Secondary Data Label Formatter For formatting; click [here](https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Labels Formatter For formatting; click [here](https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Symbol Before Data Label Symbol to display before data label for secondary Y-axis
Secondary Y-Axis Symbol After Data Label Symbol to display after data label for secondary Y-axis
Secondary Data Label Decimal Places Number of decimal places in data label for secondary Y-axis
Secondary Data Labels X Offset The X position offset of the label relative to the point in pixels
Secondary Y-Axis Value in Reverse Order Click to reverse the axis so that the highest number is closest to the origin
Secondary Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Secondary Hover Label Format Helps users format secondary chart display data. For formatting help [refer](https://knowi.com/docs/labelformatting.html)
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Time Series Navigator Enable/Disable time series navigator at the bottom of a time series chart; enabled by default
Polar To transform cartesian charts like line, spline, area and column into the polar coordinate system
Use UTC for Time Series Charts Disable auto browser conversion of Timezone for the time series charts and show UTC timestamps
X-Axis Ordinal Points are equally spaced in the chart regardless of the actual time or x distance between them
Use GPU Translations in Boost Mode When in boost mode, GPU translations are faster than regular JS translations
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked
Stacked Column Chart Grouping
X-Axis Sub Groups

The sub group allows you to add one or more column levels or column sub-grouping by X axis. The chart outputs the values in columns. The sub-group can have multiple levels of hierarchy of the parent column group on the X-Axis. Enabling this functionality segregates the parent group into its children (sub groups) with respect to the legends.

Example:

In the stacked column visualization below, you can observe how the parent group - "Continent" is divided into "Country", and how the "Country" is subdivided into "City" with all of them sub-grouped together.

stacked column

Note 1: If you select "Date/Time" from the X-Axis Type then the "X-Axis Sub Groups" field will not be visible in the interface. Note 2: You can also perform the sub-groups functionality in the Column and Bar visualization.

Using Runtime tokens

Users can use runtime tokens in charts to dynamically pull data. Runtime tokens are supported in: Widget title, footnote, description, and some fields in the primary and secondary charts. Those fields are: Y-minimum Y-maximum Y-axis tick interval Y-axis title text Data Label Formatter Hover Label Formatter

The basic syntax to use a runtime tokens is \$c9_YourTokenName\$(label)\$ For example: * For a dynamic title: \$c9_myToken\$(Your Title)\$ * For integer values: \$c9_myToken\$(500)\$

Bar

Side bar chart.

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Grouping/Legend Legend/series field if a column contains the fields.
X-Axis X-axis field if applicable.
X-Axis Ordering Optional X-axis data ordering if applicable.
X-Axis Type Set to date/time for a time series chart.
Y-Axis Max Optional max Y-axis value. Use it in conjunction with the tick interval to set the Y-axis labels.
Y-Axis Tick Interval Optional Y-axis tick interval to set the Y-axis labels.
Target Line Optional value for the target line only applies to the primary Y-axis.
Y-Axis Min Set the Y-axis minimum values
X-Axis Sub Groups (Beta) To create multiple X-axis sub groups
Y-Axis Logarithmic Scale Axis For log scale, enter logarithmic
Y-Axis Values in Reverse Order Check to reverse the axis so that the highest number is closest to the origin
Enable Stacking Enable stacking for bar chart
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Colors To set and add color for a chart.
Legend Alias Change legend display text
Background Color Change background of widget
Legend Ordering Legend ordering method, if applicable.
Legend Show/Hide Display legend when enabled
Legend font size Font size of the legend
Reverse Legends To reverse the order of the legend items
Y-Axis Grid Line width Defaults to 1; set to 0 to hide grid lines
Column (bar) width Set the width for columns or bars in pixels
Widget Labels
Field Interpretation
Display Y-Axis Title Display Y-axis title; enabled by default
Y-Axis Label Display Hide/show Y-axis labels
Y-Axis Title Text Title for Y-axis
X-Axis Title Title for X-axis
X-Axis Label Display Hide/show X-axis labels
X-Axis Label Rotation Degrees of rotation of X-axis labels; useful for long labels
X-Axis Date Formatter Override the default X axis date format. Only applicable for chart types with Date/time X axis. See formats here
X-Axis labels format as data units Bytes, KB, MB, GB, etc.
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Y-Axis Labels Formatter For formatting help
Data Label Decimal Places Number of decimal places in data label
Symbol After Data Label Symbol to display after data label
Data Label Padding Set padding around data labels
Data Label Allow Overlap To allow data labels to overlap
Data Labels X Offset The X position offset of the label relative to the point in pixels
Hover Label Format For formatting help
Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Hover Decimal Places Number of decimal places to show on tooltip
Secondary Chart Configuration
Field Interpretation
Secondary Y-Axis Optional secondary Y-axis on the right-hand side of the chart.
Secondary chart type Chart type for the secondary chart
Secondary chart grouping Display a second stacking groups on the X-axis based on the string field selected
Synchronize Y-axis Ticks Align primary and secondary chart axis tick marks
Secondary Chart Send to Back Adjusts (z-index) to send the secondary chart behind the first.
Synchronize Y-Axis values Synchronizes the Y-axis primary and secondary to the same values.
Secondary Y-Axis Max Set the Y-axis max values for the secondary Y-axis. x-axis fields
Secondary Y-Axis Logarithmic Axis For log scale, enter logarithmic
Secondary Y-Axis Min Set the Y-axis min values for the secondary Y-axis
Secondary Chart Display
Field Interpretation
Secondary Y-Axis Title Display Display secondary Y-axis; enabled by default
Secondary Data Label Display Display secondary value labels; default is false
Secondary Y-Axis Title Text Title for secondary Y-axis
Secondary Data Label Formatter For formatting; click [here](https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Labels Formatter For formatting; click [here](https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Symbol Before Data Label Symbol to display before data label for secondary Y-axis
Secondary Y-Axis Symbol After Data Label Symbol to display after data label for secondary Y-axis
Secondary Data Label Decimal Places Number of decimal places in data label for secondary Y-axis
Secondary Data Labels X Offset The X position offset of the label relative to the point in pixels
Secondary Y-Axis Value in Reverse Order Click to reverse the axis so that the highest number is closest to the origin
Secondary Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Secondary Hover Label Format Helps users format secondary chart display data. For formatting help [refer](https://knowi.com/docs/labelformatting.html)
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Time Series Navigator Enable/Disable time series navigator at the bottom of a time series chart; enabled by default
Polar To transform cartesian charts like line, spline, area and column into the polar coordinate system
Use UTC for Time Series Charts Disable auto browser conversion of Timezone for the time series charts and show UTC timestamps
X-Axis Ordinal Points are equally spaced in the chart regardless of the actual time or x distance between them
Use GPU Translations in Boost Mode When in boost mode, GPU translations are faster than regular JS translations
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked
Bar Chart Grouping
X-Axis Sub Groups

The sub group allows you to add one or more bar levels or bar sub-grouping by X axis. The chart outputs the values in bars. The sub-group can have multiple levels of hierarchy of the parent bar group on the X-Axis. Enabling this functionality segregates the parent group into its children (sub groups) with respect to the legends.

Example:

In the bar visualization below, you can observe how the parent group - "Continent" is divided into "Country", and how the "Country" is subdivided into "City" with all of them sub-grouped together.

Bar grouping

Note 1: If you select "Date/Time" from the X-Axis Type then the "X-Axis Sub Groups" field will not be visible in the interface. Note 2: You can also perform the sub-groups functionality in the Column and Stacked Column visualization.

Using Runtime tokens

Users can use runtime tokens in charts to dynamically pull data. Runtime tokens are supported in: Widget title, footnote, description, and some fields in the primary and secondary charts. Those fields are: Y-minimum Y-maximum Y-axis tick interval Y-axis title text Data Label Formatter Hover Label Formatter

The basic syntax to use a runtime tokens is \$c9_YourTokenName\$(label)\$ For example: * For a dynamic title: \$c9_myToken\$(Your Title)\$ * For integer values: \$c9_myToken\$(500)\$

Area

Variation of line chart with color fill. Filter

Chart Configuration
Field Interpretation
Plot data/Y-axis Numeric data to be displayed on Y-axis
X-axis Category displayed on the X-axis
X-axis Ordering Ascending or descending
X-axis Type If a time series chart, set to date/time
Grouping/legend Different groupings of data
Y-Axis Max Maximum Y-axis value
Y-Axis Tick Interval Optional field to set Y-axis labels
Target Line Only applies to the primary Y-axis
Y-Axis Min Set the Y-axis minimum values
Y-Axis Logarithmic Scale Axis For log scale, enter logarithmic
Y-Axis Values in Reverse Order Check to reverse the axis so that the highest number is closest to the origin
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px
Display Theme Select a theme for chart types
Colors Set and add color for a chart
Legend Alias Change legend display text
Background Color Change background of widget
Legend Ordering Legend ordering method, if applicable.
Legend Show/Hide Display legend when enabled
Legend font size Font size of the legend
Reverse Legends To reverse the order of the legend items
Y-Axis Grid Line width Defaults to 1; set to 0 to hide grid lines
Widget Labels
Field Interpretation
Display Y-Axis Title Display Y-axis title; enabled by default
Y-Axis Label Display Hide/show Y-axis labels
Y-Axis Title Text Title for Y-axis
X-Axis Title Title for X-axis
X-Axis Label Display Hide/show X-axis labels
X-Axis Label Rotation Degrees of rotation of X-axis labels; useful for long labels
X-Axis Date Formatter Override the default X axis date format. Only applicable for chart types with Date/time X axis. See formats here
X-Axis labels format as data units Bytes, KB, MB, GB, etc.
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Y-Axis Labels Formatter For formatting help
Data Label Decimal Places Number of decimal places in data label
Symbol After Data Label Symbol to display after data label
Data Label Padding Set padding around data labels
Data Label Allow Overlap To allow data labels to overlap
Data Labels X Offset The X position offset of the label relative to the point in pixels
Hover Label Format For formatting help
Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Hover Decimal Places Number of decimal places to show on tooltip
Secondary Chart Configuration
Field Interpretation
Secondary Y-Axis  Optional secondary Y-axis on the right-hand side of the chart.
Secondary chart type Chart type for the secondary chart
Secondary chart grouping Display a second stacking groups on the X-axis based on the string field selected
Synchronize Y-axis Ticks Align primary and secondary chart axis tick marks
Secondary Chart Send to Back Adjusts (z-index) to send the secondary chart behind the first.
Synchronize Y-Axis values Synchronizes the Y-axis primary and secondary to the same values.
Secondary Y-Axis Max Set the Y-axis max values for the secondary Y-axis. x-axis fields
Secondary Y-Axis Logarithmic Axis For log scale, enter logarithmic
Secondary Y-Axis Min Set the Y-axis min values for the secondary Y-axis
Secondary Chart Display
Field Interpretation
Secondary Y-Axis Title Display Display secondary Y-axis; enabled by default
Secondary Data Label Display Display secondary value labels; default is false
Secondary Y-Axis Title Text Title for secondary Y-axis
Secondary Data Label Formatter For formatting; click [here] (https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Labels Formatter For formatting; click [here] (https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Symbol Before Data Label Symbol to display before data label for secondary Y-axis
Secondary Y-Axis Symbol After Data Label Symbol to display after data label for secondary Y-axis
Secondary Data Label Decimal Places Number of decimal places in data label for secondary Y-axis
Secondary Data Labels X Offset The X position offset of the label relative to the point in pixels
Secondary Y-Axis Value in Reverse Order Click to reverse the axis so that the highest number is closest to the origin
Secondary Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Secondary Hover Label Format Helps users format secondary chart display data. For formatting help [refer](https://knowi.com/docs/labelformatting.html)
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Time Series Navigator Enable/Disable time series navigator at the bottom of a time series chart; enabled by default
Polar To transform cartesian charts like line, spline, area and column into the polar coordinate system
Use UTC for Time Series Charts Disable auto browser conversion of Timezone for the time series charts and show UTC timestamps
X-Axis Ordinal Points are equally spaced in the chart regardless of the actual time or x distance between them
Use GPU Translations in Boost Mode When in boost mode, GPU translations are faster than regular JS translations
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked
Using Runtime tokens

Users can use runtime tokens in charts to dynamically pull data. Runtime tokens are supported in: Widget title, footnote, description, and some fields in the primary and secondary charts. Those fields are: Y-minimum Y-maximum Y-axis tick interval Y-axis title text Data Label Formatter Hover Label Formatter

The basic syntax to use a runtime tokens is \$c9_YourTokenName\$(label)\$ For example: * For a dynamic title: \$c9_myToken\$(Your Title)\$ * For integer values: \$c9_myToken\$(500)\$

Stacked Area

Area chart with stacking for various groupings. 

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Grouping/Legend Legend/series field if a column contains the fields.
X-Axis X-axis field if applicable.
X-Axis Ordering Optional X-axis data ordering if applicable.
X-Axis Type Set to date/time for a time series chart.
Y-Axis Max Optional max Y-axis value. Use it in conjunction with the tick interval to set the Y-axis labels.
Y-Axis Tick Interval Optional Y-axis tick interval to set the Y-axis labels.
Target Line Optional value for the target line only applies to the primary Y-axis.
Y-Axis Min Set the Y-axis minimum values
Y-Axis Logarithmic Scale Axis For log scale, enter logarithmic
Y-Axis Values in Reverse Order Check to reverse the axis so that the highest number is closest to the origin
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Colors To set and add color for a chart
Legend Alias Change legend display text
Background Color Change background of widget
Legend Ordering Legend ordering method, if applicable.
Percent Stack Type To display stacking as a percent
Legend Show/Hide Display legend when enabled
Legend font size Font size of the legend
Reverse Legends To reverse the order of the legend items
Y-Axis Grid Line width Defaults to 1; set to 0 to hide grid lines
Enable Reverse Stacking To reverse stacking
Widget Labels
Field Interpretation
Label - Display as Percent Convert display label values to percentage
Display Y-Axis Title Display Y-axis title; enabled by default
Y-Axis Label Display Hide/show Y-axis labels
Y-Axis Title Text Title for Y-axis
X-Axis Title Title for X-axis
X-Axis Label Display Hide/show X-axis labels
X-Axis Label Rotation Degrees of rotation of X-axis labels; useful for long labels
X-Axis Date Formatter Override the default X axis date format. Only applicable for chart types with Date/time X axis. See formats here
X-Axis labels format as data units Bytes, KB, MB, GB, etc.
Stack Label Display Set false to turn off column total data label
Stack Label Font Size Stack label font size
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Y-Axis Labels Formatter For formatting help
Data Label Decimal Places Number of decimal places in data label
Symbol After Data Label Symbol to display after data label
Data Label Padding Set padding around data labels
Data Label Allow Overlap To allow data labels to overlap
Data Labels X Offset The X position offset of the label relative to the point in pixels
Hover Label Format For formatting help
Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Hover Decimal Places Number of decimal places to show on tooltip
Secondary Chart Configuration
Field Interpretation
Secondary Y-Axis Optional secondary Y-axis on the right-hand side of the chart.
Secondary chart type Chart type for the secondary chart
Secondary chart grouping Display a second stacking groups on the X-axis based on the string field selected
Synchronize Y-axis Ticks Align primary and secondary chart axis tick marks
Secondary Chart Send to Back Adjusts (z-index) to send the secondary chart behind the first.
Synchronize Y-Axis values Synchronizes the Y-axis primary and secondary to the same values.
Secondary Y-Axis Max Set the Y-axis max values for the secondary Y-axis. x-axis fields
Secondary Y-Axis Logarithmic Axis For log scale, enter logarithmic
Secondary Y-Axis Min Set the Y-axis min values for the secondary Y-axis
Secondary Chart Display
Field Interpretation
Secondary Y-Axis Title Display Display secondary Y-axis; enabled by default
Secondary Data Label Display Display secondary value labels; default is false
Secondary Y-Axis Title Text Title for secondary Y-axis
Secondary Data Label Formatter For formatting; click [here](https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Labels Formatter For formatting; click [here](https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Symbol Before Data Label Symbol to display before data label for secondary Y-axis
Secondary Y-Axis Symbol After Data Label Symbol to display after data label for secondary Y-axis
Secondary Data Label Decimal Places Number of decimal places in data label for secondary Y-axis
Secondary Data Labels X Offset The X position offset of the label relative to the point in pixels
Secondary Y-Axis Value in Reverse Order Click to reverse the axis so that the highest number is closest to the origin
Secondary Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Secondary Hover Label Format Helps users format secondary chart display data. For formatting help [refer](https://knowi.com/docs/labelformatting.html)
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Time Series Navigator Enable/Disable time series navigator at the bottom of a time series chart; enabled by default
Polar To transform cartesian charts like line, spline, area and column into the polar coordinate system
Use UTC for Time Series Charts Disable auto browser conversion of Timezone for the time series charts and show UTC timestamps
X-Axis Ordinal Points are equally spaced in the chart regardless of the actual time or x distance between them
Use GPU Translations in Boost Mode When in boost mode, GPU translations are faster than regular JS translations
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked
Using Runtime tokens

Users can use runtime tokens in charts to dynamically pull data. Runtime tokens are supported in: Widget title, footnote, description, and some fields in the primary and secondary charts. Those fields are: Y-minimum Y-maximum Y-axis tick interval Y-axis title text Data Label Formatter Hover Label Formatter

The basic syntax to use a runtime tokens is \$c9_YourTokenName\$(label)\$ For example: * For a dynamic title: \$c9_myToken\$(Your Title)\$ * For integer values: \$c9_myToken\$(500)\$

Line Chart

Simple line chart.

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Grouping/Legend Legend/series field if a column contains the fields.
X-Axis X-axis field if applicable.
X-Axis Ordering Optional X-axis data ordering if applicable.
X-Axis Type Set to date/time for a time series chart.
Y-Axis Max Optional max Y-axis value. Use it in conjunction with the tick interval to set the Y-axis labels.
Y-Axis Tick Interval Optional Y-axis tick interval to set the Y-axis labels.
Target Line Optional value for the target line only applies to the primary Y-axis.
Y-Axis Min Set the Y-axis minimum values
Y-Axis Logarithmic Scale Axis For log scale, enter logarithmic
Y-Axis Values in Reverse Order Check to reverse the axis so that the highest number is closest to the origin
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Colors To set and add color for a chart
Legend Alias Change legend display text
Background Color Change background of widget
Legend Ordering Legend ordering method, if applicable.
Legend Show/Hide Display legend when enabled
Legend font size Font size of the legend
Reverse Legends To reverse the order of the legend items
Y-Axis Grid Line width Defaults to 1; set to 0 to hide grid lines
Widget Labels
Field Interpretation
Display Y-Axis Title Display Y-axis title; enabled by default
Y-Axis Label Display Hide/show Y-axis labels
Y-Axis Title Text Title for Y-axis
X-Axis Title Title for X-axis
X-Axis Label Display Hide/show X-axis labels
X-Axis Label Rotation Degrees of rotation of X-axis labels; useful for long labels
X-Axis Date Formatter Override the default X axis date format. Only applicable for chart types with Date/time X axis. See formats here
X-Axis labels format as data units Bytes, KB, MB, GB, etc.
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Y-Axis Labels Formatter For formatting help
Data Label Decimal Places Number of decimal places in data label
Symbol After Data Label Symbol to display after data label
Data Label Padding Set padding around data labels
Data Label Allow Overlap To allow data labels to overlap
Data Labels X Offset The X position offset of the label relative to the point in pixels
Hover Label Format For formatting help
Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Hover Decimal Places Number of decimal places to show on tooltip
Secondary Chart Configuration
Field Interpretation
Secondary Y-Axis Optional secondary Y-axis on the right-hand side of the chart.
Secondary chart type Chart type for the secondary chart
Secondary chart grouping Display a second stacking groups on the X-axis based on the string field selected
Synchronize Y-axis Ticks Align primary and secondary chart axis tick marks
Secondary Chart Send to Back Adjusts (z-index) to send the secondary chart behind the first.
Synchronize Y-Axis values Synchronizes the Y-axis primary and secondary to the same values.
Secondary Y-Axis Max Set the Y-axis max values for the secondary Y-axis. x-axis fields
Secondary Y-Axis Logarithmic Axis For log scale, enter logarithmic
Secondary Y-Axis Min Set the Y-axis min values for the secondary Y-axis
Secondary Chart Display
Field Interpretation
Secondary Y-Axis Title Display Display secondary Y-axis; enabled by default
Secondary Data Label Display Display secondary value labels; default is false
Secondary Y-Axis Title Text Title for secondary Y-axis
Secondary Data Label Formatter For formatting; click [here](https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Labels Formatter For formatting; click [here](https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Symbol Before Data Label Symbol to display before data label for secondary Y-axis
Secondary Y-Axis Symbol After Data Label Symbol to display after data label for secondary Y-axis
Secondary Data Label Decimal Places Number of decimal places in data label for secondary Y-axis
Secondary Data Labels X Offset The X position offset of the label relative to the point in pixels
Secondary Y-Axis Value in Reverse Order Click to reverse the axis so that the highest number is closest to the origin
Secondary Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Secondary Hover Label Format Helps users format secondary chart display data. For formatting help [refer](https://knowi.com/docs/labelformatting.html)
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Time Series Navigator Enable/Disable time series navigator at the bottom of a time series chart; enabled by default
Polar To transform cartesian charts like line, spline, area and column into the polar coordinate system
Use UTC for Time Series Charts Disable auto browser conversion of Timezone for the time series charts and show UTC timestamps
X-Axis Ordinal Points are equally spaced in the chart regardless of the actual time or x distance between them
Use GPU Translations in Boost Mode When in boost mode, GPU translations are faster than regular JS translations
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked
Using Runtime tokens

Users can use runtime tokens in charts to dynamically pull data. Runtime tokens are supported in: Widget title, footnote, description, and some fields in the primary and secondary charts. Those fields are: Y-minimum Y-maximum Y-axis tick interval Y-axis title text Data Label Formatter Hover Label Formatter

The basic syntax to use a runtime tokens is \$c9_YourTokenName\$(label)\$ For example: * For a dynamic title: \$c9_myToken\$(Your Title)\$ * For integer values: \$c9_myToken\$(500)\$

Spline Chart

Variation of a line chart with curve fitting.

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Grouping/Legend Legend/series field if a column contains the fields.
X-Axis X-axis field if applicable.
X-Axis Ordering Optional X-axis data ordering if applicable.
X-Axis Type Set to date/time for a time series chart.
Y-Axis Max Optional max Y-axis value. Use it in conjunction with the tick interval to set the Y-axis labels.
Y-Axis Tick Interval Optional Y-axis tick interval to set the Y-axis labels.
Target Line Optional value for the target line only applies to the primary Y-axis.
Y-Axis Min Set the Y-axis minimum values
Y-Axis Logarithmic Scale Axis For log scale, enter logarithmic
Y-Axis Values in Reverse Order Check to reverse the axis so that the highest number is closest to the origin
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Colors To set and add color for a chart
Legend Alias Change legend display text
Background Color Change background of widget
Legend Ordering Legend ordering method, if applicable.
Legend Show/Hide Display legend when enabled
Legend font size Font size of the legend
Reverse Legends To reverse the order of the legend items
Y-Axis Grid Line width Defaults to 1; set to 0 to hide grid lines
Widget Labels
Field Interpretation
Display Y-Axis Title Display Y-axis title; enabled by default
Y-Axis Label Display Hide/show Y-axis labels
Y-Axis Title Text Title for Y-axis
X-Axis Title Title for X-axis
X-Axis Label Display Hide/show X-axis labels
X-Axis Label Rotation Degrees of rotation of X-axis labels; useful for long labels
X-Axis Date Formatter Override the default X axis date format. Only applicable for chart types with Date/time X axis. See formats here
X-Axis labels format as data units Bytes, KB, MB, GB, etc.
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Y-Axis Labels Formatter For formatting help
Data Label Decimal Places Number of decimal places in data label
Symbol After Data Label Symbol to display after data label
Data Label Padding Set padding around data labels
Data Label Allow Overlap To allow data labels to overlap
Data Labels X Offset The X position offset of the label relative to the point in pixels
Hover Label Format For formatting help
Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Hover Decimal Places Number of decimal places to show on tooltip
Secondary Chart Configuration
Field Interpretation
Secondary Y-Axis Optional secondary Y-axis on the right-hand side of the chart.
Secondary chart type Chart type for the secondary chart
Secondary chart grouping Display a second stacking groups on the X-axis based on the string field selected
Synchronize Y-axis Ticks Align primary and secondary chart axis tick marks
Secondary Chart Send to Back Adjusts (z-index) to send the secondary chart behind the first.
Synchronize Y-Axis values Synchronizes the Y-axis primary and secondary to the same values.
Secondary Y-Axis Max Set the Y-axis max values for the secondary Y-axis. x-axis fields
Secondary Y-Axis Logarithmic Axis For log scale, enter logarithmic
Secondary Y-Axis Min Set the Y-axis min values for the secondary Y-axis
Secondary Chart Display
Field Interpretation
Secondary Y-Axis Title Display Display secondary Y-axis; enabled by default
Secondary Data Label Display Display secondary value labels; default is false
Secondary Y-Axis Title Text Title for secondary Y-axis
Secondary Data Label Formatter For formatting; click [here](https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Labels Formatter For formatting; click [here](https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Symbol Before Data Label Symbol to display before data label for secondary Y-axis
Secondary Y-Axis Symbol After Data Label Symbol to display after data label for secondary Y-axis
Secondary Data Label Decimal Places Number of decimal places in data label for secondary Y-axis
Secondary Data Labels X Offset The X position offset of the label relative to the point in pixels
Secondary Y-Axis Value in Reverse Order Click to reverse the axis so that the highest number is closest to the origin
Secondary Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Secondary Hover Label Format Helps users format secondary chart display data. For formatting help [refer](https://knowi.com/docs/labelformatting.html)
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Time Series Navigator Enable/Disable time series navigator at the bottom of a time series chart; enabled by default
Polar To transform cartesian charts like line, spline, area and column into the polar coordinate system
Use UTC for Time Series Charts Disable auto browser conversion of Timezone for the time series charts and show UTC timestamps
X-Axis Ordinal Points are equally spaced in the chart regardless of the actual time or x distance between them
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked

Scatter

XY chart that plots each data points as a marker. 

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Grouping/Legend Legend/series field if a column contains the fields.
X-Axis X-axis field if applicable.
X-Axis Ordering Optional X-axis data ordering if applicable.
X-Axis Type Set to date/time for a time series chart.
Y-Axis Max Optional max Y-axis value. Use it in conjunction with the tick interval to set the Y-axis labels.
Y-Axis Tick Interval Optional Y-axis tick interval to set the Y-axis labels.
Target Line Optional value for the target line only applies to the primary Y-axis.
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Colors To set and add color for a chart
Legend Alias Change legend display text
Background Color Change background of widget
Legend Ordering Legend ordering method, if applicable.
Secondary Chart Configuration
Field Interpretation
Secondary Y-Axis Optional secondary Y-axis on the right-hand side of the chart.
Secondary chart type Chart type for the secondary chart
Secondary chart grouping Display a second stacking groups on the X-axis based on the string field selected
Synchronize Y-axis Ticks Align primary and secondary chart axis tick marks
Secondary Chart Send to Back Adjusts (z-index) to send the secondary chart behind the first.
Synchronize Y-Axis values Synchronizes the Y-axis primary and secondary to the same values.
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked
Using Runtime tokens

Users can use runtime tokens in charts to dynamically pull data. Runtime tokens are supported in: Widget title, footnote, description, and some fields in the primary and secondary charts. Those fields are: Y-minimum Y-maximum Y-axis tick interval Y-axis title text Data Label Formatter Hover Label Formatter

The basic syntax to use a runtime tokens is \$c9_YourTokenName\$(label)\$ For example: * For a dynamic title: \$c9_myToken\$(Your Title)\$ * For integer values: \$c9_myToken\$(500)\$

Sankey

Sankey diagrams are a specific type of flow diagram, in which the width of the arrows is shown proportionally to the flow quantity. The dataset requires a From, To, and a number value. For example, how many people that visited Page A went to Page B, etc. 

Note: The unique values for Sankey charts are limited to 100 to avoid performance issues in the case of huge datasets. If the unique value crosses 100, then the chart is not rendered. Instead, an error message asks you to adjust the data to keep the unique values under 100.

Filter

Chart Configuration
Field Interpretation
From Choose the field that represents from
To Choose the field that represents to
Value Choose the field
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights

Note - When you drilldown in a Sankey chart, you can click on the colored bars to view it.

Chord Diagram

A chord diagram is a graphical method of displaying the inter-relationships between data in a matrix.

The data is arranged radially around a circle with the relationships between the points drawn as arcs connecting the data together.

Chord Widget

Chart Configuration
Field Interpretation
From Choose the field that represents from
To Choose the field that represents to
Counts/Values Choose the field that represents the counts
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights

Bubble

Variation of scatter plot, where the size of the bubble is based on another dimension of the data. 

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Grouping/Legend Legend/series field if a column contains the fields.
X-Axis X-axis field if applicable.
X-Axis Ordering Optional X-axis data ordering if applicable.
X-Axis Type Set to date/time for a time series chart.
Bubble Size Field Denotes the size of the bubble
Y-Axis Max Optional max Y-axis value. Use it in conjunction with the tick interval to set the Y-axis labels.
Y-Axis Tick Interval Optional Y-axis tick interval to set the Y-axis labels.
Target Line Optional value for the target line only applies to the primary Y-axis.
Y-Axis Min Set the Y-axis minimum values
Y-Axis Logarithmic Scale Axis For log scale, enter logarithmic
Y-Axis Values in Reverse Order Check to reverse the axis so that the highest number is closest to the origin
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Colors To set and add color for a chart
Legend Alias Change legend display text
Background Color Change background of widget
Legend Ordering Legend ordering method, if applicable.
Legend Show/Hide Display legend when enabled
Legend font size Font size of the legend
Reverse Legends To reverse the order of the legend items
Y-Axis Grid Line width Defaults to 1; set to 0 to hide grid lines
Widget Labels
Field Interpretation
Display Y-Axis Title Display Y-axis title; enabled by default
Y-Axis Label Display Hide/show Y-axis labels
Y-Axis Title Text Title for Y-axis
X-Axis Title Title for X-axis
X-Axis Label Display Hide/show X-axis labels
X-Axis Label Rotation Degrees of rotation of X-axis labels; useful for long labels
X-Axis Date Formatter Override the default X axis date format. Only applicable for chart types with Date/time X axis. See formats here
X-Axis labels format as data units Bytes, KB, MB, GB, etc.
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Y-Axis Labels Formatter For formatting help
Data Label Decimal Places Number of decimal places in data label
Symbol After Data Label Symbol to display after data label
Data Label Padding Set padding around data labels
Data Label Allow Overlap To allow data labels to overlap
Data Labels X Offset The X position offset of the label relative to the point in pixels
Hover Label Format For formatting help
Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Hover Decimal Places Number of decimal places to show on tooltip
Secondary Chart Configuration
Field Interpretation
Secondary Y-Axis Optional secondary Y-axis on the right-hand side of the chart.
Secondary chart type Chart type for the secondary chart
Synchronize Y-axis Ticks Align primary and secondary chart axis tick marks
Secondary Chart Send to Back Adjusts (z-index) to send the secondary chart behind the first.
Secondary Y-Axis Max Set the Y-axis max values for the secondary Y-axis. x-axis fields
Secondary Y-Axis Logarithmic Axis For log scale, enter logarithmic
Secondary Y-Axis Min Set the Y-axis min values for the secondary Y-axis
Secondary Chart Display
Field Interpretation
Secondary Y-Axis Title Display Display secondary Y-axis; enabled by default
Secondary Data Label Display Display secondary value labels; default is false
Secondary Y-Axis Title Text Title for secondary Y-axis
Secondary Data Label Formatter For formatting; click [here](https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Labels Formatter For formatting; click [here](https://staging.knowi.com:9443/docs/labelformatting.html)
Secondary Y-Axis Symbol Before Data Label Symbol to display before data label for secondary Y-axis
Secondary Y-Axis Symbol After Data Label Symbol to display after data label for secondary Y-axis
Secondary Data Label Decimal Places Number of decimal places in data label for secondary Y-axis
Secondary Data Labels X Offset The X position offset of the label relative to the point in pixels
Secondary Y-Axis Value in Reverse Order Click to reverse the axis so that the highest number is closest to the origin
Secondary Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Secondary Hover Label Format Helps users format secondary chart display data. For formatting help [refer](https://knowi.com/docs/labelformatting.html)
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Time Series Navigator Enable/Disable time series navigator at the bottom of a time series chart; enabled by default
Polar To transform cartesian charts like line, spline, area and column into the polar coordinate system
Use UTC for Time Series Charts Disable auto browser conversion of Timezone for the time series charts and show UTC timestamps
X-Axis Ordinal Points are equally spaced in the chart regardless of the actual time or x distance between them
Use GPU Translations in Boost Mode When in boost mode, GPU translations are faster than regular JS translations
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked
Using Runtime tokens

Users can use runtime tokens in charts to dynamically pull data. Runtime tokens are supported in: Widget title, footnote, description, and some fields in the primary and secondary charts. Those fields are: Y-minimum Y-maximum Y-axis tick interval Y-axis title text Data Label Formatter Hover Label Formatter

The basic syntax to use a runtime tokens is \$c9_YourTokenName\$(label)\$ For example: * For a dynamic title: \$c9_myToken\$(Your Title)\$ * For integer values: \$c9_myToken\$(500)\$

Funnel

Useful to represent stages. For example, a sales funnel that tracks pipeline data from number of leads to closed won.

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Grouping/Legend Legend/series field if a column contains the fields.
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Colors To set and add color for a chart
Legend Alias Change legend display text
Background Color Change background of widget
Widget Labels
Field Interpretation
Data Label Decimal Places Number of decimal places in data label
Symbol After Data Label Symbol to display after data label
Data Labels X Offset The X position offset of the label relative to the point in pixels
Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked

Gauge - Goal

Simple gauge with color settings to adjust based on value.

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Max Value Goal value
Min Value Start value
Start Color Enter color name or code
Color - Mid Point Enter color for the mid point of the gauge
End Color Color stop at the end of the scale
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Widget Labels
Field Interpretation
Label - Display as Percent Convert display label values to percentage
Display Y-Axis Title Display Y-axis title; enabled by default
Y-Axis Title Text Title for Y-axis
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Symbol After Data Label Symbol to display after data label
Data Label Padding Set padding around data labels
Hover Label Format For formatting help
Hover Decimal Places Number of decimal places to show on tooltip
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked

Gauge - Speedometer

Variant of Gauge - Speedometer chart in Speedometer form. 

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Max Value Goal value
Min Value Start value
First Range Value Numeric stop value for the first range
Second Range Value Numeric stop value for the second range
Third Range Value Numeric stop value for the last range
First Range Color Color stop value for the first range
Second Range Color Color stop value for the second range
Third Range Color Color stop value for the third range
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Widget Labels
Field Interpretation
Display Y-Axis Title Display Y-axis title; enabled by default
Y-Axis Title Text Title for Y-axis
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Data Label Padding Set padding around data labels
Hover Label Format For formatting help
Hover Decimal Places Number of decimal places to show on tooltip
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked

Datagrid Heatmap

Highlights the degree of relationship between two dimensions with color gradients. Examples: Day by Week with Hour by Day comparison, Cohort Analysis, etc.

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Y-Axis Categories Categories displayed vertically for a grid heatmap
X-Axis X-axis field if applicable.
X-Axis Ordering Optional X-axis data ordering if applicable.
X-Axis Type Set to date/time for a time series chart.
Minimum color Color name range minimum
Middle Color Mid range color
Max Color Color name range maximum
Quick Picker X-Axis Quickly change value of X-axis from widget top
Quick Picker Y-Axis Quickly change value of Y-axis from widget top
Max Y-Axis Items Max number of items to display on Y-axis
Max X-Axis Items Max number of items to display on X-axis
Enable Y-Axis Scroll To avoid overcrowding
Enable X-axis Scroll To avoid overcrowding
Baseline Value Sets a default lower boundary value for plot data, which may impact the color range scale.
Y-Axis Min Set the Y-axis minimum values
Y-Axis Max Optional max Y-axis value. Use it in conjunction with the tick interval to set the Y-axis labels.
Y-Axis Logarithmic Scale Axis For log scale, enter logarithmic
Y-Axis Values in Reverse Order Check to reverse the axis so that the highest number is closest to the origin
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Legend Show/Hide Display legend when enabled
Legend font size Font size of the legend
Reverse Legends To reverse the order of the legend items
Y-Axis Grid Line width Defaults to 1; set to 0 to hide grid lines
Widget Labels
Field Interpretation
Display Y-Axis Title Display Y-axis title; enabled by default
Y-Axis Label Display Hide/show Y-axis labels
Y-Axis Title Text Title for Y-axis
X-Axis Title Title for X-axis
X-Axis Label Display Hide/show X-axis labels
X-Axis Label Rotation Degrees of rotation of X-axis labels; useful for long labels
X-Axis Date Formatter Override the default X axis date format. Only applicable for chart types with Date/time X axis. See formats here
X-Axis labels format as data units Bytes, KB, MB, GB, etc.
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Data Label Decimal Places Number of decimal places in data label
Symbol After Data Label Symbol to display after data label
Data Label Padding Set padding around data labels
Data Label Allow Overlap To allow data labels to overlap
Hover Label Format For formatting help
Hover Decimal Places Number of decimal places to show on tooltip
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Time Series Navigator Enable/Disable time series navigator at the bottom of a time series chart; enabled by default
Use UTC for Time Series Charts Disable auto browser conversion of Timezone for the time series charts and show UTC timestamps
Use GPU Translations in Boost Mode When in boost mode, GPU translations are faster than regular JS translations
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked
Using Runtime tokens

Users can use runtime tokens in charts to dynamically pull data. Runtime tokens are supported in: Widget title, footnote, description, and some fields in the primary and secondary charts. Those fields are: Y-minimum Y-maximum Y-axis tick interval Y-axis title text Data Label Formatter Hover Label Formatter

The basic syntax to use a runtime tokens is \$c9_YourTokenName\$(label)\$ For example: * For a dynamic title: \$c9_myToken\$(Your Title)\$ * For integer values: \$c9_myToken\$(500)\$

Waterfall

A waterfall chart aids in understanding the cumulative effect of sequentially introduced positive or negative values. Example: Financial Analysis, Quarterly Gain/Loss, etc. 

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Y-Axis Categories Categories displayed vertically for a grid heatmap
Grouping/Legend Legend/series field if a column contains the fields.
X-Axis X-axis field if applicable.
X-Axis Type Set to date/time for a time series chart.
Show Total When checked, the total sum across the entire series will be displayed at the end
Intermediate sum When this property is set, the points act as a summary column for the values added or subtracted since the last intermediate sum
Y-Axis Max Optional max Y-axis value. Use it in conjunction with the tick interval to set the Y-axis labels.
Y-Axis Tick Interval Optional Y-axis tick interval to set the Y-axis labels.
Y-Axis Min Set the Y-axis minimum values
Grouping Grouping columns are shown next to each other
Y-Axis Logarithmic Scale Axis For log scale, enter logarithmic
Y-Axis Values in Reverse Order Check to reverse the axis so that the highest number is closest to the origin
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Colors To set and add color for a chart
Legend Alias Change legend display text
Background Color Change background of widget
Legend Show/Hide Display legend when enabled
Legend font size Font size of the legend
Reverse Legends To reverse the order of the legend items
Y-Axis Grid Line width Defaults to 1; set to 0 to hide grid lines
Column (bar) width Set the width for columns or bars in pixels
Widget Labels
Field Interpretation
Display Y-Axis Title Display Y-axis title; enabled by default
Y-Axis Label Display Hide/show Y-axis labels
Y-Axis Title Text Title for Y-axis
X-Axis Title Title for X-axis
X-Axis Label Display Hide/show X-axis labels
X-Axis Label Rotation Degrees of rotation of X-axis labels; useful for long labels
X-Axis Date Formatter Override the default X axis date format. Only applicable for chart types with Date/time X axis. See formats here
X-Axis labels format as data units Bytes, KB, MB, GB, etc.
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Data Label Decimal Places Number of decimal places in data label
Symbol After Data Label Symbol to display after data label
Data Label Padding Set padding around data labels
Data Label Allow Overlap To allow data labels to overlap
Data Labels X Offset The X position offset of the label relative to the point in pixels
Hover Label Format For formatting help
Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Hover Decimal Places Number of decimal places to show on tooltip
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Time Series Navigator Enable/Disable time series navigator at the bottom of a time series chart; enabled by default
Polar To transform cartesian charts like line, spline, area and column into the polar coordinate system
Use UTC for Time Series Charts Disable auto browser conversion of Timezone for the time series charts and show UTC timestamps
X-Axis Ordinal Points are equally spaced in the chart regardless of the actual time or x distance between them
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked

Geo Marker Pins

Marker Pins displayed on Google Maps. Requires latitude and longitude values in the dataset. For datasets without latitude/longitude, see geo-coding features in Cloud9QL.

Note: This requires Google Maps connectivity for on-premise installations.

Filter

Chart Configuration
Field Interpretation
Center Latitude Map center latitude
Center Longitude Map center longitude
Zoom Level Map zoom level
Map Type Type of map
Marker Pin Text To display the text on the marker when clicked
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights

Geo Cluster/Custom Maps

Clusters latitude/longitude values with zoom in capabilities. Comes present with a number of tile providers, including the ability to add your own custom tile and Web Map service as well as custom GEO JSON overlays. Requires latitude and longitude values in the dataset, unless you code your own map using the Custom JavaScript Handler. This can be used on-premise without internet connectivity to point to your own mapping service/tile provider. For datasets without latitude/longitude, see geo-coding features in Cloud9QL.

Filter

Chart Configuration
Field Interpretation
Center Latitude Map center latitude
Center Longitude Map center longitude
Zoom Level Map zoom level
Marker Pin Text To display the text on the marker when clicked
Tile Provider Geo tile provider for look and feel options
Point Styles Display points as cluster groups, simple pins, or heatmap
Count Field If you have lat/long points with a weighted number field
Marker Color Field Customize marker color, where the field selected contains the marker color to display
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
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Other
Field Interpretation
Custom Tile Provider Custom tile provider URL
Custom WMS Custom layers URL
Custom Map Layers Layers names
GeoJSON URL Optional GeoJSON for additional layering
GeoJSON Code Optional GeoJSON for additional layering
Custom Javascript Handler Optional Javascript for additional handling

Graph

A graph is a set of points, called nodes or vertices, which are interconnected by a set of lines called edges. The graph visualizes how subjects are interconnected with each other.

Creating a Graph Visualization

Here is an example of Graph visualization with TigerGraph datasource:

Step 1: Create a new TigerGraph datasource & run the installed query on it to create a dataset. For this, you can refer to TigerGraph Datasource Integration documentation.

Step 2: Once the dataset is created, click on the Create Visualization button.

Tigergraph

Step 3: From Settings, select the Visualization Type as Graph.

Tigergraph

This will create a graph visualization for the widget.

Tigergraph

Alternatively, you can navigate to the dashboard and create a widget from the Tigergraph query. From there, you can use, widget settings to create a graph.

Tigergraph

Chart Settings for Graph:

Data Format:

To build Graph visualization, the data needs to be formatted to contain attributes describing both- Edge (Links) and Vertex. 

Note: All edges and vertexes can be described in one single dataset. If you have separate datasets with edges and vertexes, you need to use the Query Builder to Join Queries into one single query. 

Please use Cloud9QL to combine, convert and rename fields to the format suitable for Graph.

Geo Heatmaps

Geo Heatmap for location clusters. Requires latitude and longitude values in the dataset. For datasets without latitude/longitude, see geo-coding features in Cloud9QL.

Note: This requires Google Maps connectivity for on-premise installations.

Filter

Chart Configuration
Field Interpretation
Center Latitude Map center latitude
Center Longitude Map center longitude
Zoom Level Map zoom level
Map Type Type of map
Count Field If you have lat/long points with a weighted number field
Radius The radius of influence for each data point
Max Opacity Ranges from 0 to 1 to control the look and feel of the heatmap
Min Opacity Ranges from 0 to 1 to control the look and feel of the heatmap
Blur Factor To control the gradient
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
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Geo Marker Heatmaps

Useful for city/region level clusters. Dataset requires city or state fields in the data or latitude/longitude.

Note: This requires Google Maps connectivity for on-premise installations.

Filter

Chart Configuration
Field Interpretation
Primary Region Set a region displaying on the map
Start Color Enter color name or code
End Color Color stop at the end of the scale
Tooltip Tooltip display mode
Border Resolution The resolution of borders
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
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Geo - Countries

Color coded region maps. Dataset state fields in the data.

Note: This requires Google Maps connectivity for on-premise installations.

Filter

Chart Configuration
Field Interpretation
Primary Region Set a region displaying on the map
Start Color Enter color name or code
End Color Color stop at the end of the scale
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights

Geo - US States

Color coded region maps. Dataset state fields in the dataset.

Note: This requires Google Maps connectivity for on-premise installations.

Filter

Chart Configuration
Field Interpretation
Marker Pin Text To display the text on the marker when clicked
Start Color Enter color name or code
End Color Color stop at the end of the scale
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
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Data Summary

One line Data Summary with multiple fields, either displayed horizontally or vertically.

Filter

Display & Formatting

It ensures that anybody viewing the data summary can see the same thing regardless of screen size.
For example, if one screen size is displaying 5 records, the same 5 records will show in a smaller screen size and the ratio would be the same. The footer size ratio may also need to be adjusted.
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Font size To set the size of the font
Font color To set the color of the font
Label font size To set the label font size
Label font color To set the label font color
Vertical Change orientation to vertical
Align content horizontally Align content horizontally
Align content vertically Align content vertically
Hide field names Do not display field names
Strong field names Use bold fonts for field names
Data Format Formatting for one or more fields
Background Color Change background of widget
Auto Scale (Sizing) This turns the proportions of the summary from absolute sizing to variable based on the size of the container. This will make the font sizes, height/widths all based on the container and not an absolute pixel size.
Wrap Wraps long text if selected
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights

Word Cloud

Displays a word, with size of the word proportional to an associated value. For example, revenue by customer name, where the customer name displayed is proportional to the revenue number. 

Filter

Chart Configuration
Field Interpretation
Field containing Size/Count Size mapping of the text field
Field containing text Select the field that contains the text to analyze
Minimal angle Control the text angle display
Max angle Control the text angle display
Step change angle Control the angle display step
Font To specify the font
Font size To specify the font size
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights

Custom Text/HTML

Custom visualization with HTML and Javascript to create/style your own visualization. You can navigate to custom Text/HTML via Settings. Filter

Customizable text/HTML based display. Can be simple text to more powerful rendering to include your data in a variety of forms. Filter

Text/HTML:
Font size Default font size
Font color Font color
Background color Widget background color.
Text Code

Enter Text or HTML code. You can use {{tag}} to field data for the widget. type in { to get a list of fields along with some options you can use to customize the display of data

Tag Options:


Simple field display:

  • {{field_name}} - getting the first value for field with name "field_name".
  • {{field_name:n}} - get the nth value of the field with name "field_name".
  • {{field_name:n-c}} - get a list comma-separated from "n" to "c" with "field_name".

Commands:

  • _data - JSON object with data for the current dataset. Typically used within JavaScript.
  • _ul - builds a bullet list using value field. Command form {{_ul|field_name:n-c}}, {{_ul|field_name:n}}, {{_ul|field_name}}.
  • _ol - builds a numbered list using value field. Command form {{_ol|field_name:n-c}}, {{_ol|field_name:n}}, {{_ol|field_name}} (field_name - field name in the sheet, n - from, c - to)
  • _table - builds a table from the field. Command form {{_table|field_name1,field_name2:n-c}}, {{_table|field_name1,field_name2:n}}, {{_table|field_name1,field_name2}}
  • _count - total number of records {{_count}}
  • _sum - the amount of field values {{_sum|field_name:n-c}}, {{_sum|field_name}}
  • _max - maximum value of the field {{_max|field_name:n-c}}, {{_max|field_name}}
  • _min - minimum value of field {{_min|field_name:n-c}}, {{_min|field_name}}
  • _widget - add another widget (not HTML widget) {{_widget|widget_name}}
  • _class - returns field value without any html wrappers. Useful if you want to use field value as a class name {{_class|field_name:n}}, {{_class|field_name}}

Code Generator

Code Generator lets the users generate HTML, CSS, or JavaScript code using natural language. Code Generator would be specifically helpful for users not familiar with HTML, CSS, JS, or programming altogether. Also, it helps save time by avoiding visiting other websites for help. Knowi is using OpenAI APIs to process these requests.

Prerequisite: Users need to enable OpenAI to use the Code Generator.

To generate code:

  1. Under the Widget Configuration, click the Open AI Code Generator link. Code Generator

  2. In the Text box, enter the text you want to generate the code for. Mention the language you want the code to be in. For example, JS code to create a button. Users can also use {{_data}} to set a context for OpenAI Code Generator requests. Code Generator

    Note: The {{_data}} object is an array of JSON objects referencing the current dataset.

  3. Click Generate. Code Generator

  4. You can copy and use the generated code in the Text Editor. Click the collapse icon to exit the Code Generator window.

Note: Users can generate custom HTML widgets and banners without a dataset/query. The HTML code can be written in the Text Code box. Code Generator

Rich Text Editor

The Rich Text Editor is a visualization type that allows users to add textual content for a dashboard or widget. The editor supports text formatting options like font, font size, bold, italic, text color, text highlight, text alignment, and much more. The editor supports text styles like bullet lists, block quotes, headings, ordered lists, etc. In addition, users can add images, videos, links, and customizable JavaScript code.

Adding a Rich Text Editor Widget

To add a Rich Text Editor,

  1. Navigate to the three-dots menu on the desired widget on the dashboard.
  2. Click Settings.
  3. Click on the Visualization Type dropdown.
  4. Select Rich Text Editor . Notice that the visualization data has been changed to an editor type.
  5. Click Save.

Configuring a Rich Text Editor Widget

There are multiple collapsible menus on the left side of the window where the users can configure the widget.

Note: Use the search bar to find the menu options, a global search for all the menus.

Settings

In the Settings menu:

  1. Give the Rich Text Editor Widget a name in the Visualization title box.

  2. Choose the widget category under the Category dropdown. (optional)

  3. The Ignore Fields dropdown lists the fields (column names) from the data. Whichever fields are chosen to ignore don't show up on the visualization. (optional)

  4. In the Max Records field, enter the number of data records (rows) that must be displayed on the visualization. (optional)

  5. The Live Data slider, when enabled, prompts the user to enter the number of seconds. This will refresh the widget data after the number of seconds entered.
  6. The Description is a free text box that allows the user to enter a description for the widget. (optional)

Note: The Description entered here will be displayed via an info icon (i) on the widget.

  1. The text entered in the Footnote will be displayed at the bottom of the widget. (optional)

Display and Formatting

The display and Formatting collapsible menu has the following options, allowing users to configure the widget's appearance.

  1. Choose a title color in the Title Font Color color picker.

This is how it looks:

  1. Enter the title font size in the Title Font Size.

  2. Choose a display theme for the widget in the Display Themes dropdown.

  3. Choose a background color for the widget in the Background color color picker. It's transparent by default.

Widget Menu

The Widget Menu collapsible menu has the following options that allow users to configure the Rich Test Editor widget. All checkboxes are enabled by default.

Advanced Configuration

Under the advanced settings menu, has an option to change the dataset.

At a given time, only one dataset can be used. In the example below, the Customer_data gets replaced with the Hotels data.

On click event handler - Users can define custom JavaScript behavior when a point is clicked. Read More.

Rich Text Editor Window

The Rich Text Editor Widget allows users to display text on dashboards. It has some advanced editing options that can be used to enhance the text displayed. The editing window is on the right pane of your screen. There are two tabs here: Visualization and Data Transformation.

Visualization

In the visualization tab, users can format and style the text and reference the data from the dataset.

Formatting and Styling Options

The top menu bar has all the formatting and styling options. In this example, some dummy text is used for illustration purposes.

  1. Text Editor - The text box to add the text/data you want to display on your dashboard.
  2. Font Style - Dropdown with different font options for the text.
  3. Font Size - Dropdown to choose text size in pixel
  4. Font Format - Dropdown to choose the text format: Heading levels or normal.
  5. Bold - Choose the text and click on Bold to bold the text.
  6. Italic - Choose the text and click on Italic to italicize the text.
  7. Underline - Choose the text and click on Underline to underline the text.
  8. Strike Through - Choose the text and click on Strike Through to strike through the text.
  9. Font Color - Color picker to add color to the chosen text.
  10. Font Background Color - Color picker to add background color to the chosen text.
  11. Numbered List - Add a numbered list
  12. Bullet List - Add a Bullet list
  13. Checkbox - Add a checkbox list/data
  14. Quote - Add a quote/highlight text
  15. Add Code Pane - Add a code pane for the program code
  16. Subscript - Format data as subscript
  17. Superscript - Format data as superscript
  18. Right Indent - Indent text to right
  19. Left Indent - Indent text to left
  20. Paragraph - Add a paragraph
  21. Text Alignment - Choose the alignment of text: left, right, center, or justify
  22. Add Link - Add hyperlink to text or media
  23. Add Image - Add an image locally, with the ability to resize and reposition images.
  24. Add Video - Add a video locally, with the ability to resize and reposition videos.
  25. Reset - Reset all formatting to default

JavaScript-based Data Referencing

Users can also use Javascript-based referencing to display the dataset on the dashboard. Here are the placeholder formats supported:

Placeholder format Meaning Example
{{_count}} Count all
{{_sum|<field>}} The sum of all rows in a column {{_sum|Clicks}}
{_sum|<field>:<<lower range - upper range>}} The range sum of all rows in a column {{_sum|Clicks:1-10}}
{{_max|<field>}} The max of all rows in a column {{_max|Clicks}}
{{_max|<field>:<lower range - upper range>}} The max of all rows in a column {{_max|Clicks:1-10}}
{{_min|<field>}} The minimum of all rows in a column {{_min|Clicks}}
{{_min|<field>:<lower range - upper range>}} The minimum of a range of rows in a column {{_min|Clicks:1-10}}
{{<field>}} Value in the first row data in a column {{Customer}}
{{<field>:<row>}} Value in the fifth row data in a column {{Customer:5}}
Data Transformation

Navigate to the Data Transformation tab to edit the data. The Data Transformation tab allows users to transform the data before visualizing it on the Rich Text Editor. Click Save after making the edits and switch to the Visualization tab to see the changes. For example, sort by and filter.

Menu Options

Use these menu options on the top right to save, clone, or export the widget.

  1. Click to save the Rich Text Editor Widget
  2. Click to clone the Rich Text Editor Widget
  3. Click to delete the Rich Text Editor Widget
  4. Click to export the Rich Text Editor Widget as a PDF
  5. Click to close the Rich Text Editor Widget

Web page

Display the contents of an external url/site within this widget

Filter

Chart Configuration
Field Interpretation
Web page link Enter webpages URL link
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights

Box plot

A boxplot is a graphical summary of the distribution of a sample that shows its shape, central tendency, and variability. Boxplots have lines extending vertically from the boxes (whiskers) indicating variability outside the upper and lower quartiles, hence the terms box-and-whisker plot and box-and-whisker diagram.

Filter

Chart Configuration
Field Interpretation
Median Median of the box
Lower quartile Lower quartile
Upper quartile Upper quartile
Low whisker Low whisker
High whisker High whisker
Theoretical mean Theoretical mean
Invert Axes To invert the axes
X-Axis X-axis field if applicable.
X-Axis Type Set to date/time for a time series chart.
Y-Axis Min Set the Y-axis minimum values
Y-Axis Logarithmic Scale Axis For log scale, enter logarithmic
Y-Axis Values in Reverse Order Check to reverse the axis so that the highest number is closest to the origin
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Legend Show/Hide Display legend when enabled
Legend font size Font size of the legend
Reverse Legends To reverse the order of the legend items
Y-Axis Grid Line width Defaults to 1; set to 0 to hide grid lines
Column (bar) width Set the width for columns or bars in pixels
Widget Labels
Field Interpretation
Display Y-Axis Title Display Y-axis title; enabled by default
Y-Axis Label Display Hide/show Y-axis labels
Y-Axis Title Text Title for Y-axis
X-Axis Title Title for X-axis
X-Axis Label Display Hide/show X-axis labels
X-Axis Label Rotation Degrees of rotation of X-axis labels; useful for long labels
X-Axis Date Formatter Override the default X axis date format. Only applicable for chart types with Date/time X axis. See formats here
X-Axis labels format as data units Bytes, KB, MB, GB, etc.
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Y-Axis Labels Formatter For formatting help
Data Label Decimal Places Number of decimal places in data label
Symbol After Data Label Symbol to display after data label
Data Label Padding Set padding around data labels
Data Label Allow Overlap To allow data labels to overlap
Data Labels X Offset The X position offset of the label relative to the point in pixels
Hover Label Format For formatting help
Data Labels Y Offset The Y position offset of the label relative to the point in pixels
Hover Decimal Places Number of decimal places to show on tooltip
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Time Series Navigator Enable/Disable time series navigator at the bottom of a time series chart; enabled by default
Polar To transform cartesian charts like line, spline, area and column into the polar coordinate system
Use UTC for Time Series Charts Disable auto browser conversion of Timezone for the time series charts and show UTC timestamps
X-Axis Ordinal Points are equally spaced in the chart regardless of the actual time or x distance between them
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked


Treemaps

Displays hierarchical (tree-structure) data as a set of nested rectangles, with smaller rectangles representing sub-groupings. Each rectangle has an area proportional to a specified dimension of the data. Often the nodes are colored to show a separate dimension of the data. 

Filter

Chart Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Y-Axis Categories Categories displayed vertically for a grid heatmap
Sub Categories Sub Categories for each parent category
X-Axis Type Set to date/time for a time series chart.
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Colors To set and add color for a chart
Legend Alias Change legend display text
Background Color Change background of widget
Widget Labels
Field Interpretation
Y-Axis Label Display Hide/show Y-axis labels
Data Label Display Check to display value labels. Default is false
Data Label Font Size Enter font size, if the display label is set to true. Example: 15px. Defaults to 9px.
Data Label Formatter For formatting help
Data Label Decimal Places Number of decimal places in data label
Symbol After Data Label Symbol to display after data label
Data Label Padding Set padding around data labels
Data Label Allow Overlap To allow data labels to overlap
Hover Label Format For formatting help
Hover Decimal Places Number of decimal places to show on tooltip
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Animation Animation of chart, ON by default
Time Series Navigator Enable/Disable time series navigator at the bottom of a time series chart; enabled by default
Use GPU Translations in Boost Mode When in boost mode, GPU translations are faster than regular JS translations
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked

Timelines

Linear representation of events in the order in which they happened. Examples: IoT devices, Gantt Charts etc.

Filter

Chart Configuration
Field Interpretation
Days on Screen Set the days on screen
Start Time Set the start time
End Time Set the end time
Group Field Group field
Event Type Label on the left hand side to group by items
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights

Simple Threshold Visualization

Single data point visualization with color changes based on the values/threshold. Select the metric to monitor, enter a threshold value, choose the display color for when metric is <= the threshold, and choose the display color when the metric is > the threshold.

Chart Configuration
Field Interpretation
Threshold Value Enter threshold value to check against
Color - Below/Equals Threshold Defaults to red
Color - Above Threshold Defaults to green
Metric Field Field to set threshold against
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Font size To set the size of the font
Font color To set the color of the font
Label font size To set the label font size
Label font color To set the label font color
Hide field names Do not display field names
Data Format Formatting for one or more fields
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked

Single KPI with Change

This visualization allows users to compare the percent change of a metric with another metric. A user can:

For example, if you have a metric called "New Delivered", you can compare its % change (increase or decrease) with another metric "Delivered".

KPI

Chart Configuration
Field Interpretation
Metric to Track Field to show
Previous Value Last value to compare to
Percent Change Percentage change calculation
Original Value Show/hide original value
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Font size To set the size of the font
Font color To set the color of the font
Label font size To set the label font size
Label font color To set the label font color
Hide field names Do not display field names
Up caret color Defaults to green
Down caret color Defaults to red
Data Format Formatting for one or more fields
Background Color Change background of widget
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights

Anomaly

Line/Area chart that allows you to identify when a metric is behaving differently than it has in the past, taking into account trends, seasonal day-of-week and time-of-day patterns.

anomaly

Chart Configuration
Field Interpretation
Plot data/Y-axis * Numeric data to be displayed on Y-axis
X-axis * Category displayed on the X-axis
X-axis Ordering Optional X-Axis data ordering, if applicable
X-axis Type Must be Date/Time
Anomaly Algorithm Anomaly Forecasting Algorithm
Anomaly Deviation Mean absolute percentage threshold setting

* = required field

Display & Formatting
Field Interpretation
Title Font Color To set the title font color of the widget
Title Font Size To set the title font size of the widget
Display Theme To set the theme for chart types- light or dark
Colors To set and modify the color of the chart
Legend Alias To change the legend display text
Background Color To change the background of the widget
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh men
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked

Image Heat Map

Plot points on an image or diagram. Image must be accessible via a URL, and the data must contain two columns for X and Y coordinates. 

Image Heat Map

Chart Configuration
Field Interpretation
Image URL Add image URL
X coordinate Represents X coordinate
Y coordinate Represents Y coordinate
Point Size Defaults to 1
Point Color Defaults to red
Bottom Left Zero Position Defaults to top left
Scale Coordinates Can be integer or decimal
Group By Select a field to group points by
Hover Fields Fields to show when hovering on points
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights

InstantSights

Automated text-based summary for the particular widget, generated in plain English for you to analyze.

Image insight

Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
AI

In the AI section, users can either show or hide the AI-Generated Summary. The AI engine generates the summary based on the widget selected for the Instant Insights visualization type. Check the AI Generated Summary box to display the summary. When you check the box, a context text box is enabled. Here, you can add custom commands to the AI to further enhance or filter the current Insights. For example, below are the insights for the throughput dataset, without the context.

AI Insight

Here's the insight with the context:

AI Insight

Band Chart / Projections

Line chart with shaded areas for upper and lower bounds. This can also be used for projections, and includes an option for the projected value. Unlike the anomaly chart, the upper, lower, and projected value must be present (or pre-calculated) in this dataset.

Image Heat Map

Chart Configuration
Field Interpretation
X-Axis X-axis field if applicable.
Historical/Current Value Set the field with historical/current values
Projections Set the field with projected values
Lower boundary Lower boundary field name
Upper boundary Higher boundary field name
Display & Formatting
Field Interpretation
Title Font Color Set the title font color of the widget
Title Font Size The default title font size is 14px.
Display Theme Select a theme for chart types
Colors To set and add color for a chart.
Widget Menu
Field Interpretation
Show Title Show Title on Widget
Analyze Show Analyze menu
Alerts Show Alert icon
Filters Show Filter icon
Drilldowns Show Drilldowns menu
Query Show Query menu
Data/Export Show Data/Export menu
Data Diagram Show Data Diagram
Share Show Share menu
Refresh Show Refresh menu
Maximize Show Maximize menu
Remove from Dashboard Show Remove from Dashboard menu
InstantSights Show InstantSights
Advanced Configuration
Field Interpretation
Change Dataset Change to a different dataset
On Click Event Handler Define custom javascript behavior when a point is clicked

Activity Gauge

An activity gauge is a circular chart that illustrates the status of activities through segments. Each segment's length and color reflect data. It's used to show progress, distribution, or performance, with upto five segments.

It is a visual or graphical representation used to measure or display the level of activity or engagement data with knowi datasets. The activity gauge is often used in various visualizations to group the columns that correspond with the number of rings, a value column, and a maximum value column to determine the % completion of the ring and provide a quick and need to organize your data into three columns: Grouping - Corresponds with each of the rings.

Maximum - The max value of each ring.

Value - the current value of each ring.

Activity Gauge

Widget Configuration
Field Interpretation
Plot Data/Y-Axis Numeric Y-axis field to use. Leave it empty if for multiple Y-axis fields.
Max Value Goal value
Attribute Name Column to control the name of the activities displayed on the chart
Max Activities Set a maximum number of activities to display. From 1 to 5, Default is 3.
Display & Formatting
Field Interpretation
Title Font Color Set Widget title font color
Title Font Size Size of the fonts. Default is 14px
Display Theme Select a theme for chart types
Background Color Change the background of the widget
Modify Colors Set colors for the chart
Legend Alias Change the legend display text
Legend Ordering Change the legend ordering to either alphabetical or by value. It is arranged in natural order by default
Legend Show/Hide Dosn't display the legend if the box is not checked
Widget Menu
Field Interpretation
Show Title Show title on widget
Analyze Show analyze menu
Alerts Show alert icon
Filters Show filter icon
Drilldowns Show drilldown values
Query Show query menu
Data/Export Show data export menu
Data diagram Show data diagram
Share Show share menu
Refresh Show refresh menu
Maximize Show maximize menu
Remove from Dashboard Show remove from the dashboard menu
InstantSights Show instantSights
Advanced Configuration
Field Interpretation
Animation Animation of the chart. By default ON
Change Dataset (apply immediately) Change to a different dataset. Applied immediately without requiring to save widget settings
On Click Event Handler Define custom javascript behavior when a point is clicked. More info

On Click Event Handler

This option is available for various visualizations. You can navigate to on click event handler via settings.

event handler

It is intended for defining custom javascript behavior when a data-representing point is clicked on the visualization. To access clicked point details use pointDetails object:

Example:

window.open('http://example.com?spam' + pointDetails.spam + '&sent='  + pontDetails.sent, '_blank')

event handler