ClearInsights Max: Edit Chart Options

To see the options below, click on the measure on your chart visualization.

Aggregate

Users can choose to gather the data by an amount to a total. The options are

• Total
• Average
• Minimum
• Maximum
• Total Count
• Unique Count
• Standard Deviation
• Variance

Filter

Users can filter the measure and create a condition. The options include greater than, is greater than or equal to, is less than, is less than or equal to, is between, is in, and is not in. If a filter cannot be visualized in the filter widget you will only be able to filter via the search bar.

Conditional Formatting

A new modal will appear allowing Users to:

• Adjust the color of the column
• Adjust the column name
• Toggle display of data labels
• Change the category; number, percentage, or currency. ClearInsights automatically picks the best category for your data. When you specify a category, you can also specify units.
• Set the negative values: Specify the representation of negative numbers in one of these formats: -1234, 1234-, or (1234).
• Create conditional formatting rules.

Sort

Users can sort by Ascending or Descending order.

Group

When two axes use the same unit of measurement and a similar scale, they can be grouped.

Position

Users can adjust the positioning of the axis, options: Left or Right.

Rename

Users can rename the axis directly from the legend.

Edit

A modal will appear on the right-hand allowing users to:

• Change the axis name
• Change the position (left or right)
• Set a Min and Max: The minimum and maximum values
• Change the category, unit, and negative values

Remove

Removing the axis removes the data from the display, but not from the answer entirely. Instead, the column that the axis represents appears in the Not Visualized section of the Edit chart: Customize menu.

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Conditional Formatting in a Chart

Use conditional formatting to set targets on an Answer, making it easy to see when values are above or below specific thresholds.

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To see the options below, click on the date field on your chart visualization.

Time Bucket

Bucketing is a method for grouping a column in your data. You can group with the options below:

• Detailed
• Hourly
• Day ( Daily, Day of Week, Day of Month, Day of Quarter, Day of Year)
• Week (Weekly, Week of Month, Week of Quarter, Week of Year)
• Month (Monthly, Month of Quarter, Month of Year)
• Quarter (Quarterly, Quarter of Year)
• Yearly
  
• See below for more information about Time Bucket.

Filter

Users can filter and create a condition. The options include greater than, is greater than or equal to, is less than, is less than or equal to, is between, is in, and is not in. If a filter cannot be visualized in the filter widget you will only be able to filter via the search bar.

Sort

Users can filter by Ascending or Descending order.

Rename

Users can choose to rename from the legend directly.

Edit

A modal will appear on the right-hand allowing users to update the name.

Remove

Users can remove the field from the visualization. At least one X-axis column is required.

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Additional Actions & Information

Time Bucket

Specify time bucketing

You can specify date bucketing at many granularities, from detailed (to the minute or second) to yearly, depending on your data. You can also specify bucketing based on the position of a bucket relative to another, larger bucket. For example, you can group data by month of quarter, or week of month. To bucket your data in a chart view:

1. On the visual, click on a date field in the axis, then click Time Bucket.
2. ClearInsights chooses a default date bucket for you when you search. This default takes the entire search result into account. For example, if your search includes last month, dates are bucketed daily instead of monthly.
3. When you add multiple date keywords to a Search, ClearInsights preserves the date bucketing implied by the first date keyword.

Period Grouping

Period Grouping

• Period Grouping: To make comparisons more meaningful, it's important to compare the same time frames. For instance, typing "recruiting quarterly" compares recruiting for each quarter.
• Switching Time Periods: Modify your search to analyze "Recruiting Yearly Quarter of Year", and switch to a column chart for better visualization.
• Combining Time Keywords: You can combine keywords like "quarter of year" and "yearly" to compare the same quarter across multiple years.
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Change chart colors

Change the color chips for a column or a value. You can set custom colors for bars, lines, areas, bubbles, maps, and other chart types. You can also "slice" with color, set legends on charts, and enable conditional formatting in tables.

You can also apply a conditional format to change the color, based on specified criteria. This type of conditional formatting does not work with Line charts. Colors are maintained across searches within a session. 

Set colors from the legend

While viewing your search or answer as a chart, click the color chip for the column or value you would like to change. Use the color picker to choose a new color to represent that value. You can also enter a HEX value directly. Your changes are saved immediately.