By the end of this exercise you will be able to:

• Create a line chart (time series)
• Create a bar chart
• Create a pie chart
• Create an aggregate view

Note in this exercise that you set Series, Data Point attributes and Horizontal Axis Attributes by dragging table attributes into the boxes against these fields.

Create a line chart (time series)

You will create a line chart, plotted over time, of debt levels broken down by payment means. Creating a line chart is illustrated by the following video:

To recap on the steps in the video:

1. Create a Screen
   1. Click on Screen from the application home screen.
   2. Click 

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      .
   1. Set the screen name to: Debt levels by payment means
   2. Select a Template e.g. Tile No Buttons.
   3. Click the Create Screen button.
   4. A new screen will open based on your template.
2. Now create a new view on the screen
   1. From the screen's toolbar, click

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      s.
   2. Drag the table Overall debt levels onto the screen.
   3. Choose a Line Chart view.
   4. This creates a view - configuration options for the view show in the screen; the configuration form for the view also pops up in the repository.
   5. The available attributes will be shown.
      1. Attributes can also be displayed using the the view configuration properties form by clicking

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         .

   6. Drag attributes into the configuration options on in the view as follows:

      Field	Attribute
      SERIES	PaymentMeans
      Y ATTRIBUTES	DebtLevel
      X ATTRIBUTE	CalculationDate

      Notice that as you drag attributes across, they are added to the list of view attributes, with the appropriate role set. For DebtLevel (Y axis), the correct role is Data Point.

   7. To see the chart, switch to 

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      . To update the configuration again, go back into

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      .

   8. To complete the configuration, we will label the axes. In the screen, right-click on the view and select 

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       configuration.

   9. In the view configuration form:

      1. Click 

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          to save your changes. This is required in order to update the options below.
      2. Update the name of the view to Debt levels by payment means

      3. Set the Display Type to Line Chart (time) and enter the following settings:

         Field	Value
         Show Legend	tick
         Horizontal Axis Title	Calculation Date
         Label angle	Horizontal
         Primary Axis Unit	Day
         Primary Axis Format	Day in month
         Secondary Axis Unit	Month
         Secondary Axis Format	January, February
         Vertical Axis Title	Debt level

         
         

   10. Click 

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       to save your changes and close the window.
   11. Go into

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        to see the chart.

Setting an upper limit

There is one data point in the data which is much greater than all the others, so movements in the levels of debt cannot be seen. Add a maximum value in the chart configuration to exclude this outlier and generate a more useful graph. Under Vertical Axis, set Maximum Value to 30000.

Then view the chart to see the results.

Setting a lower limit

You decide you are only interested if there is a debt level of more than 5,000. Under Vertical Axis, set Minimum Value to 5000.

Then view the chart to see the results.

Fixing the scale

You now decide that you want to show the graph always including the Y-Axis starting at zero:

1. Set the Minimum Value to 0
2. Tick Fixed Scale

Then view the chart to see the results.
Note: Fixed Scale is relevant when the graph data changes. The Minimum Value and Maximum will always be plotted on the Y-Axis, even when the largest data value is lower than the Maximum Value and the lowest data value is larger than the Minimum Value.

Create a bar chart

Now you will create a graph of the same data, but this time using a bar chart.

1. Create a screen called Debt levels by payment means 2
2. Now create a new view on the screen.
3. From the screen's toolbar, click

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   s.
4. Drag the table Overall debt levels onto the screen.
5. Select the view type Barchart.

6. Drag attributes into the configuration options on in the view as:

   SERIES	PaymentMeans
   Y ATTRIBUTES	DebtLevel
   X ATTRIBUTE	CalculationDate

   
   

7. Right-click and open the view configuration.
   1. Update the name of the view to Debt levels by payment means 2
   2. Set the Display Type to Barchart

   3. Update the following settings:

      Show Legend	tick
      Horizontal Axis Title	Calculation Date
      Label Angle	Sloping
      Vertical Axis Title	Debt level

      
      

8. Save your changes the view configuration form.

9. Go into

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    to view the results.

The view looks very cluttered – but we will filter this later to make this more useful.

Create an aggregate grid view

Now you will create a grid view on the data in Overall Debt Levels, but to show aggregated totals by payment method:

1. Create a screen called Debt totals by payment means.
2. From the screen's toolbar, click

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   s.
3. Drag the table Overall debt levels onto the screen.
4. Select the view type Grid.
5. Drag the following attributes onto the view:
   • PaymentMeans
   • DebtLevel
   • Count()
6. We want to group the results by PaymentMeans, and for each value of this, sum the DebtLevel:
   1. Open the view configuration form.
   2. Update the Name of the view to Debt totals by payment means
   3. Double double-click on DebtLevel in the View Attributes list.
   4. In the view attribute configuration form:
      • Set the Name to TotalDebtLevel
      • Select the Aggregate Function: Sum
      • Press 

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        .
7. Press 

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    on the main view configuration form to save your changes.

You should now see an aggregate view with an entry per Payment Means - 3 rows in total - with, for each, a sum of entries for that Payment Means, and a total debt level.

Create a pie chart

Now you will create a further chart on the table Overall Debt Levels, to give an overview of proportions of debt by various payment means. Create a new screen and view with the settings: