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VitaraCharts User Guide Release 4.0

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Table Of Contents VitaraCharts User Guide

Table Of Contents VitaraCharts Release 4.0 What’s new in 4.0 release Deployment Certified Configurations

Section I: Visualizations 1.KPI widget (Headline summary)

1.1 Inputs Tip 1 1.2 Thresholds 1.3 Background Image:

2.KPI Animation Widget (Gauge with animation) 2.1 Inputs Tip 2 2.2 Thresholds 2.3 Background Image

3.Table Heatmap 3.1 Inputs 3.2 Thresholds 3.3 Background Image

4.Column Range Chart 4.1 Inputs 4.2 Thresholds 4.3 Play by - Animation 4.4 Background Image

5.Waterfall Chart 5.1 Inputs 5.2 Background Image

6.Interactive Bubble chart 6.1 Inputs 6.3 Thresholds 6.4 Play by - Animation 6.5 Background Image

7.Spacer 7.1 Inputs:


8.Sparkline 8.1 Inputs: 8.2 Markers: 8.3 Series: 8.4 Thresholds: 8.5 Play by - Animation 8.6 Background Image:

9.Tornado Chart 9.1 Inputs: 9.2 Series: 9.3 Markers: 9.4 Thresholds: 9.5 Play by - Animation 9.6 Background Image:

10.KPI Ring Chart 10.1 Inputs: 10.2 Background image:

11.Bullet Chart 11.1 Inputs 11.2 Plot Bands 11.3Thresholds: 11.4 Play by - Animation 11.5 Background image:

12.Line and Area Charts 12.1Inputs 12.2 Markers: 12.3 Series: 12.4 Thresholds: 12.5 Play by - Animation: 12.6 Background image:

13.Pie (Donut) Chart 13.1 Inputs 13.2 Play by - Animation: 13.3 Background image:

14.Bar and Column Charts 14.1 Inputs: 14.2 Series: 14.3 Thresholds: 14.4 Play by - Animation


14.5 Background image: 15. Funnel Chart

15.1 Inputs 15.2 Play by - Animation 15.3 Background image

16. Stacked Bar and Column Charts 16.1 Inputs 16.2 Thresholds: 16.3 Background image:

17. Calendar Heatmap Chart: 17.1 Inputs: 17.2 Thresholds: 17.3 Background image:

18. Grid chart Grid and MicroChart user guide 18.1 Inputs: 18.2 Grand Totals: 18.3 Grouping: 18.4 Aggregations: 18.5 Thresholds: 18.6 Sorting: 18.7 Look and feel: 18.8 Filter: 18.9 Show hide the number of children in a row group:

19. Trellis Chart 19.1 Inputs: 19.2 Marker: 19.3 Series: 19.4 Thresholds: 19.5 Background image:

20. Word Cloud 20.1 Inputs: 20.2 Thresholds: 20.3 Background image:

21. Mekko Chart 21.1 Inputs: 21.2 Thresholds: 21.3 Background image:

22. Micro Chart


Grid and MicroChart user guide 22.1 Inputs: 22.2 Trending charts: 22.3 Value aggregation: 22.4 Look and feel: 22.5 Show hide the number of children in a row group:

23. Waffle Chart 23.1 Inputs: 23.2 Markers: 24.3 Background image:

24. Histogram Chart 24.1 Inputs: 24.2 Marker: 24.3 Background image:

25. Dumbbell Chart 25.1 Inputs: 25.2 Threshold: 25.3 Background image:

26. Slope Chart 26.1 Inputs: 26.2 Threshold: 26.3 Markers: 26.4 Background image:

27. Packed Bubble Chart 27.1 Inputs: 27.2 Background image:

28. Angular Gauge chart 28.1 inputs: 28.2 Background image:

29. Sankey Chart: 29.1 Inputs: 29.2 Background image:

Section II: Configuration Options 30. Play by - Animation 31. Background image 32. Custom color palette

Step 1: Step 2:


Note: 33. Custom fonts in Vitara Charts 34. Plot lines/Reference lines

34.1 Thresholds based on ‘Plot Lines/Reference Lines’: 35. Hide ‘Edit’ button

35.1 VI Dashboards or Dossiers 35.2 Report Services Documents.

A. Disable edit button using User Privileges. B. Disable edit button using File Permissions:

36. Attribute selectors in report services documents 37. Metric suffixes used to shorten high numbers in axis labels 38. Tooltip Customization:

38.1. Introduction: 38.2. Macro Support:

39. Right to Left (RTL) language support: 39.1 Controlling the option: 39.2 Grid and Micro Charts: 39.3 Cartesian Charts: 39.4 Grid layout Charts 39.5 Properties Editor: 39.6 Legend: 39.7 Tooltip:

40. Gradient Thresholds IV. Questions\ Feedback


VitaraCharts Release 4.0 VitaraCharts release 4.0 is a visualizations plug-in that can be applied on MicroStrategy platform to get access to best of breed charts and widgets from D3, HighCharts and Google Charts for end users which are fully configurable and production ready without the need for any custom coding.

What’s new in 4.0 release ● Use of VitaraCharts in MicroStrategy Desktop/Workstation does not need a license ● Small multiples : Most of the charts can now be laid out responsively as a grid of (small

multiple) charts - this will be a much more flexible replacement for the trellis chart (Trellis

will soon be deprecated) ● Grid : Improved theme presentation ● Grid : Grand totals can now be displayed at the top of the grid ● Calendar : Hijri Calendar support added ● RTL selection done at the chart level (in addition to global setting) ● Color Selection : You can now assign specific colors to each series (instead of just

relying on the order of the palette) ● Use as Filter : Selecting multiple data points for filtering is now supported ● Use as Filter : Highlight the chosen data point(s) ● Waterfall : Vertical layout added ● Data Labels : Data labels are now completely customizable (including support for

dynamic data using macros) ● Sankey : Improved default layout (with appropriate levels) and ability to customize data

labels independently for links and nodes ● Stacked Bar/Columns : Added percentage stacked represenation. Both now include the

display of totals.

Deployment Download the zip file provided by Vitara and unzip to the plugins folder in the MicroStrategy Web installation. (under <Microstrategy Web Folder>\plugins) To deploy Mobile version, download the zip file of Vitara Charts mobile package, unzip the package and copy all folders in the MicroStrategy Mobile installation. (under <Microstrategy Mobile Folder>\plugins).


Certified Configurations Vitara Charts Package can be installed on MicroStrategy version 10.3 or higher on MicroStrategy certified configuration of web servers and has been tested on browsers certified by MicroStrategy’s release. All the custom visualizations in the package will work in web based MicroStrategy Documents as well as the Visual Insights Dashboards. All the custom visualizations are currently configurable in documents while the VI dashboard configurability supported from MicroStrategy version 10.3 or higher.The following section in the document showcase the visualizations that are available as a part of the release 4.0.

Section I: Visualizations

1.KPI widget (Headline summary) Vitara offers a headline KPI number and a smaller font number to show change or past performance (for instance, for representation change from previous quarter) . This visualization is ideal for representing key figures that need to be highlighted in VI Dashboards and Documents alike. 1.1 Inputs Metrics - 3 Metrics, min 1 required. The first metrics M1 will be shown as the big number (Main label) and the second metric M2 will shown as the smaller number (Sub label). The third metric M3 will be used to create thresholds for background colors. Metrics can be regular or derived metrics and can be formatting as % , Fixed, Currency etc . Attributes - Optional Use as Filter Option - Not available The screenshot below showcases the KPI widgets formatted with different colors of text and also using metric values formatted as currency and % respectively. By default KPI widget will show the name of the first metric (Main label) as title of the widget, but we can modify this with our own text input in Appearance → Text Label → Label-text input box.


Tip 1 KPI widgets can be effectively combined with VitaraCharts’ Sparkline to show the trend of the key number for executive dashboard. See example below.

1.2 Thresholds You can apply thresholds to set panel colors and icons in KPI widget. For Simple KPI chart, in the editor panel of a dossier, apart from the ‘Top Label’ and ‘Sub Label’ drop zones, there is third metric drop zone called ‘Threshold Metric’ which will be used specifically for applying thresholds in Simple KPI chart.


Open property editor by clicking on ‘Edit’ button and select ‘Threshold’ tab. In the threshold editor window apply source, target, threshold condition and the other related information. In the below screenshot, for Simple KPI charts panel colors and icons are set using thresholds.

1.3 Background Image: The steps to set a background image for vitara charts are explained in section 30.

2.KPI Animation Widget (Gauge with animation) Gauges are extremely popular with business to represent key measurements. They usually show a single critical performance measurement and take a prominent place on the dashboards. VitaraCharts’ custom gauges have animated views to improve the aesthetics and also immediately draw the user’s attention to the KPI. Below is an example of a VI dashboard built using Vitara’s custom visualizations including the animated gauge. 2.1 Inputs Metrics - 2 metrics required. Metric 1 , M1 will be the numerator and Metric 2 M2 will be the denominator making the displayed value as M1/M2 as a percentage. Attribute - Optional Use as Filter Option - Not available The screenshot below displays Profit Margin as a percentage value . The default color shown is blue on a white background but can be altered as desired for gauge or background.


Tip 2 If you already have a single metric formatted as a percentage M1 create a derived metric sum(1) to be used as M2 input . An example dashboard showing various VitaraCharts elements . Note that the dashboard below has been formatted to have the dark theme.

2.2 Thresholds Based on the ratio of the two metrics we can apply thresholds on ring, wave or on background of the chart. Hover the cursor on the chart, Click on ‘Edit’ button and select ‘Thresholds’ option in properties window.


2.3 Background Image We can set background image for this chart. Please see section 30 to know the process how to set background image.

3.Table Heatmap A heatmap is a graphical representation of data where a metric is represented at the intersection of 2 attribute values. VitaraCharts’ custom table heatmap allows you to place multiple attributes on the columns (axis and y-axis) and at a glance display the variations in the measures. A sample table heatmap is presented below. 3.1 Inputs Metrics : Minimum 1 metric is required. Attributes : Minimum of 2 attributes are required. The first attribute A1 is used for the x-axis and the second attribute A2 is used for the Y axis. Use as Filter Option - Available Thresholds Option - Available

3.2 Thresholds We can set thresholds on metrics using any criteria to show specific colors on the chart. Open property editor by clicking on ‘Edit’ button and select ‘Threshold’ tab. In the threshold editor window apply source, target, threshold condition and the other related information to set threshold on any metric. 3.3 Background Image The steps to set a background image for vitara charts are explained in section 30.

4.Column Range Chart VitaraCharts Column Range Chart visualization can be used to represent minimum and maximum values across time or showcase the acceptable range of deviation for a specific category. Alternatively, it can be used to represent project timelines start date and end date.


This representation is ideal for non aggregatable metric representation like stock on hand at various times as well. 4.1 Inputs Attributes : Level 1 attribute is required and optionally level 2 attribute can also be added. These attributes are used on the x axis. Metric : 2 Metrics start value M1 and End Value M2 will need to be provided.Metric is used on the Y-axis. Use as Filter Option - Available

4.2 Thresholds We can set thresholds on metrics using any criteria to show specific colors on chart. Open property editor by clicking on ‘Edit’ button and select ‘Threshold’ tab. In the threshold editor window apply source, target, threshold condition and the other related information to set threshold on the any metric.


4.3 Play by - Animation In column range chart we can enable play by animation. Please see the section 29 for details about play by animation. 4.4 Background Image The steps to set a background image for vitara charts are explained in section 30.

5.Waterfall Chart A waterfall chart is a form of data visualization that helps in understanding the cumulative effect of sequentially introduced positive or negative values. If the values are not defined ahead of time or variable i.e. Starting Budget , Quarterly spend (YTD) , Remaining Budget is a good example where the number of quarters elapsed cannot be predetermined at build time. Vitara offers a variation of the waterfall widget which includes a starting metric and cumulative sum of all the subsequent metrics finally shows a total bar. There are two drop zones for attribute. The ‘group by’ drop zone and ‘break by’ by drop zone. You can drop an attribute in ‘break by’ drop zone if you want to show the metric break up over attribute elements. Chart enables plot options based on individual metrics. Property editor displays list of metrics, each metric can be expanded to choose plot options for that metric. We have an option Non-Additive, where we cannot include the starting value in the total value and Auto compute total option, where we can disable the total value in the chart. 5.1 Inputs Attributes - Optional. If we want to show the metric in the form of ‘break by’ or ‘group by’ then we need attributes. The corresponding values of the metric for each attribute element will be shown in incremental order. Metrics- A minimum of 2 metrics are required. The first Metric M1 is used as the starting value, the second metric M2 corresponding to each attribute is used to add or subtract from the starting value. The last bar (Total) represents the cumulative sum of metric M1 and metric M2. Use as Filter Option - Not available In the example below the group by and break by features are explained using the following data.


Break by: If we drop quarter attribute in ‘break by’ drop zone, by default chart will take the first value of the first metric as start value. If we want we can change it to total or last value also. The second metric will show in break by format of quarter attribute. In our example quarterly values of Delta metric are added/subtracted in 4 steps of Q1,Q2, Q3 and Q4. The third metric will be cumulative sum to first and second metrics. The default function for third metric is total. We can apply break by to individual metrics also.

Group by: When we put an attribute in group by drop box, for every element of the attribute an individual chart will be drawn. To the above example, the year attribute is added to group by drop zone. Year attribute has two elements 2015 and 2016. Now the chart will show the results grouped by year attribute i.e.quarterly information for 2015 and quarterly information for 2016.


5.2 Background Image The steps to set a background image for vitara charts are explained in section 30.

6.Interactive Bubble chart A Bubble chart is a type of chart that displays three dimensions of data. The size of the bubble, the color of the bubble and the location can all be used to represent information in an intuitive manner. 6.1 Inputs Metrics - 3 metrics are required. The first metric M1 is used for X-axis, the second metric M2 is used for Y-axis and the third metric M3 is used to determine the size of the bubble. Attributes - 1 or more attributes are required to determine the context for the metric values.In the example below, Revenue(M1) , Profit(M2), Profit Margin (M3) are plotted across Month. Use as Filter Option - Available


https://en.wikipedia.org/wiki/Chart

We can use this bubble chart with 2 metrics also. In this case the bubble chart will work as scatter chart where the the size of the bubbles will not vary. The first metric M1 is used for X-axis, the second metric M2 is used for Y-axis.


6.2 Marker When bubble chart is working as scatter chart with only two metrics M1 & M2, the type of the marker and the size of markers are customizable.

6.3 Thresholds We can set thresholds on metrics using any criteria to show specific colors on the chart. Open property editor by clicking on ‘Edit’ button and select ‘Threshold’ tab. In the threshold editor window apply source, target, threshold condition and the other related information to set threshold on the chart.


When chart is working as scatter chart, thresholds can also set the type of the marker to display when condition is true. In the below screenshot a threshold with markers is set on profit with condition less than 200K.

6.4 Play by - Animation In bubble chart we can apply ‘play by’ feature. For more details about ‘play by - animation’ please refer section 29. 6.5 Background Image The steps to set a background image for vitara charts are explained in section 30.

7.Spacer Vitara’s spacer can be added to create space between visualizations and adjusted for size to get the required look and feel for the VI dashboard.A sample dashboard shown below with spacer at the title area as well as in between two visualizations. 7.1 Inputs: At Least one metric or attribute needs to be provided for the visualization. Use as Filter Option - Not available


8.Sparkline A Sparkline is a small chart that is aligned with rows of some tabular data and usually shows trend information.Sparklines (often called as micro-charts) add rich visualization capability to tabular data without taking too much space. 8.1 Inputs: Metrics - 1 or more metrics can be added to this visualization Attributes - Minimum one attribute is required . We recommend adding one time based attribute as trend over time is best represented by a sparkline. However, any other attribute can also be used. Use as Filter Option - Available


8.2 Markers: We can add a marker at each data point on spacer chart. There are various markers available to select from. Go to marker tab,click on marker type, select the marker. The size of the markers also customizable. Just enter a number in ‘Marker Size’ text input box or you can use increase/decrease buttons.

8.3 Series: We can turn the sparkline chart into combinational chart by changing the series type in series tab.


8.4 Thresholds: We can set thresholds on metrics using any criteria to show specific colors on chart. Open property editor by clicking on ‘Edit’ button and select ‘Threshold’ tab. In the threshold editor window apply source, target, threshold condition and the other related information to set threshold on the chart. 8.5 Play by - Animation ‘Play by - Animation’ is unique feature of vitara charts, and we can apply this in sparkline chart. Please refer section 29 for more details about ‘play by - animation’. 8.6 Background Image: The steps to set a background image for vitara charts are explained in section 30.

9.Tornado Chart Tornado diagrams or charts are a special type of Bar chart, where the data categories are listed vertically instead of the standard horizontal presentation, and the categories are ordered so that the largest bar appears at the top of the chart, the second largest appears second from the top, and so on when sorted descending. They are so named because the final chart visually resembles either one half of or a complete tornado. They are ideal for representing 2 values that need to be compared across any dimension. 9.1 Inputs: Metrics : 2 metrics are required. Attributes : 1 or more attributes are required.


https://en.wikipedia.org/wiki/Bar_chart

https://en.wikipedia.org/wiki/Tornado

Use as Filter Option - Available In the example below Profit and Profit Forecast are represented by the bars over time attribute Month. Also, the chart below is sorted by Profit in descending order in the editor section.

9.2 Series: We can make the sparkline chart as combinational chart by changing the series type in series tab. Instead of bar, we can make the chart to show either line/area/column/scatter.


9.3 Markers: In the case when tornado chart series is changed to either line/scatter/area, we can change the marker to any shape listed in ‘marker type’ in ‘marker’ tab. 9.4 Thresholds: We can set thresholds on metrics using any criteria to show specific colors on chart. Open property editor by clicking on ‘Edit’ button and select ‘Threshold’ tab. In the threshold editor window apply source, target, threshold condition and the other related information to set threshold on the chart. 9.5 Play by - Animation For more details about ‘play by - animation’ please refer section 29. 9.6 Background Image: The steps to set a background image for vitara charts are explained in section 30.

10.KPI Ring Chart The KPI Ring is a set of concentric donuts which can be used to represent KPIs in a very compact representation that makes them easy to compare. 10.1 Inputs: Metrics - Minimum 1 metric required. We can add upto 3 metrics M1,M2 and M3 each representing a percentage value to be shown in the KPI ring circle. Attributes - Optional. Use as Filter Option - Not available In the example below showcases the output of the KPI ring circle with the header.


We can compare 2 metrics M1 and M2, like, how much percentage contribution of M1 in M2. For example, if I want to show, what is the percentage of profit out of total revenue generated?


10.2 Background image: The steps to set a background image for vitara charts are explained in section 30.

11.Bullet Chart A bullet chart is a variation of a bar graph developed by Stephen Few. Seemingly inspired by the traditional thermometer charts and progress bars found in many dashboards, the bullet graph serves as a replacement for dashboard gauges and meters. Bullet graphs were developed to overcome the fundamental issues of gauges and meters: they typically display too little information, require too much space, and are cluttered with useless and distracting decoration. The bullet graph features a single, primary measure (for example, current year-to-date revenue), compares that measure to one or more other measures to enrich its meaning (for example, compared to a target). 11.1 Inputs Metrics- At Least 2 metrics are required for this visualization to be meaningful. A base Metric M1, a target M2. Additional target metrics M3, M4 etc can be added as shown below. Attributes - 1 or more attributes can be included. Use as Filter Option - Available

11.2 Plot Bands Bullet chart plot bands can be defined based on metric aggregations, similar to bullet chart type in Vitara Micro Chart. By default bullet chart will plot 3 bands based on ‘percentile’ function on the metric applied in ‘Bar’ drop zone.


We can edit these default bands and can apply different aggregation functions for different bands. As shown in the below screenshot hover the cursor on the chart, click on ‘Edit’ button to get properties popup window.

11.3Thresholds: We can set thresholds on metrics using any criteria to show specific colors on chart. Open property editor by clicking on ‘Edit’ button and select ‘Threshold’ tab. In the threshold editor window apply source, target, threshold condition and the other related information to set threshold on the chart. 11.4 Play by - Animation Play by - animation shows the chart for each element of the first attribute. For more details about play by feature please refer section 29. 11.5 Background image: The steps to set a background image for vitara charts are explained in section 30.

12.Line and Area Charts A line chart or line graph is a type of chart which displays information as a series of data points called 'markers' connected by straight line segments. It is a basic type of chart common in many fields.


12.1Inputs Metrics - 1 or more metrics can be used Attributes - 1 or more attributes can be used. Use as Filter Option - Available Line chart:


Area chart:

12.2 Markers: We can add a marker at each data point on line/area chart. There are various markers available to select from. Go to marker tab,click on marker type, select the marker. The size of the markers also customizable. Just enter a number in ‘Marker Size’ text input box or you can also use increase/decrease buttons. 12.3 Series: We can turn the line/area chart into combinational chart by changing the ‘series type’ in ‘series’ tab. 12.4 Thresholds: We can set thresholds on metrics using any criteria to show specific colors on chart. We can also include markers in thresholds. Open property editor by clicking on ‘Edit’ button and select ‘Threshold’ tab. In the threshold editor window apply source, target, threshold condition and the other related information to set threshold on the chart. 12.5 Play by - Animation: Please refer section 29 for more details about ‘play by - animation’. 12.6 Background image: The steps to set a background image for vitara charts are explained in section 30.


13.Pie (Donut) Chart The Donut chart is a Pie chart variation with ability to display single series of data in a two-dimensional circle. It is useful for displaying data as parts of a whole. 13.1 Inputs Metrics - 1 metric Attributes - 1 or more attributes. For each combination of attribute elements one slice will be created. For example in the screenshot below for every combination of Month and Category , a slice is created. Use as Filter Option - Available

13.2 Play by - Animation: Pie chart also has ‘play by - animation’ property. Please refer section 29 for the detailed instructions about this feature. 13.3 Background image: The steps to set a background image for vitara charts are explained in section 30.

14.Bar and Column Charts A bar chart or bar graph is a chart that presents grouped data with rectangular bars with lengths proportional to the values that they represent. The bars can be plotted vertically or horizontally.


A vertical bar chart is sometimes called a column bar chart. In VitaraCharts, users will separate icons for horizontal and vertical charts and users will need to switch as needed. 14.1 Inputs: Metrics - 1 or more metrics Attributes - 1 or more attributes Use as Filter Option - Available

14.2 Series: We can turn the bar/column chart into combinational chart by changing the ‘series type’ in ‘series’ tab.


14.3 Thresholds: We can set thresholds on metrics using any criteria to show specific colors on chart. We can also include markers in thresholds. Open property editor by clicking on ‘Edit’ button and select ‘Threshold’ tab. In the threshold editor window apply source, target, threshold condition and the other related information to set threshold on the chart. 14.4 Play by - Animation All the details about ‘Play by - Animation’ are mentioned in section 29. 14.5 Background image: The steps to set a background image for vitara charts are explained in section 30.

15. Funnel Chart Funnel charts allow analysts to visualize the percent contribution of a metric’s data in a dimension. For example, the following funnel chart displays the percentage contribution of Profit by Category. Each section of the funnel is a different category, and the size of each section is proportional to the amount of profit that the category contributed.


15.1 Inputs Metrics - 1 or more metrics Attributes - 1 attributes Use as Filter Option - Available

15.2 Play by - Animation Drag and drop a metric in ‘play axis’ drop zone. Chart will play by as per the elements in the attribute in ‘play axis’ drop zone. For more details about ‘play by - animation’ refer section 29. 15.3 Background image The steps to set a background image for vitara charts are explained in section 30.

16. Stacked Bar and Column Charts Unlike conventional bar and column charts where a separate bar/column is displayed for each element of the attribute, in stacked bar/column charts the second attribute groups on the first attribute. In the below shown example there are 2 attributes: Category and Quarter. The quarter attribute is grouped on category attribute; as a result, for each element of the Category attribute all the quarter attribute elements are displayed one above the other. 16.1 Inputs Metrics: 1 metric Attribute: At least 2 attributes. Use as Filter Option - Available


16.2 Thresholds: We can set thresholds on metrics using any criteria to show specific colors on chart. Open property editor by clicking on ‘Edit’ button and select ‘Threshold’ tab. In the threshold editor window apply source, target, threshold condition and the other related information to set threshold on the chart. 16.3 Background image: The steps to set a background image for vitara charts are explained in section 30.

17. Calendar Heatmap Chart: Calendar heat map shows time series data using color gradients. We can make the chart to show day, week, month and year wise data. 17.1 Inputs: Metrics: 1 metric Attributes: At Least one date attribute. Use as filter option - available. In the example below , the data is at day level and shown by the grain Month. The calendar days are color coded by sales values and the bottom grid is controlled by the calendar widget. The level of display in calendar can be changes to show year-week, month-day, year-month etc as needed .



18. Grid chart Vitara grid is the most user friendly grid. We can explore a lot of features with just a click. Grid formatting is available at both at column level and row levels, attractive grid themes, apply grouping (Page by) at multiple levels, metric aggregations (Subtotals) at different grouping levels, column grouping, thresholds with custom icons, and many more.. A brief overview of features is available below. A much more detailed user guide for grid and microchart functionality is available at Grid and MicroChart user guide 18.1 Inputs: Metrics: 1 metric Attributes: At least 1 attribute


https://s3.amazonaws.com/vizpackage/Release/4.0/Docs/VitaraCharts+4.0+Grid+and+Micro+Chart+User+Guide.pdf

Use as Filter Option - Available

Using Vitara grid chart it’s so easy to apply the following options. 18.2 Grand Totals: By default grid chart will show ‘Grand Total’ for all the metrics in the chart. To disable ‘Grand Totals’ click on ‘Edit’ button select ‘Grand Totals’ tab then expand the dropdown button select ‘hide’ tab.


18.3 Grouping: We can apply grouping, both at column level and row level. Expand/collapse grouping. For group headlines we can apply aggregations. Further we can show grand totals for grouped metric aggregated headlines. 18.4 Aggregations: We can show aggregations (Subtotals) on groupings. Enable or disable grand totals. 18.5 Thresholds: Apply/remove thresholds easily. In thresholds we can set background color, text color, icons, icon color, icon size, icon only and use custom images as icons. 18.6 Sorting: With just a click on the column header will sort the column data in ascending or descending order. On the first click data will be sorted in ascending order, second click will sort in descending order and the third click will remove sorting on a column. ‘Clear sorting’ tab also available which will clear sorting applied on all columns in grid.


18.7 Look and feel: Auto size fit to content/ fit to grid width, grid themes, set grid row height, option for clear sorting/clear threshold/clear grouping/clear filter, export grid data into csv format, pin a column to right/left side. Text font properties like font style, font size, alignment, text color, bold, underline, italic are available for column headers and body text. 18.8 Filter: View filters can be created specific to the grid i.e filter on attribute or metric. 18.9 Show hide the number of children in a row group: In 3.8 release Grid/Micro chart introduced an option to show or hide the number of children in a row group. Grid/Micro charts has an option to show or hide the number of children in a row group. Click on ‘Edit’ button, in properties popup window select ‘Grid Theme’ and check the ‘Hide Children Count’ check box.

19. Trellis Chart Trellis chart shows a graph for each element of the first attribute. We can change the graph type to line or bar or column or scatter.


19.1 Inputs: Metrics: 1 metric Attributes: 2 attributes Use as Filter Option - Available

Option to set chart type - line, column, bar or scatter. We can set number of columns to show the sub graph for each element of the first attribute. 19.2 Marker: If chart type is selected as line, then we can set markers at every data point. 19.3 Series: We can turn the line/area chart into combinational chart by changing the ‘series type’ in ‘series’ tab. 19.4 Thresholds: We can set thresholds on metrics using any criteria to show specific colors on chart. Open property editor by clicking on ‘Edit’ button and select ‘Threshold’ tab. In the threshold editor window apply source, target, threshold condition and the other related information to set threshold on the chart. 19.5 Background image: The steps to set a background image for vitara charts are explained in section 30.


20. Word Cloud Vitara’s Word Cloud chart shows attribute elements on the chart, and the elements which has larger metric values will be shown in bigger sizes. Vitara Word cloud allows you to modify colors, size of of the text. 20.1 Inputs: Metrics: 1 metric Attributes: At least 1 attribute. Use as Filter Option - Available



21. Mekko Chart The Mekko chart shows data using a two-dimensional axis. It is similar to the stack bar chart but additionally it shows the relativity among the different stack categories with the increased or decreased width. This will help in identifying contribution of a particular category. 21.1 Inputs: Metrics: 1 metric Attributes: 2 attributes. Use as Filter Option - Available Example : Mekko chart with Sales by Customer Segment & Province values. The width of each Customer Segment will represent the contribution of that Province to overall sales.

21.2 Thresholds: We can set thresholds on metrics using any criteria to show specific colors on chart. Open property editor by clicking on ‘Edit’ button and select ‘Threshold’ tab. In the threshold editor


window apply source, target, threshold condition and the other related information to set threshold on the chart. 21.3 Background image: The steps to set a background image for vitara charts are explained in section 30.

22. Micro Chart The Micro chart consists of compact representations of data that allow analysts to quickly visualize trends in data. Microcharts convey information so that a user can, at a glance, determine the trend of a metric over time or how a metric is performing compared to forecasted figures. A brief overview of features is available below. A much more detailed user guide for grid and microchart functionality is available at Grid and MicroChart user guide 22.1 Inputs: Metrics: At Least 1 Metric. Attributes: 2 attributes. The chart will apply group by to the first attribute. On expanding the group by of the first attribute elements, the details of second attribute will be displayed. We cannot ungroup the first attribute. By default, for all the metrics, line chart will be displayed as trending chart in group by headers. Use as Filter Option - Available Example: Showing Sales by region and sub category in a micro chart by using trending chart options.


https://s3.amazonaws.com/vizpackage/Release/4.0/Docs/VitaraCharts+4.0+Grid+and+Micro+Chart+User+Guide.pdf

22.2 Trending charts: By default line chart with markers at minimum value, maximum value and final value will be displayed. We can change trending chart to bar chart or bullet chart. We can change the default colors of these chart by selecting ‘More Options’ in ‘Trendline Charts’ tab.

22.3 Value aggregation: We can also make to display just aggregated value instead of any trending chart, by applying any of the aggregation functions available. When we apply value aggregation to a particular metric column, grand total of all group by headers for that particular metric column will be displayed at the bottom of the chart.


22.4 Look and feel: Grid theme - fresh, white, dark, blue, bootstrap; grid row height, header and body text style properties, auto size - fit this column to content, fit all columns to content; fit all columns to grid width. 22.5 Show hide the number of children in a row group: In 3.8 release Grid/Micro chart introduced an option to show or hide the number of children in a row group. Grid/Micro charts has an option to show or hide the number of children in a row group. Click on ‘Edit’ button, in properties popup window select ‘Grid Theme’ and check the ‘Hide Children Count’ check box.

23. Waffle Chart Waffle charts are also called square pie charts and display progress towards goal. Vitara Waffle chart will work in the following modes: block (Percentage to total), list (Percentage to total), grid (Percentage metric value). 23.1 Inputs: Metrics: 1 metric


Attributes: 1 attribute. Use as Filter Option - Available The screenshot below showcases all the three modes of waffle chart.

23.2 Markers: We can choose from different types of marker available in ‘Marker’ tab of waffle chart. The size of the marker also customizable. 24.3 Background image: The steps to set a background image for vitara charts are explained in section 30.

24. Histogram Chart A histogram is used to classify (continuous) values of a metric into specific bins. It is a graphical display of data using bars of different heights. It is similar to a Bar Chart, but a histogram groups metric values into ranges (bin size) and you can decide what ranges to use. The bin size can be set as per the requirement. We can also show cumulative sum line of the values under each bin. 24.1 Inputs: Metrics: 1 metric Attributes: 1 attribute. Use as Filter Option - Not Available


24.2 Marker: When vitara histogram chart shows cumulative sum line, we can make the chart to show a marker at each intersection of each bin and cumulative sum line. The type and size of marker is customizable. 24.3 Background image: The steps to set a background image for vitara charts are explained in section 30.

25. Dumbbell Chart Dumbbell charts are an alternative visualization choice for illustrating the change between two data points. Chart can also show the difference between the two data points in the form of percentage. 25.1 Inputs: Metrics: 2 metrics Attributes: 1 attribute. Use as Filter Option - Available


25.2 Threshold: We can set thresholds on metrics using any criteria to show specific colors on chart. We can also include markers in thresholds. Open property editor by clicking on ‘Edit’ button and select ‘Threshold’ tab. In the threshold editor window apply source, target, threshold condition and the other related information to set threshold on the chart. 25.3 Background image: The steps to set a background image for vitara charts are explained in section 30.

26. Slope Chart The slope graph represents a change in the value of a metric for a given attribute value over time. So each (sloping) line is represented by two points; one at the starting value of time and other at the ending value of time. When more than two values of time are provided, all points are plotted as in a line chart. A label showing percentage variation between two consecutive points is displayed(optional) along the slope-line joining the points. 26.1 Inputs: Metrics: 1 metric. Attributes: 2 attributes.


One attribute must be time that is plotted along x-axis. Second attribute is used to categorize input data. Use as Filter Option - Available

26.2 Threshold: We can set thresholds on metrics using any criteria to show specific colors on chart. We can also include markers in thresholds. Open property editor by clicking on ‘Edit’ button and select ‘Threshold’ tab. In the threshold editor window apply source, target, threshold condition and the other related information to set threshold on the chart. 26.3 Markers: At the starting value point and ending value value point a marker is displayed. These markers type and size are customizable. 26.4 Background image: The steps to set a background image for vitara charts are explained in section 30.

27. Packed Bubble Chart Packed Bubble charts will display data in a cluster of circles. Attributes define the individual bubbles, and values define the size of the individual circles. Click on any bubble by holding the Shift button, that particular bubble will zoom in to show detailed information.


27.1 Inputs: Metrics: 1 metrics Attributes: 1 attribute. Use as Filter Option - Available


28. Angular Gauge chart Angular Gauge chart is designed to display a specific data using a semicircular shape with pointer. The semicircular shape is created by defining the lower limit and upper limit, using functions like sum, min, max, count. Within that scale, we can create various color ranges in thresholds to classify the data.

We can make the pointer to indicate the sum/ avg/ min/ max/ count/ first/ last values of the metric over semicircular shape. Thresholds can also created on the pointer. 28.1 inputs: Metrics: 1 or more metrics Attributes: 1 attribute. Use as Filter Option - Not Available



29. Sankey Chart: Sankey Chart is designed to represent a flow from one set of values to another. It is best way to use many-to-many mapping relationships between two dimensions. The things being connected are called nodes and the connections are called as Links. Sankey is a efficient and is very good showing particular complex information. 29.1 Inputs: Metrics: 1 metric Attributes: 2 or more attribute Use as Filter Option - Available 29.2 Background image: The steps to set a background image for vitara charts are explained in section 30. Example Sankey chart with Cost of Quarter wise Category values.


Section II: Configuration Options

30. Play by - Animation The ‘Play By First Attribute’ option will make vitara charts to show the chart for each element of the first attribute at a particular time instant. We can pause at any time.

In 3.9 build, there is a new feature with the settings option. In the Play Axis Settings we have two options.

1. Speed Control of the Play Axis: Here we can set the play speed as per the requirement needed.

2. Loop Setting of the Axis : If we want to play axis continuously, we can enable the Loop option in the settings button.

31. Background image Steps to insert background images for vitara charts. Background image can be inserted in two ways:

1. Using relative path ( image needs to be placed in VitaraCharts folder) Step 1: Copy the the image which you want to set as background for vitara charts in the following folder.

→ Tomcat\webapps\MicroStrategy\plugins\VitaraCharts\custom\images. Step 2: Open edit popup window, goto background tab,click on “Enable background image” check box.


Step 3: Enter the name of the image with extension (.png or .jpg) into the text box. Example:

Note: Image name is case sensitive.

2. Using Image URL or full path -- We can directly copy the image web url or full path in the text box.

Examples:

We have options like - original/fit to chart/fill chart/custom, to make the image to fit with the vitara chart. Opacity option can reduce the intensity of the background image on vitara chart. Below we can see a screenshot of Stacked column Chart with a background image.


32. Custom color palette Users can define their own color palettes for vitara charts. VitaraCharts provides three color palettes that can be defined as per the customer’s prescribed colors; corporate1, corporate2, and corporate3. In any of the vitara chart, go to - edit → appearance → color palette. Expand color palette tab, you can see these three color palettes. We can modify the colors in these color palettes. Below are the steps to deploy custom color palette. The changes we do here will reflect into all vitara charts. Step 1: Open the file named ‘global.txt’ is in the following path, Tomcat 8.0\webapps\MicroStrategy\plugins\VitaraCharts\custom In this file you can see the three properties called ‘palette.Corporate1’, ‘palette.Corporate2’ and ‘palette.Corporate3’. Please refer the below screenshot of ‘global.txt’ file.


Step 2: You can assign a series of colors as values for these properties.There are examples of color codes in global.txt file, that can make it easy to understand how to set color values.Valid values include color names, hex values or rgb values. The colors we give for a particular palette in ‘global.txt’ file will reflect to all vitara charts - Edit → Appearance → Color Palette → Corporate1/2/3. Below is the example of Custom color palette of Corporate1.

palette .Corporate1=red,blue,green


Note: ● Palette colors will switch to default on failed to parse user defined palette from

‘global.txt’. ● User can define only three color palettes. Corporate 1, Corporate 2 and Corporate 3. ● It is not possible more than these three palettes. ● The names of custom color palettes, for example Corporate 1, cannot be modified. ● User can define any number of colors in a given palette. ● After adding any new color, refresh the dossier/document to reflect the new color in

vitara charts. ● You can disable any of these three custom color palettes, add ‘#’ at the starting of the

palette definition.You have to clear your browser’s cache to reflect this change into any of the vitara chart.

33. Custom fonts in Vitara Charts Vitara Charts can show text, like axes labels or data labels or tool tip, in the customer prescribed text font styles. Below are the steps to deploy custom fonts in vitara charts. Step 1: Install the font (.ttf file) which you want to deploy in web server.

Step 2: Copy the font file into

tomcat/webapps/MicroStrategy/plugins\VitaraCharts\style\v370188\fonts.

Step 3: Open ‘customStyle.txt’ file in the folder - plugins\Vitara Charts\custom.

Step 4: Uncomment the first line by deleting /** and **/

Step 5: Delete the line “Uncomment to introduce new font-family and make it available”.

Step 6: Replace the name of the font which you want to add in “font-family” line.

Step 7: In “src:url” line copy the path of the folder in which we copied font file.


In the below example ‘Chiangmai Hostel’ font is deployed.

@font-face {

font-family: Chiangmai Hostel; src: url(../style/v370188/fonts/Chiangmai Hostel.ttf); } Step 8: Add the font name in vitara-chart-container.

.vitara .vitara-chart-container{ font-family:Chiangmai Hostel, Arial, Helvetica, Verdana, sans-serif !important; }

Refresh your web browser and open Vitara Charts.Below is the screenshot of custom font in the Vitara chart.


34. Plot lines/Reference lines The following charts has Plot lines/Reference lines feature: line, area, sparkline, bar, column, stacked bar, stacked column, bullet, tornado, columnrange, slope, dumbbell, bubble and histogram charts. Go to ‘Plot Lines’ tab in property editor window and select the metric based on which you want to draw plot line in ‘source’ drop down window. Apply the conditions like min, max, avg, first, last, and percentile. Apart from these fixed conditions you can give a particular value as input at which you want to draw a plot line. You can apply colors to plot line, change the plot line width, change the style of the line and title to plot line. At last click on ‘Apply’ button.

In 3.8 release, support for plotlines on vertical axis is added in bubble chart. Please refer the below screenshot showing plot lines/reference lines on both the horizontal and vertical axes.


34.1 Thresholds based on ‘Plot Lines/Reference Lines’: Plot lines/Reference lines can be used in ‘source’ field in thresholds.


Once we set plot line in any vitara chart, the name of the plot line will show up in the source field of the thresholds tab. We can set plot lines as source in the thresholds. When we set a plot line as ‘Source’ in a threshold we can apply the condition ‘Above the line’ or ‘Below the line’ in threshold.


Below is screenshot of bubble chart in which two thresholds are applied based on the plot line “Plot line1:Avg of Revenue”. First threshold is based on the condition ‘above the plot line set bubble color as green color’ and in the second threshold ‘below the plot line set bubble color as red.’


35. Hide ‘Edit’ button Users can make changes to Vitara Charts using properties window which will popup when we click on ‘Edit’ button. When user hovers the cursor on any of the chart, Vitara charts will show this ‘Edit’ button. By disabling this ‘Edit’ button we can restrict the end users not to make any changes after the dashboard designer had done his/her work. 35.1 VI Dashboards or Dossiers When user runs the VI Dashboard/Dossier in “Presentation Mode” Vitara Charts do not display the ‘Edit’ button. 35.2 Report Services Documents. In MicroStrategy “User Privileges” and “File Permissions” are the two concepts by which we can implement security at different levels of users. Vitaracharts can be configured using the security model so that only developers or document designers are able to edit the vitara charts and not the end users. We can allow/restrict a user to edit or modify vitara charts depending on the privileges or file permissions that user has in MicroStrategy.


A. Disable edit button using User Privileges.

In Vitara Charts the privilege and permission settings are defined in ‘global.txt’ file, which will be in the Vitara Charts installation folder. Generally it will be in the following path:

Tomcat 8.0\webapps\MicroStrategy\plugins\VitaraCharts\custom. The code “#checkPrivilegeForPropertiesEditor=125” in ‘global.txt’ file will deal with user privileges. In this line we have to give the DSSXML Privilege value of a particular privilege on which we want to set a security condition. The default value 125 is the DSSXML Privilege value of ‘Web Document Design’ privilege. Uncomment this line by deleting ‘#’ to set condition using user privilege - ‘Web Document Design’. Now only the users who has ‘Web Document Design’ privilege enabled will get edit button for all vitara charts. You can set this condition using other privileges also. For example the DSSXML Privilege value for ‘Web Print Mode’ privilege is 27. Give this values in privilege settings line.

checkPrivilegeForPropertiesEditor=27

The users who has this privilege enabled are only able to edit or modify vitaracharts.

B. Disable edit button using File Permissions:

Vitara Charts will inherit the file permissions a user has on a particular report services document and will show ‘Edit’ button if it matches with the permission set in global.txt file. In the ‘global.txt’ file the following code will deal with setting security condition using file permissions.

#accessControlLevels= read,write By default this line will be in commented mode. Uncomment this line by deleting ‘#’ character. Suppose you want the users who have ‘Write’ permission on a particular document only able to edit Vitara charts, modify the code as follows,

accessControlLevels= write Now only the users who have write permission on that particular report services document will get ‘Edit’ button in Vitara Charts. For further information about disabling of “Edit” button in Vitara Charts please refer the document “How to disable ‘Edit’ button in Vitara Charts”.


https://docs.google.com/document/d/1vZ9MOeJ4iFA06qZjpUPSD8ZGMCxB2G3hwDZnWPq18qo/edit?usp=sharing

Reference for Privilege codes https://s3.amazonaws.com/vizpackage/Release/Docs/Edit+Privilege+Control+-+Web+Privileges.pdf

36. Attribute selectors in report services documents Similar to ‘Use as Filter’ option in VI dashboards, Vitara Charts supports attribute selector feature for Report Services Documents as well . In the design or editable mode of a document right click on the attribute in grid which you want to apply filter and select ‘Select Target’ option.

Select the target chart and click on to apply attribute selector in documents in vitara charts.

37. Metric suffixes used to shorten high numbers in axis labels Vitara charts will shorten the number in axis labels and in data labels. The shortened metric suffixes can modified as per the users requirement.


https://s3.amazonaws.com/vizpackage/Release/Docs/Edit+Privilege+Control+-+Web+Privileges.pdf

https://s3.amazonaws.com/vizpackage/Release/Docs/Edit+Privilege+Control+-+Web+Privileges.pdf

The following code in ‘global.txt’ file can be used for this purpose. The ‘global.txt’ file will in the following location in vitara charts plugin folder. Vitara charts → Custom folder → global.txt.

#Metric suffixes used to shorten high numbers in axis labels. #empty-value, space, null are discarded. shortFormatSymbols=k,M,B,T,P,E

In the above code ‘k’ is suffix for 103, M is suffix for 106, B is suffix for 109 and so on. In Vitara Charts we can change this suffix character as per our requirement. For example, the number 1,000,000,000 or 109 is shortened as 1B by default. If we want to change the suffix ‘B’ to some other character, say ‘G’, in the above code we have to replace ‘B’ with ‘G’.

shortFormatSymbols=k,M,G,T,P,E Save the ‘global.txt’ file and reopen your document. The below screenshot shows the new suffix ‘G’.


Note: After reloading the dashboard, if you are still having the older suffix in your dashboard, delete your browser’s cache and reload the dashboard.

38. Tooltip Customization: 38.1. Introduction: In Vitara Charts 3.9 release we can decide what to display in the tooltip of VitaraCharts. The new HTML editor in “Tooltip” property menu can be used to edit tooltip. Below is the screenshot of tooltip editor window.


The editor is a lightweight component that supports the following features:

● Alignment (Right, Center, Left and Justify) ● Font Style (Family, Size, Bold, Italic, Underline, Color) ● Recognizing new lines ● Markers ● Support for macros (described below)

38.2. Macro Support: The new tooltip editor component will provide (via invocation configuration parameters) all the possible element names that should be supported as macros. For instance, if a report has Country, Category as attributes, Sales, Profit Margin as metrics, then all the following are possible macros in tooltip editor:

● Country ● Category ● Profit Margin ● Sales ● Metric Names ● Metric Values ● Attribute Values

When a user starts typing by pressing “&”, all the possible macro suggestions will be shown.


Once any of the macro elements are selected, the editor displays them in the text (and saves them in the state) as &[macroname] So for instance if the user chooses ‘Metric Names’, the displayed macro will be &[Metric Names] The width of the tooltip is fixed at 30px. The height will grow as needed. There are some special macros; ‘Metric Names’, ‘Metric Values’ and ‘Attribute Values’ Typical usage will be something like:


&[Metric Names] : &[Metric Values]

Or &[Metric Names] = &[Metric Values]

Here we iterate through all the metrics (including the ones in the tooltip zones and data zones) and present them in the chosen format. The macro ‘Attribute Values’, as the name suggests, includes the attribute elements (comma separated) at which the data point is evaluated. For instance if a data point corresponds to Country=USA and Category=Electronics, the ‘Attribute Values’ macro will replace with USA, Electronics.

39. Right to Left (RTL) language support: Vitara Charts now supports right to left scripts. Right to left scripts are generally used in the following languages: Arabic, Hebrew, Persian/Farsi and Urdu. 39.1 Controlling the option: The option to use RTL is a system wide option. Once we enable, it will be reflected in all vitara charts. In the ‘global.txt’ file notice the following line:

#rtlSupport=true

The option is commented out by default. Just delete the ‘#’ character in the above line to enable RTL format of data display. 39.2 Grid and Micro Charts: The main usage of RTL format is in grid and micro charts. The following are the changes made in Grid/Micro charts to fully support RTL format:

1. Headers : Attributes will be listed on the right and metrics on the left side of the grid. 2. Context menu - Order of the text and the indication arrows ‘>’: The text shows on the

right side and the arrow option is on the left. 3. All columns are right justified by default (including grouped column text). 4. Threshold values have markers right aligned and values to the left of the marker. 5. Threshold bars starts from the right (vertical axis on the right). 6. MicroCharts trendlines starts from the right (for all; bar, column and bullet). 7. Manage column group menu now have draggable elements on the right and the drop

area are on the left. 39.3 Cartesian Charts: For all the cartesian charts, the horizontal axis will grow, by default, from right to left.


The vertical axis continues to be the same (grows bottom to top). 39.4 Grid layout Charts For charts that use a grid layout (like the waffle, trellis etc), the layout will start from the top right instead of top left. 39.5 Properties Editor: Similar to the context menu in the grid, the properties editor now have the headers on the right (with the arrow key indicating selection on the left of the text) and the content on the left. For each of the properties, the label and the control (i.e checkbox or the select box etc) will be flipped. The label/header will be on the right and the control displayed on the left. 39.6 Legend: For all the legend elements (laid out horizontally), the symbols will be shown on the right and the text on the left. 39.7 Tooltip: Text will be right justified by default.

40. Gradient Thresholds In thresholds properties a new threshold condition called ‘Gradient threshold’ is added to the following charts: Bar, Stacked Bar, Column, Stacked Column, Line, Area, Bubble, Tornado, Sparkline, HeatMap, Column range, Bullet, Calendar Heatmap, Trellis, Mekko, Word Cloud, Dumbbell, Slope, Angular Gauge and Sankey chart. Gradient thresholds are applied in between two colors with the required number of stops. Based on the Target and Source options, the gradient thresholds are applied on Attributes and Metrics with the Start and End colors. Click on Edit Button→ Thresholds Button→ We can set Gradient Thresholds through conditions. Examples for Gradient Threshold: 1. Here for Angular Gauge Chart we can apply Gradient threshold on Background Bar, and Red as Start color and Yellow as End color, with 5 Stops.


2. Here in Dumbbell chart, I have applied Target and Source as Cost, and Applied Gradient threshold condition, with alias name and number of stops as 4.

IV. Questions\ Feedback We welcome your feedback on additional visualizations or questions. To get any information please reach out directly to [email protected]


mailto:[email protected]