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Chart Types and Configuration

Understanding Chart Types and Configuration​

Each chart type in OSPROV has its own unique configuration settings and terminology. Understanding these differences is crucial for effective data visualization.

Chart Type Configuration Overview​

Different chart types use axes and dimensions in specific ways:

Table Chart​

Table Chart Example

  • Rows: Categories/dimensions displayed vertically
  • Columns: Measurements displayed horizontally
  • Configuration:
    1. Select Workflow
    2. Select Row (dimension to categorize data)
    3. Configure Columns (measurements)
  • Best for: Precise numeric comparisons, multiple metrics

Bar Chart​

Bar Chart Example

  • Y-axis: Categories/dimensions displayed horizontally (left side)
  • X-axis: Values/measurements displayed as horizontal bars extending right
  • Configuration:
    1. Select Workflow
    2. Select Y-axis (dimension to categorize data)
    3. Configure X-axis data series (measurements)
  • Best for: Comparing values across categories, especially with long category names

Column Chart​

Column Chart Example

  • X-axis: Categories/dimensions displayed horizontally (bottom)
  • Y-axis: Values/measurements displayed as vertical bars extending upward
  • Configuration:
    1. Select Workflow
    2. Select X-axis (dimension to categorize data)
    3. Configure Y-axis data series (measurements)
  • Best for: Comparing values across categories or time periods

Line Chart​

Line Chart Example

  • X-axis: Categories/dimensions (usually time periods) displayed horizontally
  • Y-axis: Values/measurements displayed as points connected by lines
  • Configuration:
    1. Select Workflow
    2. Select X-axis (dimension to categorize data, often time-based)
    3. Configure Y-axis data series (measurements)
  • Best for: Showing trends over time or continuous data

Pie Chart​

Pie Chart Example

  • Details: Categories/dimensions displayed as pie segments
  • Values: Measurements determine segment size
  • Configuration:
    1. Select Workflow
    2. Select Details (dimension to categorize data)
    3. Configure Values (measurements)
  • Best for: Showing proportions of a whole, limited number of categories

Spider Chart​

Spider Chart Example

  • Category: Dimensions displayed as spokes radiating from center
  • Y-axis: Measurements displayed as distance from center
  • Configuration:
    1. Select Workflow
    2. Select Category (dimension to categorize data)
    3. Configure Y-axis data series (measurements)
  • Best for: Comparing multiple variables, performance metrics

Treemap Chart​

Treemap Chart Example

  • Category: Dimensions displayed as nested rectangles
  • Values: Measurements determine rectangle size
  • Configuration:
    1. Select Workflow
    2. Select Category (dimension to categorize data)
    3. Configure Values (single measurement)
  • Best for: Hierarchical data, showing proportions within categories

Common Configuration Steps​

Despite the different terminology, all chart types follow a similar configuration process:

Step 1: Select a Workflow​

Choose which workflow's submission data you want to visualize.

Step 2: Select Dimension/Category​

Select how you want to categorize your data. Options include:

  • System Fields:
    • Submission ID
    • Submitted By
    • Month
    • Year
    • Year and Month
    • Status
  • Form Fields: Any fields from your workflow forms
  • Data Grid Fields: Fields from repeating sections in your forms

Step 3: Configure Measurements​

For each measurement series (the actual values you want to display):

  1. Series/Column Label: Give your data series a descriptive name
  2. Measures: Select what you want to measure
    • Default (count of submissions)
    • Form fields (numeric values from forms)
    • Data grid fields (values from repeating sections)
  3. Aggregation: Choose how to calculate the values
    • COUNT: Number of submissions
    • SUM: Total of all values
    • MAX: Highest value
    • MIN: Lowest value
    • AVERAGE: Mean of all values

Most chart types allow multiple measurement series, except for Treemap which is limited to a single measurement.