trueChart Help

Measure settings

Measures can be accessed through the settings editor, clicking on the database icon. Or directly through the context menu selecting the data entry.

It is used to manage both types of measures, the measures from BI system and these who are user defined.

Deleting a measure updates automatically all formulas that use that measure and updates the remaining measure ids in all formulas.

Deletion userdefined measures takes effect imidiatelly. Whereby measures from bi-system can only marked for deletion and then have to be deleted by the bi-system.

By selecting a measure, it’s possible to make adjustments and apply several individual settings to it in the measures page.

User-defined measures

User-defined measures can be added and deleted by using the + and icons respectively. One use case is to add columns to tabels for comments of type list, flag, inline comment (see: Commenting in tables). Another use case could be to add calculated columns.

General settings

measure settings1

By default, the measure name is inherited form the data definition depending on the used platform. But you can also define individual measure names if you want. It’s also possible to have multi row names for a measure when using the formula editor. trueChart combines labels over several measure labels as long as they have the same spelling on the same row

You could also add a description and multiple tags to a measure. The description and tags are used to find and differentiate the measure when using templates.

By setting a display condition you can dynamically hide the measure in all your visualizations. The measure will be shown, when the result of the condition is empty string, true, 1, -1 and hidden in any other case.

measure settings2
measure settings expressioneditor

Scaling group

Determine the scaling group of the measure. A scaling group defines, that measures within the same group will be visualized in the same relative propotion in an extension. Scaling groups could be used to group the same types (Currency, weight, number) of data together that they are scaled even on every chart. The determination of „same scaling group“ is based on the exact same kind of „string“. A scaling group can also be defined dynamically by entering a variable. Example: $(vScaling_Group1) Already used scaling groups in the same Qlik Sense Sheet in any trueChart object can be reused by selecting them through the dropdown menu. In powerBI scaling groups can only be used on a per extension base, you won’t be able to use them across multiple extensions.

Also empty scaling group is a valid group. Therefore all measures with an empty scaling group will be scaled the same way.

Expression

measure expression1

Applies to

Filter data for this formula using category entities.

Example

The formula for the months January-June:
$(DIMENSION,POSITION)>=1 AND $(DIMENSION,POSITION)⇐6

A value in Applies to is mandatory, true or an empty value makes the formula active for all category entities.

Formula (Only available to userdefined measures)

If a userdefined measure was created, a Formula must be added to calculate its value originated from other measures and/or based on additional calculations.

Example

The forumla calculates percentage values based from two other measures.

  • first measure is K01

  • second measure is K02

Formula: ( $(K01) / $(K02) ) * 100

Calculation

Determines the Calculation of the value entities

  • Summation: The current value from BI-Software is used.

  • Cumulation: The sum of the current and all former values. Cumulation continues, until a formula with summation occurs. The cumulation is resetted and starts from zero.

Rules

The Rules allows for creating and adjusting data rules for a specific measure.

The purpose of Data Rules is to allow formatting visualization elements such as bars, columns, axes or table cells. It can also be used for hiding certain visualization elements within an object.

Data rules provide a key functionality in trueChart that is essential for applying IBCS semantic.

measure rule1

Name

Determine the name of the Data Rule To add Rule click the '+ Rule' sign on the right side next to the last rule. To remove a Rule click the 'trashcan' sign on the right side of the rule which should be removed.

Applies to

Filter data for this rule using category entities. A value in Applies to is mandatory, true or empty value makes the rule active for all category entities.

Example

The rule for the months January-June: $(DIMENSION,POSITION)>=1 AND $(DIMENSION,POSITION)⇐6

Condition

Filter the data for this rule using values. A value in Condition is mandatory, true or empty value makes the rule active for all category entities.

Example

The rule is active for all values greater 100: $(K01; AC)>100

General

measure general1

Type

Determine the type of the Measure. This results in different category width. The width of each type is defined in the notation manual:

  • Amount

  • Quantity

  • Relation

Value

Determine if the value is a normal value, a total or a subtotal.

Scaling

The displayed value is divided by this factor. The following predefined factors available through download list: None, k(Thousands), m(Millions), b(Billions) & %.

The scaling can also be specified as trueChart variable based expression.

Unit

The unit of the measure to by displayed within defined visualisations, for example Euro or liter.

It can also be specified as trueChart variable based expression.

Decimals

The number of decimal places used for drawing.

It can also be specified as trueChart variable based expression.

Rating

Turns around the meaning of positive and negative values. The two color schemes are exchanged.

Switch signs

Changes the sign of the measure.

Base

measure base1

Time

Relation of the keyfigure:

  • Past, Past

  • Past

  • Present

  • Future

Scenario

Scenario determines the meaning of the measure:

  • Actual: Real existing values

  • Budget: Planned values

  • Forecast: Estimated values

Through the dropdown on the scenarios you’re able view the selected version and select a different one of this scenario. Different scenarios versions contain different visualization options.

Example

Scenarios for Actual are named ACT0ACTn.

Delta

When this option is activated, positive and negative values are drawn in different colors. The colors are defined in notation manual at the currently selected scenario.

Individual

Standard colors are retrieved from the current scenario in the notation manual. Activate this option to allow individual colors. The colors can be set be a RGB value individual for the boarder, pattern and background.

Reference

measure reference1

References can be used to visualize the delta according the base. If enabled, the values for Time, Type, Version, Delta and Individual are used as a reference for measures set as delta. This reference may be shown on the axis of the cell.