trueChart Help

Table visualisations

trueChart supports table visualisations for normal structured table views and also for inline commenting purposes. Tables can repesent various visualisations in its columns like values, bars, waterfall, lines, needles, comments (texts, lists and flags) and many more.

table example

Creation

Table visualisation can be created on initial trueChart objects or in a grid cell you like by selecting Table below the chart or commenting section from the cell type selector on an initial cell or in the settings editor.

The table elements will be disabled unless at least one dimension and one measure are available for the trueChart object.
table initial cell creation

Chart settings

table cell editor

Chart Settings are split into several topics. You can navigate to each topic with the navigation menu. The specific settings for charts are:

Define table defintion

trueChart will gradually be converted to a completely new user interface starting with version 2018.9, with the aim of achieving a significant simplification for the user. Since this development has not yet been completed, some configuration areas are still available in their original form and are therefore integrated separately into the new user interface.

Therefore the table configuration can be opened by clicking on the area "Click here to open the table editor" in the middle of the Cell Editor. The cell editor is then closed automatically and the table editor is opened. If changes have already been made by the user in the Cell Editor, the following prompt is displayed before closing.

table old cell editor save question
Figure 1. Prompt to save changes in cell editor before open the table editor

Dimensions

The Dimensions tab features all the settings associated with the handling and rendering of the chart’s dimensions.

Overall

In the Overall tab you can set the basic properties of a category explained in the following sections.

Overall tab
Figure 2. The Overall section of the Categories tab in the cell dialog.
Show at

Defines the position of the Dimension. You have the following options:

  • -: Hides the Dimension entities

  • Axis: Shows all Dimension elements below the Chart

  • Free Axis Position Dimension entities showed at free position

Alignment

Choose the alignment of the dimension elements. Possible alignments:

  • Vertically: Top/Bottom TopBottom

  • Horizontally: Left/Middle/Right leftmiddleright

Labels without totals

Determins if a Dimension entity should use an extra line at a control break, even if there is no sum for this group. Options: Collapsed/Uncollapsed

Show header

Shows, if checked, the dimension name in it table column.

Repeat notation

Repeats, if checked, the table column header notation in the table footer.

Separator

No functionality for tables.

Gap

In the Gap tab you have the option to define a gap between the chart and its dimension entities. This function can be used for a seperate entity or measure, related to the dimension, such as Forecast or Total.

table old cell editor dimension gap

To add a new gap you have to click on the + in the top right corner or copy an existing configuration via the Copy from…​ - Button. Then you can define the following characteristics of the gap:

Applies to

Defines a rule for which cases the gap will be implemented. Default value is true. In this case the defined gap will be implemented for all dimension entities. Example for a rule only for Total: $(DIMENSION, TTL)==true

mm/10pt

Defines the distance of the gap in mm/10pt.

Position

Sets the position of the gap. The gap can be either at the end or at the start of an entity.

Split axis

Activate this option to leave a gap between the main dimension’s axis and the defined entities in Applies to.

Measures

Element

In the Element tab under Measures, you can define the basic visualization of a table.

table old cell editor element
Figure 3. The Element tab with options for a table

It features a list of all the measures available in the defined data context as indicated in the Measures column.

Show as

The Show as list contains all the applicable measure visualizations, i.e. Value, Bar, Needle, Waterfall, Line, and Symbol, as indicated by following illustration:

celltypes single showas

Additionally, there is ‒ (dash) to disable the visualization of the particular measure at all as well as List, Comment and Flag to define input fields in tables.

Show as values

No functionality for tables.

Notation

The Notation list provides different ways of displaying the measure’s meaning, specified in its data rules. Depending on the type of measure visualization, you can apply the meaning to:

Element

The visualization concept of the base datatype affects the element, e.g. a bar.

Header

The visualization concept of the base datatype affects the header of the table.

Concept

The Concept list is used to define one of the visualization concepts Area and Color, dependent on the time type and the scenario (actual, budget, forecast) in the notation manual.

Axis mid

In table visualizations, the Axis mid option will force the axis of graphical representation to be centered in the column instead of automatically adjusted based on the min–max span.

celltypes single measures element axismid

Description

table old cell editor description
Values - Show

Determine if you want to show all values, none of them, smallest and largest value or selected values, according to a predefined logic.

None

Hide all values of the measure.

All

Show all values of the measure.

Suppress Null

Suppress null values.

MinMax

Show only the min and max value.

Function

Define a list of conditions to show or hide specific values according to your definitions.

Type

Determine how the values should be displayed.

Normal

This is the default and resembles the current value during runtime.

%-Self

Display the percentage of the value in proportion to the sum of all values of the measure.

%-Stack

(only when stack is active) Display the percentage of the value in proportion to sum of all stacked values in the dimension.

%-Total

(only when stack is active) Display the percentage of the value in proportion to the sum of all measures in all dimensions.

Background

Determine the background of a value.

None

No background displayed.

transparent

A white, lightly transparent background. (default)

Inverted

The font color is black or white, according to the underlying color.

Units

Shows, if checked, the measure unit string, defined within related data context measure definition.

Legend/Header - Show

Determine if the legend and header should not be displayed or at a specific position.

Value Position

The legend is drawn on the same level as the first value position, that is different from zero

Axis

The legend is drawn on the level of the axis.

Middle

The legend is drawn on the middle of the first element.

Outlier

table old cell editor outlier

Outliers are values that are larger than the other values of a measure. TrueChart can display these outliers so that the chart is readable.

Operator/Value

Every value of a measure is checked to this condition and when the condition is true the value is displayed as an outlier.

Show as

Determine how the value of the outlier should be displayed.

None

No value is displayed.

Value

The original value is displayed.

Symbol

Instead of the original value a symbol is displayed at the position of the outlier.

Symbol

Determine the position of the outlier and the outlier symbol.

Style

Determine where the value and where the outlier symbol is displayed.

Symbol at value position, value at axis

Outlier symbol at the original value position of the outlier and value at the axis.

Symbol at axis, value at value position

Outlier symbol at the axis and value at the original value position of the outlier.

Scaling helper

table old cell editor scaling helper

Add or remove a scaling helper. A scaling helper helps to visualize the scaling of a chart.

chart settings scalinghelper
Figure 4. Chart with Scaling Helper.
Maximize

Actives, if checked the scaling helper visualisation.

Show

Determine if a value should be displayed on the scaling helper and the position of the value.

None

No value is displayed.

Start

Value at the start of the scaling helper.

End

Value at the end of the scaling helper.

Displace

Determine if the value should be moved, when intersecting with another value occurs.

None

No movement.

Vertical

The value is moved vertically from its original position.

Horizontal

The value is moved horizontally from its original position.

Sign

When activated shows a sign at the value of the scaling helper.

chart settings scalinghelper sign
Figure 5. Chart with Sign at the Scaling Helper.

Define table layout

The layout of tables can be configured using the table dialog.

table adjust

The table dialog offers a list of all the columns defined as measures and settings for Columns and Rows. In the Columns field, you can set three different behaviours for the table layout:

  • Adjust depending on content,

  • Use available space,

  • No automatic adjustment.

Adjust depending on content

The Adjust depending on content setting arranges the columns so they take the minimum width necessary to display the contents without ellipsing, but you can still set a minimum and a maximum width using the Min. width and the Max. width settings respective, but no inidividual widths can be set.

Use available space

The Use available space setting spans the entire table to the maximum width of its parent container. By using the Fix option, you can then set individual columns to occupy only their minimum necessary width to give more space to the remaining columns. You can still set a minimum and maximum width for the columns.

No automatic adjustment

The No automatic adjustment setting is the most flexible, as it lets you set individual widths, minimal widths and maximal widths for each column.

Per-column settings

The column list is where you can set individual settings to each column, depending on the column behavior you set for the table as well as changing the order of columns by draging-and-dropping the entries.

Column order

The column order can be set by dragging them with the drag icon. The No. (number) will change accordingly.

Fix

The Fix checkbox is used to force the specified width to the respective column.

Widths

For each column you can set the width, minimum width and maximum width in either pixels (px), millimeters (mm), or percentage of the table width (%).

If you have chosen the mode Use available space, please note that trueChart tries to optimize so that all table contents are displayed. If trueChart cannot calculate the optimal width of a table column, it uses the value specified in the Notation Manual as a starting point for the calculation. You can override this by defining a minimum.

Hide

Use the Hide checkbox to hide a specific column.

Actual width

Act. width indicates the actual width the column will occupy.

Width units

You can set the width, maximum and minimal widths in four different units:

  • Pixels (px)

  • Millimeters (mm)

  • Percent (%)

  • Weighted (w)

The Split columns evenly button in the Columns fieldset defines a uniform width for all non-hidden columns. It doesn’t work in the Adjust depending on content mode. Width of value columns can be defined in the Notation manual and is overridden by a custom setting in the table dialog.