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Charts

A chart draws the result of a connector's query: an X column, one or more series, and an aggregation for the rows that share the same X value. It is saved under a name and reused in dashboards; the same chart settings are available on the fly in a screen's Chart view.

Four types are available: bar, line, area and pie.


At a glance​

[charts.sales.revenue_by_month]GeneralChartChartLine ▾X axisMONTH ▾SeriesREVENUE ▾LRMARGIN ▾LR+AggregateSum ▾050607080910Two tabsdata source, then the chartType and X axisbar, line, area, pieAggregaterows sharing the same XOne line per seriescolumn, colour, left/right axisLive previewsample of the query's rows

Liberty Next → Build → Charts​

Charts are grouped by connector: the scope chips at the top pick a connector, and Add a connector scope opens a new one. The list shows each chart of the scope with its label, its id and an override badge when it is marked as a local customisation. Each row has:

ButtonEffect
Find usagesThe dashboards that show the chart.
Find dependenciesLists what the chart depends on (query, connector…) and downloads the chart with the ticked items as a package.
RenameChanges the chart's id.
CloneCopies the chart under a new id.
DeleteRemoves the chart.

Add chart opens the editor for a new chart in the current scope; clicking a row opens it for editing.


The editor​

The editor has two tabs.

General​

FieldEffect
IdThe chart's identifier: letters, digits, underscores and hyphens. Dashboards refer to the chart by this id.
LabelThe chart's title in lists and dashboards.
DescriptionOptional.
ConnectorThe connector of the scope — fixed; to move a chart to another connector, recreate it in that scope.
QueryThe read query whose result the chart draws. The buttons next to it edit the query, clone it or create a new one without leaving the editor.

Chart​

The tab loads a sample of the query's rows and draws the chart as it is set:

FieldEffect
ChartThe type: bar, line, area or pie.
X axisThe column along the X axis — the slice labels on a pie.
SeriesOne line per Y column: the column, a colour swatch, and L / R to put the series on the left or the right Y axis. + adds a series. A pie uses the first series only.
Pivot byOptional, not on a pie. A column whose distinct values become the series: one series per value (a process, a status), each the aggregate of the first Y column. A query returning refresh date · process · lines gives one bar per refresh, stacked by process, without pivoting in SQL.
AggregateHow rows sharing the same X value are combined: Sum, Average, Count (counts rows, ignores the Y value), Min, Max, or None (per row) to keep each row — for a time series whose X is already unique.

The Y axis shows compact ticks (1.2k, 27.5M); the tooltip gives the full figure. As soon as one series is on the right axis, the chart gets a second Y axis — useful for two scales, such as an amount and a count. The legend shows when there is more than one series. Without a colour, a series takes the next colour of the palette.

An X column and at least one series are required to save.


From a screen's Chart view​

The Chart button of a screen switches the grid to a chart of the rows on display, with the same settings (type, X axis, series, aggregation). Two extras appear there:

  • Load saved — applies a saved chart built on the same connector and query;
  • Save… — saves the current chart under an id, a label and a description, ready for dashboards. Only a superuser sees this button.

In a dashboard​

A dashboard's Chart widget shows a saved chart by its id, or holds its own chart definition. A change to the saved chart shows on every dashboard that uses it. See Dashboards.


Upgrades​

The override badge flags a chart marked as a local customisation: an upgrade package does not overwrite it. See Packages.


What's next​

  • Dashboards — put charts, figures and tables side by side.
  • Connectors — the queries a chart reads.
  • Saved views — what a user can keep from a screen.