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The following types of Blueprint Widgets are included in Yellowfin.

Chart icon

Chart name

Description

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Number chart

For charts with numeric report results.

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Pie chart

For pie or ring charts.

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Column chart

For charts with vertical columns.

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Line chart

For time series charts. These can appear as line or area chart. 

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Meter chart

For meter charts.

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Bar chart

For horizontal bar charts.



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Basic Tutorial

A Quick Chart can instantly be created by dragging a Blueprint Widget and using the properties panel to configure the chart. 

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Learn how to configure each type of blueprint chart widget to generate a chart on your dashboard.


Number chart

Field

Description/Instruction

Field Selection

Metric

Choose a metric field for your number chart



Pie chart

Field

Description/Instruction

Field Selection

Category

Choose a dimension field as the pie chart category. (These will make up ‘slices’ of the pie.)

Size

Select a series fields, which serves as your metric or measurement field.

Chart Settings

Axis type

Select what type of chart to generate, pie or ring.

Other segment %

Define a percentage limit for the ‘other’ category of the pie chart. That is, all values below this will be merged together to form the other category.

Show legend

Allows you to show or hide legends on this chart.

Show label

Allows you to show or hide labels on each category.




Column chart

Define the following chart fields to generate a vertical column chart.

Field

Description/Instruction

Field Selection

Dimension

Choose a dimension field for the chart.

Series

Select a series fields, which serves as your metric or measurement field

Optional Fields

This is an additional field you may select for a slightly more advanced chart. Note that you may only select one of the following options:

  • Second series: Add another metric to your chart to show two time series lines.
  • Color set: Apply the color range of any of the dimension field.
  • Function: Apply a chart function to your chart.
  • None: Does not apply an optional field to the chart.

Second series

If ‘Second series’ is selected as the optional field, then select a second metric field to be added to the chart.
You can configure formatting sections for this value via the Second Series Formatting section.

Second Series Aggregation

Apply an aggregation value on the second series. You can aggregate the values with the following options:

  • Sum
  • Average
  • Count

Color set

If ‘Color set’ is selected as the optional field, then choose a dimension field as the color set.

Function

If ‘Function’ is selected as the optional field, then select a chart function to be applied. Options include:

  • Average: Displays an average line on the chart.
  • Accumulation: Displays an accumulative % of total line or running total on the chart, using a secondary axis. You can further configure this value via the Function Settings section.
  • Ref line: Displays a reference line at a specified location. You can define location details in the Function Settings section.

Chart Settings

Axis type

If the chart has a second series, then you can further configure the axis type. Options include:

  • Shared axis: Allows both series to have the same axis.
  • Dual axis: Displays 2 axes, one on each side of the chart. The first series will be shown on the left axis, and the second series, the right axis.
  • Secondary series: Displays both charts with separate axes, one on top of another. The first series chart will display on top, and the second series chart at the bottom. Both charts will have separate horizontal axes.
  • Stacked: Displays both series data stacked on top of one another in the same chart.

Date unit

If you have selected a date dimension field, this setting allows you to change the date unit. Note: you cannot select a date unit lower than the unit defined in the view. 

Axis summary

Enable this setting to apply automatic abbreviation to axis labels. This is useful for charts with large numeric values. For example, 10,000,000 will be changed to 10m, making it easier to read.

Sort dimension

Change the sort order of how dimension values are displayed. Sort these values by:

  • Primary series: sorts the chart by the values of the first/primary series.
  • Alphanumeric: Sorts the chart in alphabetical order of dimension field values. 
  • Ref code: Sorts the value according to their reference codes if applied on the dimension field.

Sort order

Allows you to choose the sorting direction between ascending and descending.

  • Ascending: Values are sorted from lowest to highest.
  • Descending: values are sorted from highest to lowest.

Trim

If your dimension fields contain too many values to the point where it’s difficult to read your chart, you can use this setting to trim or cut out values from the chart.

  • None: No values will be trimmed.
  • Top N: Trims the top ‘N’ amount of values from the chart. Specify ‘N’ in the next field. 
  • Bottom N: Trims the bottom ‘N’ amount of values from the chart. Specify ‘N’ in the next field. 

Trim value

If value trim is enabled, specify the amount of values (N) to be cut out from the chart. 

Trim show other bar

Enable this to sum all trimmed out values together and display under a separate ‘Other’ field.

Color property

Define the color property of the chart.

  • Standard: uses standard default colors on chart.
  • Monochrome: uses variations of a single color on chart.

Series Formatting

This section allows you to set up formatting of the primary series in the chart.

Color

Specify a color to display the primary/first series in.

Second series Formatting

This section allows you to set up formatting of the secondary series in the chart, if specified.

Color

Specify a color to display the second series in.

Function settings

This section allows you to manage settings related to some of the chart functions.

Accumulation type

If the accumulation function is enabled on the chart, you can choose whether this value should be

displays

displayed as the accumulative % of the total line, or the running total.

Value

If the Ref line function is selected, then specify the position of this line by providing the exact value.

Label

If the Ref line function is selected, then provide its label.

Color

If the Ref line function is selected, then specify its color.




Line (or area) charts

Define the following chart fields to generate a line chart.

Field

Description/Instruction

Field Selection

Dimension

Choose a dimension field for your quick chart. For line charts, these are limited to date fields to generate time series.

Series

Select a series fields, which serves as your metric or measurement field.

Series Aggregation

Apply an aggregation value on the series, you can aggregate the values with the following options:

  • Sum
  • Average
  • Count

Optional Fields

This is an additional field on your chart. Note that you may only select one of the following options:

  • Second series: Add another metric to your chart to show two time series lines.
  • Color set: Apply the color range of any of the dimension field.
  • Function: Apply a chart function to your chart.
  • None: Does not apply an optional field to the chart.

Second series

If ‘Second series’ is selected as the optional field, then select a second metric field to be added to the chart.
You can configure formatting sections for this value via the Second Series Formatting section.

Second Series Aggregation

Apply an aggregation value on the second series. You can aggregate the values with the following options:

  • Sum
  • Average
  • Count

Color set

If ‘Color set’ is selected as the optional field, then choose a dimension field as the color set.

Function

If ‘Function’ is selected as the optional field, then select a chart function to be applied. Options include:

  • Average: Displays an average line on the chart.
  • Trend: Displays a trend line on the chart. You can select the trend type in the Function Settings section.
  • Forecast: Displays a forecast line on the chart. You can select the forecasts type in the Function Settings section.
  • Accumulation: Displays an accumulative % of total line or running total on the chart, using a secondary axis. You can further configure this value via the Function Settings section.
  • Ref line: Displays a reference line at a specified location. You can specify location details in the Function Settings section.

Chart Settings

Enable drill down

Allows you to enable drill down functionality on chart.

Chart style

Select what type of chart to generate, line or area.

Date unit

If you have selected a date dimension field, this setting allows you to change the date unit. Note: you cannot select a date unit lower than the unit defined in the view. 

Null behaviour

Allows you to fill in any gaps, null or missing values in a time series chart. Options include:

  • Break: The time data line will simply not be displayed for any missing values, resulting in a visible break in the line chart where there is a gap.
  • Skip: The line is joined from the last available value with the next one, over the missing data points. The gaps are not filled in with any additional values, but rather skipped over.
  • Zero: The null values are treated as zero. This results in filling in the gaps with the value zero. This will alter any calculations included in your data set.

Time slider

Allows you to include a time slider to the chart.

Time unit selector

Allows you to prompt user to change time unit of chart.

Default color property

Define the color property of the chart.

  • Config defaults: applies the Yellowfin system default colors to the chart. Note: these can be changed at the system level through the Admin Console.
  • Metric color: uses the colors specified for metric field in the view.
  • Monochrome: uses variations of a single color on chart.

Series Formatting

This section allows you to set up formatting of the primary series in the chart.

Color

Specify a color to display the primary/first series in.

Second series Formatting

This section allows you to set up formatting of the secondary series in the chart, if specified.

Color

Specify a color to display the second series in.

Function settings

This section allows you to manage settings related to some of the chart functions.

Accumulation type

If the accumulation function is enabled on the chart, you can choose whether this value should be displays as the accumulative % of the total line, or the running total.

Trend type

If the Trend function is applied, then choose a trend type. Options include:

  • Auto trend: Yellowfin creates a line with a trend it deems most useful based on some complex algorithms.
  • Moving Average: Displays the mean line, calculated using values from a set number of periods before each point. This can be used to follow changes in the data on a line that is smoother than the actual values, making it useful when displaying trend for noisy (spikey) data.
  • Linear Regression: This displays a straight line that indicates the relationship between the values on the x & y axes. This can be useful to give an idea of the general trend of data.
  • Polynomial Regression: This displays a curved line to the dataset which indicates the relationship between the values on the x & y axes. This can be used where the relationship between the values is not completely linear, for example if your trend has significant fluctuations through it.

Forecast type

If the Forecast function is applied, then choose a trend type. Options include:

  • Auto trend: Yellowfin creates a line with a trend it deems most useful based on some complex algorithms.
  • Simple Exponential Smoothing: This displays a forecast based on the average of previous values in the dataset, with weighting defined by alpha (recent vs. historic data). This is useful for forecasting data which has no general trend or seasonality.
  • Double Exponential Smoothing: This displays a forecast based on the average of previous values in the dataset, with weighting defined by alpha (recent vs. historic data) and beta (trend). This is useful for forecasting data which has a general trend, but no seasonality.
  • Triple Exponential Smoothing: This displays a forecast based on the average of previous values in the dataset, with weighting defined by alpha (recent vs. historic data), beta (trend), and gamma (seasonality). This is useful for forecasting data which has a general trend and varies seasonally. Triple exponential smoothing requires at least two years of data for its seasonality calculations.
  • Moving Average: This displays the mean, calculated using values from a set number of periods before each point. For example, if your dataset contains 10 periods, a moving average may be set to use 5 at a time. This can be used to follow changes in the data on a line that is smoother than the actual values, making it useful when displaying trend for noisy (spikey) data.

Value

If the Ref line function is selected, then specify the position of this line by providing the exact value.

Label

If the Ref line function is selected, then provide its label.

Color

If the Ref line function is selected, then specify its color.




Meter chart

Define the following chart fields to generate a meter chart (also called a gauge chart). These are used to measure the rate of change of a measure against pre-defined targets.

Field

Description/Instruction

Field Selection

Series

Select a series fields, which serves as your metric or measure field.

Chart Settings

Target type

Allows you to select how to add a target value to the chart, to highlight it through needles or other indicators. Options include:

  • Manual: allows you to manually enter the target value.
  • Field: allows you to select a metric field as the target value.

Target value

If Manual target type was selected, then provide the value of the target.

Target (field)

If Field target type was selected, then choose a data field as the target (must be a numeric field).

Target Aggregation

Apply an aggregation value on the target field. You can aggregate the values with the following options:

  • Sum
  • Average
  • Count



Bar chart

Define the following chart fields to generate a horizontal bar chart.

Field

Description/Instruction

Field Selection

Dimension

Choose a dimension field for the chart.

Series

Select a series fields, which serves as your metric or measurement field.

Optional Fields

This is an additional field you may select for a slightly more advanced chart. Note that you may only select one of the following options:

  • Second series: Add another metric to your chart to show two time series lines.
  • Color set: Apply the color range of any of the dimension field.
  • Function: Apply a chart function to your chart.
  • None: Does not apply an optional field to the chart.

Second series

If ‘Second series’ is selected as the optional field, then select a second metric field to be added to the chart.
You can configure formatting sections for this value via the Second Series Formatting section.

Second Series Aggregation

Apply an aggregation value on the second series. You can aggregate the values with the following options:

  • Sum
  • Average
  • Count

Color set

If ‘Color set’ is selected as the optional field, then choose a dimension field as the color set.

Function

If ‘Function’ is selected as the optional field, then select a chart function to be applied. Options include:

  • Average: Displays an average line on the chart.
  • Accumulation: Displays an accumulative % of total line or running total on the chart, using a secondary axis. You can further configure this value via the Function Settings section.
  • Ref line: Displays a reference line at a specified location. You can specify location details in the Function Settings section.

Chart Settings

Axis type

If the chart has a second series, then you can further configure the axis type. Options include:

  • Shared axis: Allows both series to have the same axis.
  • Dual axis: Displays 2 axes, with an extra one on top of the chart. The first series will be shown on the bottom axis, and the second series, the top axis.
  • Secondary series: Displays both charts with separate axes, next to each other. The first series chart will display on the left, and the second series chart on the right. Both charts will have separate vertical axes.
  • Stacked: Displays both the series data horizontally stacked in the same chart.

Date unit

If you have selected a date dimension field, this setting allows you to change the date unit. Note: you cannot select a date unit lower than the unit defined in the view. 

Axis summary

Enable this setting to apply automatic abbreviation to axis labels. This is useful for charts with large numeric values. For example, 10,000,000 will be changed to 10m, making it easier to read.

Sort dimension

Change the sort order of how dimension values are displayed. Sort these values by:

  • Primary series: sorts the chart by the values of the first/primary series.
  • Alphanumeric: Sorts the chart in alphabetical order of dimension field values. 
  • Ref code: Sorts the value according to their reference codes if applied on the dimension field.

Sort order

Allows you to choose the sorting direction between ascending and descending.

  • Ascending: Values are sorted from lowest to highest.
  • Descending: values are sorted from highest to lowest.

Trim

If your dimension fields contain too many values to the point where it’s difficult to read your chart, you can use this setting to trim or cut out values from the chart.

  • None: No values will be trimmed.
  • Top N: Trims the top ‘N’ amount of values from the chart. Specify ‘N’ in the next field. 
  • Bottom N: Trims the bottom ‘N’ amount of values from the chart. Specify ‘N’ in the next field. 

Trim value

If value trim is enabled, specify the amount of values (N) to be cut out from the chart. 

Trim show other bar

Enable this to sum all trimmed out values together and display under an ‘Other’ field.

Color property

Define the color property of the chart.

  • Standard: uses standard default colors on chart.
  • Monochrome: uses variations of a single color on chart.

Series Formatting

This section allows you to set up formatting of the primary series in the chart.

Color

Specify a color to display the primary/first series in.

Second series Formatting

This section allows you to set up formatting of the secondary series in the chart, if specified.

Color

Specify a color to display the second series in.

Function settings

This section allows you to manage settings related to some of the chart functions.

Accumulation type

If the accumulation function is enabled on the chart, you can choose whether this value should be displays as the accumulative % of the total line, or the running total.

Value

If the Ref line function is selected, then specify the position of this line by providing the exact value.

Label

If the Ref line function is selected, then provide its label.

Color

If the Ref line function is selected, then specify its color.



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Blueprint Widget properties

This section covers other properties details of a Blueprint Widget.

Section


Column



Column


Property name

Description

Name

Allows you to update the name of the selected Blueprint widget. This is ideal for code mode.

Chart title

Allows you to provide a title for the chart.

Description

Allows you to provide a description of the chart. 

Field Selection

This section shows data fields to be selected for the Quick Chart. Note that the configurations shown here will differ according to the selected chart type.

For more information on the different settings in this section, refer to the wiki’s section on a selected blueprint chart types.

Chart Settings

This section allows you to apply chart settings on the Quick Chart. These will differ depending on the chart type selected.

Series Formatting

Allows you to configure settings related to chart series formatting, such as series color.

Size & location


X

Specify the x coordinates of the top left corner of the widget, in order to position it exactly on your dashboard canvas.

Y

Specify the y coordinates of the top left corner of the widget, in order to position it exactly on your dashboard canvas.

Width

Specify the width of the currently selected widget, in pixels, in order to resize it exactly.

Height

Specify the height of the currently selected widget, in pixels, in order to resize it exactly.

Corners

This option allows you to define the roundness of your widget border corners. Tip: For maximum circular edges, enter half the value of the widget height. For example, if the height is 400 pixels, then set the edge value to 200 pixels. Moreover, any value greater than 200 for the edge, will have no further effect in this example.

Aspect ratio

Enable this toggle to maintain the aspect ratio. This means when increasing or decreasing the widget size, it maintains its shape (i.e. the relationship between its width and height).

If this is disabled, the widget can be stretched out of shape either vertically or horizontally.

Lock widget

Enable this toggle to lock the widget in its location. This stops you from moving or resizing it. This holds true even when selecting multiple widgets on the canvas. Note that the widget can still be customized. 

Background formatting 

Background color

Allows you to specify a background color for the widget. 

Opacity

Allows you to specify the transparency of the widget's background color.

Customise padding

This option allows you to define a custom padding or buffer around the widget, in pixels, when enabled. This includes padding for each side to the widget. If disabled, you can still define an overall padding size.

Padding top

When custom padding is enabled, this allows you to define padding to be added to the top of the widget.

Padding bottom

When custom padding is enabled, this allows you to define padding to be added to the bottom of the widget.

Padding right

When custom padding is enabled, this allows you to define padding to be added to the right of the widget.

Padding left

When custom padding is enabled, this allows you to define padding to be added to the left of the widget.

Padding 

This allows you to define an overall padding size for the widget. This size, defined in pixels will be constant for each widget side. To add different sized padding on any of the sides, enable the Customise Padding option.

Border width

This allows you to specify the thickness of the widget border.

Note: to make the border visible, you must define values for all three border properties.

Border style

This allows you to select a style for the widget border. Options include: dashed, solid, dotted, groove, and more.

Border color

This allows you to specify the color of the widget border.

Horizontal shadow

This option allows you to drop a horizontal shadow on the widget, by defining its size in pixels.

Vertical shadow

This option allows you to drop a vertical shadow on the widget, by defining its size in pixels.

Shadow blur

This option allows you to define the sharpness of the widget shadow. The smaller the value, the sharper and more defined the shadow will be. For a blurry or softer shadow, provide a bigger value.

Shadow color

This option allows you to set a color for the widget shadow.