Insights users have access to a range of options for customizing the appearance and functionality of the Bar Visualization. Proceed as follows to learn how to leverage the Plot Menu in an Explore to adjust the Bar Visualization presentation and readability of data.
Step 1: Access a report through an Insights Explore
Log in to the CyberGrants platform and navigate to the Insights tab.
In the left-hand menu, select the "Analyze" option to view and choose from the available Explores.
Create a new report by either building it from scratch by adding relevant fields or if any prebuilt Quick Start reports are available, select one of those as a starting point.
Step 2: View the Bar Visualization Plot Menu
The Bar icon in the Visualization toolbar will allow you to view the report as a bar chart.
Click Edit in the right corner of the Visualization toolbar to access the Bar Visualization Plot Menu options.
Step 3: Select a Series Positioning
The Series Positioning option specifies how series are clustered visually on a chart.
- Grouped - Series are clustered side-by-side.
- Stacked - Series values are added on the y-axis, so each consecutive series appears above the last. Be sure that the units of all series match.
- Stacked Percentage - Series values are presented as percentages stacked on the y-axis, where all values add up to 100%.
Step 4: Choose a Grid Layout
The Grid Layout provides options to separate, or trellis, a chart into several smaller charts, each representing a single row or pivot from the results table. You can separate a chart into a maximum of 12 smaller charts.
Step 5: Customize the Plot options based on the Series Positioning
Depending on whether the Series is displayed in a Grouped, Stacked, or Stacked Percentage arrangement, the Plot Menu will surface relevant settings to optimize the visual representation of the data.
Grouped Series Positioning Plot Menu Options
Stacked and Stacked Percentage Series Positioning Plot Menu Options
- Sort Stacks - Enables you to order each slice of a stacked or stacked percentage chart by the size of each slice. There are three different ways to order stacked charts:
- Default - Series values are ordered according to their position in the data table.
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- Ascending - The smallest series values are positioned at the bottom, with values decreasing in size toward the top.
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- Descending - Largest series values are positioned at the bottom, with values increasing in size toward the top.
Step 6: Customize the Spacing
The Spacing option allows you to adjust the spacing between column groups in the bar chart, with a range of values from 0 (minimum spacing) to 1 (maximum spacing).
Step 7: Update the Legend
The Insights platform offers the ability to toggle the visibility of the chart’s legend, as well as adjust the alignment of the legend to the left, center, or right of the chart.
- Hide Legend - Toggles the appearance of the series legend on a chart.
- Legend Align - Specifies whether the legend will appear to the left, center, or right of the chart. This is only available when Hide Legend is off and when there is more than one series.
Step 8: Change the Data view
Insights allows users to Limit Displayed Rows to show or hide rows in a visualization, based on their position in the results.
- When toggled on, you will see additional options to complete: [Hide/Show the First/Last # Rows]. In the data table below your visualization, any excluded rows will be shown in a darker color.
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