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How to Configure a Chart

You can complete the following tasks to personalize a chart portlet:

Configure for Consistent Chart Colors

If your administrator selects the Use Consistent Chart Colors option at the system level, you can configure a chart portlet to do the following:

Follow these steps:

  1. Open a page containing the chart to modify.
  2. Open the Options menu and click Configure.

    The configure options page appears.

  3. Complete the following fields:
    Consistent Color Key

    Specifies the consistent color key. The list of available keys depends on the source data of the specific chart.

    Use Consistent Colors Select

    Specifies overriding the selection (for this chart only) at the system level.

    Values: Yes or No

  4. Save the changes.

Determine a Chart Portlet's Source Data

This procedure explains how to determine which data displays on a chart.

To determine which data to display for a chart

  1. With the portlet open, click Chart Section and go to Source Data.

    The source data page appears.

  2. Select the metrics you want included in the chart.
  3. Save your changes.

More information:

How to Configure a Chart

Determine a Chart Portlet's Appearance

Determine a Chart Portlet's Appearance

The following procedure explains how to determine the appearance of a chart. This procedure assumes the basic chart has been created and the data that the chart is to show has been chosen.

This procedure explains the basic procedure for all charts. All fields that might occur for any chart type are included but are marked by the type of chart to which the fields apply.

To determine a chart portlet's appearance

  1. With the portlet open, click Chart Section and go to Options.

    The options page appears.

  2. In the Options field, specify the part of the chart for which you are setting options.
  3. Depending on the type of chart selected, complete the following display options and save your changes.

    Note: The options are entered in alphabetic order rather than the order they appear on the page.

    Allow Configuration

    Indicates that users can modify the appearance of a portlet.

    Allow Label Configuration

    Indicates that users can modify portlet labels.

    Angle of First Slice

    Defines the position of the first dividing line. Use with Pie and Funnel charts.

    Values: 0 to 360 degrees

    Default: 0

    Axis Label

    Displays the metric name along the X-axis, Y-axis, or both axes. Use this option with:

    • Bar. X-axis, Y-axis.
    • Column. X-axis, Y-axis.
    • Line. X-axis, Y-axis.
    • Bubble and Scatter. X-axis.
    Crosses Opposite Axis At

    Defines the intersection point of the axis. Use with bubble and scatter charts.

    Category Labels

    Specifies the labels that appear along the category axis for the X-axis of column and line graphs and the Y-axis of bar graphs. For example, consider a column graph that shows five months of data with three metrics (shown as red, green, and blue bars). The months are the categories, and this field determines the label that appears on each one.

    Datapoint Labels

    Specifies the data name that appears next to the value on the chart. Use this option with all data types.

    Decimal Places

    Defines the number of decimal places to display for numbers. Use this option with:

    • Bar. X-axis.
    • Column. Y-axis.
    • Line. Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Display Units

    Specifies how values are rounded up. Select a value for rounding from the drop-down list. Use this option with:

    • Bar. X-axis.
    • Column. Y-axis.
    • Line. Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Filter

    Indicates how the results appear initially on a page.

    Link

    Specifies a page link that appears as a secondary value that the user can select.

    Major Unit Increment

    Defines the interval of major ticks on the axis. Use this option with:

    • Bar. X-axis.
    • Column. Y-axis.
    • Line. Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Maximum Value

    Defines the greatest value to display on the axis. Use this option with:

    • Bar. X-axis.
    • Column. Y-axis.
    • Line. Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Mouseover Labels

    Specifies the data values to show when a user moves the cursor over a chart value. Use with all chart types.

    Other Category Threshold

    Defines the data point at which all records for a specified value are grouped into a category named Other. Use this option if too many items appear on the chart. Use this option with the following chart types:

    • Bar
    • Column
    • Line
    • Pie and Funnel
    Show Axis

    Indicates whether the Axis line displays. Use this option with:

    • Bar. X-axis, Y-axis.
    • Column. X-axis, Y-axis.
    • Line. X-axis, Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Show Legend

    Specifies whether to display a legend for the chart. Use with bar, column, line, bubble, and scatter chart types.

    Default: Selected

    Show Line Markers

    Indicates data points on the chart; otherwise, only a line displays. Available for line charts. Select the check box to show line markers.

    Show Lines

    Indicates that lines are to connect the data points. Available for line charts.

    Show Major Grid Lines

    Indicates whether major grid lines display on the chart. Use this option with:

    • Bar. X-axis, Y-axis.
    • Column. X-axis, Y-axis.
    • Line. X-axis, Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Show Separator

    Specifies that a comma is to separate values greater than 999 (for example, 1,000). Use this option with:

    • Bar. X-axis.
    • Column. Y-axis.
    • Line. Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Show Tick Labels

    Indicates whether tick labels display on the chart. Use this option with:

    • Bar. X-axis, Y-axis.
    • Column. X-axis, Y-axis.
    • Line. X-axis, Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Show Title

    Indicates that the portlet name is to display. Available for all chart types.

    Sort Column

    Indicates that a column is the default sort item. This option is available for column and line charts.

    Sub-type

    Indicates the metrics that display as separate bars rather than a single merged bar. Select the sub-type that is desired. This option is available for bar and column charts.

    Tick Label Angle

    Sets the angle of a label that is used with tick marks. Use this option with:

    • Bar. X-axis.
    • Column. X-axis.
    • Line. X-axis.
    • Bubble and Scatter. X-axis.
  4. (Optional) If you are configuring a line chart, select Guides in the Options field and click New, then complete the following fields and save your changes:
    Axis

    Specifies the axis for which guides are being set.

    Label

    Defines the name for the axis. Enter the name that you want to appear.

    Show Label

    Determines whether the name of the axis displays.

    Type

    Identifies the source of the information that displays on the guide. Select the appropriate option. If you are selecting a type for an X-axis, you can only select an attribute. If you are selecting a type for a Y-axis, select either the fixed value or the percent value and enter the amount.

    Default: Attribute

    Color

    Specifies the color for the guide.

    Default: Black

More information:

How to Configure a Chart

Determine a Chart Portlet's Source Data

Apply or Remove Consistent Chart Colors

CA Clarity PPM administrator can enable the Use Consistent Chart Colors option at the system level. In this case, you can switch between applying and not applying consistent colors at the chart level. The ability gives you flexibility when the colors assigned to the chart make it unreadable. For example, more than one data set displays the same color. Toggling between states of color is useful when charts with multiple metrics are used and the legend displays only one color.

If consistent colors are currently applied to a chart, you can switch to the Default Colors (that is, inconsistent colors) option. Conversely, if you do not apply consistent colors to a chart, you can switch to the Consistent Colors option in the Options menu.

The changes you make at a chart portlet level during a CA Clarity PPM session are only available in that session. Once you log out, the changes are lost. For the changes to be available outside a session, configure the chart portlet.

Follow these steps:

  1. Open a page containing the chart to modify.
  2. Select Consistent Colors or Default Colors from the Options toolbar for the chart portlet.

    The option that is available depends on the current chart setting (Default or Consistent).

More information:

How to Configure a Chart

Configure for Consistent Chart Colors