Configure Dynamic Charts – One Chart with Multiple Reports

Configure Dynamic Charts – One Chart with Multiple Reports

Dynamic Charts – One Chart Multiple Reports 

Dynamic Charts 

Over the years, we have observed that our customers rely heavily on charts to visualize data. Furthermore, we have noticed that many users create multiple charts for the same object and each chart displays different data points.  

Dynamic Charts will reduce such redundant efforts and will offer more intuitive reports for users to analyze information based on various attributes. Users can pick the data they would like to see on the go. This enhancement allows for greater flexibility and efficiency in data representation. 

Dynamic Charts can be enabled in the following chart types:   

  1. Pie  

  1. Donut 

  1. Bar (Regular and Stacked) 

  1. Column (Regular and Stacked) 

  1. Landscape charts representing multi-level hierarchical information 

Prerequisites for a dynamic chart 

  1. Prolaborate version should be 5.0 and above. 

  1. Users must have access to the EA repository in Prolaborate. 

  1. To create charts, the user must be part of a user group which has administrative access to dashboard provided by the admin. 

  1. Make sure the chart is configured using designer and not more than one stereotype is selected in ‘Specify Stereotype’ field. 

  1. Modeling Language should be uploaded in Prolaborate. 

Add a dynamic chart to dashboard 

To create a dynamic chart in a dashboard, follow the below steps 

Step 1: Create a Dashboard 

The first step is to create a dashboard which incorporates the charts as a widget. A new dashboard can be created by choosing Create from the dropdown in the header menu. 

 

create-dashboard 

Users can also select View all to navigate to the ‘Dashboards’ page and choose Create Dashboard. 

 
create-dashboard-from-listing-page 

 

Step 2: Add New Widget 

To add a widget, click Add Widget Button > Add New by choosing any one of the options shown below. 

 

add-widget 
 

In Choose a Widget page, choose Charts under EA widgets and click Add Widget. 

 

choose-chart-widget 

Choose Chart Type 

Dynamic Charts can be enabled in the following chart types:   

  1. Pie  

  1. Donut 

  1. Bar (Regular and Stacked) 

  1. Column (Regular and Stacked) 

  1. Landscape 

Choose a required chart type and proceed with the configuration. 

 

choose-chart-types 

 

 

 

 

Configure a Dynamic Pie Chart 

Note: The dynamic chart is enabled based on a specific configuration so please make sure the chart is configured using designer and not more than one stereotype is selected in ‘Specify Stereotype’ field. 

Click here to read the complete prerequisite. 

Click here to know how to add a chart. 

To create a dynamic Pie chart,  

  1. User must select the chart type as Pie 

  1. Select the Source 

  1. Select a Stereotype 

  1. Select a tagged value/property to build the chart 

  

designer-configuration-pie 

Save the chart and open the dashboard to view it. A dropdown field will be displayed with the property selected in Build Chart Based On when configuring the chart.  

 

pie-chart 

Clicking the dropdown lists all the basic properties (Name, Author, etc.,) and tagged values configured for the stereotype in the Form Designer.  

 

properties-dropdown-pie 

Choose the required property to change the chart output. 

 

changed-output-pie 

To know more on how to create a usual Pie Chart, click here. 

Configure a Dynamic Donut Chart 

Note: The dynamic chart is enabled based on a specific configuration so please make sure the chart is configured using designer and not more than one stereotype is selected in ‘Specify Stereotype’ field. 

 

Click here to read the complete  prerequisite. 

Click here to know how to add a chart. 

To create a dynamic Donut chart,  

  1. User must select the chart type as Donut 

  1. Select the Source 

  1. Select a Stereotype 

  1. Select a tagged value/property to build the chart 

 

 

designer-configuration-donut 

Save the chart and open the dashboard to view it. A dropdown field will be displayed with the property selected in Build Chart Based On when configuring the chart.  

 

donut-chart 

Clicking the dropdown lists all the basic properties (Name, Author, etc.,) and tagged values configured for the stereotype in the Form Designer.  

 

properties-dropdown-donut 

Choose the required property to change the chart output. 

 

changed-output-donut 

To know more on how to create a usual Donut Chart, click here. 

Configure a Dynamic Bar Chart 

Note: The dynamic chart is enabled based on a specific configuration so please make sure the chart is configured using designer and not more than one stereotype is selected in ‘Specify Stereotype’ field. 

 

Click here to read the complete  prerequisite. 

Click here to know how to add a chart. 

To create a dynamic Bar chart,  

  1. User must select the chart type as Bar 

  1. Select the Source 

  1. Select a Stereotype 

  1. Select a tagged value/property in Y-Axis to build the chart 

 

designer-configuration-bar 

Save the chart and open the dashboard to view it. A dropdown field will be displayed with the property selected in Y-Axis when configuring the chart.  

 

bar-chart 

Clicking the dropdown lists all the basic properties (Name, Author, etc.,) and tagged values configured for the stereotype in the Form Designer.  

 

properties-dropdown-bar 

Choose the required property to change the chart output. 

 

changed-output-bar 

To know more on how to create a usual Bar Chart, click here. 

Configure a Dynamic Stacked Bar Chart 

Note: The dynamic chart is enabled based on a specific configuration so please make sure the chart is configured using designer and not more than one stereotype is selected in ‘Specify Stereotype’ field. 

 

Click here to read the complete prerequisite. 

Click here to know how to add a chart. 

To create a dynamic Stacked Bar chart,  

  1. User must select the chart type as Stacked Bar 

  1. Select the Source 

  1. Select a Stereotype 

  1. Select a tagged value/property in Y-Axis to build the chart 

 

 

designer-configuration-stacked-bar 

Save the chart and open the dashboard to view it. A dropdown field will be displayed with the property selected in Y-Axis when configuring the chart.  

 

stacked-bar-chart 

Clicking the dropdown lists all the basic properties (Name, Author, etc.,) and tagged values configured for the stereotype in the Form Designer.  

 

properties-dropdown-stacked-bar 

Choose the required property to change the chart output. 

 

changed-output-stacked-bar 

To know more on how to create a usual Stacked Bar Chart, click here. 

Configure a Dynamic Column Chart 

Note: The dynamic chart is enabled based on a specific configuration so please make sure the chart is configured using designer and not more than one stereotype is selected in ‘Specify Stereotype’ field. 

Click here to read the complete prerequisite. 

Click here to know how to add a chart. 

To create a dynamic Column chart,  

  1. User must select the chart type as Column 

  1. Select the Source 

  1. Select a Stereotype 

  1. Select a tagged value/property in X-Axis to build the chart 

 

 

designer-configuration-column 

Save the chart and open the dashboard to view it. A dropdown field will be displayed with the property selected in X-Axis when configuring the chart.  

 

column-chart 

Clicking the dropdown lists all the basic properties (Name, Author, etc.,) and tagged values configured for the stereotype in the Form Designer.  

 

properties-dropdown-column 

Choose the required property to change the chart output. 

 

changed-output-column 

To know more on how to create a usual Column Chart, click here. 

Configure a Dynamic Stacked Column Chart 

Note: The dynamic chart is enabled based on a specific configuration so please make sure the chart is configured using designer and not more than one stereotype is selected in ‘Specify Stereotype’ field. 

Click here to read the complete prerequisite. 

Click here to know how to add a chart. 

To create a dynamic Stacked Column chart,  

  1. User must select the chart type as Stacked Column 

  1. Select the Source 

  1. Select a Stereotype 

  1. Select a tagged value/property in X-Axis to build the chart 

 

 

designer-configuration-stacked-column 

Save the chart and open the dashboard to view it. A dropdown field will be displayed with the property selected in X-Axis when configuring the chart.  

 

stacked-column-chart 

Clicking the dropdown lists all the basic properties (Name, Author, etc.,) and tagged values configured for the stereotype in the Form Designer.  

 

properties-dropdown-stacked-column 

Choose the required property to change the chart output. 

 

changed-output-stacked-column 

To know more on how to create a usual Stacked Column Chart, click here. 

Configure a Dynamic Landscape Chart 

Note: The dynamic chart is enabled based on a specific configuration so please make sure the chart is configured using designer and not more than one stereotype is selected in ‘Specify Stereotype’ field. 

Click here to read the complete prerequisite. 

Click here to know how to add a chart. 

To create a dynamic Landscape chart,  

  1. User must select the chart type as Landscape 

  1. Select the Source 

  1. Select a Stereotype (not more than one) 

  1. Select a tagged value/property in color-code blocks based on to build the chart 

Note: In the dynamic landscape chart, the colors of the last level change based on the selected tagged value. The landscape chart supports up to 3 levels, where the third level is considered the last when three levels are configured, the second level considered the last when two levels are configured, and the first level considered the last when one level is configured. 

 

 

designer-configuration-landscape 

 

last-level 

Save the chart and open the dashboard to view it. A dropdown field will be displayed with the property selected in Color-code block based on when configuring the chart.  

 

landscape-chart 

Clicking the dropdown lists all the basic properties (Name, Author, etc.,) and tagged values configured for the stereotype in the Form Designer.  

 

properties-dropdown-landscape 

Choose the required property to change the chart output. 

 

changed-output-landscape 

To know more on how to create a usual Landscape Chart, click here. 

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