Percent Change Chart

Compare Data by Date, to perform a variety of comparisons on date-based charts.

A percent change chart displays the percent change from one group to the next.

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To create a percent change chart, follow the basic steps below:

If you are new to charting, see the following sections first:

Configure Your Data…​

The data source for the chart (data block or data model) should represent dimensions and measures as independent columns or fields, as shown below. See Prepare Your Data for information on how to manipulate your data, if it is not currently in this form. (Note: A properly designed data model will already have the correct structure.)

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In some cases (e.g., Pie Chart), you may want your data to provide just a single measure. In other cases (e.g., Line Chart), you may want the data to supply multiple measures. If the data does not provide the correct number of measures, you may be able to alter the number of measures to suit the needs of the chart by “pivoting” or “unpivoting” the data. See Pivot Data in Prepare Your Data for more information about this procedure.

Open a Chart for Editing…​
Watch Video: Create a Chart (Open the Chart Editor)

This video might show an earlier version of the feature or operation that differs in minor ways from the current version.

Follow the steps below to get started with a new Chart. See Basic Charting Steps for more details.

  1. If necessary, create a new Dashboard. (See Create a New Dashboard.)

  2. From the Toolbox panel, drag a Chart component into the Dashboard.

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  3. Resize the Chart as desired by dragging the handles.

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  4. Press the ’Edit’ button in the center of the Chart or press the ‘Edit’ button edit in the top-right corner.

    ChartEditButton

    This opens the same Visualization Recommender available for creating a new Dashboard. (See Create a New Dashboard.)

  5. To bypass the Recommender, press the ‘Full Editor’ button edit at the top right to open the Chart Editor.

    ChartEditorIntro

  1. Press the ‘Select Chart Style’ button auto chart type. Choose the desired style and press the ‘Apply’ button submit.

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  2. From the ‘Dimensions’ folder of the Data Source panel, drag a desired dimension to the ‘X’ or ‘Y’ region.

    What is a dimension?

    A dimension is used to break-down the dataset into multiple groups, often within a Crosstab, Chart, or Selection List. Adding a dimension to the ‘X’ region of a Chart distinguishes the different dimension groups by location on the X-axis. Adding a dimension to the ‘Y’ region distinguishes the different dimension groups by location on the Y-axis. You can add multiple dimensions into the ‘X’ or ‘Y’ regions of a Chart, or into the ‘Rows’ or ‘Columns’ regions of a Crosstab, to create multiple grouping levels. You can also distinguish groups in a dimension by using color, shape, size, or label in a Chart.

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    To convert a measure to a dimension, right-click the measure in the data source and select ‘Convert to Dimension’.

  3. Optional: For a date dimension, press the ‘Edit Dimension’ button dimension setting next to the field name in the Chart Editor, and set the ‘Level’ to the desired date grouping. Then press the ‘Apply’ button submit.

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  4. Optional: You can add additional dimensions to the Chart if desired. See Trellis Chart (Grid) for information about adding multiple dimensions to a chart axis. See Basic Charting Steps for information on how to add dimensions using color, shape, or size representation.

  5. From the ‘Measures’ folder of the Data Source panel, drag a measure to the ‘X’ or ‘Y’ region. This places the selected field onto the chart as a measure.

    What is a measure?

    A measure is generally used for aggregation, for example summation, averaging, correlation, etc., within a Crosstab, Chart, Text component, or Gauge. Adding a measure to the ‘Y’ region in a chart displays the computed aggregates by using locations on the Y-axis. Adding a measure to the ‘X’ region displays the computed aggregates by using locations on the X-axis. You can also display aggregates by using color, shape, size, or label.

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    To convert a dimension to a measure, right-click the dimension in the data source and select ‘Convert to Measure’.

  6. Press the ‘Edit Measure’ button measure setting next to the measure, and select the desired aggregation method for the measure.

    Chart Edit Y Axis 1

  7. From the ‘Trend and Comparison’ menu, select the desired ‘Change’ or ‘% Change’ option.

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  8. Optional: For more precise control, select the ‘Custom’ option, and press Edit. Then choose ‘Change’ from in the ‘Calculation’ dialog box. Press OK to close the ‘Calculation’ dialog box.

    The ‘Change’ calculation allows you to express the group aggregate in terms of its deviation (or percent deviation, if ‘As percent’ is selected) from the preceding, succeeding, first, or last group in the series. The ‘From’ menu specifies the baseline value.

    CalculateChange 1

    First

    Expresses the value of the aggregated measure for each group as a difference from the corresponding first value for the parent group selected in the ‘Value of’ menu.

    Previous

    Expresses the value of the aggregated measure for each group as a difference from the corresponding previous value for the parent group selected in the ‘Value of’ menu.

    Next

    Expresses the value of the aggregated measure for each group as a difference from the corresponding next value for the parent group selected in the ‘Value of’ menu.

    Last

    Expresses the value of the aggregated measure for each group as a difference from the corresponding last value for the parent group selected in the ‘Value of’ menu.

  9. Optional: You can add additional measures to the Chart if desired. See Multiple Measure Chart for more information about adding multiple measures to a chart axis. See Basic Charting Steps for information on how to add measures using color, shape, or size representation.

  10. Press the ‘Finish’ button submit to close the Editor.

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You can proceed to edit the titles, legend, etc. See Basic Charting Steps and Chart Properties for more information. See Add Data Format for information on how to format text on a Chart.