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SENSE's charts encompass a variety of visualization methods and offer rich tools and convenient interactions, helping data professionals explore and analyze data in real-time, and more efficiently uncover hidden insights within the data.

This section will focus on the interactive features and tools of the SENSE chart interface:

Create Chart

In the created dataset, you can select the type of chart you need based on your requirements. According to the requirements of different types of charts, select dimensions and measure fields, and the system will automatically generate the chart. HENGSHI SENSE supports sharing charts and collaborative applications among colleagues. For charts under this application, you can use them directly or modify them for use.

Left Data Panel

Data

Select the created dataset and use the data in the dataset to create the required chart. Datasets with established relationships will be connected by lines.

Click the Search icon on the right side of the dataset, and it will directly jump to the management page of that dataset.

Fields and Metrics

  • Fields: All original and newly added fields from the current dataset. If fields have grouping information, the grouping information is also displayed in a tree structure within the field list, facilitating quick field location.

  • Calculated Metrics: All metrics newly added that depend on this dataset. The grouping information for metrics is also displayed in the metrics list.

  • In-Chart Metrics: Dimensions and measures within the chart.

Drag fields into the dimensions and measures in the configuration.

Create Field

Fields of text, date, and numeric types can be added through column value calculations, advanced expressions, and column value grouping.

Create Calculated Metrics

Fields of text, date, and number types can be added through column value calculations, advanced expressions, and column value grouping. Non-aggregated indicators are not allowed to be added.

Create Parameter

You can add parameters of text, number, date, and time types to achieve parameterized control of the application.

Top Right Toolbar

Auto Save

Undo and redo operations do not affect auto-save.

The Auto Save option is checked by default. When users disable auto-save, no requests will be sent each time the chart page is configured. Only when the Auto Save option is checked or the Save button is clicked will the page send a request, at which point the chart will be re-rendered.

Uncheck Auto Save when:

  • The chart interface displays a pause overlay;
  • Users cannot edit fields/metrics;
  • Any ongoing drill-down will be canceled;
  • Any already opened detailed data pop-up will be closed.

Save

Uncheck Auto Save and the user can click the Save button to save the chart after performing operations. At this time, the pause overlay still exists, and the chart reloads.

If the user does not click the Save button after performing operations on the chart and directly clicks the Refresh button or refreshes the page, a prompt will appear: "Your changes have not been saved. Are you sure you want to refresh?"

Undo

You can undo previous operations.

Redo

Redo the undone operation.

Export

You can export charts in three formats: PNG, PDF, and Excel aggregated result data.

Refresh

Refresh chart data directly without using chart cache data.

SQL Debugging

When designing charts, different data is required, and the calculations for this data can range from simple to complex. Sometimes, the backend response can be slow when performing these calculations. If you wish to understand the SQL executed by the backend and troubleshoot and optimize it, you can use this feature.

SQL Debugging provides the following two features:

  1. View SQL Code
  2. View the explain results of the SQL code execution plan

If the performance of a particular chart is found to be suboptimal, the first step is to examine whether the executed SQL code is reasonable and whether the calculation expressions for dimensions and measures can be adjusted. Then, you can use the explain feature to view the execution plan. If it is found that certain operations in the execution plan take a long time, corresponding optimizations can be performed based on different situations. For example, if most of the time in the execution plan is spent on repetitive table scan operations, consider creating some indexes on the relevant columns of the relevant tables to speed up the execution of the chart.

Return

Return to the Dashboard page.

View Data

View the raw data of the current chart.

Middle Toolbar

Switch Chart

Users can switch between different chart types based on their needs. Colorful icons can be switched directly without the need for reconfiguration. Gray icons, when switched, will not retain the chart's dimensions and measures, requiring users to reconfigure the measures and dimensions themselves.

Configuration

From the middle navigation bar, select Configuration to optimize the complete chart according to your needs.

  • Dimension
  • Measure
  • Filter

Dimension Tool

Dimension tools include:

  • Rename: Modify the dimension name to make the content in the chart more aligned with the business scenario.
  • Display Format
  • Sort
  • Calculation: Dimension aggregation method.
  • Merge Items: Merge items with very small proportions.
  • Fill Time Points: When selecting a time dimension, the option to fill time points will appear.
  • Delete: Remove the current dimension.
Display Format

The display format for numeric types is as follows, allowing for custom settings of the number display format:

  • Decimal Places: The default display is 2 decimal places, which can be customized.
  • Number Unit: The default display is none, and the number unit can be customized: automatic, hundred million, ten million, million, ten thousand, thousand, hundred, M, K.
  • Prefix/Suffix: The default display is none, and the prefix/suffix can be customized.
  • Display Thousands Separator: Not selected by default, users can customize according to actual conditions.
  • Display Percentage: Not selected by default, users can customize according to actual conditions.
  • Display Scientific Notation: Not selected by default, users can customize according to actual conditions.

The display format for date types is as follows, and you can customize the date display format:

Sorting

Dimension sorting criteria include: data source sorting, alphabetical, field, and manual sorting.

Click the dropdown menu on the right side of the dimension field, and click Sort in the pop-up menu.

  • Data Source Sorting: Sort dimensions based on their storage location in the database.

  • Alphabetical: Sort dimensions in alphabetical order A-Z based on pinyin; currently supported for: Oracle, MySQL, Sqlserver, PostgreSQL, GreenPlum, Engine.

Date and numeric type dimension fields do not have alphabetical sorting.

  • Field: You can select fields from the same dataset or datasets with associated relationships, specify the aggregation method, and sort the dimensions based on the aggregated results.

  • Manual Sorting You can manually adjust the order of dimension groupings.

Comparison dimension sorting includes: default, ascending, descending, and custom.

Click the dropdown box on the right side of the comparison dimension, a menu will pop up, click Sort.

  • Default The default is unordered. If the comparison dimension is selected to be the same field as the dimension, it will be sorted according to the arrangement order of the dimension field.

  • Ascending/Descending When selecting ascending/descending, text fields are sorted in pinyin order A-Z, numeric fields are sorted by value size, and date fields are sorted by date order.

  • Custom Sorting You can manually adjust the order of the comparison dimension groups yourself.

Tip

Only tables support comparison dimensions.

Calculation

Non-time dimension aggregation methods are grouping, and time dimension aggregation methods include:

  • Milliseconds
  • Seconds
  • Minutes
  • Hours
  • Days
  • Days (Cross Week)
  • Days (Cross Month)
  • Weeks
  • Months
  • Months (Cross Year)
  • Quarters
  • Quarters (Cross Year)
  • Years
Merge Projects

Charts with dimensions (excluding maps) all support merging items into "Other." When the grouped data is only focused on the projects with a higher proportion during the display process, the projects with a smaller proportion can be merged into "Other." After merging, the displayed chart becomes more concise and clear.

The merged group also supports operations such as drilling down, viewing details, and linked filtering.

Complete Time Point

Currently supported charts for filling in time points include:

  • Line Chart
  • Grouped Line Chart
  • Line and Bar Combination Chart
  • Area Chart
  • Grouped Area Chart
  • Stacked Area Chart
  • River Area Chart
  • Grouped Stacked Area Chart
  • Percentage Stacked Area Chart
  • Percentage Grouped Stacked Area Chart

The chart for completing time points is shown below:

Measurement Tools

The measurement tools include:

  • Rename: Modify the measure name to make the content in the chart more aligned with the business scenario.
  • Display Format
  • Calculation: Measure aggregation method.
  • Delete: Remove the current measure.
Display Format

Non-date type fields are displayed in numeric formats; date type fields are displayed in date formats.

Calculation

The aggregation methods for numerical metrics are:

  • Sum
  • Average
  • Minimum
  • Maximum
  • Percentile
  • Count
  • Distinct Count
  • Duplicate
  • Retention
  • Active

Non-numeric metric aggregation methods include:

  • Count
  • Distinct Count
  • Duplicate
  • Retention
  • Active

Filter

Drag the fields under the Fields and Metrics on the left into the Configuration -> Filters area of the chart to add filtering conditions to the chart.

In Fields and Metrics, there are Raw Fields, In-chart Metrics, and Calculated Metrics, categorized by field type. You can choose and add filtering conditions according to your needs.

  • For text types, you can choose Exclude/Include for filtering.
  • For numeric types, you can choose Range/Comparison for filtering.
  • For date types, you can choose Time Period/By Year/By Quarter/By Month/Range for filtering.
  • For all types, you can also enter an expression in the Expression for filtering. Functions supported by expressions

Tip

Filter expressions do not allow mixed operations of aggregate and non-aggregate expressions.

Drag the field into Configuration -> Filter:

Text Type Field Filtering:

Digital Type Field Filtering:

Date Type Field Filtering:

Expression Filter:

When filtering, you can choose whether to display the filter information

If the display filter information is selected, the filter conditions will be displayed below the chart name.

Style

Styles include the following sections:

  • Title
  • Chart Content
  • Shadow
  • X-axis
  • Y-axis
  • Legend
  • Reference Line
  • Padding

Title

You can customize the name of the chart.

Chart Content

The content of the chart includes the following sections:

  • Color: You can change the chart color scheme. You can choose a predefined color scheme from the palette, or customize the color scheme for each dimension group individually.

Below the color settings, the Show Gradient checkbox is displayed, allowing gradients to be set in all non-gradient color schemes for bar charts and area charts.

  • Size: You can adjust the chart size.

  • Labels: Chart labels can display metric values, dimension grouping information, etc. You can modify the font, color, thickness, text angle, position, and offset of the labels.

  • Tooltips: Tooltips can display metric values, dimension grouping. You can modify the font, color, thickness, border color, thickness, shape, and background color of the tooltips.

Shadow

Only charts under the column chart grouping can set shadows. Click Style -> Shadow to set whether to display the shadow and the color of the shadow.

x-axis

You can adjust the font color, size, text angle, axis style, display coordinates, and tick labels.

y-axis

You can adjust the font color, size, text angle, axis style, display coordinates, tick labels, adjust the tick range, and tick lines.

Display Legend

You can set whether to display the legend, and when displayed, specify its position on the left, right, or top. You can modify the legend font, color, size, and whether it is bold.

Reference Line

See Reference Line.

Padding

Padding can control the position of the chart within the entire page.

Interaction

Interactions include the following parts:

  • Limit the number of entries
  • Auto refresh
  • Value range roaming
  • Time roaming
  • Click interaction behavior in the chart
  • Drill-down settings

Limit the Number of Records

Users can set the number of data entries displayed in the chart through Interaction -> Limit Entries, with a default value of 1000 entries.

Please note

If set too large, it will slow down both the database and browser sides.

Automatic Refresh

Just like the Refresh function of the dashboard, the auto-refresh feature can automatically update chart data periodically. After enabling the auto-refresh feature, you can set the update cycle.

Charts with auto-refresh enabled will also automatically refresh in dashboards.

Value Range Roaming

After enabling Value Range Roaming, a slider will appear on the dimension axis, allowing you to adjust the currently displayed dimensions by sliding the slider. Each dimension will be redisplayed in the chart according to its proportion. As shown in the figure, the gray scroll bar below the dimension axis:

When there are many data groupings in certain charts (such as bar charts), but you do not want to display all groupings by default, you can configure the default display range of Data Zoom. There are four options available: "All, First M Groups, Last N Groups, Custom," to meet various configuration scenarios.

Time Roaming

Open Show Time Travel, drag the time field in the field into the box, and you can display the timeline on the chart interface, making it convenient to drag and view data within different time ranges. The timeline can filter data in three ways:

  • Drag the timeline to filter data

  • Select out-of-the-box time periods to filter data

  • Select a time range to filter data

    • Time range can be set

    • The timeline can be dragged for convenient area changes

  • You can choose a time period
    • All valid times
    • This year
    • This quarter
    • Last 90 days
    • This month
    • Last 30 days
    • This week
    • Last 7 days
    • Yesterday
    • Today
    • This hour

Click Interaction Behavior in Charts

Chart types that support drilling down and exclusion are detailed in Appendix: Summary of Various Charts. You can set three display methods for clicking on dimension grouping:

  • No response
  • Pop-up menu
  • Drill down
No Response

Open the chart, click on the chart area with no response.

Pop-up Menu

Open the chart, click on the chart area, and there are three operations in the pop-up Tooltip menu: Drill Down, Exclude, Details.

Drill Down

In charts that support drill-down, clicking on a dimension in the chart will bring up a Tooltip where you can select Drill Down. If a drill-down path is set, the chart will be re-rendered with the selected dimension as the filter condition and the newly selected field as the dimension. You can drill down consecutively. If no drill-down path is set, you will not be able to click to drill down.

Exclude

Click on a dimension in the chart, and select Exclude in the pop-up Tooltip. The chart will exclude the dimension grouping and retain the other dimension groupings for visualization.

Details

Click on a dimension in the chart, select Details in the pop-up Tooltip, and a new window will display the detailed data for that dimension group.

Drill Down

If a drill-down path is set, opening the chart and clicking on the chart area will directly filter the chart based on the selected dimension, and regenerate the chart with the newly selected field as the dimension. If no drill-down path is set, there will be no response.

Drill Down Settings

In a drill-down supported chart, drag a field into Interaction -> Drill-down Settings, click on a dimension in the chart, and then click Drill Down in the pop-up Tooltip menu. The chart will be re-rendered with the selected dimension as the filter condition and the newly selected field as the dimension. Continuous drilling is possible.

Drilling is a temporary action and does not change the original dimensions of the chart. When we exit the chart and reopen it, the chart will revert to its original state.

You can also restore the chart by clicking the first field in the drill-down path.

Setting Up the Chart After Drill-Down

Drag the selected field into Interaction -> Drill Down Settings, click the icon on the left side of the drill path to set the chart type after drilling down.

The charts with colored icons are selectable, while those with gray icons are disabled. Moving the mouse over the icon will prompt the current number of dimensions and measures required by the chart.

Set the Style of the Chart After Drill-Down

You can set the style of the chart after drilling down, including (title, chart content, legend, and chart padding). The current chart settings do not affect the style of the parent chart. After returning to the parent chart and drilling down again, the chart style remains as the custom style.

Set/Cancel Drill Path

Drag the selected field into Interaction -> Drill Down Settings and the drill down path will be automatically saved.

After dragging in, when opening the chart, clicking Drill Down will drill down step by step according to the set path. When reaching the last step, Drill Down will be disabled.

If you want to continue drilling down, you need to drag the field into the drill-down settings box. After dragging it in, you can continue drilling down.

Click the leftmost dimension field in the drill-down path to cancel the drill-down path. If the drill-down path is canceled, the chart will automatically update to display the content before the drill-down.

Cancel Drill-Down Operation

Changing the dimension field will cancel the current drill-down. However, changing the aggregation method of the date dimension will not cancel the drill-down.

During the drill-down process, clicking Exclude will cancel the drill-down.

Adding filter conditions will not cancel drilling down, and changing measures will not cancel drilling down.

Publish After Setting Drill Path

After setting the drill-down path, publish the app, and select Allow Drill-Down during the publishing process. When opening the published or shared chart link on the web, if the interaction selects a pop-up menu or drill-down, clicking on the chart will allow drilling down according to the set path. If the interaction selects no response, clicking on the chart will not allow drilling down according to the set path.

Appendix: Summary of Various Charts

  • For each type of chart📈, such as pie charts, line charts, scatter plots, area charts, bar charts, etc., different dimensions of fields generally need to be configured, along with sort/limit options, filters, etc. The configurations are summarized as follows:
Chart TypeNumber of DimensionsNumber of MeasuresDimension SortingDrill DownLegendLegend InteractionChart LabelLinked FilteringReference LineScale Range SettingExclusion
Bar Chart11Data Source/Alphabet/Field/Manual SortingAllowedDefault Measure RangeNoneMeasure ValueDimension GroupingFixed Value/Calculated ValueAllowedDimension Grouping
Clustered Bar Chart11~NData Source/Alphabet/Field/Manual SortingAllowedEach MeasureSingle/Multiple SelectionMeasure ValueDimension GroupingFixed Value/Calculated ValueAllowedDimension Grouping
Grouped Clustered Bar Chart21Data Source/Alphabet/Field/Manual SortingAllowedSecondary Dimension GroupsSingle/Multiple SelectionMeasure ValuePrimary Dimension GroupingFixed Value/Calculated ValueAllowedPrimary Dimension Grouping
Grouped Stacked Bar Chart21Data Source/Alphabet/Field/Manual SortingAllowedSecondary Dimension GroupsSingle/Multiple SelectionMeasure ValuePrimary Dimension GroupingFixed Value/Calculated ValueAllowedPrimary Dimension Grouping
Percentage Grouped Stacked Bar Chart21Data Source/Alphabet/Field/Manual SortingAllowedSecondary Dimension GroupsSingle/Multiple SelectionMeasure ValuePrimary Dimension GroupingFixed Value/Calculated ValueAllowedPrimary Dimension Grouping
Horizontal Bar Chart11Data Source/Alphabet/Field/Manual SortingAllowedMeasure RangeNoneMeasure ValueDimension GroupingFixed Value/Calculated ValueAllowedDimension Grouping
Horizontal Clustered Bar Chart11~NData Source/Alphabet/Field/Manual SortingAllowedEach MeasureSingle/Multiple SelectionMeasure ValueDimension GroupingFixed Value/Calculated ValueAllowedDimension Grouping
Horizontal Stacked Bar Chart11~NData Source/Alphabet/Field/Manual SortingAllowedEach MeasureSingle/Multiple SelectionMeasure ValueDimension GroupingFixed Value/Calculated ValueAllowedDimension Grouping
Horizontal Percentage Stacked Bar Chart11~NData Source/Alphabet/Field/Manual SortingAllowedEach MeasureSingle/Multiple SelectionMeasure ValueDimension GroupingFixed Value/Calculated ValueAllowedDimension Grouping
Ring Bar Chart11NoneAllowedDimension GroupsSingle/Multiple SelectionMeasure ValueDimension GroupingNot SupportedAllowedDimension Grouping
Stacked Bar Chart11~NData Source/Alphabet/Field/Manual SortingAllowedEach MeasureSingle/Multiple SelectionMeasure ValueDimension GroupingFixed Value/Calculated ValueAllowedDimension Grouping
Percentage Stacked Bar Chart11~NData Source/Alphabet/Field/Manual SortingAllowedEach MeasureSingle/Multiple SelectionMeasure ValueDimension GroupingFixed Value/Calculated ValueAllowedDimension Grouping
Box Plot11Data Source/Alphabet/Field/Manual SortingAllowedDimension GroupsSingle/Multiple SelectionNoneDimension GroupingNoneAllowedDimension Grouping
Waterfall Chart11Data Source/Alphabet/Field/Manual SortingAllowedIncrease/DecreaseSingle/Multiple SelectionMeasure ValueDimension GroupingFixed ValueNot AllowedDimension Grouping
Word Cloud11NoneAllowedMeasure RangeNoneNoneDimension GroupingNoneNot AllowedDimension Grouping
Doughnut Chart11Data Source/Alphabet/Field/Manual SortingAllowedDimension GroupsSingle/Multiple SelectionDimension Group PercentageDimension GroupingNoneNot AllowedDimension Grouping
Funnel Chart11Data Source/Alphabet/Field/Manual SortingAllowedDimension GroupsSingle/Multiple SelectionDimension Group/Measure Value/Conversion Rate Between GroupsDimension GroupingNoneNot AllowedDimension Grouping
Bubble Chart1~N1NoneAllowedMeasure RangeNoneDimension Group/Group ProportionCombination of Each Dimension GroupNoneNot AllowedCombination of Each Dimension Group
Pie Chart11Data Source/Alphabet/Field/Manual SortingAllowedDimension GroupsSingle/Multiple SelectionDimension Group PercentageDimension GroupingNoneNot AllowedDimension Grouping
Nightingale Chart11Data Source/Alphabet/Field/Manual SortingAllowedDimension GroupsSingle/Multiple SelectionDimension Group PercentageDimension GroupingNoneNot AllowedDimension Grouping
Sunburst Chart1~N1NoneAllowedNoneSingle/Multiple SelectionEach Dimension GroupCombination of Each Dimension GroupNoneNot AllowedCombination of Each Dimension Group
Treemap1~N1NoneAllowedMeasure RangeNoneDimension GroupCombination of Each Dimension GroupNoneNot AllowedCombination of Each Dimension Group
Area Chart11~NData Source/Alphabet/Field/Manual SortingAllowedEach MeasureSingle/Multiple SelectionMeasure ValueDimension GroupingFixed Value/Calculated ValueAllowedDimension Grouping
Grouped Area Chart21Data Source/Alphabet/Field/Manual SortingAllowedSecondary Dimension GroupsSingle/Multiple SelectionNonePrimary Dimension GroupingFixed Value/Calculated ValueAllowedPrimary Dimension Grouping
Grouped Stacked Area Chart21Data Source/Alphabet/Field/Manual SortingAllowedSecondary Dimension GroupsSingle/Multiple SelectionMeasure ValuePrimary Dimension GroupingFixed Value/Calculated ValueAllowedPrimary Dimension Grouping
Percentage Grouped Stacked Area Chart21Data Source/Alphabet/Field/Manual SortingAllowedSecondary Dimension GroupsSingle/Multiple SelectionMeasure ValuePrimary Dimension GroupingFixed Value/Calculated ValueAllowedPrimary Dimension Grouping
Stacked Area Chart11~NData Source/Alphabet/Field/Manual SortingAllowedEach MeasureSingle/Multiple SelectionNoneDimension GroupingFixed ValueNot AllowedDimension Grouping
Percentage Stacked Area Chart11~NData Source/Alphabet/Field/Manual SortingAllowedEach MeasureSingle/Multiple SelectionNoneDimension GroupingFixed ValueNot AllowedDimension Grouping
Line Chart11~NData Source/Alphabet/Field/Manual SortingAllowedEach MeasureSingle/Multiple SelectionMeasure ValueDimension GroupingFixed Value/Calculated ValueAllowedDimension Grouping
Combination Line and Bar Chart11~NData Source/Alphabet/Field/Manual SortingAllowedEach MeasureSingle/Multiple SelectionMeasure ValueDimension GroupingFixed Value/Calculated ValueAllowedDimension Grouping
Grouped Line Chart21Data Source/Alphabet/Field/Manual SortingAllowedSecondary Dimension GroupsSingle/Multiple SelectionMeasure ValuePrimary Dimension GroupingFixed Value/Calculated ValueAllowedPrimary Dimension Grouping
Pareto Chart11NoneAllowedFrequency/Cumulative FrequencySingle/Multiple SelectionMeasure ValueDimension GroupingFixed Value/Calculated ValueNot AllowedDimension Grouping
Arc Diagram20Data Source/Alphabet/Field/Manual SortingAllowedSecondary Dimension GroupsNoneNoneNoneNoneNot AllowedNone
Chord Diagram21Data Source/Alphabet/Field/Manual SortingAllowedEach Dimension GroupHover OnlyEach Dimension GroupNoneNoneNot AllowedNone
Heatmap21Data Source/Alphabet/Field/Manual SortingAllowedMeasure RangeNoneMeasure ValueCombination of Each Dimension GroupNoneNot AllowedCombination of Each Dimension Group
Radar Chart11~NData Source/Alphabet/Field/Manual SortingAllowedEach MeasureSingle/Multiple SelectionDimension Group/Measure ValueDimension GroupingNoneAllowedNone
Sankey Diagram1~N1Data Source/Alphabet/Field/Manual SortingAllowedNoneNoneEach Dimension GroupNoneNoneNot AllowedNone
Scatter Plot13NoneAllowedSize Measure RangeNoneEach Dimension GroupDimension GroupingFixed Value/Calculated ValueAllowed Setting, Not Allowed MergingDimension Grouping
Dashboard02NoneNot AllowedNoneNoneProportion Measure Name/Number/PercentageNoneFixed ValueNot AllowedNone
KPI01~NNoneNot AllowedNoneNoneNoneNoneNoneNot AllowedNone
Indicator Trend Card11~NNoneNot AllowedNoneNoneNoneNoneNoneNot AllowedNone
Table0~N0~NData Source/Alphabet/Field/Manual SortingNot AllowedNoneNoneNoneNoneNoneNot AllowedNone

HENGSHI SENSE Platform User Manual