Chart

HENGSHI SENSE brings together a wide variety of visualization types and offers rich tools and convenient interactions, enabling data practitioners to explore and refine data on the fly and uncover hidden insights more efficiently.

This section walks through the chart interface of HENGSHI SENSE, covering its interactions and tools:

Creating Charts

In an already-created Dataset, you can pick the chart type you need.
According to the requirements of each chart category, select dimension and measure fields, and the system will generate the chart automatically.
HENGSHI SENSE supports sharing Charts and collaborating on Apps among colleagues; for Charts under an App, you can use them directly or modify them before use.

Left Data Panel

Data

Select the created Dataset and use its data to build the required Chart; Datasets that have established relationships are linked to one another with lines.

Click the Search icon to the right of a Dataset to jump directly to that Dataset’s management page.

Fields and Measures

• Fields
  All original and newly-added fields in the current Dataset. If a field belongs to a group, the group hierarchy is displayed as a tree in the field list for quick navigation.

• Calculated Measures
  All measures created within this Dataset. Their grouping information is also shown in the measure list.

• In-Chart Measures
  Dimension and measure fields used inside the chart.

Drag fields into the configuration area to assign them as dimensions or measures.

Create New Field

You can add fields of text, date, or numeric type through column-value calculation, advanced expressions, or column-value grouping.

Create a New Calculated Metric

You can add fields of text, date, or numeric type through column-value calculations, advanced expressions, or column-value grouping. Non-aggregate metrics are not allowed.

Create Parameter

You can add parameters of type Text, Number, Date, or Time to enable parameterized control of the App.

Top-right Toolbar

See Common Chart Operations for details.

Middle Toolbar

Switching Charts

Users can switch among different chart types as needed. Charts with a colored icon can be switched directly without re-configuration; charts with a gray icon will not retain the original dimensions and measures, so users must re-configure them manually.

Configuration

Select Configuration from the middle navigation bar to apply the following settings as needed and refine the complete chart.

• Dimension
• Measure
• Filter

Dimension Tools

Dimension tools include:

• Rename
  Modify the dimension name so that the content in the chart better fits the business scenario.
• Display Format
• Sort
• Calculation
  Dimension aggregation method.
• Edit as Expression
• Group Items
  Combine items with very small proportions.
• Fill Time Points
  When a time dimension is selected, the Fill Time Points option appears.
• Delete
  Remove the current dimension.

Display Format

For numeric types, the display format is as shown below; you can customize the number format:

• Use Dataset Field Format:
  Display according to the field format configured in the Dataset.

• Decimal Places:
  Defaults to 2 decimal places; you can customize the number of decimals.

• Number Unit:
  Defaults to “None”; options include Auto, 100 M, 10 M, 1 M, 10 k, 1 k, 100, M, K.

• Prefix / Suffix:
  Defaults to none; you can add a custom prefix or suffix.

• NULL Value Display:
  Replace NULL values with specified text.

• Empty Value Display:
  Replace empty values with specified text.

• Show Thousands Separator:
  Unchecked by default; enable as needed.

• Show as Percentage:
  Unchecked by default; enable as needed.

• Always Show “+” for Positive Numbers

• Pad Decimal Places

• Show Scientific Notation:
  Unchecked by default; enable as needed.

For date types, the display format is as shown below; you can customize the date format:

Sorting

Dimension sorting options include: data-source order, alphabetical, field-based, and manual.

Click the drop-down arrow to the right of a dimension field, open the menu, and choose Sort.

• Sort by This Dimension
  Orders the dimension values by their Unicode sequence.

• Sort by Pinyin (A-Z)
  Arranges the dimension alphabetically by pinyin. Currently supported for: Oracle, MySQL, SQL Server, PostgreSQL, Greenplum, and Engine.
  Date and numeric dimensions do not offer alphabetical sorting.

• Sort by Specified Field
  Select a field from the same Dataset or a related Dataset, choose an aggregation, and sort the dimension by the aggregated result.

• Sort by In-Chart Measure
  Pick a measure that exists in the current Chart and sort the dimension by that measure’s aggregated value.

• Manual Sort
  Drag dimension members to set their order yourself.

Calculation

Non-time dimensions are aggregated by grouping; time dimensions can be aggregated as:

• Millisecond
• Second
• Minute
• Hour
• Day
• Day (across weeks)
• Day (across months)
• Week
• Month
• Month (across years)
• Quarter
• Quarter (across years)
• Year

Combine Items

Charts that contain dimensions (excluding maps) all support combining items into “Others.” When, during grouping, only the items with the highest share are of interest, the remaining low-share items can be merged into “Others,” yielding a cleaner, more concise visualization.

After combining, the resulting group still supports drill-down, detail view, and linked filtering, among other operations.

Completing Time Points

The following chart types currently support time-point completion:

• Line Chart
• Grouped Line Chart
• Line & Column Combo Chart
• Area Chart
• Grouped Area Chart
• Stacked Area Chart
• Stream Area Chart
• Grouped Stacked Area Chart
• Percentage Stacked Area Chart
• Percentage Grouped Stacked Area Chart

A chart with completed time points is shown below:

Metric Tools

Metric tools include:

• Rename
  Modify the metric name so that the content in the chart aligns more closely with the business scenario.
• Display Format
• Calculation
  The aggregation method of the metric.
• Delete
  Remove the current metric.

Display Format

For non-date fields, the display format is the numeric display format; for date fields, it is the date display format.

Calculation

Numeric measure aggregation methods:

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

Non-numeric measure aggregation methods:

• Count
• Distinct
• Duplicate
• Retention
• Active

Filter

Drag a field from Fields & Metrics on the left into the Filters area under Chart Configuration to add a filter condition to the chart.

Fields & Metrics contains Original Fields, In-Chart Metrics, and Calculated Metrics, grouped by field type. Choose the filter condition that suits your needs.

• For text types, select Exclude / Include to filter.
• For numeric types, select Range / Comparison to filter.
• For date types, select Time Period / By Year / By Quarter / By Month / Range to filter.
• For all types, enter an expression in Expression to filter. Functions supported in expressions

Tip

Filter expressions do not allow mixing aggregate and non-aggregate expressions.

Drag a field into Configuration → Filters:

Text field filtering:

Numeric field filtering:

Date field filtering:

Expression filtering:

Choose whether to display filter information while filtering

If you choose to display filter information, the filter conditions will appear below the chart title

Style

Style includes the following parts:

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

Title

You can customize the chart name

Status Icon

You can set the display state of icons on charts in a Dashboard, supporting both hover and fixed display.

Notes

• Chart notes: rich text, editable as needed
• Field notes: remarks and business definitions for field metrics defined in the Dataset

Chart Content

Chart content includes the following parts:

• Color:
  You can change the chart color scheme. Either select a predefined palette or customize the color for each dimensional grouping individually.
  

  Below the color settings, a Show Gradient toggle appears; gradients can be applied to all non-gradient bar and area charts.
  

• Size:
  Adjust the chart size.

• Label:
  Chart labels can display measure values, dimensional groupings, etc. You can modify the label font, color, weight, text angle, position, and offset.
  

• Tooltip:
  Tooltips can show measure values and dimensional groupings. You can change the tooltip font, color, weight, border color, weight, shape, and background color.

Shadow

Only charts under the Bar category can have shadows configured. Click Style → Shadow to toggle shadow visibility and set its color.

X-Axis

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

Y-Axis

You can adjust font color, size, text angle, axis style, show/hide the axis and tick labels, set the tick range, and configure tick marks.

Show Legend

You can choose whether to display the legend and, when shown, position it on the left, right, or top. The legend’s font, color, size, and bold style can also be customized.

Full-select and inverse-select buttons are supported. When the display switch is on and the number of legend items meets the configured auto-display rule, the buttons appear.

Version 6.2 Update

Enhanced legends for Pie, Donut, and Nightingale charts: legends now flexibly combine “Name” with “Measure Value” and “Percentage”.
Configuration path: Style > Legend > check Show Measure / Show Percentage to view each category’s exact value and percentage directly in the legend area.

[!CAUTION] Note
After a group is hidden/grayed out in the legend, its percentage is not recalculated; this differs from the percentage logic shown in the chart itself.

Reference Line

See Reference Line for details.

Padding

Padding controls the position of the chart within the entire page.

Interaction

Interaction includes the following parts:

• Row Limit
• Auto Refresh
• Value Range Roaming
• Time Roaming
• Click Interaction Behavior in Chart
• Drill-down Settings

Row Limit

Users can set the number of rows displayed in a chart via Interaction → Row Limit; the default value is 1,000 rows.

CAUTION

Setting the limit too high may slow down both the database and the browser.

Auto Refresh

Just like the Refresh feature on a Dashboard, Auto Refresh periodically updates chart data automatically. After enabling Auto Refresh, you can set the refresh interval; the value is fully customizable.

Charts configured with Auto Refresh will also refresh automatically when placed on a Dashboard.

To build a dashboard whose charts update in real time—displaying a dynamic, ECG-like effect on a large screen—data analysts can turn on Auto Refresh → Incremental Update.

Incremental Update is supported for the following chart types: Gauge, all Bar charts, all Ring charts, all Line & Area charts, all Relationship charts, Simple Map, and Combo charts.

Value Range Roaming

When Value Range Roaming is enabled, a slider appears on the dimension axis. Dragging the slider adjusts the currently displayed dimensions, and all dimensions are re-rendered in the chart proportionally. As shown below, the gray scroll bar under the dimension axis:

When a chart contains many data groups (e.g., a bar chart) but you do not want to display all groups by default, you can configure the default display range of Data Zoom. Four options are provided: “All, First M Groups, Last N Groups, Custom”, covering a variety of setup scenarios.

Time Roaming

Turn on Show Time Roaming, drag the time field from the field list into the box, and a timeline will appear on the chart interface, allowing you to drag and view data within different time ranges.
The timeline can filter data in three ways:

• Drag the timeline to filter data
• Select an out-of-the-box time period to filter data
• Select a custom time range to filter data

• You can set a time range
  

• You can drag the timeline to easily change the displayed interval
  

• You can choose a preset time period

  • All valid time
  • This year
  • This quarter
  • Last 90 days
  • This month
  • Last 30 days
  • This week
  • Last 7 days
  • Yesterday
  • Today
  • This hour

Click Interactions in Charts

For chart types that support drill-down and exclude actions, see Appendix: Chart Types Summary.

You can configure one of three behaviors when clicking a dimension group:

• No response
• Show menu
• Drill down

No Response

Open the chart and click on the chart area—there is no response.

Pop-up Menu

Open a chart and click on the chart area. The Tooltip menu that appears offers three actions: Drill-down, Exclude, and Details.

Drill-down

In charts that support drill-down, click on a dimension and select Drill-down in the pop-up Tooltip. If a drill-down path has been configured, the chart will filter by the selected dimension and redraw using the newly chosen field as the dimension. Drill-down can be performed consecutively. If no drill-down path is set, the Drill-down option will be unavailable.

Exclude

Click a dimension in the chart and select Exclude in the pop-up Tooltip; the chart will exclude the corresponding dimension group and keep the others for rendering.

Details

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

Drill-down

If a drill-down path is configured, opening the chart and clicking anywhere within the chart area will automatically filter the data by the selected dimension and redraw the chart using the newly chosen field as the dimension. If no drill-down path is set, nothing happens.

Drill-Down Settings

In a chart that supports drill-down, drag a field into Interaction → Drill-Down Settings. Click a dimension in the chart, then choose Drill Down in the Tooltip menu. The chart will redraw, filtering by the selected dimension and using the newly chosen field as its new dimension. Drill-down can be repeated in succession.

Drill-down is only a temporary action; it does not alter the chart’s original dimensions. When you exit and reopen the chart, it will revert to its initial state.

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

Configure a Drill-Down Chart

It can be configured in both Configuration and Style, the same as for any other chart.

Appendix: Chart Gallery

• For every chart type 📈—pie, line, dot, area, bar, etc.—you usually need to assign fields for different dimensions, set sort/limit options, apply filters, and so on. The common settings are summarized below:

Chart Type	Dimensions	Measures	Dimension Sort	Drill-down	Legend	Legend Interaction	Chart Label	Cross-filter	Reference Line	Scale Range	Exclude
Bar	1	1	Data Source/Alphabetical/Field/Manual	Allowed	Measure Range	None	Measure Value	Dimension Group	Fixed/Calculated	Allowed	Dimension Group
Clustered Bar	1	1–N	Data Source/Alphabetical/Field/Manual	Allowed	Each Measure	Single/Multi-select	Measure Value	Dimension Group	Fixed/Calculated	Allowed	Dimension Group
Grouped Clustered Bar	2	1	Data Source/Alphabetical/Field/Manual	Allowed	Secondary-dimension Groups	Single/Multi-select	Measure Value	Primary-dimension Group	Fixed/Calculated	Allowed	Primary-dimension Group
Grouped Stacked Bar	2	1	Data Source/Alphabetical/Field/Manual	Allowed	Secondary-dimension Groups	Single/Multi-select	Measure Value	Primary-dimension Group	Fixed/Calculated	Allowed	Primary-dimension Group
Percent Grouped Stacked Bar	2	1	Data Source/Alphabetical/Field/Manual	Allowed	Secondary-dimension Groups	Single/Multi-select	Measure Value	Primary-dimension Group	Fixed/Calculated	Allowed	Primary-dimension Group
Horizontal Bar	1	1	Data Source/Alphabetical/Field/Manual	Allowed	Measure Range	None	Measure Value	Dimension Group	Fixed/Calculated	Allowed	Dimension Group
Horizontal Clustered Bar	1	1–N	Data Source/Alphabetical/Field/Manual	Allowed	Each Measure	Single/Multi-select	Measure Value	Dimension Group	Fixed/Calculated	Allowed	Dimension Group
Horizontal Stacked Bar	1	1–N	Data Source/Alphabetical/Field/Manual	Allowed	Each Measure	Single/Multi-select	Measure Value	Dimension Group	Fixed/Calculated	Allowed	Dimension Group
Horizontal Percent Stacked Bar	1	1–N	Data Source/Alphabetical/Field/Manual	Allowed	Each Measure	Single/Multi-select	Measure Value	Dimension Group	Fixed/Calculated	Allowed	Dimension Group
Radial Bar	1	1	None	Allowed	Dimension Groups	Single/Multi-select	Measure Value	Dimension Group	Not supported	Allowed	Dimension Group
Stacked Bar	1	1–N	Data Source/Alphabetical/Field/Manual	Allowed	Each Measure	Single/Multi-select	Measure Value	Dimension Group	Fixed/Calculated	Allowed	Dimension Group
Percent Stacked Bar	1	1–N	Data Source/Alphabetical/Field/Manual	Allowed	Each Measure	Single/Multi-select	Measure Value	Dimension Group	Fixed/Calculated	Allowed	Dimension Group
Box Plot	1	1	Data Source/Alphabetical/Field/Manual	Allowed	Dimension Groups	Single/Multi-select	None	Dimension Group	None	Allowed	Dimension Group
Waterfall	1	1	Data Source/Alphabetical/Field/Manual	Allowed	Increase/Decrease	Single/Multi-select	Measure Value	Dimension Group	Fixed	Not allowed	Dimension Group
Word Cloud	1	1	None	Allowed	Measure Range	None	None	Dimension Group	None	Not allowed	Dimension Group
Donut	1	1	Data Source/Alphabetical/Field/Manual	Allowed	Dimension Groups	Single/Multi-select	Dimension Group Percentage	Dimension Group	None	Not allowed	Dimension Group
Funnel	1	1	Data Source/Alphabetical/Field/Manual	Allowed	Dimension Groups	Single/Multi-select	Dimension Group / Measure Value / Conversion Rate	Dimension Group	None	Not allowed	Dimension Group
Bubble	1–N	1	None	Allowed	Measure Range	None	Dimension Group / Group Percentage	Dimension-group Combination	None	Not allowed	Dimension-group Combination
Pie	1	1	Data Source/Alphabetical/Field/Manual	Allowed	Dimension Groups	Single/Multi-select	Dimension Group Percentage	Dimension Group	None	Not allowed	Dimension Group
Nightingale	1	1	Data Source/Alphabetical/Field/Manual	Allowed	Dimension Groups	Single/Multi-select	Dimension Group Percentage	Dimension Group	None	Not allowed	Dimension Group
Sunburst	1–N	1	None	Allowed	None	Single/Multi-select	Each Dimension Group	Dimension-group Combination	None	Not allowed	Dimension-group Combination
Treemap	1–N	1	None	Allowed	Measure Range	None	Dimension Group	Dimension-group Combination	None	Not allowed	Dimension-group Combination
Area	1	1–N	Data Source/Alphabetical/Field/Manual	Allowed	Each Measure	Single/Multi-select	Measure Value	Dimension Group	Fixed/Calculated	Allowed	Dimension Group
Grouped Area	2	1	Data Source/Alphabetical/Field/Manual	Allowed	Secondary-dimension Groups	Single/Multi-select	None	Primary-dimension Group	Fixed/Calculated	Allowed	Primary-dimension Group
Grouped Stacked Area	2	1	Data Source/Alphabetical/Field/Manual	Allowed	Secondary-dimension Groups	Single/Multi-select	Measure Value	Primary-dimension Group	Fixed/Calculated	Allowed	Primary-dimension Group
Percent Grouped Stacked Area	2	1	Data Source/Alphabetical/Field/Manual	Allowed	Secondary-dimension Groups	Single/Multi-select	Measure Value	Primary-dimension Group	Fixed/Calculated	Allowed	Primary-dimension Group
Stacked Area	1	1–N	Data Source/Alphabetical/Field/Manual	Allowed	Each Measure	Single/Multi-select	None	Dimension Group	Fixed	Not allowed	Dimension Group
Percent Stacked Area	1	1–N	Data Source/Alphabetical/Field/Manual	Allowed	Each Measure	Single/Multi-select	None	Dimension Group	Fixed	Not allowed	Dimension Group
Line	1	1–N	Data Source/Alphabetical/Field/Manual	Allowed	Each Measure	Single/Multi-select	Measure Value	Dimension Group	Fixed/Calculated	Allowed	Dimension Group
Line-Bar Combo	1	1–N	Data Source/Alphabetical/Field/Manual	Allowed	Each Measure	Single/Multi-select	Measure Value	Dimension Group	Fixed/Calculated	Allowed	Dimension Group
Grouped Line	2	1	Data Source/Alphabetical/Field/Manual	Allowed	Secondary-dimension Groups	Single/Multi-select	Measure Value	Primary-dimension Group	Fixed/Calculated	Allowed	Primary-dimension Group
Pareto	1	1	None	Allowed	Frequency / Cumulative Frequency	Single/Multi-select	Measure Value	Dimension Group	Fixed/Calculated	Not allowed	Dimension Group
Arc Diagram	2	0	Data Source/Alphabetical/Field/Manual	Allowed	Secondary-dimension Groups	None	None	None	None	Not allowed	None
Chord	2	1	Data Source/Alphabetical/Field/Manual	Allowed	Each Dimension Group	Hover only	Each Dimension Group	None	None	Not allowed	None
Heatmap	2	1	Data Source/Alphabetical/Field/Manual	Allowed	Measure Range	None	Measure Value	Dimension-group Combination	None	Not allowed	Dimension-group Combination
Radar	1	1–N	Data Source/Alphabetical/Field/Manual	Allowed	Each Measure	Single/Multi-select	Dimension Group / Measure Value	Dimension Group	None	Allowed	None
Sankey	1–N	1	Data Source/Alphabetical/Field/Manual	Allowed	None	None	Each Dimension Group	None	None	Not allowed	None
Scatter	1	3	None	Allowed	Size Measure Range	None	Dimension Groups	Dimension Group	Fixed/Calculated	Scale allowed, merge not	Dimension Group
Gauge	0	2	None	Not allowed	None	None	Ratio Measure Name / Number / Percentage	None	Fixed	Not allowed	None
KPI	0	1–N	None	Not allowed	None	None	None	None	None	Not allowed	None
Metric Trend Card	1	1–N	None	Not allowed	None	None	None	None	None	Not allowed	None
Table	0–N	0–N	Data Source/Alphabetical/Field/Manual	Not allowed	None	None	None	None	None	Not allowed	None