Tutorial: Chart Customizing
Information
- The following tutorial provides basic knowledge on Customize Charts which can be used to create and adjust charts in PLANTA project.
- Technical knowledge on PLANTA customizer is provided, a.o., in the Tutorial: Module Customizing (Level 1).
- The screenshots used in this tutorial are mere examples of functions and their layout may deviate from the actual layout in the program.
Requirements
- Basic requirements for carrying out this workflow are a substantial knowledge of the PLANTA software as well as of its structure, operation, and operating principles. For information on this, please refer to the PLANTA project: Einstieg/Bedienung help area.
Build Pie Chart (Projects by Code)
Objective
- To create a chart which represents the number of projects per project code in a pie chart.
Create Module
Objective
- Create the module in which you want to create the chart.
Procedure
- Log in with user P20.
- Create a module which meets the following requirements:
- The module contains a chart data area with a Button/IronPython data field with "ch" DF behavior on which the chart is created.
- The module contains two source data areas:
- The upper data area is a grouping area and contains
- a DI by which projects are grouped (in this case the project code)
- a virtual DI for determining the number of projects per project code and for mapping them
- a button DI with an action module (in this case for filtering the chart by project code)
- The lower data area contains the same Dis as the upper area and additional DIs for selecting (filtering) projects.
- The upper data area is a grouping area and contains
For this tutorial you can also use the already existing example module 009DK5.
Create New Chart
Objective
- Create a chart on the data field of the chart area and configure it as a pie chart.
Procedure
- Start the module in which you want to create the chart by clicking on .
- Click on the Start chart customizing button to open the chart customizer.
- Select the "Pie chart" chart type in the Select Chart type Module.
- The chart customizer can be opened via the Basic Data module..
- Select the Python ID of the data field from the chart area in the Title field.
- Save.
Configure Chart
Objective
- Configure the chart in a way that the following data is displayed:
- Number of projects per project code
- The segment colors correspond to the colors of the project code
- When you click on a segment an action is carried out
- In our example, the chart is filtered by project code.
Procedure
- Switch to the Data Series module by clicking on the icon.
- Configure the chart as follows:
- DA Python ID:
project_by_code_grouped
- The grouped data area is selected as source of the data series.
- Category:
pr_code
- The project code is defined as category of the circle segments.
- Number:
amount
- The summed up number is defined as share of the circle segments.
- Symbol:
pr_code
- The symbol which is applied to the project code data field is defined as symbol for the circle segments.
- Action:
action_pr_code
- The button from the source is triggered when you click on a segment.
- Label Position:
Outside
- The number specification is displayed outside the chart.
- Save.
Configure Tooltip
Objective
- To have individual tooltips displayed in the chart.
Procedure
- Switch to the Tooltip module by clicking on the icon.
- Enter
<b>Code ${point.x}</b>
as a value in the Heading field. - Enter
<i>Number ${point.y}</i>
as a value in the Tooltip field. - Save.
Result: