Tutorial: Chart Customizing

• 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.

• 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 Introduction and Operation help area:

Build Pie Chart (Projects by Code)

• To create a chart which represents the number of projects per project code in a pie chart.

Create Module

• Create the module in which you want to create the chart.

• 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.

    • DF height and DF width must be specified on the data field.

  • 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.

Create New Chart

• Create a chart on the data field of the chart area and configure it as a pie chart.

• 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

• 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.

• 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

• To have individual tooltips displayed in the chart.

• 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>Anzahl ${point.y}</i> as a value in the Tooltip field.

• Save.

Result: