Chart analysis

Prerequisites

• You have created a project. For more information, see Create a project.

• You have generated a query result set to visualize and analyze. For more information, see query result set.

Create a chart analysis unit

1. Go to the project edit page.

   1. Log on to the DataV-Note console.

   2. On the All Projects > All tab, hover over a project and click Edit.

2. At the bottom of the project edit page, click Visualization > Chart to create a chart analysis unit.

Use chart analysis

In the upper-left corner of the chart analysis unit, select a query result set generated in the current analysis document (Item 1). The system automatically analyzes the data and creates an appropriate chart. You can then configure the chart as needed.

The following table describes the UI elements in the chart analysis unit.

Chart configurations

Click more settings in the chart analysis unit to open the details page. On this page, you can set the chart's title and description, and configure the chart's data and styles.

Title and description settings

Double-click the title or description to edit them.

Data settings

In the Data settings area on the left, you can configure the basic display fields and annotations for the chart.

• Drag data columns or click the icon to set the fields for the corresponding parameters. You can also sort, aggregate, and modify the time granularity as needed.

  Note

  • You can use the same data column for multiple fields.

  • After you configure a field, you can replace it by dragging a new field onto it.

• You can add annotations to your chart by using various methods and colors. After you configure an annotation, you can perform the following operations in the Annotation area on the left.

  Actions	Description	Example
  Rename annotation	Edit the annotation title in the text box and click a blank area to save.
  Change annotation color	Click the color block to change the annotation color.
  Add/Remove annotation method	Hover over an annotation method and click the icon or the icon to add or remove it.
  Move annotation	If you have multiple annotations, click Move Up or Move Down to change an annotation's stacking order.
  Disable/Enable annotation	Click Disable or Enable to deactivate or activate the annotation.
  Delete annotation	Click Delete to remove the current annotation.

Style settings

In the Style settings area on the right, you can configure the chart theme, text styles, chart type, and field display styles.

The following settings are available.

• Global settings: Select a card theme, and configure text styles and information display styles.

• Change chart: Select a chart type based on your use case, such as a column chart or bar chart. For more information, see Chart types and use cases.

  Note

  When you change the chart type, some configurations may become invalid because settings differ between types. A message in the preview area will indicate any missing fields. You can proceed with the change and reconfigure the fields in the data settings.

• Chart style: The style settings for different chart types vary. For more information, see Chart configurations.

Chart types and use cases

DataV-Note provides a variety of chart types, each suited for different use cases. For example, a digital flipper is often used for clocks, timers, and counters, or to display financial amounts or key business metrics. Understanding the use cases for different charts can help you quickly select the right one.

• Column and bar charts

  Chart name	Example	Use case
  Grouped column chart		Commonly used for category comparisons, time-series analysis, and market segmentation.
  Stacked column chart		Commonly used for market share analysis, budget allocation, product sales composition, and demographic statistics.
  Grouped bar chart		Commonly used to display product sales across different regions or departmental performance.
  Stacked bar chart		Commonly used for market share composition, budget allocation, and resource usage.
  Polar stacked column chart		Suitable for displaying periodic or circular data, such as monthly data over a year or hourly data within a day.

• Line charts

  Chart name	Example	Use case
  Line chart		Suitable for showing data trends. Commonly used to analyze time-series data such as stock prices, temperature changes, and sales figures.
  Polar line chart		Suitable for displaying periodic, directional, or multi-dimensional data, such as temperature changes, wind direction analysis, and performance evaluations. It can intuitively show data patterns and distribution characteristics.

• Pie and rose charts

  Chart name	Example	Use case
  Pie chart		Suitable for displaying the proportional distribution of a metric. Often used to show the distribution of dimension values, such as in market share and budget allocation analysis.
  Rose chart		Suitable for displaying and analyzing periodic or directional data, such as wind speed, wind direction, and traffic flow, to intuitively compare data changes across different directions or time periods.

• Text-based charts

  Chart name	Example	Use case
  Digital flipper		Commonly used for devices like clocks, timers, and counters, or to display financial amounts or key business metrics.
  Word cloud		Commonly used for public opinion monitoring, market research, brand analysis, and academic research to help users understand text data at a glance.

• Other charts

  Chart name	Example	Use case
  Radar chart		Suitable for comparing and analyzing the performance of multiple objects across multiple dimensions. Commonly used for performance evaluation, market analysis, product comparison, and team or individual skill analysis.
  Bubble chart		Suitable for displaying and comparing the relationship between three variables. Commonly used for market analysis, financial data visualization, and resource allocation to intuitively present differences and trends.
  Heatmap		Suitable for intuitively displaying data distribution and density changes. Commonly used for geographical distribution analysis, user behavior tracking, and pattern recognition.
  Dot plot		Suitable for intuitively displaying the quantity distribution and proportional differences of various categories. Commonly used for demographics, survey results, and simple percentage representations.