How to Create Charts in Hyperion
Charts work a lot like Pivots. They have Facts that are numbers which show on the Y axis of a chart and you have Categories that show on the X axis. If you want to go crazy, there is a third dimension that can show depth. The types of charts that are available are vertical bar, horizontal bar, vertical stacked bar, horizontal stacked bar, pie, stacked area, area, line, ribbon and bar with line. There are two basic ways to create a chart—from Results or from a Pivot.
Create Chart from Results
Here is a basic set of demographic data (just first 7 records are shown).
To create a Chart from Results, click the Insert Menu and choose New Chart.
A new section appears called Chart and the Chart section, similar to the Pivot, has three boxes at the bottom that you use to build the chart.
Some previous versions of Hyperion used Y-Facts for Fact, Z-Categories for Depth, and X-Categories for X Axis.
Next, drag the ASSIST Student Id from the Results (Query) bottom left window… to the Fact box.
That will create one big fat bar.
The Count function is applied to the IDs by default, but you can right click on the bar, select Data Function/Count Distinct if there are duplicate IDs and you want to count unique IDs. Under Other, there is a Null and Non Null Count.
Let’s turn off the 3D if we don’t have a third dimension. Right click in the white space outside the graph and choose Properties. Turn off 3-D objects on the General tab. You can also change the chart title, add a subtitle here, turn the legend off and add a border. Click OK when done.
Back at the Chart, drag the UV Minority Status Code into the X Axis box.
Any text that is visible can be double clicked on and a text box opens in which you can change the title or value. Not that you want to type in every code value (better to get a code table with a description)… but you can.
The tools at the top left are great for changing title sizes and making some bold. Or you can select text, right click on it and choose Font…
To make values appear on the bar, right click on the white space around the graph and choose Properties. Choose the Bar Chart tab and check ‘Show Values on Bars.’
To change bar color, font or location of values, right click on a bar and choose Insert Text or Properties. Insert Text controls the text attributes.
Here are the options under the General Properties.
Since you can’t place a label above, it may be necessary to adjust the scale to make bars taller. Go to the chart Properties again (right click on white space) and check out the Values Axis tab.
To change the color of the bars, go back to the chart and highlight the bar by left clicking and right click to get these options. Choose Properties.
Then choose your colors and fill pattern.
To change the chart type is not intuitive! It is not in the Properties… it is hiding under the Format Menu.
Create Chart from a Pivot
If we make a pivot first, all we have to do is Insert/ Chart This Pivot.
You can drill in a chart the same way as in a Pivot. Just left click on a bar so it is outlined and right click to start drilling.
Left click to outline the new bar and right click to choose Drill Up to get back to the original graph from the pivot.