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Planview Customer Success Center

Bar Chart

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Bar charts can be used to visually represent data from any numerical field in Planview Advisor. You can hover over individual segments in each bar to see an overview of what it represents or click on a segment to drill down into its details. We also have a video tutorial on bar charts here.

The visibility and sorting of the segments in each bar is controlled by the project list under the chart. Only projects visible in the list are visible in the chart. The segments in each bar are sorted the way projects are in the project list.

Chart Control Description
Left

Selects a field with a numerical value that determines the height of the bars in the chart.

           

TIP

You can select multiple fields by holding Ctrl or Command key while selecting fields.

           
Bottom

Selects a field to categorize the bars. 

           

TIP

You can select multiple fields by holding Ctrl or Command key while selecting fields. For the bottom of the chart, this only works with numeric fields.

           
Group Selects a field to aggregate project data in the bars. By default, projects are stacked individually in the bars as blocks. This control allows you to change the composition of each block.
Color Selects a field to color the bars.
Annotate

The bar chart has the following optional display options:

  • Name - Displays project name
  • Value - Displays value of the block
  • % - Displays the percentage of the bar that consists of the block
  • Totals - Displays the total value of the bar
  • Group - Displays each block as a separate bar
  • Expand - Expands the bars.
  • Legend - Displays the legend.
  • Pareto line - Displays the Pareto line

Chart options

You can use the Chart Options Panel to add additional elements that can highlight or otherwise enhance parts of the chart.

To access the Chart Options Panel:
  1. Open the bar chart in your portfolio.
  2. Click the three parallel lines icon in the upper-right corner of the chart area.

This opens the Chart Options Panel. The chart options are described in the tables below.

           

Legend Controls

Chart Option Description
Legend font size The slider adjusts the legend's font size. Move the slider to right to increase size for better readability or to the left to decrease size and fit more items in the legend.
Legend on bottom Check the box to render the legend at the bottom of the chart instead of the right.
Legend title Enter a title here to override the default legend title. You can also type a space to have no title. 

           

           

Total controls

Chart Option Description
Totals font size This slider adjusts the totals sizing for readability.

           

           

Delta controls

Chart Option Description
Show delta value between categories Show or hide deltas between bar categories 
Show % change between categories Show or hide the percent change between categories.
Calculation type Choose how deltas are calculated: between categories or within categories when grouped.
Deltas font size This slider adjusts the deltas sizing for readability.

           

           

Sizing controls

Chart Option Description
Block annotation font size Adjust the size of bar chart in-block annotation labels.
Uniform block annotation sizes Make all block annotations the same size. Labels that do not fit will not be displayed.

           

           

Axis controls

Chart Option Description
Axis label font size Adjusts the sizing of the axis labels. This does not affect the axis tick labels.
Axis labels outside Display the axis labels on the outside of the chart axes, rather than their default position.
Left axis label Enter a label to override the default left axis label text. You can also type a space to display nothing.

Bottom axis label

 Enter a label to override the default bottom axis label text. You can also type a space to display nothing.
Bottom axis number formatting Select an option to override the default number format of the x-axis.
Left axis number formatting Select an option to override the default number format of the y-axis.

Left axis range

 Enter minimum and maximum values to override the y-axis range. Suffixes are allowed.
RIght axis range Enter minimum and maximum values to override the calculated secondary y-axis range.
Hide axis tick labels Remove the tick labels from numeric axes.
Hide category axis tick labels Remove the tick labels from category (text-based) axes. You can use this with bar annotations to make a more compact bar chart.
Rotate category labels Rotates the x-axis tick labels 45 degrees counter-clockwise.
Show median left axis value Add a horizontal marker line at the median on a numeric y-axis.
Show mean left axis value Add a horizontal marker line at the mean on a numeric y-axis.
X-axis on top Display the x-axis at the top of the chart. 

           

           

Miscellaneous controls

Chart Option Description
Show gridlines Extends the axis ticks into the graph area as gridlines.
Separate category totals For categories that contain both positive and negative values, display a totals label at the top and bottom of the category. 
Chart presence not value Reduce all non-zero values to one. This is helpful when charting simple membership in a grouped bar chart rather than actual quantity.
Custom category sort This activates the ability to sort the categories in a custom order. This only works when there are 15 or fewer categories.
Custom series sort This activates the ability to sort the series in a custom order. This only works when there are 15 or fewer series.