Categorical Chart

You can use categorical charts (Pie, Donut, Semi-donut, Funnel, and Pyramid Charts) to show how component elements can break down a single dimension.

This task shows you how to:

See Also
Configuring Visualizations

Define the Data to Show

  1. In the Properties panel, go to Data.
  2. Select a data query and a Result Set.

Switch to Another Type of Chart

You can switch from one type of categorical chart to another in one click.

  1. In the Properties panel, go to Data.
  2. In the Type section, click the icon corresponding to the type of chart that you want to show.

Pie chart

Donut chart

Funnel chart

Pyramid chart

Semi-donut chart



Define the Dimension

You can configure the chart dimension by selecting a field. As for measures, Data Perspective Studio suggests the dimensions available in the result set.

  1. In the Properties panel, go to Data.
  2. In the Sectors section, click to add a Dimension.
  3. For Field, select the field to use as X axis.
  4. Optional: Click More options to open advanced configuration properties.

Define the Measure

You can configure the measure to show in the chart.

  1. In the Properties panel, go to Data.
  2. In the Values section, click to add a Measure.
  3. For Value, select the aggregation value to use.
  4. Optional: Click More options to open advanced configuration properties.

Define the Value Colors

You can define the colors to apply depending on the values of a selected field.

  1. In the Properties panel, go to Data.
  2. In the Colors section, select the colors to apply to the field values.
    OptionDescription
    Color

    This is the default color associated with all field values.

    Palette

    Associates field values to colors automatically.

    There is a limit in the number of colors available. Data Perspective Studio reuses the same colors when the number of values crosses this limit.

    Important: The Palette colors are common to all visualizations in your app for consistency.
    Customize

    You can search for values and customize their colors.

    There is a limit to this customization, which blocks the option when there are more than 100 values.

    Important: The colors in Customize apply to the current visualization only.
    Additional mapping

    You can define conditions to apply colors, by defining a Comparator and an associated Value.

    For example, you can define to associate a color when the value is inferior (<) to the expected value.

    matches: allows you to specify a regular expression to choose the color or the icon to apply, depending on the value for the selected field.

    Note: There are priorities if you define several colors for the same field value. Manual customizations first, then colors defined for additional mapping, and at last, the default color.

Reduce the Scope of Dimensions with Local Filters

For a visualization that displays data for a dimension (for example, in a chart axis), it may be useful to focus on specific values for that dimension. You can do so using a local (internal) filter.

For example, if you have a priority dimension that contains Very Minor, Minor, Major, and Critical priorities, you may want to display values for the Major and Critical priorities only.

Important: Unlike Filters, you cannot select Local Filters on the visualization UI.

  1. In the Properties panel, go to Data.
  2. In the Local Filters section, specify the dimensions for which you want to filter data out as follows:
    1. From Field, select the dimension on which you want to apply the filtering.
    2. From Filtering mode, select Include or Exclude.
    3. From Values, select the set of values to include or exclude from the dimension.

    For example, for the Status dimension, you can exclude NULL values.



Show Underlying Data in a Data Panel

You can add a Show underlying data action in the Actions menu of most charts. On-click, Data Viewers can see more information about chart data in a data panel at the bottom of the page.

  1. In the Properties panel, go to Data.
  2. In the Data Panel section, select Enable Data Panel.
  3. From Fields, add the fields that you want to see as table columns in the data panel.
  4. Optional: Select Allow to reorder columns if you want Data Viewers to be able to reorder columns by dragging their headers.
  5. Optional: From Buttons, define the icons (and their on-click effects) to show in an Actions column.
  6. Optional: Select Add drag button in the first column to add a drag icon in that column for users to drop objects in another 3DEXPERIENCE platform widget.
    1. In Information source, select the field to use as data source.
    2. In Object type, specify the name of the object to drag.
    3. For 3DEXPERIENCE Service, select the variable which contains the id of the 3DEXPERIENCE platform service. For example, 3DSpace.
  7. Optional: Select Add "Open with" in the actions column to add a button allowing Data Viewers to open an object in another 3DEXPERIENCE platform app. For example, 3D Markup, CATIA V5, Product Explorer, or Product Structure Editor.
    1. Optional: Enter the Label to show on the Open with button.
    2. In Icon, specify the button icon.
    3. Optional: You can also add a tooltip and a theme.

  8. Optional: From Effects (On checkbox click), you can define an interaction with a 3D Widget outside of your Data Perspective app to select a part. When the Data Viewer clicks a 3D object in the data panel, the 3D Widget refreshes to show corresponding data.

    Note: To do the opposite, that is, click an object in a 3D Widget and refresh the Data Perspective view, use Effects (On 3D Selection).

  9. Optional: From Effects (On 3D Selection), you can define how the data panel reacts, when the Data Viewer clicks a 3D object in a 3D Widget outside of your Data Perspective app. The Data panel refreshes to show the data selected in the 3D Widget.

Define the Chart Title and Icon

  1. In the Properties panel, go to Style.
  2. Specify the chart title.

    Note: To localize this title in other languages, click , and select a translation key. You define keys and translation values in the Translation menu.

  3. Select the icon that represents your chart.

Add On-click Actions

You can add effects when users click visualization elements.

  1. In the Properties panel, go to Actions.
  2. Click to add a new effect.
  3. Select the effect Behavior.
    OptionDescription
    FilterFilters screen data with the content dropped on the screen.

    Information source: Specify the field to filter data.

    Target studio variable: Select the data query variable to store source data.

    Set variableSpecify the variable that stores the data.

    Target studio variable: Select the data query variable where Data Perspective Studio stores source data.

    Navigate to screenSelect the destination screen to open when you click an object.

    Target screen: The destination screen where the user goes after clicking an object. For example, for a visualization showing risks, clicking a risk could redirect the user to a details page.

Interact with a 3D Widget to Display Color Washing

You can configure an interaction between your chart and a 3D Widget (for example, 3D Compose), so that the chart can send the colors to apply to the 3D Widget.

  1. In the Properties panel, go to Actions.
  2. Click to add a Menu action.
  3. Click to add a new Effect (On click).
  4. For Behavior, select Color washing.
  5. For Information type, select:
    • Reference ID: It is useful to identify one or several occurrences of a part in the loaded structure. However, you cannot differentiate specific occurrences of the same part. To use this option, also select the Reference ID Source.
      Note: To use this option, also select the Reference ID Source.
    • Occurrence Path: It is useful when your 3D model uses the same part several times, as it allows you to identify the specific occurrences of the part in the loaded structure. For example, for a car, you can have 4 wheels, but you want to identify precisely each of the wheels.
      Note: To use this option, also select the Occurrence Path Source.
  6. Optional: Add graphic layers.

    A layer represents a group of colored parts. The Name provided in the layer configuration is displayed in the 3D Widget Graphical Properties panel.



Interact with a 3D Widget to Display Points of Interest (POI)

You can display Points of Interest (POI) in widgets having 3D capabilities (ENOVIA widgets such as 3D Navigate, or 3D Compose) based on items returned by data queries.

Instead of coloring parts, the 3D widget displays pinpoints with different colors to highlight elements on the loaded product structure.

  1. In the Properties panel, go to Actions.
  2. Click to add a Menu action.
  3. Click to add a new Effect (On click).
  4. For Behavior, select Pinpoint in 3D .
  5. For Points of Interest, indicate the Identifier source, that is the field to use as URI/physicalid.
  6. For Information type, select:
    • Reference ID: It is useful to identify one or several occurrences of a part in the loaded structure. However, you cannot differentiate specific occurrences of the same part. To use this option, also select the Reference ID Source.
      Note: To use this option, also select the Reference ID Source.
    • Occurrence Path: It is useful when your 3D model uses the same part several times, as it allows you to identify the specific occurrences of the part in the loaded structure. For example, for a car, you can have 4 wheels, but you want to identify precisely each of the wheels.
      Note: To use this option, also select the Occurrence Path Source.
  7. Optional: Add graphic layers.

    A layer represents a group of pins. You can specify the Name and the Color that you want to associate with the layer, and that the 3D Widget Graphical Properties panel will display.

    Note: When similar Points of Interest are very close to one another on the product structure, the UI may display a single pinpoint with the number of occurrences of the part.



Interact with a 3D Widget to Select a 3D Part

You may want to highlight 3D parts in widgets that have or do not have 3D capabilities.

  • For widgets having 3D capabilities (ENOVIA widgets such as 3D Navigate, or 3D Compose), clicking an object in the Data Perspective highlights the part in the product structure.
  • For widgets that do not have 3D capabilities but support the selection event (for example, widgets that display tables where each row represents a part), clicking an object in the Data Perspective displays a selected check box on the row corresponding to the selected part.

  1. In the Properties panel, go to Actions.
  2. Click to add a Menu action.
  3. Click to add a new Effect (On click).
  4. For Behavior, select Select 3D Part.
  5. Optional: If you want to zoom on the part in the product structure, activate Focus on 3D Part.
  6. For Information type, select:
    • Reference ID: It is useful to identify one or several occurrences of a part in the loaded structure. However, you cannot differentiate specific occurrences of the same part. To use this option, also select the Reference ID Source.
      Note: To use this option, also select the Reference ID Source.
    • Occurrence Path: It is useful when your 3D model uses the same part several times, as it allows you to identify the specific occurrences of the part in the loaded structure. For example, for a car, you can have 4 wheels, but you want to identify precisely each of the wheels.
      Note: To use this option, also select the Occurrence Path Source.