Chart Builder Panel in Optimized Design Experience

In Optimized Design Experience, hovering over or selecting the data source name will show the Data Source ID and Last Updated information in a tooltip. The tooltip also displays the description and file path under Data Source Details.

To change the data source, choose the (Select Model) button in the Builder panel.

The header section of the Builder panel containing the data source information stays fixed at the top of the Builder panel. Even as you scroll down the panel, you can still view this section at the top of it.

For more information on data sources, see About Adding Data to a Story.

The Available Objects panel allows story designers to see all accounts/measures, calculations, input controls, and dimensions.

For more information on the Available Objects panel, see Available Objects Panel in Optimized Design Experience.

In Optimized Design Experience, there is a dropdown menu that shows all the available chart types. This dropdown menu is found under Currently Selected Chart in the Builder panel.

Additionally, ghost charts, which are grayed out versions of the charts, display a visual representation of the selected chart type in the widget. The chart orientation is also reflected in the ghost chart.

Example

You can see a ghost chart when you have a chart with no added measures.

Bar/column ghost chart in vertical orientation

For specific chart types, such as Bar/Column, Box Plot, Waterfall, and so on, you can change whether you want your chart to be displayed in a Vertical or Horizontal orientation.

Required fields are highlighted with a color and dashed border in the Builder panel.

When adding objects such as accounts, measures, or dimensions to your chart using the Builder panel, a dialog appears. (In this topic, accounts and measures are referred to as accounts.) The dialog will open and expand to take up the height of the Builder panel for better viewing.

In the dialog and in the Available Objects panel, there are sections for account input controls, accounts, dimension input controls, dimensions, and calculations.

In the Color section of the Builder panel, you can assign colors for individual values, synchronize colors across charts, or change the color palette for your charts.

For more information, see Changing Color Palettes and Synchronizing Colors Across Charts.

In the Filters section, you can create filters on your chart data. By choosing + Add Filters, you can select dimensions and create a filter.

The Chart Add-ons section lists configurations that you can add to your chart.

This section contains the following features:

• Linked Analysis: You can create a linked analysis to drill through hierarchical data or create filters that simultaneously update multiple charts in your story. For more information, see Creating a Linked Analysis.

• Variance: Adding a variance in your chart can show you the difference between versions of an account or the difference between time periods. For more information, see Adding Variances to Charts.

• Threshold: You can add thresholds to your stories or individual accounts in a chart. For more information, see Using Thresholds in Charts.

• Reference Line: You can add reference lines to show important values in your chart. For more information, see Add a Reference Line.

• Trellis: Adding a trellis chart provides a grid of small charts for comparison. For more information, see Use Trellis Charts for Comparison.

• Tooltip: You can include additional information in your tooltips for accounts or dimensions that are not in your chart. For more information, see Include Extra Accounts, Measures, and Dimensions in Tooltips.

• Hyperlink: You can add a hyperlink to another story or page, or to an external URL. For more information, see Linking to Another Page, Story, or External URL.

• Cross Calculations: This feature is currently not supported in Optimized Design Experience.