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How to Create a Spline or Line Chart Widget

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Getting Started with Spline or Line Chart Widget

If you are a Bold BI Cloud user, log in to your cloud site account. If you are an Embedded BI user, open the Bold BI application installed on your server.

Click the “New Dashboard” button and select the “Blank Dashboard” option. A pop-up box will prompt you to configure a data source.

Get Started to create spline or line chart widget

Bold BI has a great variety of sample data sources to choose from, and for this dashboard, I am selecting our 2018 World Cup data source.

Select the data source for spline or line chart widget

Simply select the data source you would like to use and click “Add.”

option to select 2018 World Cup data source from the sample data sources

Selecting the Spline Chart Widget

Once you have chosen a data source, you can start selecting widgets. For this post, I am going to create a spline chart widget.

Selecting the Spline Chart Widget

These widgets allow you to showcase trends for analysis over time with data points that are connected using splines.

Assigning the Data to Spline Chart Widget

First, I will drag the widget from the “Distribution” section of the widget menu to my dashboard. Then, I will resize the widget by dragging its edges so that it will be easy to read. This is what my spline chart looks like before I have assigned data to it.

Assigning the Data to Spline Chart Widget

Next, I will click the “Options” button, navigate to the “Properties” tab, and change the name of my widget. I want my widget to show the most penalty goals scored by players in the World Cup, so I will call the spline widget “Most Penalties Scored by Player.”

option to rename properties tab to Assists by Team and Player using the settings menu

Finally, I will click the “Assign Data” tab. I want my widget to display the number of penalty goals that were scored in the World Cup, so I need to drag the “Penalties Scored” field to the “Values” box.

option to drag and set the Assists field to the Values into the Assign Data tab of the settings menu

I want to see the data for individual players (not teams), so I need to drag the “PlayerName” field to the “Columns” box.

option to drag and set the TeamName field to the Columns into the Assign Data tab of the settings menu

My widget has now been created, but given the sheer amount of information it displays, I would like to filter my data to make the widget easier to read

dashboard view shows the spline or line chart of filtered data

Customizing the Spline or Line Chart Widget

In order to make my widget easier to read, I am going to narrow down the data it displays. I have decided that instead of seeing the statistics for all of the players in the World Cup, I would only like to see data for the six players with the most penalty goals.

In order to achieve this, I need to click the “Options” button that appears beside the “PlayerName” field in the “Columns” box and click “Filter(s).”

Customizing the Spline or Line Chart Widget

Then, I need to click the “Rank” checkbox, select “Top” from the drop-down list box for the “Mode” option, and change the “Count” option to 6. Finally, I need to change the “Column” drop-down list box to “Penalties Scored.”

filter popup allows to configure the data to be filtered for the required widget

Now, I am happy with my spline widget’s appearance, but I would like to customize it so that if I click on a player’s name, I am able to see the name of their team.

dashboard view explores the filtered spline or line chart results

To do this, I will enable the multi-level drill down feature. As the name implies, this option will allow me to drill down my data even further by displaying another level of information.

To enable multi-level drill down, I will navigate back to the “Assign Data” tab. Making this customization will require me to modify the data that is associated with players’ names, so I need to locate the “Columns” box.

Currently, the only field in the “Columns” box is the “PlayerName” field. If I would like my widget to display the names of the players’ teams, I need to add the “TeamName” field to the “Columns” box.

Thus, I will drag the “TeamName” field to the “Columns” box and place it underneath the “PlayerName” field. When I do this, a box will pop up asking me if I want to enable multi-level drill down.

Columns view where we allow to apply Multi-level DrillDown

After I click “Yes,” the “Columns” box displays the “PlayerName” field on top of the “TeamName” field. The widget’s appearance has not changed, but multi-level drill down is now enabled. This means that I can click the data points on my spline widget to obtain additional information (in this case, the name of the team that each player represented in the World Cup).

Data Label drop down list allows to view the data in different format

I can test the widget’s functionality by clicking the “Preview” button in the upper right corner of my dashboard, navigating to the spline widget, and hovering over a player’s dot on the widget. White diagonal lines appear within the blue dot, which indicates that I can click the dot to view additional information.

navigating to the spline widget

After I click the dot, the player’s data is displayed, and the name of their team appears at the bottom of the widget.

click the dot, the player’s data is displayed

The drill up feature allows you to return to the previous view by clicking on the "PlayerName” in the above widget.

Finally, it is worth noting that if you would like to create a line chart widget, you can do so using exactly the same steps that are outlined above. The only difference between the spline widget and the line widget is that the spline widget uses smooth curves to connect data points while the line widget uses straight lines to connect data points. However, the widgets’ functionalities are the same.

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RN
Written by Renuka N
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