1. Page components

Chart

The Chart component lets you create reports of current and past events, and visualize audit data. It uses historical reporting to represent Sitecore Content Hub data as a two-dimensional chart, which you define on the Historical tab.

Note

A second type of report using operational reporting is available, but it has deprecated. Previously, this was used to represent one-dimensional data such as the total number of assets associated with a geographical region, but we now recommend you use the Search component configured in chart view instead.

By applying a chart filter, you can add a time dimension to a chart as shown in the following example.

Chart and chart filter example

Add a chart

To add a chart:

  1. On the menu bar, click Manage .

  2. On the Manage page, click Pages.

  3. On the Pages page, select the page you want to modify.

  4. On the Layout tab, add the page component.

  5. Click the component to open its details page.

  6. Depending on the type of report, click one of the following tabs and define the associated properties:

    Use this tab to use operational reporting based on a saved search. This method is deprecated in favor of using a Search component.

    SettingDescription
    Create saved searchOpens the Dashboard builder dialog box where you can create a saved search.
    Select a searchSelect the check box next to the search you want to use when rendering the chart.
    Select chart dimensionsAfter selecting a saved search, choose a chart dimension. This groups data into categories (for example, the asset media dimension groups data into various categories such as videos, vectors, images, and so on).

    Use this tab to configure the component to use historical reporting. You can do so on the Visual tab or the Raw tab but we recommend you use the Visual tab.

    Visual tab
    SectionDescription
    FiltersClick Add to select the filters to use when displaying chart data and, in the Add filter dialog box, click one of the following tabs to select the filters:

    • Events - to filter on an event type.
    • Definitions - to filter on an entity definition and item.
    • Property filters - to filter on an entity definition property and value.
    • Document filters - to filter on an entity definition, user, location, log type, and rendition.


    Click Evaluate filters to determine how many documents fulfill the filter requirement.
    DimensionsTo set the principal dimension, click Set and specify associated properties:

    • Taxonomy filters - to filter on selected taxonomy and definition.
    • Property - to filter on an entity definition, type, property or culture.
    • Document filters - to filter on a document property (such as delivery mode).
    • User - to filter on a user type.
    • Event - to filter on an event type.

    When defining filter values in the Add filter dialog box, enter a value and press Enter after each value.

    Raw tab
    SectionDescription
    FiltersDefine a chart filter to limit the amount of data used in the chart (for example, to limit data to documents, use the filter documents).
    DimensionsTo set the principal dimension, click Set and specify associated properties:

    • Taxonomy filters - to filter on selected taxonomy and definition.
    • Property - to filter on an entity definition, type, property or culture.
    • Document filters - to filter on a document property (such as delivery mode).
    • User - to filter on a user type.
    • Event - to filter on an event type.
  7. After selecting the principal dimension, specify the following fields:

    FieldDescription
    SortingSorts results alphabetically or using a metric.
    TopFilters out a subset of the entire data results. This field is useful when the X-axis contains a lot of grouping values or when trying to exclude some observed outliers from the report.
    SortingorderSorts the derived results in ascending or descending order.
    Group byClick Set to group results by based on the selected type.
  8. For operational reports, in the right pane, define chart properties.

    PropertyDescription
    Chart titleThe title displayed above the graph.
    Chart sizesThe size of the graph on the page (small, medium, or large). Multiple graphs can be added on a single page using multiple chart components.
    Chart typeHow the data is presented (as a number chart, pie chart, or donuts chart).
    Metric labelThe text label displayed on the Y-axis of a column chart graph.
    MetricType of aggregation to apply to chart data.
    Limit dimensions slicesFilter that limits the data to a subset of the results. This is useful when the X-axis contains a lot of grouping values or when you want to exclude outliers.
    SortingHow chart data is sorted (alphabetically or by metric.)
    Sorting orderThe sort order (ascending or descending).
  9. To view the chart, in the top-right corner of the application window, click Preview.

  10. Click Save and close.

Note

To remove a saved search, open the Dashboard builder and, on the Saved tab, next to the saved search click More actions and then click Delete.

Tip

You can print and download large charts. To do so, on the Dashboard tab, click Preview. In the Preview window, click Chart context menu and choose one of the options. The Download reporting logs option generates a JSON file that includes all documents with the selected filters.

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