Adding a Non-Formatted Subseries

To add a subseries to an existing chart without visual formatting, follow the steps below:

1. Select the chart, and click the 'Edit' button to open the Chart Edi­tor.

2. Expand the 'Dimension' node in the Data Source panel.

3. Drag the desired subseries dimension to the 'Break By (Dimension) / Tooltip (Measure)' field in the Data panel.

 

This creates a subseries without visual formatting and without a legend. This is useful when you want to represent an additional dimension on the chart without complicating the presentation. The example below provides an illustration.

Example: Adding a Subseries  >>

Assume that you want to plot 'Total Purchased' vs. 'State' for a dataset. Additionally, you want break down the sales in each region according to 'Date' (year). In this case, 'State' is the top level of grouping, represented by the labels on the X-axis, and 'Date' will be the subseries.

In addition to the 'Date' subseries, you would also like to see (for each state and each year) the names of the individuals who made those sales. You will present this information as a non-formatted subseries.

Follow the steps below:

1. Create a new Viewsheet based on the sample 'Analysis' worksheet.

2. Add a chart component, and click the 'Edit' button on the chart to open the Chart Editor.

3. In the Data Source panel, expand the 'OrdersAndReturns' data block.

4. From the 'Dimensions' node in the Data Source panel, drag the 'State' dimension onto the 'X' field in the Data panel.

5. From the 'Measures' node in the Data Source panel, drag the 'TotalPurchased' measure onto the 'Y' field in the Data panel.

 

This displays 'Total Purchased' vs. 'State', as desired. You will now add the visually-formatted subseries.

6. From the 'Dimensions' node in the Data Source panel, drag the 'Date' dimension onto the 'Color' field in the Visual panel.

 

This creates the 'Date' subseries, formatting the different years using color, and creating a corresponding legend. (Resize the chart to show all the data.) In the next step, you will further break down the data by salesperson name.

7. From the 'Dimensions' node in the Data Source panel, drag the 'Last Name' dimension onto the 'Break By (Dimension) / Tooltip (Measure)' field in the Data panel.

 

Note: You can also create an additional subseries by binding a vacant field in the 'Visual' panel. This will add another for­matted subseries and legend.

This creates the 'Last Name' subseries without any additional for­matting. Each 'Year' subgroup is now further broken down by salesperson name.

8. Preview the Viewsheet. Hover the mouse over the various chart elements to view the salesperson for each subgroup.

 

 

See Also

Adding a Visually-Formatted Subseries, for information on subseries with format.

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