Adding a Visually-Formatted Subseries

To add a visual-formatted subseries to an existing chart, 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 one or more of the fields in the Visual panel at the bottom of the Chart Editor.

a. Drag the dimension to the 'Color' field to discriminate the subgroups by color.

b. Drag the dimension to the 'Shape' field to discriminate the subgroups by data point shape or fill pattern.

c. Drag the dimension to the 'Size' field to discriminate the subgroups by the thickness of the representation element (bar, line, etc.).

d. Drag the dimension to the 'Text' field to discriminate the subgroups by placing appropriate text labels.

 

4. Click the 'Edit Dimension' button, and select the desired ordering and ranking for the coded values.

 

5. Click the appropriate 'Edit' button ('Edit Color', 'Edit Shape', 'Edit Size', 'Edit Text'), and select the desired representation. For more information, see Representing Data With Color, Representing Data With Shape, Representing Data with Size, and Representing Data With Text.

 

Creating a sub-series automatically creates a corresponding legend. For information on controlling the legend display, see Positioning a Chart Legend. For information on further modifying the visual format of the subseries, see Representing Data with Visual Formats.

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 'Category'. In this case, 'State' is the top level of grouping, represented by the labels on the X-axis, and 'Category' will be the 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' pane, 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 subseries.

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

 

This creates the 'Category' subseries, discriminating the different categories using color, and automatically creates a corresponding legend. Resize the chart as desired to show all the data.

 

Notice that there are seven colors, one for each product category.

 

See Also

Adding a Non-Formatted Subseries, for information on subseries without format.

Positioning a Chart Legend, for information on controlling the legend display.

Editing a Chart Legend, for information on changing the display of a legend.

Representing Data with Visual Formats, for information about ordering styles.

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