Skip to main content

What’s New

Qrvey 8.7
Version 8.7 of the Qrvey platform is now available to customers! This version includes new features including area charts, the ability to pivot and export data, as well as numerous bug fixes and performance improvements.
Learn More
Qrvey 8.6
Version 8.6 of the Qrvey platform is now available to customers. This version includes several new feature enhancements and performance improvements.
Learn More
Required Update for 8.5.1
Attention 8.5.1 customers: for any 8.5.1 instance deployed prior to 08/05/2024, an update is required to ensure you are running the latest images.
Learn More
Qrvey 8.5
Version 8.5 (LTS) of the Qrvey platform is now available to customers. This version includes several new features and performance improvements.
Learn More
End-of-life Schedule
We've added a new article that lists the features and endpoints that have been scheduled for deprecation. All features and endpoints will be supported for (1) year after the release date of the LTS version that contains the alternative.
Learn More
Version: 8.0

Multiseries Symbol Chart

Multiseries Symbol Charts are used when you want to present a single value in more than one category. Effectively, a multiseries chart consists of two dimensions and a measure. Users need to add a single Category, Value and Series field to create something similar to a pivot chart. For example, if you want to show the number of orders in various statuses, across order months, you can add Shipped Date as Category, Quantity as Value, and Status as Series.

Multiseries Symbol Charts help you visualize the highs and lows that appear in your data across the series. A Symbol Chart is very similar to a Bar Chart in its use case. As a result, a Multiseries Symbol Chart can be used where a Multiseries Bar Chart would be.

ms-symbol-chart

Creating a Multiseries Symbol Chart​

To create a Multiseries Symbol Chart, drag and drop a data field from the Data Panel onto either the corresponding shelf or the canvas.

In the case below, we want to see the status of orders in relation to the quantity ordered and the country of the order. We drag and drop country as Category, Quantity as Value, and status as Series. We continued with styling the chart in the Configuration Panel.

ms-symbol-chart

If you have only one category you’d like to visualize, you can use a Symbol Chart.

Styling the Multiseries Symbol Chart​

In the Configuration Panel on the right of the Chart Builder, you can style different aspects of your chart.

General​

  • Legends - show or hide the legend that helps distinguish between the Series.
  • Tooltips - enable or disable Tooltips.
    • To show more than one value on mouseover, click on +Add Column:
      • Column - pick a value from the dropdown list. This can be any column, even if it is not used in the chart.
      • Display Values As - choose the aggregation type for each additional column you’d like to display in the tooltip (Sum, Average, Median, Count, Distinct Count, Minimum, Maximum).
      • Values Format- set the format of the values on the scale choosing between Default, Abbreviated, Decimal (set a number of decimals), Currency (choose the currency from the drop-down menu and set a number of decimals), Percentage (set a number of decimals), Scientific.
      • Remove - remove the tooltip column.
    • Header - add a header to the tooltip.
  • Table Calculations - add calculations to your table. Read more on this here.
  • Max Data Points - set the upper limit of the data points you’d like to show in your Multiseries Bar Chart. Controlling the number of data points helps you manage the clarity and organization of the chart - if you have too many data points, the chart can quickly become unreadable.
  • Max Series - increase/decrease a limit on the series you want to show in a single category in the chart, which is by default set to 50.

Styles​

  • Theme - set one of the predetermined themes for a more unified look of your charts.

    • Match colors across charts - unify the colors of each categorical value throughout the page and application where the same categories of the same dataset are used.

  • Axis Labels - Show or hide the labels of the axes.

  • Category axis (normally the X-axis)

    • Label - give the axis a custom label.
    • Values - show or hide values on the axis.
    • Values Rotation - if values are enabled, decide how you want them to be displayed.

  • Values axis (typically y axis)

    • Label - give the axis a custom label.
    • Values - show or hide values on the axis.
    • Values Rotation - if value labels are enabled, decide how you want them to be displayed. You can use this option to avoid overlapping labels.
    • Format - set the format of the values choosing between Default, Abbreviated, Decimal (set the number of decimal points), Currency (choose the currency from the drop-down menu and set the number of decimal points), Percentage (set the number of decimal points), Scientific. Values can also be formatted from the Values column pill.
    • Scale Type - the default scale type is Linear; however, a linear scale is not appropriate for data that is spread over a wide range. Use the Logarithmic scale to display numerical data over a wide range of values in a compact way.
    • Min Range - set the minimum value for the axis.
    • Max Range - set the maximum value for the axis.
    • Steps - Depending on how wide the axis range is, the default configuration could display a lot of tick marks, making it hard to read or analyze the chart. Intervals are set to Auto by default, meaning the chart will calculate the appropriate intervals based on the axis scale range and the dataset values. In the example below, the range of data is from 0 to 8,000. So when we set the step to 1000 units, we get 8 tick marks and when set to 10,000, only 1 tick mark is displayed. ms-symbol-chart It’s important to keep in mind that when the axis range is vast (e.g., 0 - 10,000,000), setting the “Steps” option to 1 will create 10 million tick marks, causing performance issues on the chart and probably blocking the browser. To avoid this situation, the chart will ignore the defined value and fall back to automatic mode.

  • Symbol - pick a symbol type to show in your chart. ms-symbol-chart

  • Fill - Decide if you want the symbol to be filled or show only the outline of it.

Sorting​

Like all Multiseries Charts, you can sort by either the category or aggregated values from the column pills. If the column is not included in the chart, go to the Sorting section of the Configuration Panel and pick your desired column from the dropdown, and select the sorting direction.

Read more about Sorting in this article.

Layers​

Add a Trend Line or a Reference Line to your chart to allow users to visually compare the data against some set trend or reference value.

Format​

The Small Multiples feature is available in all Multiseries Charts. You can apply Conditional Formatting to your Multiseries Chart.

Filters​

You can also add Filters to your data by expanding the Filters section in the configuration panel or by clicking on the Filters button in the toolbar above the canvas. Filters that are created in the Chart Builder are hidden from End Users. These types of filters can’t be edited or interacted with in the view mode. To read more about different types of filters, go to the Filters article.

For more on Multiseries Charts and other XY charts, we recommend watching this video.