trueChart Help

Notation Manual

The Notation Manual is used for the central definition of all visualization settings with the aim of an identical representation of all TRUECHART visualizations on the respective system. The Notation Manual can only be edited by users with the "Notation Manual" permission.

The settings dialog can be opened via the TRUECHART context menu TRUECHART > Overall > Notation Manual or via Cell Editor TRUECHART > Cell > Notation Manual.

There has since been improvements made to the Notation manual from TRUECHART version 2023.4.0 onwards. You can access the notation manual by Right clicking on your TRUECHART visual and selecting the Notation manual icon:
The look and feel of the old and new notation manual user interface will differ and some options have been removed to simplify the setup of objects. In this guide old user interface will be on the left and the new user interface on the right.

Info

 This area of the documentation is still under construction and therefore incomplete. If you have any questions regarding the content, please contact support@highcoordination.de.

Caution

All settings have a direct effect on all apps of the system after saving. Changes should therefore be made very carefully!

Local vs central version

There is the possibility to save and load changes to the Notation Manual only locally. If that is the case, the central version will be loaded by default when viewing the app.

If you're account has the Notation Manual user permission, you will also see a warning when loading the app, informing about the difference.

When you open the Notation Manual settings, you will see a dialog showing who updated both versions and when.

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General

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Save & Close

Save the Notation Manual centrally (in TRUECHART Service) and close the dialog.

Close

Close the Notation Manual dialog without saving. Previously made changes can be reverted by confirmation. 

Save local

Saves the current Notation Manual configuration within the local app. In this way, the settings can also be used on another system (even without service), e.g. a desktop version.

Another use case for this is the ability to transfer the central Notation Manual configuration from one TRUECHART service to another. The procedure for this is as follow:

  1. Execute "Load server version", if it is not already in use. If you only see a "Load local version" button, the central Notation Manual is already loaded.
  2. Execute "Save local" to save the central Notation Manual from the service within the local app.
  3. Export the app from the source system.
  4. Import the app into the target system, go to a sheet with TRUECHART and open the Notation Manual dialog.
  5. Execute Load local version to apply the locally stored version of the Notation Manual to the app. By default, the service version of the Notation Manual is always used initially.
  6. Execute Save & Close to save the locally loaded and applied Notation Manual in the central TRUECHART service. This way the changed Notation Manual will be used automatically by all TRUECHART visualizations on this server.

Reset

Discard amendments in the central server version and loads the default Notation Manual. (See also Set as default function)

Set as default

Overrides the default Notation Manual with current parameters.

Load local version

Loads the Notation Manual configuration which is locally stored in-app. After loading the Notation Manual is used for all visualizations within the current app until the browser page is refreshed. This has no effect on other TRUECHART visualizations in other apps on the current server.When the local version of the Notation Manual is active it can be saved to the central Notation Manual. This will then automatically be updated in all trueChart visualizations on the current server.

In this tab general text-settings and styles for TRUECHART elements like Titles, Subtitles, Charts, and Comments can be amended.

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Adaption for mobile devicesAdjusts, if active, the respective text size automatically depending on the current width of the browser window. Smaller text sizes also result in smaller representations of charts.


Automatic font size adjustment depending screen width TRUECHART and Menubar currently adjust the font sizes depending on the screen width. The following rules apply:Super large devices (large desktops, 1920px and up) → fontSize + 1Large devices (desktops, 992px and up) → fontSizeMedium devices (tablets, 768px and up) → Max of (fontSize - 1) or 1All smaller devices (landscape phones, less than 768px) → Max of (fontSize - 2) or 1

Size Factors

In this section size parameters forValuesandTimewithin different types of TRUECHARTs can be set. Default is according to IBCS standards.

Highlight, Compare

In this tab parameters from specific TRUECHART features as Highlight, Compare and Overall, defining their visualization in the various chart-types can be defined.

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The following figure shows an example for Highlight (blue-colored bar) and Compare (favourable=green colored band)

Navigation

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New UI


This tab contains settings regarding textual separators for auto variable values which can be used within click behaviors in cell interactions. These separators can be used within scripts to identify dimensions, measures, and values in a save and programmatical way.

Figure 1. This example shows defined separators in click behavior variable 'clickInfo.variableValueAuto'.

The following code snippet which can be used as a custom click behavior in cell interactions, shown the usage of defined separators to identify the dimension and its value the user has clicked on a chart.
Example 1. Custom click behavior js code

if( clickInfo && clickInfo.variableValueAuto )
{
   var strSplit = clickInfo.variableValueAuto.slice(1, clickInfo.variableValueAuto.length-1);
// split dimensions and values
strSplit = strSplit.split('##');
if( strSplit.length > 1 ) {
   // split differend dimensions from each other
   var selectDimension = strSplit[0].split('§§')[0];
   var selectValue = strSplit[1].split('§§')[0];
}
   if( selectDimension && selectValue )
   {
      // select clicked category to current dimension
      qlik.currApp().field(selectDimension).selectValues([selectValue], false, false );
   }
}

Other

In this tab parameters for specific TRUECHART features as Scaling helper and Outlier can be defined. Additional settings i.e. selection of Measures and other display functions can be defined in the Cell editor.

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The following figure gives an example for the Scaling helper(line size, color and with an activated checkbox for the area). Additional settings i.e. selection of Measures and other display functions can be defined in the Cell editor.

The following figure gives an example for the Outlier based on the parameters set for the chart.

Structure

In this section general settings for Structure Charts can be defined.

Notation

The tab gives the possibility to amend the notation for Element, Axis and Header within a structure chart. Default settings are in conformity with IBCS standards.

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Element

In this tab settings for chart, elements can be defined

This example shows, how changes in Bar Height amends the height of the bars in a Structure chart.

The following figure gives an example for the amendment of the Needle line size(saved locally in Notation manual) and it’s direct impact on the visualization within a needle chart in TRUECHART.

Axis

Depending on notation for the axis (here: without) settings for the width can be defined as shown in the example.

If the axis is linked to notation - based on settings in Cell editor- the width can be defined as shown in the below figure.

Thin line size

This notation manual setting, sets the thickness of the line in stacked time or structure charts



Header

Based on settings in Cell editor a header can be displayed, its position can be defined in the Notation Manual as shown in the below figure.

Description

In this tab description elements like Legend, Value label and Dimension label can be defined.

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Legend

Based on the settings in Cell editor settings for the Connector of the Legend to the Structure chart can be defined.

Value label

The following figure gives an example of the amendment of the Value label and its distance between displayed measure values and bar chart.

The following figure gives an example of Background transparency in case of overlapping measures.

Dimension label

The following figure gives an example of the amendment of the Dimension label and its distance to the axis.


Values

  • The following would allow you to change the total values from bold too normal fonts
  • And also change the properties of your separator.

Other

  • This setting allows you to increase/decrease the cell padding distance from the top and left/right hand sides of your chart.

Table

Notation

Under "Cell" setting select "Header" under your "Notation" setting.

Header: These "Notation" settings will enable you to customize your "Header" properties.

Values

  • The setting under "Normal" will allow to change the color and thickness of your border.
  • Adjust the distance/size of the column for your dimensions and measures 

Others


Column

Column width

Defines the default column width of a table column for value columns and columns with visual representations.

Distance between columns

Defines the default space between two table columns.

Distance between columns big

Defines the space between columns if they are of different types (like comment, expression, value). It is also used to separate different annotators from each other.

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