🧭 The TRUECHART+ UI

🧭 The TRUECHART+ UI

TRUECHART+ introduces a redesigned user interface focused on usability, consistency, and clarity. This guide explains the core layout and how to navigate the updated experience,

Differences in Qlik and PowerBI are noted where applicable

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Main Layout Structure

πŸ”³ Left Navigation Panel

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The primary way to navigate between TRUECHART+ modules:

  • Visual Editor: Access the active visual’s layout and preview

  • Dimensions: Configure dimensions

  • Measures: Configure measures

  • Cell: Adjust formatting and behavior for the selected cell (advanced)

  • Settings: Visual style (Notation Manual, Input Groups and Multi Endpoint

  • User Guides: Quick access to documentation and help links

This layout is consistent across platforms.


πŸ“ Preview

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The central area displays a live preview of your visual or specific Cell. Any changes made in the configuration panels are reflected immediately.


πŸ“ Data Panel ( only)

In the Qlik extension, the right-hand panel labeled DATA allows quick access to core visual setup.

Users can add the data required from within the TRUECHART+ UI - allowing them to add data on a β€œper cell” basis

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  • Dimensions: Add one or more fields to define the rows or categories in your visual

  • Measures: Add numerical values or calculated fields for aggregation

Fields can be removed or reordered with the trash and drag icons.


πŸ”§ Dimensions and Measures Configuration

πŸ“Š Dimensions

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Define the structure of your data (e.g., product, region, date).
Accessible via the Dimensions tab in the left panel.

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πŸ“ˆ Measures

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Define what you want to measure or calculate (e.g., sales, profit).
Accessible via the Measures tab in the left panel.
Each measure can be assigned an aggregation function such as Sum, Avg, etc.


πŸ§‘β€πŸ’» Basic and Advanced Modes

To accommodate different skill levels, TRUECHART+ offers two interface modes:

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  • Basic: Shows only essential settings and logic

  • Advanced: Reveals full configuration options, including cell-level and behavior settings

Mode switching is available at all times when configuring Dimensions and Measures


πŸ“„ Quick Access to Documentation

Throughout the UI, you'll find:

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  • Tooltips next to settings and fields

  • β€œNeed Help?” links that direct you to relevant wiki or help pages

These are embedded contextually to avoid breaking your workflow.


🧱Visual Editor

Used to define the cells and what content they hold (Titles, Subtitles, Tables) .

Note that the default cell is currently a Table

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  • Grid-based layout alignment

  • Immediate feedback on structure and content

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πŸ“šReady to dive in?

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