Editing chart options for an analysis

The Chart Options tab enables you to modify the data displayed in an analysis and the appearance of charts in the analysis.

The following video (2:52) illustrates the steps for modifying chart type for an analysis.

Information

This video describes the functionality of TrueSight Capacity Optimization, but it is valid for BMC Helix Continuous Optimization too.

https://youtu.be/Cak_jEurjNc

This topic provides steps to perform the following tasks

To edit chart options for an analysis

  1. Navigate to Workspace > Domains, Services & Applications > Domain > Works.
  2. Click on an analysis you want to modify chart options for. The analysis details page is displayed on the right.
  3. Click EditThe Edit analysis page is displayed.
  4. Expand the Chart Options tab and set the properties listed in the following table:

    Note

    • Options that are available only in the Advanced mode are marked with a (blue star).
    • Some options are available based on the Type of analysis you select.

    Chart Options tab

    Property

    Description

    Type

    Select how data will be displayed (lines, bars, pie, histogram, calendar chart.). For more information, see: Analysis chart types.

    (blue star) Number of bucketsType the number of buckets you want the chart to represent the number of entities (typically systems) in, based on their summary value.  
    TitleSet a title for the chart; you can use macro-variables.
    SubtitleSet a subtitle for the chart; you can use macro-variables.

    (blue star) When a data point is missing

    Select the action to be taken when data points are missing.

    (blue star) Chart SplitSelect whether to retain a single chart or split it based on the available options in the drop-down list. If you select Custom, you can further modify your settings and use regular expressions.
    (blue star) Chart split - On parentship types (leave empty for all)

    Available only if you select A chart for each parent or A chart for each parent  (group parent series with children) from the Chart Split list.

    Select the parentship type based on which you want to split the chart. If you do not select a parentship type, all types are selected.

    (blue star) Chart split - On parentship visibility

    Available only if you select A chart for each parent or A chart for each parent  (group parent series with children) from the Chart Split list.

    Select whether you want the split chart to be visible in the tree, or not.

    (blue star) Chart split - Time period

    Select how to split the a chart for the time period.

    (blue star) Chart split - Metric type

    Select whether you want to split a chart based on the metric type.

    • For a generic metric, the metric type is ValType.
    • For a formula metric, the metric type is FormulaResultType.

    X axis title

    Set a title for the horizontal axis; you can use macro-variables.

    Available when the Type is set to Last values - Bars.

    Y axis title

    Set a title for the vertical axis; you can use macro-variables.

    (blue star) Show legend

    Select Yes to display the chart legend.

    (blue star) Legend StyleSelect the legend Size and Color.
    (blue star) Max number of series for legendType a value for the maximum number of series for the legend to use in the chart.

    (blue star) Legend for series

    Set how to label the series; an example is: %ENTNAME% – %OBJNAME% -- %SUBOBJNAME% – %LOCATIONNAME% – %GOLEVS% %STATNAME%

    To visualize a namespace in the chart, use %NAMESPACE%

    For example, %ENTNAME% – %OBJNAME% -- %SUBOBJNAME% – %NAMESPACE% - %STATNAME%

    (blue star) Custom text below chart

    Type to create a custom legend and display it below the chart. For tabular formatting, use '||' for headers and '|' for content cells. The text in the header cells is displayed in bold. See the following example:

    Sample custom text:

    || ZU| Zurich || GV | Geneva || BL | Basel |

    || LE| Lausanne|| BN | Bern || WR | Winterthur |

    || LN | Lucerne || St G| Saint. Gallen|| FR| Fribourg |

    || BN | Bien || TH | Thun || SN | Schaffhausen|


    Resulting legend:
    Resulting legend

    (blue star) Legend Position

    Set the position of the legend in the chart to Bottom or Right.

    Tip

    Position legend on the right to get better reports when the legend is long.

    (blue star) Number of columns for legend

    Set the number of columns to display in the legend. The legend is rendered in the selected number of columns, independent of the number of series to show.

    Note

    You cannot select the number of columns if you choose Legend Position as Right.

    (blue star) X axis labels rotation

    Change the orientation of the label; the value can be a number between -90 and 90 (degrees).

    (blue star) X axis labels alignmentSelect if you want the labels to be center aligned or aligned to the tick.
    (blue star) Maximum number of series (top-n)Set the maximum number of only the top-n series to display in the chart, that are sorted by average or mean value (depending on the metric type).
    (blue star) Top-n series filtering method

    Select the filtering methods to be used for the chart:

    • Based on summary value - fast: Estimates a summary point for each series and takes the highest points as top.
    • Based on dayprofile: Estimates a summary point for each hour for each series (also called dayprofile) and considers the highest point for any series. This method is more accurate than the preceding method, if time series have recurring hourly peaks in the time period.
    • Based on all analysis samples - slow and accurate: high memory requirements: Analyzes all the samples at the selected resolution. This method is slow and memory consuming, but also the most accurate. Using this method is not recommended, unless there is a very specific need.
    (blue star) Top-n direction

    Select the direction of the top-n series:

    Greatest values: Plots the series in an ascending order.

    Lowest values: Plots the series in a descending order.

    (blue star) Top-n behaviorSelect if the excluded series should be hidden or summed together as OTHER.
    (blue star) X axis type

    Select if the X axis should display time or category.

    (blue star) Y axis titleType a title for the vertical axis; you can use macro-variables.
    (blue star) Y axis scaleSelect if you want to use a Normal or Logarithmic scale for the Y axis.

    (blue star) Y axis minimum

    Select a minimum value for the Y axis from the following options:

    • Automatic
    • Lowest
    • Value - Type a minimum value for the Y axis and click Apply.

    (blue star) Y axis maximum

    Select a maximum value for the Y axis from the following options:

    • Automatic
    • Lowest
    • Value - Type a maximum value for the Y axis and click Apply.
    (blue star) Right axisSelect if you want to use the right axis. You can  select metrics for the right axis or scale the right axis using a factor. If you select metrics for the right axis, you can display the metrics on it using the On axis option in the Editing metric styles for an analysis.
    (blue star) Right axis scale factorSelect the factor used to scale the right axis. This option is displayed if Right axis is set to Scaled.
    (blue star) Right axis titleType a title for the right axis. This option is displayed if Right axis is set to Scaled.
    (blue star) Right axis colorSelect a color to be used for the right axis. This option is displayed if Right axis is set to Scaled.
    (blue star) Right axis scaleSelect if you want to use a Normal or Logarithmic scale for the right axis.
    (blue star) Right axis minimum

    Set a minimum value for the right axis. Select from the following options:

    • Automatic
    • Lowest
    • Value - Type a minimum value for the Right axis and click Apply.
    (blue star) Right axis maximum

    Set a maximum value for the right axis. Select from the following options:

    • Automatic
    • Lowest
    • Value - Type a maximum value for the Right axis and click Apply.
    (blue star) Y/Right axis normalization

    Select if you want to normalize the Y axis between 0 and 1. This is applicable to both the left and right axes.

    (blue star) Automatic Y/Right axis scope

    Select if you want the Y axis scope to be set separately for each chart or if it should be the same for all charts. This scope is applicable to both the left and right axes.

    (blue star) Y/Right axis grid

    Select from the following options:

    • Automatic
    • Disabled
    • Custom
    The selected option is applicable to both left and right axes.
    (blue star) Show parent series asSelect how the parent series is plotted on the chart.
    (blue star) X axis gridSelect if you want to disable or use a custom value for the X axis grid.

    (blue star) Hourly Ticks Format

    Select the format you want to use for displaying the labels for the chart when information having hourly granularity is displayed. For example, 12:34:56 can be displayed as 12:34, 12, 12:34:56, etc.

    (blue star) Daily Ticks Format

    Select the format you want to use for displaying the labels for the chart when information having daily granularity is displayed. For example, April 25 2020 can be displayed as 25/04, 25, 25/04/2020, 04/25/2020.
    (blue star) Monthly Ticks FormatSelect the format you want to use for displaying the labels for the chart when information having monthly granularity is displayed. For example, November 2020 can be displayed as 11/2020, Nov, Nov 2020.
    (blue star) Yearly Ticks FormatSelect the format you want to use for displaying the labels for the chart when information having yearly granularity is displayed. For example, 2020 can be displayed as 20 or 2020.
    (blue star) Date format for tablesSpecify the date formats for tables.

    (blue star) Maximum number of series (top-n)

    An integer that enables the display of only the top n series, sorting them by average or mean value (depending on the metric type).

    (blue star) Top-n series filtering method

    Select the filtering methods to be used for the chart.

    • Based on summary value - fast: Estimates a summary point for each series and takes the highest points as top.
    • Based on dayprofile: Estimates a summary point for each hour for each series (also called dayprofile) and considers the highest point for any series. This method is more accurate than the preceding method, if time series have recurring hourly peaks in the time period.
    • Based on all analysis samples - slow and accurate: high memory requirements: Analyzes all the samples at the selected resolution. This method is slow and memory consuming, but also the most accurate. Using this method is not recommended, unless there is a very specific need.

    (blue star) Top-n direction

    Select the filtering methods to be used for the chart.

    (blue star) Top-n behaviorSelect if the excluded series should be hidden or summed together as OTHER.
    (blue star) Minimum valueSpecify the minimum value to draw the chart from.
    (blue star) Maximum valueSpecify the maximum value up to which to draw the chart.
    (blue star) Warning thresholdSpecify a value. If the analysis results cross this value, a warning is displayed.
    (blue star) Error thresholdSpecify a value. If the analysis results cross this value, you are notified of the error.
    (blue star) Select Output Columns

    Select from the available fields to display as output columns.

    (blue star) Date format for tablesSpecify the date formats for tables.
    (blue star) Max Charts per AnalysisSpecify the maximum charts per analysis.
  5. Click Save or continue with Group options.

To use the right axis on an analysis chart

Analyses allow you to produce output graphs that display two Y axes, one on the left and one on the right side of the chart. This feature can be useful for viewing a scaled axis or viewing a chart for other metrics.

Right axis - Scaled

To read the chart for one or more time series using a proportionally re-sized metric scale.

Using the right axis to read data using a different scale

Right axis - Select metrics

To display two or more time series on the same graph and obtaining a significant plot even though they use different metric scales. For example, displaying customer requests (sum) and CPU utilization (percentage) on the same chart.

Using the right axis to plot different types of data

To edit an analysis chart

After you save the analysis, you can view the charts. Open individual charts and click Edit to edit various details described in the following table:

ParameterDescription

Generic

TitleThe chart title
SubtitleThe chart sub-title
Chart CommentBrief description about the chart.

Axis

X axis titleSet a title for the horizontal axis.
Y axis titleSet a title for the vertical axis.
X axis labels rotationChange the orientation of the label; the value can be a number between -90 and 90 (degrees).
X axis minimumSet a minimum value for X axis.
X axis maximumSet a maximum value for X axis.
Y axis minimumSet a minimum value for Y axis.
Y axis maximumSet a maximum value for Y axis.

Series options

ColorSelect a color for the axis.
Type

Select the chart type. (Default, Line, Dotted Line, or Area)

StrokeSelect the type of stroke for the chart.
VisibleSelect this check box if you want the chart to be visible.

After you click Save, the chart detail is saved in the specified domain, and the details page is displayed.

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