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Creating Infographics is how you generate and view dynamic reports. Once you have created an infographic, you can easily view them at any time by clicking on folder where the infographic is stored in the navigation window on the left side of the screen and selecting the file you wish to view. The content they display is updated when the corresponding workbook is recalculated.

You can share your infographics with other people and groups as well as adjusting the file ownership in the security settings.

Infographics

Infographic widgets are interactive tools that allow you to access and view your data in different ways.

You can choose from the different types of widgets including graphs, maps, charts, tables, and more.

Each widget is linked to data from a workbook. You need to run the corresponding workbook before you can configure the widget to display that data. The data that is available to the widget is based on selections made in the Save Workbook settings. See Configuring Workbook Settings to learn more.

Create A New Infographic

To set up a new infographic:

  1. Click + and select Infographic or right-click in the browser and select Create new > Infographic.
  2. You are now in the infographic creation screen.



  3. To start building an infographic, select the type of widget from the widget toolbox and drag and drop it in the middle of the page.



  4. Click the Data tab on the left side of the new infographic to show which properties need to be entered for the configuration.



  5. Specify which others can read or write to this graphic by clicking Infographic Settings in the toolbar and look under Sharing. Specify what type of access others have (read or write).
    It is possible to make this graphic open for public viewing by checking the Make Public box.


  6. Click Save, then select the location and enter a name for the Infographic, and click Save again.

Infographic Tabs

In the bottom left corner, users have the option to open up multiple tabs to place and configure widgets. Each of these tabs are separate from each other and can have different background and widgets used in them.   Infographics from one tab can simply be copied and pasted to another tab. 

As of Datameer v6.1

Infographic tabs have the default label of "sheet" instead of "page".

 

Infographic tabs created before v6.1 keep the default label of "page". Additional tabs added after 6.1 are given the default label of "sheet".

 

Selecting and Configuring Widgets

Widget selection


After the infographic page has been loaded, the user can select and configure the widgets to use in the infographic. See Create a New Infographic (above) to learn how to set up an infographic.

To select widgets

  1. To open up the widget toolbox, Click Add Widget on the toolbox or from the Widgets menu.


     
  2. Click a widget from the list of available widgets in the left toolbox . Drag and drop the selected widget into the workspace.
  3. Click the Data tab on the left side of the new infographic to show which properties need to be entered for the configuration.
  4. Find the data to add to the infographic from the browser window on the left.
  5. Drag and drop the data into the corresponding fields in the widget.

     

Widget configuration

Looking for a how to on configuring a specific widget? Go to Types of Infographic Widgets.

  1. Load or create an infographic from the File Browser tab.
  2. To open the widget settings, click the Widget Settings on the toolbox.



  3. The widget settings are separated in two categories: Standard and Specific.

    Standard

    Standard Widget Settings

    -Description Add a description to the widget. -Background
    Add a solid color or an image as a background to a widget.

    -Frame
    Frame a widget and choosing a color for the frame.

    -Transformation
    Adjust the side of the widget width and height, position of the widget on the page,
    and rotation of the widget.

    -Data
    Limit the number of data points shown. -Others Change the opacity of the widget.


    Specific
    The specific widgets settings are dependent on the widgets being customized.

    As an example, these are the specific widgets settings of a pie chart:




     

    Specific Widget Settings

    - Legend 

    Choose to include a built in legend for the displayed data in the infographic. 

     

    - Subtype
    Select different chart/graph styles from the drop-down menu.


    -Colors
    The top color bar shows the current colors being used in the widget.  Clicking on a box and selecting a new
    color will change the corresponding widget color.

    Specify the color of the lines in a widget.


     

    Choose a flat, gradient, or categorical color scheme.

     

    -Label Style
    Specify the color of the labels.




    Choose a font size.



    Choose a font type.

    Create a max label length to make text easier to read.

     

    Choose from different how the labels for the widget are displayed.
     

    Designate a gap size between labels.
     

    Ability to turn labels off and on.

     

    Choose to display labels with numerical values, percentages, or as plain text.


    Option to hide labels with smaller values.

    Merge smaller values into an other category.



     

     

     

     

     

     

    - Chart Style
    Add a style to a widget.  Change the widget between plain, a foggy, or glossy to give the widget a 3D look.


    Adds a shadow to the widget to get it depth.

    Specify the margins.

     

     

     

     


    - Formatting

    Add a prefix or suffix string to the labels of the widget.

     

     

     

    - Number

    Add or remove a comma separator between thousand's places for displayed numbers.

    Specify the amount of numbers to display after the decimal in the widget.



    - Date


    Specify a data pattern to display date values within the widget.

  4. The changes made to the widget settings will take place immediately.



  5. To save changes made to a widget, click File > Save/Save As.
  6. Saving an infographic for the first time or choosing the Save As option prompts a box asking for a save location. The default save location is the Infographics folder but users can specify any location to save their data visualizations.

Infographic Tool Bar

At the top of the visualizations page under the menu bar is a tool bar for convenience while creating infographics. Check out the tool bar options below.

  1. Sets view mode, which removes all setting and tool bars from the screen for a clear view of the infographic
  2. Undoes the last command
  3. Redoes the last command
  4. Brings the infographic to the front
  5. Sends the infographic to the back

  1. Sends the selected infographic forward
  2. Sends the selected infographic back
  3. Groups the selected infographics
  4. Ungroups the selected infographics
  5. Locks the infographics that aren't selected 

  1. Unlocks all infographics
  2. Opens the infographic settings
  3. Allows you to select colors for the infographic

Editing and Viewing Infographics

Edit Infographics

  1. Click the File Browser tab.
  2. Navigate the file browsers on the left side of the page to the graphic file.
  3. Right-click the infographics and click Configure.
  4. Make changes and click Save.

View infographics

To view infographics:

  1. Click the File Browser tab.
  2. Navigate the file browsers on the left side of the page to the graphic file.
  3. Right-click the infographics and click Open or double-click the infographic.
  4. The infographic can changed to editing mode by clicking the Infographic menu and selecting Edit.

 

Placeholder image

A placeholder image appears in both edit and view modes when a problem occurs between the widget and the source of its data.
 

Reasons a placeholder image might appear:

  • A widget has not been configured with data. (50% opacity mock data dispayed in edit mode)
  • Data no longer exists from the datasource.
  • Data no longer exists from the workbook.
  • The data being used are experiencing an error.

 

Infographic Information

  1. Click the File Browser tab.
  2. Navigate the file browsers on the left side of the page to the graphic file. Right-click the infographic and select Information. The information screen is on the right side of the screen and split up into two categories; Information and Security.


    File Information


    -Name of the file.

    -Where the file is stored.


    -General

    General information on the file included the ID, FileID,

    Type, and Size.

     

     











    -Description

    Description box that can be edited to describe the file.

     

     

     


    File Security



    Displays the owner of the file.

     


    Displays which groups have access to the file and their read/write/execute permissions for the file.

    Allows for multiple group addition for access the file.

     

    Set file permissions for "others" who are not the owner or part of a chosen group

     


    -Public Sharing

    Click to create a URL on the network where Datameer is hosted that can be shared
    with anyone able to access that network.

    (Example: If Datameer is hosted on an internal network then only those who can
    connect to that network will have access to the shared infographic. If your Datameer
    instance is hosted on the cloud you can share it with anyone.) 

Duplicating Infographics

  1. Click the File Browser tab.
  2. Navigate the file browsers on the left side of the page to the graphic file.
  3. Right-click the infographic and click Duplicate.

Renaming Infographics

  1. Click the File Browser tab.
  2. Navigate the file browsers on the left side of the page to the graphic file.
  3. Right-click the infographic and select Rename.

Sharing Infographics

To share infographics:

  1. Click the File Browser tab.
  2. Navigate the file browsers on the left side of the page to the graphic file.
  3. Right-click the infographic and select Information.
  4. The information box is located on the left side of the screen.
  5. Look at the sections on Sharing/Public Sharing



     

     

    Owner of the file is listed.


    Add group(s) to access the file.


    Groups with access to the file are listed.

    Check marks designate what permissions each
    group has with the file.





     

     

    Set permissions for others for the file.

     

     

     

    -Public Sharing

    Click to create a URL on the network where Datameer is hosted that can be shared
    with anyone able to access that network. 

    (Example: If Datameer is hosted on an internal network then only those who can
    connect to that network will have access to the shared infographic. If your Datameer
    instance is hosted on the cloud you can share it with anyone.) 

     

     

    UUID used in URL

    By default, the UUID of an infographic is not displayed and the sharing is called with the infographic File ID. 

    A value in the default.properties file can be changed to display the infographic's UUID as well as restricting sharing to UUID and not file File ID.

    system.property.share.infographics.only.with.uuid=false|true

    Available as of Datameer v5.5

    Tab Specific URLs

    Every individual infographic tab will have a unique URL. Users can use this URL to bring those they share the file with to a specific tab within the the infographic.

    Example:

    URL = <host name>:<port>/infographics/<id>#tab-3

    This URL links directly to the 3rd tab of the infographic specified by the ID.

    Security sharing settings must be set to share infographics and those able to access the target tab in the file can access all tabs for the infographic.

  6. The Public Sharing link can be emailed or posted to allow others to view the infographic.

Deleting Infographics

To delete infographics:

  1. Click the File Browser tab.
  2. Navigate the file browsers on the left side of the page to the graphic file.
  3. Right-click the file and select Delete.
  4. Click Delete in the confirmation box to confirm deletion of the infographic file.


Open Worksheet from Infographic Widget

To open a worksheet from an infographic:

  1. Save the infographic.
  2. Right-click on the infographic in either view or edit mode.
  3. Select Open Worksheet.
     





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