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Historical Chart

A historical chart shows trends and patterns over time using a main chart and an interactive navigator. This chart type is ideal for exploring long time series, detecting anomalies, and focusing on specific time periods within your business data.

Example use cases​

example
  • Sales performance over years: Explore year-over-year trends and seasonal changes in sales.
  • Inventory over time: Track stock levels to detect shortages, surpluses, or usage trends.

Create a historical chart​

  1. Select Data Models and Views from the navigation panel.
  2. Right-click the data model you want to use and select New View from the context menu.
  3. In the Select a View dialog, select Historical Chart from the Combination category.
  4. Enter a Name for the view. To assign names in other languages, select the translation icon next to the text box.
  5. Select the fields you want to include for each section.
  6. (Optional) Toggle Sample Mode to preview the data using a sample dataset.
  7. Click Confirm. The new view opens with your initial settings.
  8. Customize the view by using the view organizer, content area, and Toolbar.
  9. In the Toolbar panel, select Save or Save As to save your changes.

Historical settings​

SettingDescription
NameEnter a descriptive name for the worksheet. Select the translation icon to add labels for different languages—ideal for multilingual environments.
Sample ModeEnable to open the worksheet in sample mode.
Choose the Date-time fieldSelect the field that represents the date or time for each data point in the chart.
Navigator values are based onChoose the field used to display values in the navigator (overview) chart for filtering and zooming.
Chart values are based onSelect the field that provides the main data values displayed over time.