Training Notes - Building a Chart

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Essentially, building a Daisy Chart is a simple process, whereby several fields in the database are selected, their mapping types, format and order are defined, and the various nodes and links are then calculated and drawn.

Note that the database from the Software Test example will be used.


Daisy Charts are built in one of three ways :-


In Daisy 2003 an optional dialog has been added to the program, which asks which of the methods shown, you wish to use to create a Daisy Chart.

Quick Draw Chart - Initial Dialog

This dialog can be removed by checking the box at the bottom.


Note that it is always a good idea to define templates, as this greatly increases the power of Daisy.

Remember too, that a typical user is often analysing lots of databases, with the same format. If a set of templates have been defined then it is a simple action, with the various Template commands to locate every template that can be used directly on the data.


Quick Chart Setup

After clicking on the Quick Draw button, a dialog asks which type or chart you want to create.

Selecting the Type - Click for Large

As each type is selected, the dialog box gives a small image and brief notes on the chart. The Help also shows a fuller explanation.

As the database we have chosen is Software Test, we will draw a Date and Time version of the Daisy Chart.

Selecting Date and Time - Click for Large

Note that a Date and Time chart is based on mapping one date field as the Day of the Week and a time field as the Hour of the Day.


When OK is clicked, the dialog changes and you will be asked to select the field to be mapped as Day of the Week.

Selecting Date Field - Click for Large

Note how the field is automatically previewed when it is selected in the list. The mapping is not applied in the preview.

Try using preview on a non-date field. Values will be shown, that obviously can't be mapped using a date mapping format, such as Day of the Week.


The time field is then selected.

Selecting Time Field - Click for Large

Two fields, Date and Time have now been selected.

Date will be mapped with a mapping format of Day of the Week, whilst Time will use Hour.


Once these two fields have been chosen the full Quick Draw Chart dialog is then shown.

Quick Draw Chart Dialog - Click for Large

Note :-

  1. The two fields, Date and Time, have been added to the dialog with the appropriate mapping formats.

  2. As Date is selected, note how it is previewed.

  3. Aggregation Fields is used to setup the fields to be aggregated.

  4. Chart Drawing Limits sets any limits to be applied.

  5. Histograms sets whether histograms are to be added to the chart.

  6. Title sets a title to be shown in the legend for the chart.


Extra mapping fields added by selecting the fields in the pull-down lists and then selecting the format accordingly.

Extra Mapping Fields

Connect has been mapped using Partition with a step value of 10 and Fault is mapped as simple Text.

This example shows the use of four of the most common mapping formats, Day of the Week, Hour, Partition and Text.


An aggregation field can also be added using the pull-down lists.

Adding an Aggregation - Click for Large

Here, the field, Mail, is aggregated using an aggregation type of Total.

This means that each node in the Daisy Chart will have a total of the field, Mail, for all the records that are mapped to that node.

The boring default name for the aggregation, Total1, can be easily changed by typing in a new one.

Aggregation Name

Here, Total Mail has been entered.


Once all of the settings have been entered, just click OK to draw the chart.

Drawn Chart - Click for Large

Note how the chart is not fully shown, as the chart window is too small. Other parts can be viewed by using the scroll-bars.

View the Drawn Chart!


Exercise - Build a Chart Conversationally

Open a database with Daisy and draw a chart using Quick Chart Setup.

See Section 5 of the Daisy Manual.


Draw Chart Dialog

The Draw Chart dialog is the main way to edit the settings for a Daisy Chart. Experienced users can also use it to build charts from scratch.

Draw Chart Dialog - Click for Large

Note that because Daisy can't change any data in the original database, spend some time experimenting to get the exact Daisy Chart you want. You will not harm the original data.


The various command buttons of Draw Chart and what they control are listed.

Mapping Fields    Mapping Fields, Types and Formats
Mapping Titles
Node Order
Mapping Error Handling
  
Combine    Combined Field Node Order
  
Aggregation Fields    Aggregations
Totals, Averages
Previous Values on Node
Add, Subtract, Multiply Node Values
  
Weighting    Weighting Field and Type
  
Selection    Selected Records
  
Calculation    Links Drawn or not
Combined Mapping
  
HTML Charts    HTML Charts
  
Node Style    Full Size Nodes
Histograms Chart and Node Size Ratios
  
Links Limits    Drawing Limits for Links
  
Nodes Limits    Drawing Limits for Nodes
  
Layout    Legend Drawn or not
Titles
Node and Histogram Keys
Title and Key Fonts
  
Nodes and Links    Node Layout
Node Fonts and Orientation
Rules for Names in Node Boxes
Aliases for Names in Node Boxes
  
Histograms    Histograms
Node/Histogram Ratios
Histogram Annotations or not
Histogram Fill or not
Histogram Scales
  
Colours    Node Colours
Histogram Colours

There is also an Index to everything to do with drawing charts.


Exercise - Build a Chart using Draw Chart

Open a database with Daisy and draw a chart using Draw Chart.


Daisy Templates

Daisy Templates are the standard method of saving the mapping fields, aggregations and other parameters used to draw a Daisy Chart, so that they can be used again and again.


Daisy Templates can be retrieved from two places; using Get Template in the Quick Chart Setup or directly using Get Template in the Draw menu.

The dialog below shows choosing a template for the Software Test example.

Selecting Template - Click for Large

After the template has been retrieved, the Daisy Chart will be drawn.

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