Toucan 3.0
YouPrep documentationHelp centerGet a demo
  • Welcome
    • ๐Ÿ‘‹Welcome to Toucan
    • โš™๏ธTechnical resources
      • โš™๏ธToucan stack
      • Setup mode
        • Toucan SaaS mode
      • โš™๏ธSecurity
        • Application Security
        • Source Code Quality
        • Global Security Practices
        • Security of Docker Images
  • TUTORIALS
    • ๐Ÿ“ŠGetting Started : Embedded Analytics
    • ๐Ÿค“Advanced tutorials
      • Embedding a story with user attributes
        • Dynamic filter with user attributes
        • Dynamic Tables
        • Dynamic Database
        • Dynamic Host
      • Using the HTTP API connector in advanced use cases
      • Using advanced syntax for SQL queries
      • Merging filters with our tool
      • Deep customization chart (CSS)
        • Homepage customization
        • Chart customization
        • Dashboard customization
  • Data Management
    • ๐ŸงฎOverview of Data In Toucan
    • ๐Ÿ“กDatasources in Toucan
      • ๐Ÿ”ŒManaging Connectors
        • ๐Ÿ”ŒCreating, editing and deleting a connector
        • ๐Ÿ”ŒSet up OAuth2 credentials for your platform
        • ๐Ÿ”ŒSetting up a connector
          • ๐Ÿ”ŒGeneric Connectors
            • ๐Ÿ”ŒSetting up an HTTP API connector
            • ๐Ÿ”ŒSetting up an ODBC Connector
          • ๐Ÿ”ŒDatabase and data warehouse Connectors
            • ๐Ÿ”ŒSetting up an AWS Redshift Connector
            • ๐Ÿ”ŒSetting up a Snowflake Connector
            • ๐Ÿ”ŒSetting up a PostgreSQL Connector
            • ๐Ÿ”ŒSetting up a Google Big Query Connector
            • ๐Ÿ”ŒSetting up an AWS Athena connector
            • ๐Ÿ”ŒSetting up a MySQL connector
            • ๐Ÿ”ŒSetting up a MongoDB connector
            • ๐Ÿ”ŒSetting up a Microsoft SQL Server connector
            • ๐Ÿ”ŒSetting up an Azure SQL connector
            • ๐Ÿ”ŒSetting a Databricks Connector
            • ๐Ÿ”ŒSetting up a ElasticSearch Connector
            • ๐Ÿ”ŒSetting up a Clickhouse Connector
          • ๐Ÿ”ŒOnline services connectors
            • ๐Ÿ”ŒSetting up a Sharepoint Connector
            • ๐Ÿ”ŒSetting up a Google Sheets Connector
            • ๐Ÿ”ŒSetting up a Salesforce Connector
            • ๐Ÿ”ŒSetting up a Hubspot Connector
          • ๐Ÿ”ŒSetting up an AWS S3 connector
      • ๐Ÿ—„๏ธManaging remote file storages
        • ๐Ÿ—‚๏ธSetting up a file storage
          • SFTP
        • ๐Ÿ“„Create a dataset from a file
      • ๐Ÿ“Managing Files
        • ๐Ÿ“Adding, editing and deleting local files
        • ๐Ÿ“‚Using advanced file settings
        • ๐Ÿ“Adding and combining remote files in Toucan
    • ๐Ÿ”ขDatasets in Toucan
      • ๐Ÿ”ขStored and Live Datasets
      • ๐Ÿ’ฟManaging datasets
        • ๐Ÿ”ขCreating datasets
        • ๐Ÿ”ขEditing, Duplicating and Deleting a dataset
        • ๐Ÿ”ขRefreshing and Publishing Datasets
        • ๐Ÿ“ˆOptimize data performance
        • ๐Ÿ—‚๏ธAdding indexes to stored datasets
        • ๐Ÿ‘ฉโ€๐Ÿ’ปCode mode and single mode
      • ๐Ÿ›‘Setting permissions on dataset
      • ๐Ÿ—ƒ๏ธMaintaining Data
        • ๐Ÿ—ƒ๏ธTagging datasets
        • ๐Ÿ—ƒ๏ธIdentifying datasets dependencies
        • ๐Ÿ—ƒ๏ธSet validation rules
    • ๐Ÿง‘โ€๐ŸณPreparing data
      • Overview of YouPrepโ„ข
        • ๐ŸŽนColumn header
          • Rename column
          • Duplicate column
          • Fill null values
          • Replace values
          • Sort values
          • Convert columns data types
        • Add
          • Add text column
          • Add formula column
          • Add conditional column
        • Filter
          • Delete columns
          • Keep columns
          • Filter rows
          • Top N rows
          • ArgMax
          • ArgMin
        • Aggregate
          • Group by
          • Add total rows
          • Hierarchical rollup
          • Get unique groups/values
        • Compute
          • Compute evolution
          • Cumulated sum
          • Percentage of total
          • Rank
          • Moving average
          • Compute statistics
          • Absolute value
        • Text
          • Concatenate
          • Split column
          • Extract substring
          • To lowercase
          • To uppercase
          • Compare text columns
          • Trim spaces
          • Replace text
        • Date
          • Convert text to date
          • Convert date to text
          • Extract date information
          • Add missing dates
          • Compute duration
          • Normalize date granularity
        • Reshape
          • Pivot
          • Unpivot
          • Waterfall
        • Combine
          • Append datasets
          • Join datasets
        • Geo
          • Geographic dissolve
          • Geographic hierarchy
          • Geographic simplify
          • Prepare geo data (with basemap)
      • YouPrepโ„ข Native SQL
      • Hybrid pipeline
    • โžฟManaging variables in Toucan
      • โžฟVariables hub
      • โ™ˆUse variables in YouPrepโ„ข
      • โžฟEasy reference to variables
    • ๐ŸงžUsing advanced data concepts
      • ๐ŸงžData personnalisation with user attributes
        • Connector setup with a user attribute
        • Database selection with a user attribute
        • YouPrep data filtering with a user attribute
        • Filter data in SQL with a user attribute
      • ๐ŸงžAdvanced syntax for variables
      • ๐ŸงžData cache
  • Visualizations and Layouts
    • ๐Ÿ“บApps
      • ๐Ÿ“บManaging Apps
        • โž•Creating Apps
        • ๐Ÿ“„Duplicating Apps
        • ๐Ÿ–จ๏ธPublishing Apps
        • ๐ŸšฎDeleting Apps
        • โœ๏ธEditing within an App
      • ๐Ÿ–Œ๏ธCustomizing Apps
        • Customizing chart color elements
        • Customizing the app's font
        • Adding Assets
        • Adding Glossary
        • Setting up, Managing and testing custom visibilities
        • Customizing the "no data error" message
        • Creating a dynamic background based on an Filter's column
      • ๐Ÿ Home
        • Creating the Home
        • Creating Tiles
          • Tile Dynamic Value
          • Tile Leaderboard
          • Tile Line
          • Tile Scorecard
          • Tile Bullet
          • Tile Heatmap
          • Tile PDF
          • Tile Video
          • Tile Image
          • Tile Text
          • Tile HTML
          • Tile Separator
      • โœจStories
        • Creating a Story
        • KPIs
        • Narrative
        • Crossfilter
      • ๐Ÿ“ฝ๏ธFilters
        • Managing Filters
          • Creating, reusing and editing Filters
          • Applying Filters
          • Unpinning and deleting Filters
        • Type of Filters
          • Dropdown
          • Checkboxes
          • Buttons
          • Date Range
          • Hierarchical
          • Slider
        • Templating from Filters' values
        • Dependant Filters
      • ๐Ÿ“ˆPDF Report
      • ๐ŸŽกDatawall
      • ๐Ÿ—๏ธDashboard Builder
        • Create a Dashboard Builder
        • Embed a Dashboard Builder
        • Dashboard export options
      • ๐ŸŒŸMyFavorites
    • ๐Ÿ“ŠCreating Visualizations
      • ๐ŸคฉViz Gallery
        • Barchart
        • Barlinechart
        • Bubblechart
        • Bulletchart
        • Circularchart
        • Funnelchart
        • Gantt chart
        • Heatmap
        • HTML
        • Leaderboard
        • Leaderboard Centered Average
        • Linechart
        • Mapchart
          • Configure a drill
        • Mediachart
        • Radarchart
        • Tablechart
        • Timeline
        • Versuschart
        • Waterfallchart
        • Score Card
        • Stacked Barchart
      • ๐Ÿง Common Chart Configuration
      • ๐Ÿ’…Customizing chart colors
      • ๐Ÿงžโ€โ™‚๏ธAdvanced chart configuration
        • Templating from chart's dataset
        • Add units, precisions and sentiments
        • Adding Tutorials
        • Add sparklines
        • Navigate with stories
        • Group informations in your stories
        • Multiple charts in one story
        • Manage dates
        • Customize tiles' sources
        • Add stars to tiles' title
        • Manage data order in your tiles
        • Navigate with tiles
    • ๐Ÿ‘ฉโ€๐Ÿ’ปEmbedding
      • ๐Ÿ”Authentication
      • ๐Ÿ–‡๏ธIntegration
        • Generate and manage embeds
        • Customize embeds
        • Embedding a Toucan App Using iFrames
        • Passing Extra Variables to Your Toucan Embed
      • โš™๏ธEmbed SDK
        • Embed SDK Authentication
      • โ“FAQ
    • ๐Ÿ™‹Self-Service
      • Self-Service Dashboard
        • The embedded Self-Service Dashboard
        • The in-platform Self-Service Dashboard
      • Self-service PDF Report
  • Collaboration
    • โฐCreating alerts
    • ๐Ÿ“งManaging notifications
    • โž•Enriching a story with descriptions
    • ๐Ÿ’ŒSharing content
    • ๐Ÿ’ฌAdding comments to stories
  • Administration
    • โš™๏ธInstance Management
      • โš™๏ธManaging operations in SaaS
      • โš™๏ธCustomizing your instance (whitelabel)
    • ๐Ÿ‘ฅManaging Users
      • ๐Ÿ‘ฅUsers
      • ๐Ÿ‘ฅManaging user groups
      • ๐Ÿ‘ฅManaging user properties
      • ๐Ÿ‘ฅSetting up permissions and visibilities
    • ๐ŸŒManaging languages in Toucan (internationalisation)
    • ๐Ÿ“ˆMonitoring Engagement with User Analytics
      • ๐ŸŽ›๏ธHow to Filter your User Analytics?
      • ๐Ÿ–ฅ๏ธUnderstanding your User Analytics Dashboards
  • Additional Ressources
    • ๐Ÿ“šExternal documentation
    • ๐ŸšSupport for App-builders
    • ๐Ÿ†•Latest releases
      • ๐ŸŽ2025 Releases
      • ๐ŸŽ2024 Releases
      • ๐ŸŽ2023 Releases
    • ๐Ÿ”งTroubleshooting
      • Troubleshoot:: DataHub
      • Cross-Site Cookies
      • How to :: read the inspector error
      • How to :: troubleshoot the toucan way
Powered by GitBook
On this page

Was this helpful?

Last updated 14 days ago

Was this helpful?

๐Ÿงญ Overview

Barlinecharts combine bar and line elements to visualize relationships between different data sets. Bars effectively compare categorical values, while the line highlights trends or patterns over time. This hybrid approach enhances data interpretation by providing both absolute comparisons and trend analysis in a single, clear visualization, making insights easier to identify and understand.

๐Ÿ“Š Example Use Case

  • Revenue vs. Profit Margin Over Time

  • Website Traffic and Conversion Rate

  • Sales Volume and Average Selling Price

  • Marketing Spend vs. ROI

  • Employee Headcount and Attrition Rate

  • Production Output and Defect Rate

โญ Key Features

The Barlinechart is a powerful visualization that combines volume and variation, making complex comparisons clear and insightful.

  • Correlate Volume and Variation: This chart uniquely helps you analyze how a volume (e.g., sales) relates to a variation (e.g., margin changes).

  • Compare Metrics with Different Scales: Perfect for confronting dimensions like absolute values and percentages on the same chart. ๐Ÿ“ Example: Analyze how your Business Unitsโ€™ sales (โ‚ฌ) and margins (%) have evolved over time.

  • Visualize Trends and Progress Over Time: The combination of bars and a line clearly reveals trends, progressions, and patterns across time periods.

  • Handle Continuous and Categorical Data: Use it to display continuous data (e.g., time series) alongside different categories.

  • Ideal for Different Value Scales: Great when comparing two metrics with vastly different scalesโ€”e.g., 3% vs. โ‚ฌ3,000K. ๐Ÿ“ Example: Track your energy consumption (absolute value) over time while evaluating its percentage change.

Configuration

Learn how to create a barlinechart using the new design with this step-by-step guide. Explore the interactive walkthrough below to get started quickly, then dive into the full configuration reference table for in-depth details.

Chart Configuration Step-by-Step

Style Configuration

New Chart Design

*Mandatory parameters

Style Tab

Option
How does it work?
Option
How does it work?
Section
Option
Configuration tutorial
  1. Visualizations and Layouts
  2. ๐Ÿ“ŠCreating Visualizations
  3. ๐ŸคฉViz Gallery

Barlinechart

Dimension

Bar category

The bar category corresponds to a column in your dataset, such as 'Product Type'.

Order bars

This option allows to order bars either by column or by custom value.

By column

Bars are ordered based on the selected column. By default, they follow an ascending orderโ€”starting with numerical categories, followed by alphabetical (A-Z). This order can be reversed.

By custom value

Bars are ordered based on the selected measure. For example, if the category is 'October' and the bar height is '10', you need to set the value to 10 for this bar to appear first.

Group bars

Bars are grouped by category. For example, product types tracked monthly over a long period can be grouped by year.

Change date format

You can change the display format by selecting an option from the dropdown. Common D3 formats are suggested. Note: Your column must be in a date format for this option to work.

Measure

Bar height

The bar height represents a value from your dataset. You can select an aggregation method from the menu, which may vary depending on the chart type.

Line Y-Axis

The Y-Axis represents a value from your dataset. You can select an aggregation method from the menu, which may vary depending on the chart type.

Precision

Precision determines the level of detail in how your values are displayed. By default, measures use a .2f format, meaning they are shown with two decimal places.

Example: A value of 3.14159 will be displayed as 3.14 when using .2f formatting.

Unit

Unit represents the total quantity or category being measured for a KPI. It defines what the values correspond to, providing context for better interpretation.

Show value on bar

Displays all values above the bar for easy visibility.

Show value on line

Displays all values above the line for easy visibility.

Unify scales for bars and lines

Ensure bars and lines share the same scale for accurate comparison and clear visualization.

Additional parameters

ID

Unique chart Id

Add complementary value

The complementary value is displayed in the data label, providing additional context and making it easier for viewers to interpret the data at a glance. It is possible to add a precision, an unit and a sentiment.

Add user chart guide

Lead your chart viewers through the narrative of your data.

Chart performance

Technical performance

Theme

Bars and lines

Customize the bar and line color to align with your branding preferences.

Dataset*

Select the dataset used by the chart

Bars Label*

Select the column containing the label of bars

Bars Value*

Select the column containing the value of bars

Bars

Bars groups

Select the column containing the name of the parent bars to group them

Bars

Show all bar values

Displays values on top of bars. Activated by default.

Lines

Y axis*

Select the column name containing y axis values

Sort

Labels order

Order labels based on a column, an advanced order or a custom order.

Display

Use same scale for bars and lines

Enhance readability of barlinecharts

  • ๐Ÿงญ Overview
  • โญ Key Features
  • Configuration