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1.24 release (#477)
* DOCSP-15704/15705 Atlas Data Lakes in the Add Data Source dialog (#472) * DOCSP-15704 Atlas Data Lakes in the Add Data Source dialog * DOCSP-15704 updates for copy review feedback * DOCSP-15704 updates for external review feedback * (DOCSP-15680): Created a new page for Combo Charts. (#473) * (DOCSP-15680): Created a new page for Combo Charts. * (DOCSP-15680): Incorporated Zach's feedback. * (DOCSP-15680): Incorporated Tom's feedback. * (DOCSP-15680): Incorporated Tom's feedback. * (DOCSP-14861) Conditional Formatting (#474) * (DOCSP-14861) Conditional formatting * (DOCSP-15579) Add Dutch provinces choropleth scheme (#476) * (DOCSP-15579) Add Dutch province shape scheme * (DOCSP-16067) 1.24.2 release notes (#475) * (DOCSP-16067) 1.24.2 release notes Co-authored-by: kanchana-mongodb <[email protected]> Co-authored-by: corryroot <[email protected]>
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conf.py

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'.. |checkmark| unicode:: U+2713',
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'.. |tls-ssl| replace:: :abbr:`TLS (Transport Layer Security)`/:abbr:`SSL (Secure Sockets Layer)`',
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'.. |service| replace:: Atlas',
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'.. |adl| replace:: Atlas Data Lake',
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'.. |dl| replace:: Data Lake',
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'.. |enc-channel| replace:: :ref:`encoding channel <encoding-channels>`',
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'.. |aws| replace:: :abbr:`AWS (Amazon Web Services)`',
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'.. |gcp| replace:: :abbr:`GCP (Google Cloud Platform)`',

config/sphinx_local.yaml

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- /chart-type-reference/circular-charts
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- /encoding-channels
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- /customize-charts
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- /customize-charts/conditional-formatting
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- /embedding-charts
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- /view-export-chart-data
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- /embedding-tutorials

snooty.toml

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"/chart-types", "/chart-type-reference/data-table",
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"/chart-type-reference/geo-spatial",
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"/chart-type-reference/choropleth",
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"/customize-charts", "/embedding-charts",
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"/customize-charts",
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"/customize-charts/conditional-formatting",
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"/embedding-charts",
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"/view-export-chart-data",
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"/embedding-tutorials",
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"/embedding-charts-sdk",
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charts-short = "Charts"
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tls-ssl = ":abbr:`TLS (Transport Layer Security)`/:abbr:`SSL (Secure Sockets Layer)`"
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service = "Atlas"
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adl = "Atlas Data Lake"
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dl = "Data Lake"
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enc-channel = ":ref:`encoding channel <encoding-channels>`"
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aws = ":abbr:`AWS (Amazon Web Services)`"
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gcp = ":abbr:`GCP (Google Cloud Platform)`"

source/chart-type-reference/choropleth-regions.txt

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* - :guilabel:`Canadian Provinces`
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- Full names and :wikipedia:`two-letter codes <Canadian_postal_abbreviations_for_provinces_and_territories>`
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for Canadian provinces expressed in English or French language.
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- ``New Brunswick``, ``Nouveau-Brunswick``.
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for Canadian provinces, expressed in English or French language.
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- ``New Brunswick``, ``Nouveau-Brunswick``
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* - :guilabel:`UK Countries`
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- Countries in the United Kingdom.
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- ``Norfolk``, ``Essex``
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* - :guilabel:`German States`
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-
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- Full names and
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- :wikipedia:`two-letter German state codes <States_of_Germany#List>`
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of German states expressed in German or English language.
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- Full names and
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:wikipedia:`two-letter German state codes <States_of_Germany#List>`
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of German states, expressed in German or English language.
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- ``Saxony``, ``Sachsen``
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* - :guilabel:`Australian States`
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- :wikipedia:`Full names and abbreviations <States_and_territories_of_Australia#States_and_territories>`
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for Australian states.
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- ``Victoria``, ``VIC``.
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- ``Victoria``, ``VIC``
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* - :guilabel:`Australian Local Government Areas`
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- Australian local government areas.
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- ``Yarra``, ``Waverley``
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* - :guilabel:`Italian Regions`
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- `Full names and three-letter abbreviations <https://www.circolocalabrese.org/geography/standard-abbreviations-of-italian-regions-and-provinces.asp>`__
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for all Italian regions in expressed Italian or English language.
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for all Italian regions, expressed in Italian or English
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language.
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- ``Liguria``, ``LIG``
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* - :guilabel:`Dutch Provinces`
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- `Full names and abbreviations <https://www.landafkorting.nl/provincies.htm>`__ for Dutch provinces, expressed in Dutch or
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English language.
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- ``Drenthe``, ``DR``
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.. _combo-chart-ref:
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============
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Combo Charts
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============
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.. default-domain:: mongodb
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.. contents:: On this page
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:local:
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:backlinks: none
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:depth: 1
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:class: singlecol
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Combo charts offer a combined :ref:`column <column-bar-chart-ref>` and
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:ref:`line <line-area-chart-ref>` view.
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Combo Chart Encoding Channels
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-----------------------------
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Combo charts provide the following
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:ref:`encoding channels <encoding-channels>`:
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.. list-table::
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:header-rows: 1
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:widths: 20 80
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* - Encoding Channel
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- Description
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* - X Axis
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- In the :guilabel:`category` axis encoding channel, a column is
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rendered for each unique value from this field.
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* - Columns
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- - The fields that you use in this channel build the columns in
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this chart.
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- The :guilabel:`aggregation` axis encoding channel dictates
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which field to aggregate on and the type of aggregation to
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perform. This ultimately dictates the size of each column.
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.. note::
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You can map multiple fields to this channel to create
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a multi-series chart. However, unlike other charts, you can't
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create a multi-series chart with the :guilabel:`Series`
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channel on combo charts. To learn more, see
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:ref:`Multiple Field Mappings <multiple-field-mappings>`.
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* - Lines
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- - The fields that you use in this channel build one or more
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lines on this chart.
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- The :guilabel:`aggregation` axis encoding channel dictates
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which field to aggregate on and the type of aggregation to
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perform.
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Combo Chart Types
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-----------------
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Combo charts provide the following sub-types:
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.. list-table::
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:header-rows: 1
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:widths: 20 80
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* - Sub-Type Name
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- Description
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* - :ref:`Grouped <grouped-combo-ref-example>`
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- |charts| groups data by the category specified in the
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:guilabel:`category` :ref:`encoding channel
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<encoding-channels>`, and plots a column for each value
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in the :guilabel:`Columns` encoding channel.
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* - :ref:`Stacked <stacked-combo-ref-example>`
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- |charts| creates a column for each distinct value in the
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:guilabel:`category` :ref:`encoding channel <encoding-channels>`
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field, and splits each column into segments based on the
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the :guilabel:`Columns` encoding channel.
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Use Cases
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---------
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- Combo charts bring together the useful aspects of both :ref:`column
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<column-bar-chart-ref>` and :ref:`line <line-area-chart-ref>` charts
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into a single chart.
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Customization Options
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---------------------
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The following customization options are specific to combo
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charts. To see all available customization options, see
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:ref:`customize-charts`.
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.. note::
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If the columns and lines in your combo use different scales,
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consider a :ref:`secondary-y-axis`. This option appears on the
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:guilabel:`Customize` pane in the :guilabel:`Fields` section for any
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fields mapped to the :guilabel:`Lines` channel. Fields mapped to the
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:guilabel:`Columns` channel appear only on the primary axis.
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Adjust X-Axis Label Angle
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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You can adjust the X-axis label angle.
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.. include:: /includes/customization/adjust-x-axis-label-angle.rst
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Set Distinct Dash Style per Series
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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On combo charts, you can opt to display each series in the chart with a
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distinct dash style. This option can help make your chart more
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accessible by distinguishing between series beyond color.
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.. include:: /includes/customization/set-distinct-dash-style-per-series.rst
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Smooth Lines
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~~~~~~~~~~~~
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.. include:: /includes/customization/smooth-lines.rst
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Show or Hide Data Markers
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~~~~~~~~~~~~~~~~~~~~~~~~~
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On combo charts, you can dictate whether |charts-short| displays
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visible data markers that represent individual data points along the
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line. Enabling this option makes it easier to see exactly where your
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data points lie along a line. Hovering over these markers shows the
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exact data values in a tooltip, making it easier to view precise
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measurements.
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.. include:: /includes/customization/show-hide-data-markers.rst
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Show or Hide Data Value Labels
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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.. include:: /includes/customization/show-hide-data-labels.rst
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Examples
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--------
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.. _grouped-combo-ref-example:
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Grouped Combo Chart
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~~~~~~~~~~~~~~~~~~~
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The following grouped combo chart shows the number of award
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nominations, wins, and metascores by director.
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The :guilabel:`X Axis` category of ``director`` creates a group
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for each director in the data set, and each group is split by the
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:guilabel:`Columns` encoding channel fields of ``nominations`` and
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``wins``. The :guilabel:`Lines` encoding channel field of
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``metacritic`` displays as a line:
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.. figure:: /images/charts/combo-chart-grouped.png
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:figwidth: 750px
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:alt: Grouped Combo Chart Reference
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.. _stacked-combo-ref-example:
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Stacked Combo Chart
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~~~~~~~~~~~~~~~~~~~~
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The following stacked combo chart shows the number of award
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nominations, wins, and metascores by director.
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The :guilabel:`X Axis` category of ``director`` creates a column for
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each director in the data set, :ref:`limited <charts-limit-data>` to
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only the top 10 as sorted by the aggregated sum of ``awards.wins`` from
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:guilabel:`Columns`. The :guilabel:`Columns` encoding channel fields of
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``nominations`` and ``wins`` segment each column. The :guilabel:`Lines`
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encoding channel field of ``metacritic`` displays as a line:
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.. figure:: /images/charts/combo-chart-stacked.png
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:figwidth: 750px
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:alt: Stacked Combo Chart Reference
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Limitations
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-----------
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The maximum query response size for combo charts is 5000
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documents.

source/chart-type-reference/data-table.txt

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and if the column is a :guilabel:`Group` column, it moves to the right
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of any pinned :guilabel:`Group` columns.
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Conditional Formatting
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~~~~~~~~~~~~~~~~~~~~~~
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You can create styling rules for table cell values that match
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conditions you define. Conditional formatting rules affect the look of
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your chart dynamically: if the value of a table cell changes to match
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or stop matching your conditions, its styling updates to reflect that.
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To learn how to use conditional formatting rules, see the
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:ref:`Conditional Formatting <conditional-formatting>`
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customization option.
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Examples
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--------
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source/chart-type-reference/line-area-chart.txt

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along a line. Hovering over these markers shows the exact data values in
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a tooltip, making it easier to view precise measurements.
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To set this option:
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:guilabel:`Data Markers` toggle switch to the desired setting.
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modify the :ref:`Number Formatting <customize-number-formats>`
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settings for the relevant field.
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.. include:: /includes/customization/show-hide-data-markers.rst
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Set Distinct Dash Style per Series on Line Charts
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:guilabel:`Dash Styles per Series` toggle switch to the desired
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.. include:: /includes/customization/set-distinct-dash-style-per-series.rst
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Smooth Lines
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:guilabel:`Line Smoothing` to the desired option.
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.. list-table::
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:stub-columns: 1
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:widths: 30 70
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* - Option
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- Description
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- Draws straight lines between data points.
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* - Smooth
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- Draws curved lines between data points.
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* - Step Before
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- Lines extend horizontally to data points. This is useful
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for visualizing data that only changes in intervals and is
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collected at the end of a period, such as
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daily average temperature.
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* - Step After
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.. include:: /includes/customization/smooth-lines.rst
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source/chart-type-reference/number-chart.txt

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Customization Options
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---------------------
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Conditional Formatting
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~~~~~~~~~~~~~~~~~~~~~~
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You can style the number that your chart displays with conditional
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formatting rules. These rules are applied dynamically: if your
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number changes to match or stop matching a condition you define, its
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styling updates.
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To learn how to use conditional formatting rules, see the
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:ref:`Conditional Formatting <conditional-formatting>`
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customization option.
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.. _number-chart-example:
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Examples

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