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Scenario
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Estimated Time: 9 min |
In this scenario, we will create a XY Area chart to display "Publishing Revenue vs. Expense" by quarter in 2017.
Background
Our scenario uses a Data Source Profile data source profile called "BookWarehouse" to query a rollup database table called "PUBLICATION_RVE". The table contains aggregate rollup revenue and expense data by book, by quarter. For this scenario, we are focusing on charting 2017 revenue and expense data for a single publisher:
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The following steps demonstrate how to use Markup to insert Confluence's native Chart Macromacro and our SQL Macromacro on a Confluence page.
Table plus |
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border | 0 |
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heading | 0 |
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multiple | false |
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enableHeadingAttributes | false |
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columnAttributes | style="border:0;width=5%;",style="border:0;width=65%;",style="border:0;width=30%;max-width=30% !important;" |
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id | steps_table |
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enableSorting | false |
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enableHighlighting | false |
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| Create a Confluence pageCreate a Confluence page that will eventually contain the macros needed to produce the chart. - Create a page named Publication Revenue vs. Expense in a space accessible to the desired audience.
- Click Save to close the Page Restrictions screen.
- Click Save to save to publish the new page.
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| | Edit the Publication Revenue vs. Expense page and do the following: - Insert the Chart macro.
- Click the Chart macro container and click Edit so you can adjust its parameters as shown on the right.
- Type - type of a chart.
- Width - width of the chart in pixels.
- Height - height of the chart in pixels.
- Column - column name or order of mapping from the query result to the chart.
- Chart Title - title for the chart.
- Chart Subtitle - subtitle for the chart.
- Show legend - displays the name associated with the colored bars rendered.
- Click Save to save your changes to the Chart macro's parameters.
| Chart macro parameters: Type | pie | Width (pixel value only) | 600 | Height (pixel value only) | 400 | Chart Title | Pearson | Chart Subtitle | Revenue vs. Expense - 2017 | Show legend | |
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| | This step uses the SQL Macromacro, to retrieve the data that will be displayed in the bar chart. To configure the SQL Macromacro, do the following: - Edit your Publication Revenue vs. Expense page.
- Add a line below your Chart Macromacro.
- Using Markup, insert a new SQL Macro macro on the page (more on Markup here).
- Adjust its parameters as shown on the right. The following parameters indicate:
- Data source profile - name of the data source profile that you set up.
- Use database column labels - usage of the column names defined within the SELECT statement (e.g., Publisher, M Rev.) rather than the columns names defined within the database table(s) themselves.
- Show error if there are no rows - displays an error if no rows are returned in the resultset of the SQL query.
- Text to display when there are no rows - text of the error message to be displayed when no rows are returned in the resultset of the SQL query.
- Click Save to save your changes to the SQL Macromacro's parameters.
With the cursor positioned inside the SQL Macro macro container, paste in this SQL statement: Code Block |
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language | sql |
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theme | DJango |
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linenumbers | true |
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| SELECT type as "Statement Type"
,format(Q1,0) as "Q1"
,format(Q2,0) as "Q2"
,format(Q2,0) as "Q3"
,format(Q2,0) as "Q4"
FROM publication_rve where year='2017'
AND type='Revenue'
UNION
SELECT type as "Statement Type"
,format(Q1,0) as "Q1"
,format(Q2,0) as "Q2"
,format(Q2,0) as "Q3"
,format(Q2,0) as "Q4"
FROM publication_rve where year='2017'
AND type='Expense';
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Using your mouse, "drag" the SQL Macro container into your Chart Macro container (see right).
| SQL Macro macro parameters: SQL settings > SQL statement > Data source profile | BooksWarehouse | Display settings > Data layout > Use database column labels | On | Display settings > Data layout > Show error if there are no rows | On | Display settings > Data layout > Text to display when there are no rows | No rows selected |
Moving the SQL Macro macro inside the Chart Macromacro
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| | Save and test the pageNow, go back to the Publication Revenue vs. Expense page and click Save to save it. You should now see a page that appears as shown on the right. | Final XY Area Chart:
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Image Added