PDF: Custom Chart

The Custom Chart widget, unlike the other widgets, allows you to upload your own data through a CSV file. This way you are able to select exactly the data you want to show in your chart, down to the last detail.


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DEFINITION

formula definition    Custom chart is a special type of chart that allows the user to customize the data he wants to include in the graph completely. The user can include formulas and variables or hardcoded data as values that will be graphically represented in the chart.

The Custom Chart widget has multiple templates. For each template, there is a specific CSV file that can be downloaded. Here's an example of how a custom chart could look like:


custom-chart-image

In this guide we'll discuss the following:

  1. Setting up your data
  2. Custom Chart Options
  3. Widget logic rules

1. Setting up your data

Time to build your custom chart. First of all, to add it to your PDF report, you will have to click on the Custom Chart button in the Widgets area.

custom chart-widget


Once you add the custom chart, you select from the dropdown menu at the  Extra Options the type of chart that you want to use.

custom-chart-select


The next step is to download the CSV example, as shown below, and then to customize the file according to your needs.

custom-chart-download

WARNING   

Every chart has another content and format, so do not forget to first select the chart you want to use from the dropdown list  and then download the file!

When you are finished with the editing of the CSV file you can click on Upload and choose the CSV that you just created.

custom-chart-upload


NOTE

It's possible to use variables and formulas like *|f1_result|* in your CSV file. Also, to create different columns, do not forget to convert your text to columns. For more info, take a look at the CSV guide.

2. Custom Chart Options

You can select the name that you want to give to your custom chart at Widget Name that is located in the Extra Options tab. This name will not be shown in your report, it is just a name for your ease of use.

custom_chart-extra_options


Also, you can choose how you would like to align your custom chart widget. You can align it to one side and have explanatory text or another widget on the other side or center it.

custom chart- PDF Column chart placement

  • Left:  the widget will be aligned to the left side of the page, in a column layout 
  • Center: the widget will be presented centered across the entire page from the left to the right (full width)
  • Right: the widget will be aligned to the right side of the page, in a column layout

If you would like a widget to appear side-by-side with the custom chart, make sure to align on one side of the page the widget, and the custom chart on the other. For example, choose to align the text widget to the left, and align a custom chart to the right.


Use the arrows or enter a value for the chart height and width. If you choose to place the custom chart on either the left or the right side of the page, the chart will be automatically resized. You can also change the background to be either white or transparent.

custom chart-dimensions

WARNING

The max-width of one page is 810 px. To leave some room for spacing the recommended  Width value is around 600 px.

Click the Update preview button to see how the widget you've created looks like

preview widget


Take a look below at some different layout possibilities:

custom_chart_gifs

Now if you want to create a Custom Chart, you're done! Just make sure to click Save PDF and continue adding widgets. 


TIP

formula tipCan't find a chart widget that suits your needs? We can create a custom chart for you!  support@surveyanyplace.com 

3. Widget logic rules

If you want to only show this widget under certain conditions, you'll need to set the widget logic rules. If you want to show a general widget that is visualized every time a PDF report is generated, you can choose not to include a widget logic rule. Learn more about Widget Logic

custom chart-add rule

Once you've saved your logic rules, don't forget to save PDF and you're ready to add more widgets!

What is next?

Take a look at some more available widgets that you can add to your PDF? 

  • Use the bubble chart widget to show your respondents their results from different questions and compare them to other components. A bubble chart stands out because it allows for a comparison between three variables. 
  • Add a gauge chart to the personalized PDF report to represent average or actual scores or percentage results for question blocks or formulas. Respondents can see at a glance if they've scored towards the top-end or bottom-end of the scale. 
  • Add an XY Chart widget to show your respondents the relationship between two variables. The respondents can compare and evaluate their answers on the XY chart created and see where they or their answer stands at. 
V
Vincent is the author of this solution article.

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