Creating charting schemes

When you create a schema in Schema Designer, the application automatically creates four charting schemes, named Charting Scheme 1 thru 4. Each charting scheme contains entries for all the entity and link types in the schema, as well as default entries whose mappings are used when the charting scheme has no more specific mappings.

However, the entries in the automatically created schemes are all empty. To produce a charting scheme that has an effect, you must either edit one of them, or configure a new one of your own.

Before you begin

Analyst's Notebook chart items have their own set of properties that are distinct from the properties of i2 Analyze records. By default, when a chart item contains an i2 Analyze record, the property values from that record are visible in Record Inspector but not in the Edit Item Properties dialog. Analyst's Notebook populates the item label from the record label, but the attributes and the date and time properties are empty.

The purpose of a charting scheme is to map from property types in the schema to the properties and attributes of Analyst's Notebook items. You can arrange for users to be able to switch between behaviors by creating multiple charting schemes. The effectiveness of a particular charting scheme depends partly on your schema and its labeling scheme. Ideally, your schema should be mostly complete before you start to create charting schemes for it.

Procedure

To create or edit a charting scheme:

  1. In the application window, click File > Edit Charting Schemes.

    If your current schema has no associated charting schemes, a dialog window opens with the four empty charting schemes in a navigation tree. If your schema does have associated charting schemes, the navigation tree displays them.

    Note: The Create Data Records setting has no effect on charting schemes for recent versions of i2 Analyze.

  2. Optional: To base a new charting scheme on one that you already have, select the existing charting scheme in the navigation tree and click Duplicate. The new charting scheme appears in the navigation tree with the prefix "Copy of".

  3. Create, edit, and delete charting schemes as you need. In general, try to delete schemes that you don't want, and rename the charting schemes that you want to keep.

    Important: Changes that you make to charting schemes in the Edit Charting Schemes dialog window (and any of its children) are not retained until you click OK to close the dialog. To save the changes, you must save the schema itself.