User-defined charts and heatmaps with the chart generator

Last modified: 2025-11-28

Compare individual data points and measured values and generate charts for your specific needs. Furthermore, save all your charts for later use, view them again after a re-login, or display them in portlets.

Create a user-defined chart or heatmap

Prerequisites

• You belong to the user group administrator, operations, technician, technical customer, or customer.

• premium partner only If you belong to a user-defined user group, the View and Create permission of the user group module Evaluation must be allowed for it. See User group modules and permissions.

Steps

1. At System level , navigate to the Evaluation tab and scroll to the category User-defined.

2. Select New chart.

3. Choose the type of Chart you want to create:

   • A) Standard Chart

   • B) Heatmap

A) Configure a standard chart

4. Under Measured values, select all data points you want to compare. Select the values one by one, and your selection is then highlighted. Filter the list by typing the name of a desired data point in the search bar. Your previous selection will remain. Deselect a value by clicking on it again.

5. Select Add measured values. All your selected values appear in the Configuration area and are allocated to one of four possible y-axis, each representing a different physical unit.

6. Select the Component you want to compare for each of your data points.

7. Select Update. A preview appears.

7. Adjust the chart as follows:

   • Period: Select the type of period (day, week, month, year). For Day period you can also activate the toggle Minute values if the prerequisites are fulfilled, see also Prerequisites for minute values.

   • Display & Color: For every data point, set a specific type of appearance (line, column, area, or point) and choose a color for the graph.

   • Y-axes: For every y-axis, set a custom scale by entering a Minimum and/or a Maximum value. The scaling values for all measured values that are allocated to the same y-axis will synchronize. After updating the preview, the scale of the respective y-axis will adjust close to the values you entered, while maintaining the intervals of the original axis – so sometimes it will not start or end at the exact value you entered. Note that there is no validation of the scaling values with the data points – if the latter are out of the scaling range, they will be cut off in the visualization. Switch back to automatic scaling by deleting the scaling values.

8. Confirm every adjustment by selecting Update.

9. Select Save.

10. Give your chart a title and select Save again.

Your new standard chart is now listed permanently in the category User-defined. Select it to display it in full size.

Further actions

• After saving your chart, Edit, Rename, or Delete it by selecting the Options menu. Find the options menu when hovering over the title of the saved chart.

B) Configure a heatmap

4. Under Measured values, select the data point you want to visualize in the heatmap. A preview appears immediately.

5. If applicable, a Configuration panel for component selection appears. Deselect the components you do not want to see in the heatmap.

6. Give the heatmap a name by selecting Edit above the preview.

7. Select Save.

Your new heatmap is now listed permanently in the category User-defined. Select it to display it in full size.

Further actions

• After saving your heatmap, Edit, Rename, or Delete it by selecting the Options menu. Find the options menu when hovering over the title of the saved heatmap.