Using Charting Tool¶

This page describes how application users query measurement point and metric data for assets in Charting Tool, analyze data trends, and identify exceptions. An example Charting Tool page is shown below.

For more information about the elements on a Charting Tool page, see Exploring Charting Tool.

Note

Unified Monitoring pages support customized layouts and functions. The actual layout and functions in your application might differ from those in this document. Contact your application creator for assistance.

Prerequisites¶

Before you start, make sure that your account has the required asset permissions, operation permissions, and a menu group that contains the Charting Tool page. If not, contact your OU administrator.

Page Layout¶

From top to bottom, the Charting Tool page consists of a toolbar, query-condition summary bar, filter row, chart area, and legend. The toolbar at the top of the page includes the following entries.

Entry	Description	Visibility condition
Template	Opens the template panel or drop-down list to apply a saved chart template. It displays Template when no template is applied, or the applied template name otherwise.	Templates are enabled by the application creator, or the current account has template-configuration permission.
Custom Analysis	Opens the custom-analysis panel to generate new chart lines with formulas.	Always displayed. Unavailable when there is no data, the interval is Raw, or comparison is enabled.
Show Data Table	Displays the chart data in a table below the chart. Select it again to hide the table.	Always displayed.
Save Template	Hover over the button and select Save Template or Save as Template.	Templates are enabled by the application creator, or the current account has template-configuration permission.
Full Screen	Enters full-screen mode and hides the top status bar and left navigation pane. Select it again to exit.	Always displayed.
Function Configuration	Opens the Charting Tool configuration page.	The current account has template-configuration permission.
Export	Exports the data in the current chart to a file.	The current account has export permission and the chart contains data.

The query-condition summary bar below the toolbar shows the number of selected Chart Scope, Asset Type, Selected Assets, and Selected Data. Select More to expand the Modify Query Conditions pop-up window, or select Collapse to fold it.

Note

When the application creator disables Modify Query Conditions, the query-condition summary bar is hidden from application users. The page directly displays the organization default view or the chart saved in a template.

Modifying Query Conditions¶

The Modify Query Conditions pop-up window is the primary entry for building a chart. Configure Select Assets > Select Data > Select Display Style > Select Time Period in order, then select Apply to generate the chart. Select Reset in any step to clear all selections and start again.

When the application creator hides the asset selector through URL parameters, the Select Assets step is not shown and the subsequent step numbers move forward.

The content that can be configured in each step is as follows.

Selecting Assets¶

Select the asset level for this analysis in Chart Scope, then select the specific assets in Select Assets. The available chart scopes are as follows:

Chart Scope	Description
Site Group	Analyzes data at asset levels above sites, such as groups or regions. The data is aggregated from lower-level assets.
Site	Analyzes data for specified sites.
Device	Analyzes data for specified devices. Select a site, device type, and device in sequence.

You can also use the following features when selecting assets:

Switch Asset Tree: When multiple organizational structures are configured for the current OU, switch the structure from the upper-right corner of the asset tree.
Switch Asset Tree Style: When the chart scope is Device and both styles are enabled by the application creator, switch between By List and By Hierarchy. By Hierarchy inherits the organization structure; By List shows the devices at a site tiled by device type.
Search Assets: Enter a name in the site or device search box to filter assets.

When multi-site device queries are disabled by the application creator, you can select only one site at a time. The number of assets that can be selected at the same time is limited by the deployment environment. View the effective limit under Limitations at the bottom of the page.

Selecting Data¶

Select the measurement points or metrics to include in the chart in Select Data. This step provides the following features:

Feature	Description	Visibility condition
Measurement Point / Metric tabs	Switches between measurement points and metrics. When multi-type data query is enabled by the application creator, each tab shows its selected count and both data types can appear in one chart.	Both measurement points and metrics are enabled by the application creator.
Select by group	Selects multiple data fields from a predefined data group at a time without finding them individually. If the selected group has no matching data field on the current tab, the page automatically switches to the other tab.	Data field groups are enabled by the application creator. The group-entry label can be customized.
Time Interval Filter	Filters the metric list by interval to quickly find metrics with the same granularity.	On the Metric tab, when the current asset has metrics.
Search	Searches both data-field names and identifiers, highlighting matched text. Hover over a data field to view its full name and identifier.	Always displayed.
Reset	Clears all selected data fields and group selections. The selections on both the measurement point and metric tabs are cleared at the same time.	Always displayed.

You can select up to 100 data fields for one query. A chart cannot be generated when the selected data fields have no overlapping interval; select data fields with a common interval.

Selecting Display Style¶

In Select Display Style, specify a chart style and color for each data field. The following global settings are also provided at the top of this step:

Setting	Description	Visibility condition
Interpolate Values	When enabled, fills missing measurement-point values using the latest available value so the line has no gaps.	At least one selected data field is a measurement point.
Decimal Places	Sets the number of decimal places for values in the chart and data table. Select Original or 0–10; Original retains the source precision of the data.	Always displayed.
Y-Axis Settings	Configures the display and value range of the vertical axis for each data-field unit. See Configuring Y-Axis Settings.	Selected data includes non-enumerated data fields with a unit.
Batch Edit	Changes the chart style for multiple data fields at once. Select target data fields in the panel, choose a style under Update Selected Data to, and select Apply. Available styles depend on the types of the selected data fields.	Always displayed.

The available chart styles depend on the data type.

Data-field type	Available chart styles	Color setting
AI (analog input)	Line Chart, Bar Chart, and Stacked Bar	Select one color for the entire line.
DI (digital input)	Line Chart, Bar Chart, and Stacked Horizontal Bar	Select one color for the entire line for a line or bar chart; select colors by enumeration value for a stacked horizontal bar.

If a selected metric has registered dimensions in Common Data Service, Dimension Query is also displayed in this step. Select Add and specify Dimension Type, Dimension Value, and Display Name; the page then queries and displays separate lines for the same metric by dimension value. If no dimensions are available for the current asset, the page displays “This asset has no dimensions”.

Selecting Time¶

Configure the time conditions for the query in Select Time Period.

Field	Description	Visibility condition
Aggregation	Specifies how measurement-point data is aggregated for each interval: First, Last, Avg, Sum, Max, or Min. If not specified, the first value in each interval is used by default. This setting applies only to measurement-point data.	Time aggregation is enabled by the application creator and the selected measurement points support aggregation.
Time Interval	Sets the data granularity in the chart: Raw, 1min, 5mins, 10mins, 15mins, 30mins, 1hour, Day, Month, or Year. The available values are the intersection of the selected data-field intervals and are constrained by the application creator’s configuration.	Always displayed.
Comparison	Overlays data from a comparison period in the chart. Available values include No MoM, Day-over-Day, Month-over-Month, Year-over-Year, and Last Year. Availability varies with the current time span; for example, Day-over-Day is unavailable for a span shorter than two days, and Last Year is unavailable for the Raw or Year interval.	The MoM or YoY filter is enabled by the application creator.
Time Range	Sets the start and end time of the data in the chart. Select a quick range on the left, such as Last 24 Hours or MTD, or select Custom to specify start and end times manually.	Always displayed.

Changing the interval or comparison resets the time range. Select the time range again. A finer interval supports a shorter query span; dates outside the supported span cannot be selected in the date picker.

Filtering Data¶

For a generated chart, you can adjust query conditions from the filter row at the top of the page without opening the Modify Query Conditions pop-up window. The filter row is shown below.

The functions of the filters in the filter row are as follows.

Filter	Description	Visibility condition
Site Group / Site / Device Type / Device filters	Filters chart data by asset. The displayed filters depend on the current Chart Scope: the Site Group scope shows a site-group filter, the Site scope shows a site filter, and the Device scope shows site, device-type, and device filters in sequence.	Asset filters are enabled by the application creator.
Aggregation	Specifies the aggregation method for measurement-point data.	Time aggregation is enabled by the application creator and the selected measurement points support aggregation.
Time Interval	Specifies the data granularity in the chart.	Always displayed.
Comparison	Specifies the MoM period or YoY method.	The MoM or YoY filter is enabled by the application creator.
Quick time range	Quickly sets the start and end time from a preset range. Available options vary with the time interval and comparison method. Select Custom to specify start and end times manually.	Always displayed.
Time Range	Manually specifies the start and end time of the data in the chart.	Always displayed.
Column Selector	Adds or removes data fields in the chart.	The column selector is enabled by the application creator.

To adjust the chart query conditions:

Select Charting Tool from the left navigation pane.

Note

Unified Monitoring supports customized menu names. The actual menu name might differ from this document. Contact your OU administrator for assistance.
Select conditions in the applicable filters. A query cannot run without assets or data fields; the page prompts you to “select assets and data fields”.
Select Query.

When many filters wrap to additional lines, expand and collapse buttons appear at the right of the filter row to hide extra filters.

Editing Asset Data Charts¶

You can use the chart editing bar, axes, and legend to adjust how the current asset-data chart is displayed, as shown in the figure below.

Configuring Y-Axis Settings¶

When the data fields in a chart have multiple units, the system creates a vertical axis for each unit. Follow these steps to adjust the display and value range of each vertical axis, for example to place two groups of data with substantially different magnitudes on opposite sides:

Select Charting Tool from the left navigation pane.
On the Charting Tool page, select More to open the Modify Query Conditions pop-up window.
In Select Display Style, select Settings next to Y-Axis Settings.

In the Y-Axis Settings pop-up window, expand the panel for the target unit and configure the following information.

Field

Description

Default

Show Y-Axis

Whether to draw the vertical axis for the unit in the chart. When data fields have many units, you can hide the vertical axes of less important units to make room for the chart area.

Yes for the first four units

Y-Axis Position

Draws the vertical axis on the Left or Right side of the chart.

Alternates left and right by unit order

Auto Scale

When Yes, the value range of the vertical axis is calculated automatically from the data. When No, specify Axis Range manually; use No when historical charts must use the same scale.

Yes

Axis Range

The minimum and maximum values of the vertical axis. The maximum must be greater than the minimum; otherwise, the setting cannot be saved and the page shows the message “The maximum value must be greater than the minimum value”. Available only when Auto Scale is No.

None

Select OK to apply the settings.

After the settings are configured, you can also manage Y-axis settings as follows:

Select Reset to clear all Y-axis settings and close the pop-up window. The vertical axes return to the state generated automatically by the system by unit.
Select Cancel to discard all changes made in the pop-up window.
Y-axis settings are saved with the template when you save the current chart as a template.

Note

A chart can display up to four vertical axes. When data fields have more than four units, the fifth and later units appear under the Others panel, whose vertical axes are never displayed, although their data fields are still drawn in the chart.

Zooming in Charts¶

To view a specific part of the chart, zoom the chart in the following ways:

Select Zoom in in the upper-right corner of the chart, then drag over the area to enlarge. Select Undo to cancel zoom operations one at a time, or select Reset to restore the initial view at once.
Drag the horizontal slider below the chart to adjust the time range displayed on the horizontal axis.
When Y-axis zoom is enabled by the application creator, a vertical slider appears beside the chart to adjust the value range of the vertical axis. Box zoom can then also select vertically at the same time.

Hiding Data Fields¶

When the chart contains many data fields, hide the ones you are not currently investigating in the following ways:

Select Hide all data above the legend to hide all data fields and vertical axes in the chart.
Select one or more data-field names in the legend to hide the corresponding data fields in the chart.

After data fields are hidden, select Show all data or select a hidden data-field name again to show them, as shown in the figure below.

Displaying Data Tables¶

To view the exact value of each data field in the chart, display the data in a table below the chart as follows:

Select Charting Tool from the left navigation pane.
Select Show Data Table , and the data table is displayed below the chart. The first column of the table is the timestamp and the remaining columns are the data fields of each asset. You can drag column boundaries to resize them, and each page can display 20, 50, 100, 200, or 500 records.
Optional: When the interval of the chart is Raw, turn on the Data Quality switch at the upper right of the data table. Each data field is then split into three columns showing the value, Validity, and Quality Details respectively.

Select Show Data Table again to hide the data table.

Enabling Data Quality runs the query again. This switch appears only when the application creator has enabled data-quality display and the current interval is Raw.

Viewing Enumerated Data Fields¶

DI data and AI data with registered enumeration mappings are drawn as stepped lines in the chart. Their values are shown as enumeration names instead of raw values in the tooltip and data table, making asset states easier to identify directly. For example, a status point value of 2 displays as Running.

The following rules apply to enumerated data fields:

When Show DI Raw Value is enabled by the application creator, tooltips and data tables display both the raw value and the enumeration name as raw value (enumeration name), and both are also retained in exported files.
If a data field has no registered enumeration mapping, or its current value has no mapping, the raw value is displayed.
When the interval is Raw and no data exists at that time, the tooltip does not show the data field.

Analyzing Chart Data¶

Follow these steps to write an analysis formula with the custom analysis tool, calculate the data fields in the current chart, and display the result as a new line in the chart. For example, subtract two measurement points to create a temperature-difference line:

Select Charting Tool from the left navigation pane.
On the Charting Tool page, select Custom Analysis .
Select New Target to add an analysis target, or select an existing analysis target to edit it.

Enter the following information to the right of the analysis-target list.

Field

Description

Formula

Required. Select data fields and operators to define the analysis formula. +, -, *, /, and parentheses are supported. Only AI data fields in the current chart can be calculated. If the formula syntax is invalid, the page shows the message “Invalid formula syntax. Please edit the formula again”.

Name

Required. Enter the name of the analysis target, up to 50 characters. The name is displayed in the legend and data table.

Unit

Enter the unit of measurement for the analysis target, up to 15 characters.

Style

Select the style in which the analysis target is displayed in the chart: Line Chart or Bar Chart.

Color

Select the color of the analysis target in the chart.

Select Apply.

Note

A chart can contain up to 10 custom analysis targets. Custom analysis is unavailable for the Raw interval or when comparison is enabled.

Applying Chart Templates¶

A chart template preserves a complete set of query conditions and display styles so that you do not need to configure them repeatedly. A template mainly contains the following information:

Asset dimensions and asset types
Analysis objects and data fields
Chart style and Y-axis settings
Time interval and time range
Custom analysis objects

There are two template types: My Template, visible only to its creator, and OU templates, created by users with template-configuration permission and visible to all users in the OU.

To apply a chart template:

Select Charting Tool from the left navigation pane.
Select Template at the upper left of the Charting Tool page to open the template panel or template drop-down list.
Select a template name in Recent Templates, or select a template in the template list below to apply it. When many templates exist, narrow the range by template category first.

After applying a template, you can also:

Adjust query conditions on top of the template, then select Save Template or Save as Template to save the result. For more information, see Managing Chart Templates.
Select Clear Records to remove recent-template history. Up to five recent templates are retained.

Exporting Chart Data¶

To view, edit, or archive the current chart data offline, export the data as follows:

Select Charting Tool from the left navigation pane.
Hover over the export button .
Select one of the following options in the drop-down menu:
- Export as CSV: exports a csv file for subsequent processing with scripts or data tools.
- Export as Excel: exports an xls file for viewing and editing directly in spreadsheet software.
- Export as Picture: exports the current chart area as a png image for reporting and archiving.

Export files are named {name}_YYYYMMDD. The name is the applied template name when a template is applied, or the menu name when no template is applied. For example, a CSV exported from the Charting Tool menu on April 15, 2026 is named Charting Tool_20260415.csv.

The export button is displayed only when the current account has export permission and the chart contains data. CSV and Excel exports are recorded in audit logs that can be queried in EnOS Application Portal.

Field	Description	Default
Show Y-Axis	Whether to draw the vertical axis for the unit in the chart. When data fields have many units, you can hide the vertical axes of less important units to make room for the chart area.	Yes for the first four units
Y-Axis Position	Draws the vertical axis on the Left or Right side of the chart.	Alternates left and right by unit order
Auto Scale	When Yes, the value range of the vertical axis is calculated automatically from the data. When No, specify Axis Range manually; use No when historical charts must use the same scale.	Yes
Axis Range	The minimum and maximum values of the vertical axis. The maximum must be greater than the minimum; otherwise, the setting cannot be saved and the page shows the message “The maximum value must be greater than the minimum value”. Available only when Auto Scale is No.	None

Field	Description
Formula	Required. Select data fields and operators to define the analysis formula. `+`, `-`, `*`, `/`, and parentheses are supported. Only AI data fields in the current chart can be calculated. If the formula syntax is invalid, the page shows the message “Invalid formula syntax. Please edit the formula again”.
Name	Required. Enter the name of the analysis target, up to 50 characters. The name is displayed in the legend and data table.
Unit	Enter the unit of measurement for the analysis target, up to 15 characters.
Style	Select the style in which the analysis target is displayed in the chart: Line Chart or Bar Chart.
Color	Select the color of the analysis target in the chart.