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000000000..8fdfac407 --- /dev/null +++ b/doc/kchart/index.docbook @@ -0,0 +1,1375 @@ + + + + + + +]> + + + + +The &kchart; Handbook + + + + + +&Jonathan.Drews; &Jonathan.Drews.mail; + + +Raphael +Langerhorst +raphael.langerhorst@kdemail.net + + + + + +&FDLNotice; + +2006-01-30 +1.5.0 + + + +&kchart; is an application for visualizing numerical data. It has many +different chart types available like bar graphs, line plots, pie charts, +ring charts and more. + + +&kchart; is a &koffice; component and is very well integrated with &kspread; +to allow visualization of spreadsheet data. But it is also possible to use +&kchart; as a standalone application or integrate it in other &koffice; +components. + + + + +KDE +kdeutils +Kchart +chart +graph +plot + + + + + + +Introduction + + +&kchart; is a tool for visualizing numerical data. It can be used +as a standalone application with a simple &dataeditor;. But as a +&koffice; component it offers very flexible integration. &kspread; +uses the &kchart; component for charts and diagrams. &kspread; +can be seen as a very powerful data provider for &kchart; input. + + +But embedding is not limited to &kspread;. A &kchart; chart can +be embedded in many of the &koffice; components like &kword;, +&kpresenter; or &kivio;. + + +To start with we will look at the user interface of &kchart; +and how it can be used as a standalone application. When we +are familiar with &kchart; we will investigate the charting +capabilities it offers together with &kspread;. + + + + +The User Interface + +Main Application Interface + +We will take a look at a simple example to get to know &kchart;. +Along the way we will also discuss the user interface at length +so you will learn about many details of the component. + + +When you start &kchart; as a standalone application you get +the usual startup dialog where you can choose between different +templates or load existing chart documents. + + +&kchart; Startup Dialog + + + + + + + +You can choose between various ways to startup &kchart;. On the left, you can +see three options: Recent Documents, +Charts templates and Open Existing +Document.... The first option lets you choose between +recently opened charts, the second is for creating a +new chart from various templates and the third is for opening an existing +chart with a file dialog. + + +For now we will start with the default template. Select +Charts in the left area and then select +Bar Chart in the main template area. Normally +this template should already be selected after choosing +Charts. + + +If you decide to always start &kchart; with a selected template as default +you can also check Always use this template. + + +Click the Use This Template +button on the right, under the template preview. + + +&kchart; User Interface + + + + + + + +As you can see, there is already some example data present. &kchart; +offers the default toolbar for creating a new chart, saving, loading +and printing the chart. The second toolbar offers icons for editing +the data, configuring the chart or using a configuration wizard. +You can also switch between different chart types with the rest +of the icons. Note that some of these chart types also have subtypes. + + +The menu offers all standard entries, including shortcut and +toolbar configuration and page layout for printing. + + +Note that data editing is not available if you use &kchart; from +within &kspread; because all data is provided by the spreadsheet. +As a standalone application the &dataeditor; is an important part +of the application. + + + +Chart Wizard + +The wizard is actually a very useful part of &kchart; for quickly +setting up some basic options like chart type and chart labelling +in a few easy steps. + + +You can run the wizard at any time, it will always preserve your data +and other configuration. Also, you can change every single configuration +you do with the wizard later as well, without losing anything. In fact +the wizard is just a way to set some basic and important options +in one go. + + +To start the wizard simply click on the + + + icon in the toolbar. + + + +Step 0 - Choosing the Data source + +Wizard Step 0 - Data source + + + + + + + +The first step in the wizard is to actually choose the data source. +If the selected data area does not match the data you want, +select the data now. + +Include cells that you want to use as row and column labels, +if you want them in the chart. + +Then go to the next step with the Next > +button. You can also choose Finish at any step +if you are already comfortable with the setup done so far. + + + + +Step 1 - Choosing the Chart Type + +Wizard Step 1 - Chart Type + + + + + + + +The next step in the wizard is to actually choose the primary +type of the chart. This selection has the most important +impact on how your data will be presented. Thus it should +be chosen well. You can change the type of the chart with the +icons in the toolbar without losing any data or configuration +later on. In fact it is even considered normal to test all the +various chart types to find the best fitting. + + +In this example we choose the Lines type. Depending on the +chosen chart type different options are available in the +following steps. + + +After chosing the type you can get to the next step with +the Next > button. + + + +Step 2 - Choosing the Subtype + +Wizard Step 2 - Chart Sub Type + + + + + + + +In case the chosen chart type has various sub types you can +choose it in the second step. If the chart type has no sub types, +this step will be skipped automatically. + + +If you decide to change the sub type later, you can do this +in the appropriate configuration dialog which will be shown +later. + + +You can simply leave the default selection and go to the next +step. Of course you can chose any desired sub type if you want. + + + +Step 3 - Labels and Legend, Fonts + +Wizard Step 3 - Labels and Legend + + + + + + + +In the third step you can set the text for the chart title, +the axes and the legend. You can also configure the desired +font in detail for each of these. + + + +Step 4 - Axes + +Wizard Step 4 - Axes + + + + + + + +The last step of the wizard lets you set various options for +the axes and other options, depending on the chart type. + + +You can either choose Finish to accept +the options for your chart, go < Back and +change various things or simply dismiss all options from the +wizard by choosing Cancel. + + +If you choose Finish all your choices in the wizard will +be integrated in the chart and you can continue to enter +some data and do some fine tuning of various options. + + +Remember that the chart configuration dialog has many more +options available, we will discuss these later. + + + + +The &dataeditor; + +The &dataeditor; can be reached by selecting +EditEdit Data... + from the menu or by clicking on the + + + icon in the toolbar. + + +&dataeditor; in standalone mode + + + + + + + +The &dataeditor; can be used to set all values. You can also define +the number of rows and columns. + + Depending on the chart type rows and columns have different +representations. Each row can generally be considered to be one data +series or data set while each column represents the values of all +data sets at a certain location. + + +The name of a data set can be changed by clicking on the row header +(left of the first column with values). The name of a column can +be changed by clicking on the column header (above the first +row). + + +The number of rows and columns can be adjusted to fit the needs. +Since version 1.4 the restriction to 16 rows and 16 columns has been +eliminated. + + + +Chart Configuration + +&kchart; offers many configuration options for the chart. These are +available in standalone mode and when embedded in &kspread; + + +Depending on the chart type you have selected, the available +options are slightly different. Let's choose the line chart +type by clicking on the + + icon in the toolbar. + + +To get to the chart configuration dialog, select +Format +Chart... + from the menu or click on the + + + icon in the toolbar. +You might need to click on the right or left arrow at the top of the +dialog to get all pages if the width of the dialog is too small. + +Row and Column Swapping + +Configuration page 1 - Row/column swapping + + + + + + + +The first configuration page can be used to swap the +interpretation of rows and columns. +By default one row is considered to be a data set +and each column holds the individual values of the data +series. Here you can choose to have a each column hold +one data set. Note that the values are not really swapped +but only their interpretation. + + + +Chart Subtype + +Configuration page 2 - Chart Subtype + + + + + + + +The second page can be used to select the desired sub type of +a chart. The available sub types depend on the chart type, in +this case the line chart. Some chart types have no sub type +at all in which case this configuration page is not shown. +You also get a preview for each subtype. + + +Remember that the chart type can be chosen from the toolbar while +the subtype can be set through this configuration dialog. + + + +Header and Footer + +Configuration page 3 - Header and Footer + + + + + + + +On the third page you can set the title, the subtitle and the footer of +the chart, each with individual font settings. + + + +Legend + +Configuration page 4 - Legend + + + + + + + +The legend configuration page lets you set all aspects of the legend. +The legend contains the names for all data sets with the respective +colors, this is important to identify the data on the chart. + + +The General box holds the title of the legend, which is displayed +at the top of the legend box. +The Position box can be used to place the legend at various locations +on the chart. Use the central button to hide the legend. + + +The Font box can be used to set +different fonts for the legend title and the individual entries. +Additionally you can set different colors in the Color box. + + + +Axes + +Configuration page 5 - Axes + + + + + + + +The Axes page holds configuration for the chart axes. This +page highly depends on the chart type chosen. For the line +chart you can set linear or logarithmic scales and turn the grid +on and off. + + + +Colors + +Configuration page 6 - Colors + + + + + + + +On the Colors page you can choose the colors for the individual +data sets. You can also set colors for some general chart parts +like axes Line color and Grid color. + + + +Font + +Configuration page 7 - Font + + + + + + + +The Font page can be used to configure various fonts like +titles, axes labels and so on. Some of these fonts can +be set on other pages as well, but on the font page you +have them all in one place. + + + +Background + +Configuration page 8 - Background + + + + + + + +On the Background page you will find various options for tweaking +the background settings of the chart. You can either choose +different background colors or even a background picture. + + + +More... + +This short overview of the configuration options gave you an +introduction to the configuration possibilities of your chart, +it is by no means complete. Different chart types like Bar, +Line and Pie, have +additional specialised configuration pages and you are welcome +to look around, try different chart types and look at the +configuration possibilities. Use the tooltips and read the +What's This? help. To use the What's This? help simply +click on the question mark on the window +decoration and then click on the area of the configuration +page you want get more information on. + + + + + + +&kchart; as a standalone Application + +The previous chapter described the user interface, +various configuration options, data editing and the wizard +in detail. + + +This chapter gives real-life examples on how to use +&kchart; in various situations as a standalone application. +The purpose is to give you some understanding of the +way &kchart; works and how various parts relate to each other. + + +Presenting Sales Figures + +Warming up + +This first example which might often be encountered in real +life is presenting sales figures, or in this particular case +profit. + + +Imagine you own a company that has three main categories of +business: sales, support and training. And you would like +to present the profit of these categories over some years. Making +a graphical statistics is certainly a good idea. &kchart; can +help you here. + + + +Getting started + +Run &kchart; and select the Blank Worksheeet. + + +Starting with a blank chart + + + + + + + +Hit the button Use This Template to get started. &kchart; will present to you +a completely empty document. That's good, we just need to enter +some data and do some basic configuration to get a nice chart. + + +A blank chart + + + + + + + + +Getting the numbers in + +The first step, and probably the most important, is to get the +actual data into the chart. This can easily be done with the +&dataeditor;. As usual you can get to the data editor by +clicking on the + + icon in the toolbar. + + +You will notice that no data is present. Also note that +the number of data rows and columns is set to a minimum, +which is 1. + + +Now, just enter the data you see in the next screenshot. +Note that you can increase the number of rows and columns +with the spin boxes in the lower left corner. The names +of the rows and columns themselves can be changed by +clicking on them. + + +The Data + + + + + + + +Simply click the OK button when you are done. This will present +to you a simple bar chart. + + +Simple chart without fine tuning + + + + + + + +Read on to do some fine tuning! + + + +Fine Tuning + +We will now do some fine tuning and put a title on the chart. +And, we will add a nice 3D effect to the bars as well. + + +Start up the configuration dialog by clicking on the + + + icon in the toolbar. + + +Title + +Options - Title + + + + + + + +Let's start with labeling. Go to the Header/Footer +page and enter the text like in the above screenshot. + + + +X-Axis Font Settings + +The next step is to make the font of the x axis a bit bigger. You +can do this on the Font page. + + +Options - Fonts + + + + + + + +Choose the X-Axis item and click on the +Font... button. Choose a somewhat +larger font like in the following screenshot. + + +Options - X-Axis Font + + + + + + + +Note that the font size is set to Relative. +This means that the font is automatically scaled according +to the overall chart size. This is quite usefull and most +of the time what the average user expects. + + + +Giving it a 3D Look + +Some types of charts like Bar and Pie +have an additional configuration page. + + +Options - 3D Parameters + + + + + + + +To get a 3D effect for this type of chart, go to the Bar +page and simply activate 3D bar. + + +That's all what we need for a reasonable looking chart. Note +that much of this configuration could also have been achieved +with the wizard. It's basically a matter of taste what you +use. Experienced users will likely use the full option dialog +we used in this example. + + +Simply accept the settings by clicking on the OK +button. + + + + +Final output + +The final chart will look like the next screenshot. + + +Final Chart + + + + + + + +You might want to enlarge the application window to see the chart +in full size. Note how the fonts get larger in relation to the +chart size. + + +There are certainly aspects to improve further for your personal +taste. For example try to make the title font even bigger. +Just experiment further, this way you will get to know a lot +of the &kchart; application. + + +Finally you can save the chart from the File +menu and quit &kchart; with +File +Quit + + + + +Exporting to Graphic Formats: SVG, PNG, JPG, &krita;, &karbon14;, Gimp and +more + +For further processing, the chart can also be exported as a graphics file. +Many formats are available. Using either PNG, SVG, JPG or &krita; will likely +produce the best result. + + +To export your current chart simply choose +File +Export... +from the menu and select the desired file format from the filter box. + + + + + + + + + + + + + + +Using &kchart; in &kspread; + + +In addition to standalone operation, &kchart; is designed to be used with +&kspread;. This chapter describes how to create and manipulate charts +from within &kspread;. + + +Remember that &kchart; embedding into &kspread; is a very commonly +used and well implemented feature, the examples in this chapter should +just get you started. + + +As soon as you have created a chart in &kspread; you can take full +advantage of all the &kchart; features by double clicking on the +chart area. This is necessary to get to all advanced configuration +options. Keep in mind that the data editor is not available when +&kchart; is embedded into &kspread;. This is obvious since &kspread; +serves, from &kchart;'s point of view, as a powerful data +provider. + + +Swapping x and y is of particular interest when working with &kspread;. +You can swap interpretation of x and y axis in &kchart; in the +Data Format settings which can be accessed through the Edit menu +or the context menu when right clicking on the chart itself. As noted +above you need to be inside the &kchart; component in order to access +these settings, which can be done by double clicking the embedded +chart in your spreadsheet. + + + +Plotting with &kchart; +To plot with &kchart;, when it is embedded in &kspread;, do the following: + + +Picture of toolbars dialog + + + + + + + + + +Highlight the second row of numbers. + + + +Next click on the Chart button + to create the chart. + + +Select the options you want from the chart wizard. The +chart Wizard will pop up after you insert the chart. + + + + +The whole data could also be created using two columns instead of +two rows. If using columns you might want to switch x and y axis +in the &kchart; configuration as described above. + + +To make a bar chart for individual items, put the numbers in a +column, as shown below. + + +Picture of toolbars dialog + + + + + + + +The orientation of the numbers determines how the plot will be +made. + + + +A row of numbers defines the ordinates for a single plot. + + + +A column of numbers defines the heights for each bar, in a bar +graph. It also determines the size of the slices in a pie chart. + + + + + + + +Command Reference + + +The Main &kchart; Window + + +The <guimenu>File</guimenu> Menu + + + + + +&Ctrl;N + +File +New + +Creates a new document + + + + + +&Ctrl;O + +File +Open... + +Opens a document + + + + +File +Open Recent + +Shows a list of recently opened documents + + + + + +&Ctrl;S + +File +Save + +Saves the chart to the current file. If the chart +has not yet been saved the file dialog is shown. + + + + +File +Save As... + +Saves the document, the file dialog is used. + + + + +File +Reload + +Reloads the document. + + + + + +File +Import... + +Opens a document with any supported format. +The original document will not be modified. + + + + + +File +Export... + +Saves a document to any supported format. +The original document will not be modified. You can also choose +among many image formats like PNG, SVG, &krita;, Gimp or JPG. + + + + + +File +Mail... + +Sends the chart as an email attachment. + + + + +File +Import Data... + +Imports values from a CSV (Comma Separated Values) file, much like +the CSV import in &kspread;. Note that you can specify various +options and different separators (not just commas). + + + + + +File +Create Template From Document... + +Create a &kchart; template +based on this document. + + + + + + +&Ctrl;P + +File +Print... + +Prints the document +Make sure the proper print system is selected in the +Print system currently used: section. This option can +be seen after clicking on the Options >> button. + + + + +File +Print Preview... + +Displays a preview of what the printed +document will look like. + + + + +File +Document Information + +Opens a dialog box where you can enter +information about your chart. +This document information will be +displayed in the &konqueror; file browser as a tooltip. The tooltips +are pop-ups that show the contents of a file when you move your mouse over +the file icon. + + + + + +&Ctrl;W + +File +Close + +Closes the current chart. + + + + + +&Ctrl;Q + +File +Quit + +Quits &kchart; + + + + + + +The <guimenu>Edit</guimenu> Menu + + + + +Edit +Edit Data... + +Opens the &dataeditor;. + + + + + +The <guimenu>Format</guimenu> Menu + + + + +Format +Chart... + +Opens the &kchart; Configuration +dialog. + + + + + +The Configure Tabs + + + +Data Format... + +Swap row and colums (x/y flipping). + + + + + +Chart Sub-type... + +Changes the arrangement of bar graphs. + + + + + +Header & Footer... + +Enter the titles you want for your graph here. + + + + + +Colors... + +Select graph colors, line colors, grid colors and +axis title and axis label colors here. + + + + + +Font... + +Select font style and size here. The +series colors can be selected here also. The series refer to the +individual graphs. Each graphed set of data is a series. + + + + + +Background... + +Select a color or a wallpaper as background for your +graph. + + + + + +Legend... + +Change title, font and location of the legend box. The +color of the legend box can be changed also. + + + + + +Page Layout... + +Set the Margins of the page here. + + + + + + + + +The <guimenu>Settings</guimenu> Menu + + + + + +Settings +Toolbars + +Show/Hide various toolbars (File, +Actions and Types). + + + + +Settings +Configure Shortcuts... + +Configure key shortcuts for &kchart;. + + + + +Settings +Configure Toolbars... + +Configure the &kchart; toolbars. + + + + + + + + +The <guimenu>Help</guimenu> Menu + +&help.menu.documentation; + + + + +Configuring Shortcuts + +The +SettingsConfigure Shortcuts... +allows you to specify shortcuts. + + +Below is an example of how to configure a shortcut for opening +the chart wizard. + + +Picture of shortcut dialog + + + + + + + + + +Click on Custom. + + + +Next click on Primary shortcut:. + + + +Do &Alt;&Ctrl;W +and the dialog should disappear. The shortcut is now entered. + + + +Pressing the keys &Alt;&Ctrl;W +now opens the wizard. + + + + +Configuring Toolbars +The +SettingsConfigure Toolbars... +is used to add additional buttons to the toolbars. + + +Picture of toolbars dialog + + + + + + + + + + +To add a button to the File toolbar, + + + +Picture of toolbars dialog + + + + + + + + make sure File + <&koffice;> is displayed in the top combo box. + + + +Click on one of the items in the left hand pane. This item will now be +highlighted showing that it has been selected. + + + +Next click on the Right arrow button to place it in +the right pane. + + + +Click on Apply and then +click on OK + + + + +The new Item should be in the toolbar. + + + + + + + + + + +Credits and License + + +&kchart; + + +Program copyright 1998-2005 the &kchart; Team + + +Original Authors: + + +&Matthias.Kalle.Dalheimer; &Matthias.Kalle.Dalheimer.mail; + +Torben Weis weis@kde.org + + + +Contributors: + + +Laurent Montel lmontel@mandrakesoft.com + +Karl-Heinz Zimmer khz@kde.org + +Inge Wallin inge@lysator.liu.se + + + + +Documentation copyright 2002 &Jonathan.Drews; &Jonathan.Drews.mail; + + +Documentation copyright 2005 Raphael Langerhorst +raphael.langerhorst@kdemail.net + + + +&underFDL; +&underGPL; + + + +&documentation.index; + + + + diff --git a/doc/kchart/kchart-config1.png b/doc/kchart/kchart-config1.png new file mode 100644 index 000000000..5aeb06ad6 Binary files /dev/null and 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