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== Overview ==
== Overview ==


On the roadmap for Moodle 3.2 was added the requirement for a new charting library.
The Charts API is a core set of methods intended to provide a simple and yet modern interface to generate dynamic charts.


== Chart types ==


== Requirements ==
The first step to create a new chart is to create an instance of the desired chart type.
The requirements can be split in two different categories, the rendering, and the API.
At the moment bar, line and pie types are supported and using some display changing methods can change how the charts are displayed.


=== Rendering ===
=== Bar ===  
The rendering of the charts must occur on the client-side, in Javascript. It must be visually pleasing without the need for a lot of customisation.  
To create a new bar chart, just create a new instance of '''chart_bar''' class.
It has to be accessible, support translation and right-to-left languages. It must reasonably support large datasets and dynamic data changes, for instance
<syntaxhighlight lang="php">
when fetching and including more data from an Ajax request.
$chart = new core\chart_bar();
The charts generated can be printed. Aside the feature requiremements, the library itself has to be mature, stable and under active development.
$chart->add_series($sales);
Its popularity on networks such as Github and Stackoverflow is a good indicator. It must also be downloadable to be shipped and served locally from Moodle.
$chart->add_series($expenses);
$chart->set_labels($labels);
echo $OUTPUT->render($chart);
</syntaxhighlight>


=== The API ===
Example:
Simplicity is the main keyword here. Programmatically creating a new chart must be as simple as possible.
The API has to be designed so that using a different rendering engine later on is possible (when switching to another library).
The API must be available from both PHP and Javascript, so that a chart can be created from any of these even if its rendering will happen solely in Javascript.


== The winner is ==
[[File:bar_chart.png]]
'''Chart.js wins'''
We have investigated the following libraries:
Chart.js
Highcharts
CanvasJS
Chartist
n3
Google Charts
Flot/jQuery
D3
Plotly.js/D3
C3/D3
nvd3/D3
dimple-js/D3
dc-js/D3
metricsgraphicsjs/D3
ECharts
After considering popularity (Github stars, contributors, Stackoverflow questions), license, maturity, and relative simplicity, we shortlisted these:
C3
Chart.js
Echarts
Chart.js won because it is the most popular even though it only contains a limited set of chart types. Echarts was very promising but the community around it being mainly non-English speaking felt risky as getting help online would be much harder. C3 is a layer on top of D3 with aim to provide a simpler charting solution, however its popularity was quite limited compared to the other ones.
Other more or less popular libraries could have been discarded because of their license, complexity, or being an overkill for what we need.


== The API ==
You might want change how your bar chart are displayed:
Just as the requirements, the API was split in two different categories, the chart structure, and the rendering.
 
Data structure
==== Stacked Bar ====
In order to create a library agnostic to the rendering mechanism used, the API must construct a data structure representing the chart.  
To display stacked bars, you can call '''set_stacked()''' method, setting the parameter to true.
Not only it needs to contain the data to be displayed, but also some information on the display itself, such as the type of chart, the axis labels, etc...
<syntaxhighlight lang="php">
The goal of the data structure is not to contain all the rendering options offered by the multitude of charting libraries out there, it is simply to advise the rendering
$chart = new core\chart_bar();
method on how the data should be presented. As much as possible the options have to remain simple. For example the data structure will not contain a parameter
$chart->set_stacked(true);
determining the thickness of the lines in a chart, that is the sole responsibility of the rendering engine.
$chart->add_series($sales);
The API to construct the data structure of a chart is available in both PHP and Javascript, however it is acceptable for the validation of the data to only occur in Javascript.  
$chart->add_series($expenses);
This to avoid duplicating too much code, especially as Javascript is always invoked for rendering purposes.
$chart->set_labels($labels);
The PHP objects of the API implement the built-in interface jsonSerializable. The serialisation will be the mechanism used to export a PHP-made structure to Javascript as a JSON object. Only PHP needs to support the serialisation. The Javascript API implements the mechanism to restore a chart structure from JSON data.
echo $OUTPUT->render($chart);
Whilst limiting, it is important to not oversee the benefits of this data structure. It creates a self-documenting API exposing the different attributes and methods a data structure supports. It streamlines the data visualisation to its essential components, offering a quick and easy way to implement new charts to developers without the need for a knowledge of the rendering library. And it allows for a chart structure to be exported to any Moodle frontend such as the Web interface, but also the mobile app.
</syntaxhighlight>
== Rendering ==
 
This part of the API only happens in Javascript. The rendering engine receives the data structure and converts it to a visualisation of this data. Mainly this will translate the data structure into the format expected by existing charting libraries and output the result. This allows for an instant migration to another charting library, simply by replacing the rendering engine, and for custom rendering engines such as outputting the chart data to a table for accessibility purposes.
Example:
The engine can be notified that the chart data structure has changed and that the output needs to be updated.
 
Moodle will ship with an output engine for Chart.js and another one to generate HTML tables.
[[File:stacked_bar_chart.png]]
 
==== Horizontal Bar ====
To display you bar chart in the horizontal position, you need to call '''set_horizontal()''':
<syntaxhighlight lang="php">
$chart = new core\chart_bar();
$chart->set_horizontal(true); // Calling set_horizontal() passing true as parameter will display horizontal bar charts.
$chart->add_series($sales);
$chart->add_series($expenses);
$chart->set_labels($labels);
echo $OUTPUT->render($chart);
</syntaxhighlight>
 
Example:
 
[[File:horizontal_bar_chart.png]]
 
=== Line ===
To create a new line chart, just create an instance of '''chart_line''' class. By default, lines are tensioned.
<syntaxhighlight lang="php">
$chart = new \core\chart_line();
$chart->add_series($sales);
$chart->add_series($expenses);
$chart->set_labels($labels);
echo $OUTPUT->render($chart);
</syntaxhighlight>
 
Example:
 
[[File:line_chart.png]]
 
==== Smooth lines ====
You might want to change you line chart to display '''smooth lines''':
<syntaxhighlight lang="php">
$chart = new \core\chart_line();
$chart->set_smooth(true); // Calling set_smooth() passing true as parameter, will display smooth lines.
$chart->add_series($sales);
$chart->add_series($expenses);
$chart->set_labels($labels);
echo $OUTPUT->render($chart);
</syntaxhighlight>
 
Example:
 
[[File:smooth_line_chart.png]]
 
=== Pie ===
To create a pie chart you just need to create a new instance of chart_pie class.
<syntaxhighlight lang="php">
$chart = new \core\chart_pie();
$chart->add_series($sales); // On pie charts we just need to set one series.
$chart->set_labels($labels);
echo $OUTPUT->render($chart);
</syntaxhighlight>
 
Example:
 
[[File:pie_chart.png]]
 
==== Doughnut ====
You might want to change you pie chart to be displayed as doughnut:
<syntaxhighlight lang="php">
$chart = new \core\chart_pie();
$chart->set_doughnut(true); // Calling set_doughnut(true) we display the chart as a doughnut.
$chart->add_series($sales);
$chart->set_labels($labels);
echo $OUTPUT->render($chart);
</syntaxhighlight>
 
Example:
 
[[File:doughnut_pie_chart.png]]
 
== Series ==
Series can be defined as a set of values. To set series of a chart, you need to create an instance of '''chart_series''' object and pass the title and an array of values.
The title and the data are displayed when mouse over the specific point representing the serie on the chart.
'''The number of values of the series must be equal to the number of labels.'''
<syntaxhighlight lang="php">
$serie1 = new core\chart_series('My series title', [400, 460, 1120, 540]);
</syntaxhighlight>
 
== Properties ==
 
=== Title ===
It is possible to set a chart title, by calling set_title and passing the title as string method.
<syntaxhighlight lang="php">
$chart->set_title('chart with a title');
</syntaxhighlight>
 
=== Labels ===
Labels are the description in which the data will be grouped, in the example above labels are an array of years. The number of values on the series must match the number of labels.
<syntaxhighlight lang="php">
$chart->set_labels(['2004', '2005', '2006', '2007']);
</syntaxhighlight>
 
== Axis ==
You can customise chart axis (X,Y) by setting title, position and change the step size.
Firstly, you need to select the axis by the side you want and providing the index and whether you want to create the axis if it does not exists.
<syntaxhighlight lang="php">
$chart = new chart_line();
$xaxis = $chart->get_xaxis(0, true) // Select the index 0 of X axis and pass true to create the axis if not exists.
$yaxis = $chart->get_yaxis(0, true) // Select the index 0 of Y axis and pass true to create the axis if not exists.
</syntaxhighlight>
Once you get the axis you want change, you can change the attributes you need.
It is also possible to select multiple axis, for example if you want to have custom steps labels in one side and data in the other.
<syntaxhighlight lang="php">
$chart = new chart_line();
$xaxis1 = $chart->get_xaxis(0, true) // Select the index 0 of X axis and pass true to create the axis if not exists.
$yaxis1 = $chart->get_yaxis(0, true) // Will display the default axis steps information.
$yaxis2 = $chart->get_yaxis(1, true) // Select the second Y axis.
$yaxis2->set_position(chart_axis::POS_RIGHT);  // Now I can change positioning, labels and etc just on the right side.
</syntaxhighlight>
 
=== Axis title ===
Axis titles can be displayed on the chart sides and can be used to provide additional information about the chart.
<syntaxhighlight lang="php">
$chart = new chart_line();
$chart->get_xaxis(0, true)->set_label("I'm the label for X");
$chart->get_yaxis(0, true)->set_label("I'm the label for Y");
</syntaxhighlight>
 
=== Axis position ===
You can define the position of axis by calling '''set_position()''' and passing the axis position constant (POS_RIGHT, POS_LEFT, POS_BOTTOM, POS_TOP).
<syntaxhighlight lang="php">
$chart = new chart_line();
 
// Customise X axis.
$xaxis = new chart_axis();
$xaxis->set_label("I'm X, but at the top");
$xaxis->set_position(chart_axis::POS_TOP); // You can use POS_BOTTOM or POS_TOP for X axis, in this case let's change the position to the top.
$chart->set_xaxis($xaxis);
 
// Customise Y axis.
$yaxis = new chart_axis();
$yaxis->set_position(chart_axis::POS_RIGHT);  // You can use POS_LEFT or POS_RIGHT for Y axis, in this case let's change the position to the right side.
$chart->set_yaxis($yaxis);
</syntaxhighlight>
 
=== Step size ===
Step size can be described as the size between the axis labels. You can set the step size of the axis, by calling '''set_stepsize()''' and passing the step size number.
<syntaxhighlight lang="php">
$chart = new chart_line();
 
// Customise X axis.
$xaxis = new chart_axis();
$axis->set_stepsize(5); // Chart steps will be displayed as  5, 10, 15, 20...
</syntaxhighlight>
 
=== Step labels ===
If you prefer to display custom labels instead of numbers, just get the axis and call set_labels passing an array of labels:
<syntaxhighlight lang="php">
$chart = new chart_line();
$chart->get_xaxis(0, true);
$chart->get_xaxis(1, true)->set_labels(['Poor', 'Average', 'Good', 'Perfect']);
</syntaxhighlight>
 
=== Min and Max ===
You can customise the minimum and the maximum value of a axis step size.  
<syntaxhighlight lang="php">
$chart = new chart_line();
$xaxis = $chart->get_xaxis(1, true);
$xaxis->set_min(1);
$xaxis->set_max(100);
</syntaxhighlight>
 
== Mixed chart types ==
It is possible to combine two types of chart by setting the type of the series differently of the chart type. For example, to create a chart that combine a bar chart with a line chart:
<syntaxhighlight lang="php">
$chart = new \core\chart_bar(); // Create a bar chart instance.
$series1 = new \core\chart_series('Series 1 (Bar)', [1000, 1170, 660, 1030]);
$series2 = new \core\chart_series('Series 2 (Line)', [400, 460, 1120, 540]);
$series2->set_type(\core\chart_series::TYPE_LINE); // Set the series type to line chart.
$chart->add_series($series2);
$chart->add_series($series1);
$chart->set_labels(['2004', '2005', '2006', '2007']);
</syntaxhighlight>
Please note the order you call add_series change the order series are displayed on the chart. In the example above, the first to be displayed will be line chart and in the background the bar chart.
 
Example:
 
[[File:bar_line_chart.png]]
 
== Rendering ==
All charts are rendered by render_chart() located on outputrenderers.php, once the chart object is ready, it must be passed to render() or render_chart().
<syntaxhighlight lang="php">
echo $OUTPUT->render($chart);
</syntaxhighlight>
 
=== Show chart data table ===
By default, in order to make chart data accessible to users with special needs, a link at the bottom of the chart will display a table containing all of its data.  
If that information is already displayed on the page in some other fashion, it may not be necessary to display the chart data table.
To remove it, a '''false''' value can be passed as the second parameter when calling the render_chart function:
<syntaxhighlight lang="php">
echo $OUTPUT->render_chart($chart, false);
</syntaxhighlight>
 
=== Overriding chart colours ===
It is possible to override the default set of colours used on charts, you just need to the following setting to config.php and set an array of hex css colours:
<syntaxhighlight lang="php">
$CFG->chart_colorset = ['#001f3f', '#01ff70', '#F012BE', '#85144b', '#B10DC9'];
</syntaxhighlight>
 
=== Legend options ===
It is possible to customize some aspects of the chart legend such position and visibility. In order to do that you need to call set_legend_options() method
and pass an array of options supported by ChartJS.
<syntaxhighlight lang="php">
$chart->set_legend_options(['display' => false]);  // Hide chart legend.
$chart->set_legend_options(['position' => 'left']);  // Change legend position to left side.
</syntaxhighlight>
 
=== RTL ===
Please note numerical ranges should be displayed in LTR, and not in RTL for both RTL and LTR languages, you can wrap the chart with a container with '''dir''' tag.
 
<syntaxhighlight lang="PHP">
echo html_writer::tag('div', $OUTPUT->render($chart), ['dir' => 'ltr']);
</syntaxhighlight>

Latest revision as of 08:26, 15 July 2021

Moodle 3.2


Overview

The Charts API is a core set of methods intended to provide a simple and yet modern interface to generate dynamic charts.

Chart types

The first step to create a new chart is to create an instance of the desired chart type. At the moment bar, line and pie types are supported and using some display changing methods can change how the charts are displayed.

Bar

To create a new bar chart, just create a new instance of chart_bar class.

$chart = new core\chart_bar();
$chart->add_series($sales);
$chart->add_series($expenses);
$chart->set_labels($labels);
echo $OUTPUT->render($chart);

Example:

bar chart.png

You might want change how your bar chart are displayed:

Stacked Bar

To display stacked bars, you can call set_stacked() method, setting the parameter to true.

$chart = new core\chart_bar();
$chart->set_stacked(true);
$chart->add_series($sales);
$chart->add_series($expenses);
$chart->set_labels($labels);
echo $OUTPUT->render($chart);

Example:

stacked bar chart.png

Horizontal Bar

To display you bar chart in the horizontal position, you need to call set_horizontal():

$chart = new core\chart_bar();
$chart->set_horizontal(true); // Calling set_horizontal() passing true as parameter will display horizontal bar charts.
$chart->add_series($sales);
$chart->add_series($expenses);
$chart->set_labels($labels);
echo $OUTPUT->render($chart);

Example:

horizontal bar chart.png

Line

To create a new line chart, just create an instance of chart_line class. By default, lines are tensioned.

$chart = new \core\chart_line();
$chart->add_series($sales);
$chart->add_series($expenses);
$chart->set_labels($labels);
echo $OUTPUT->render($chart);

Example:

line chart.png

Smooth lines

You might want to change you line chart to display smooth lines:

$chart = new \core\chart_line();
$chart->set_smooth(true); // Calling set_smooth() passing true as parameter, will display smooth lines.
$chart->add_series($sales);
$chart->add_series($expenses);
$chart->set_labels($labels);
echo $OUTPUT->render($chart);

Example:

smooth line chart.png

Pie

To create a pie chart you just need to create a new instance of chart_pie class.

$chart = new \core\chart_pie();
$chart->add_series($sales); // On pie charts we just need to set one series.
$chart->set_labels($labels);
echo $OUTPUT->render($chart);

Example:

pie chart.png

Doughnut

You might want to change you pie chart to be displayed as doughnut:

$chart = new \core\chart_pie();
$chart->set_doughnut(true); // Calling set_doughnut(true) we display the chart as a doughnut.
$chart->add_series($sales);
$chart->set_labels($labels);
echo $OUTPUT->render($chart);

Example:

doughnut pie chart.png

Series

Series can be defined as a set of values. To set series of a chart, you need to create an instance of chart_series object and pass the title and an array of values. The title and the data are displayed when mouse over the specific point representing the serie on the chart. The number of values of the series must be equal to the number of labels.

$serie1 = new core\chart_series('My series title', [400, 460, 1120, 540]);

Properties

Title

It is possible to set a chart title, by calling set_title and passing the title as string method.

$chart->set_title('chart with a title');

Labels

Labels are the description in which the data will be grouped, in the example above labels are an array of years. The number of values on the series must match the number of labels.

$chart->set_labels(['2004', '2005', '2006', '2007']);

Axis

You can customise chart axis (X,Y) by setting title, position and change the step size. Firstly, you need to select the axis by the side you want and providing the index and whether you want to create the axis if it does not exists.

$chart = new chart_line();
$xaxis = $chart->get_xaxis(0, true) // Select the index 0 of X axis and pass true to create the axis if not exists.
$yaxis = $chart->get_yaxis(0, true) // Select the index 0 of Y axis and pass true to create the axis if not exists.

Once you get the axis you want change, you can change the attributes you need. It is also possible to select multiple axis, for example if you want to have custom steps labels in one side and data in the other.

$chart = new chart_line();
$xaxis1 = $chart->get_xaxis(0, true) // Select the index 0 of X axis and pass true to create the axis if not exists.
$yaxis1 = $chart->get_yaxis(0, true) // Will display the default axis steps information.
$yaxis2 = $chart->get_yaxis(1, true) // Select the second Y axis.
$yaxis2->set_position(chart_axis::POS_RIGHT);  // Now I can change positioning, labels and etc just on the right side.

Axis title

Axis titles can be displayed on the chart sides and can be used to provide additional information about the chart.

$chart = new chart_line();
$chart->get_xaxis(0, true)->set_label("I'm the label for X"); 
$chart->get_yaxis(0, true)->set_label("I'm the label for Y");

Axis position

You can define the position of axis by calling set_position() and passing the axis position constant (POS_RIGHT, POS_LEFT, POS_BOTTOM, POS_TOP).

$chart = new chart_line();

// Customise X axis.
$xaxis = new chart_axis();
$xaxis->set_label("I'm X, but at the top");
$xaxis->set_position(chart_axis::POS_TOP); // You can use POS_BOTTOM or POS_TOP for X axis, in this case let's change the position to the top.
$chart->set_xaxis($xaxis);

// Customise Y axis.
$yaxis = new chart_axis();
$yaxis->set_position(chart_axis::POS_RIGHT);  // You can use POS_LEFT or POS_RIGHT for Y axis, in this case let's change the position to the right side.
$chart->set_yaxis($yaxis);

Step size

Step size can be described as the size between the axis labels. You can set the step size of the axis, by calling set_stepsize() and passing the step size number.

$chart = new chart_line();

// Customise X axis.
$xaxis = new chart_axis();
$axis->set_stepsize(5); // Chart steps will be displayed as  5, 10, 15, 20...

Step labels

If you prefer to display custom labels instead of numbers, just get the axis and call set_labels passing an array of labels:

$chart = new chart_line();
$chart->get_xaxis(0, true);
$chart->get_xaxis(1, true)->set_labels(['Poor', 'Average', 'Good', 'Perfect']);

Min and Max

You can customise the minimum and the maximum value of a axis step size.

$chart = new chart_line();
$xaxis = $chart->get_xaxis(1, true);
$xaxis->set_min(1);
$xaxis->set_max(100);

Mixed chart types

It is possible to combine two types of chart by setting the type of the series differently of the chart type. For example, to create a chart that combine a bar chart with a line chart:

$chart = new \core\chart_bar(); // Create a bar chart instance.
$series1 = new \core\chart_series('Series 1 (Bar)', [1000, 1170, 660, 1030]);
$series2 = new \core\chart_series('Series 2 (Line)', [400, 460, 1120, 540]);
$series2->set_type(\core\chart_series::TYPE_LINE); // Set the series type to line chart.
$chart->add_series($series2);
$chart->add_series($series1);
$chart->set_labels(['2004', '2005', '2006', '2007']);

Please note the order you call add_series change the order series are displayed on the chart. In the example above, the first to be displayed will be line chart and in the background the bar chart.

Example:

bar line chart.png

Rendering

All charts are rendered by render_chart() located on outputrenderers.php, once the chart object is ready, it must be passed to render() or render_chart().

echo $OUTPUT->render($chart);

Show chart data table

By default, in order to make chart data accessible to users with special needs, a link at the bottom of the chart will display a table containing all of its data. If that information is already displayed on the page in some other fashion, it may not be necessary to display the chart data table. To remove it, a false value can be passed as the second parameter when calling the render_chart function:

echo $OUTPUT->render_chart($chart, false);

Overriding chart colours

It is possible to override the default set of colours used on charts, you just need to the following setting to config.php and set an array of hex css colours:

$CFG->chart_colorset = ['#001f3f', '#01ff70', '#F012BE', '#85144b', '#B10DC9'];

Legend options

It is possible to customize some aspects of the chart legend such position and visibility. In order to do that you need to call set_legend_options() method and pass an array of options supported by ChartJS.

$chart->set_legend_options(['display' => false]);  // Hide chart legend.
$chart->set_legend_options(['position' => 'left']);  // Change legend position to left side.

RTL

Please note numerical ranges should be displayed in LTR, and not in RTL for both RTL and LTR languages, you can wrap the chart with a container with dir tag.

echo html_writer::tag('div', $OUTPUT->render($chart), ['dir' => 'ltr']);