Candlestick (OHLC) Chart of Daily Prices¶
Known issues
Some chart features have known issues in the current release. See Known issues.
This walkthrough draws one candle per day from its open, high, low, and close, answering "How has a price moved over the last few days?"
Prerequisites¶
- Editor mode: click once on the screen, then press Ctrl+d. The AMIDB Shell Tool and the gallery are used as in the quickstart.
- Data: the example data that stage 1 creates. To use a table of your own instead, see With your own data.
1. Create the example data¶
The chart reads a table in the Center, so create the table first.
- Select Dashboard -> AMIDB Shell Tool....
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Run:
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Check that the lower pane shows the 10 rows.
The dates are stored at midnight New York time, the default user time zone, so each one falls on its own day. See Dates on an axis.
2. Create the chart¶
The gallery creates a datamodel that reads the table, then places the chart.
- Select Windows -> New Window, then the edit button on
Blank1, then "Create Table / Visualization / Form". - Select "AMI (__AMI)", then "Next >>".
- Select the "USER" tile
ChartDemoDaily, then "Next >>". - Select "Test (alt+enter)", then "Next >>".
- Select the "Cartesian" tab, then the "Candlestick" tile.
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Set the fields below the tiles:
Field Value "Time:" Day"Open:" Open"High:" High"Low:" Low"Close:" Close -
Select "Finish".
- Check that the window shows 10 candles, teal where the close is above the open and red where it is below, such as a red candle on Sep 30.
3. Add hover text¶
The template leaves "Hover Over:" empty, so pointing at a candle shows nothing.
- Open Plot -> Edit Layers and select the "Body" layer.
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Set "Hover Over:" to:
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Select "OK".
- Point at a candle, and check that its date and 4 prices show.
See Writing hover text.
4. Stop the first and last candles being cut¶
The first and last candles are drawn half outside the plot.
- Widen the date axis by a day each side, as in Stopping the first and last points being cut off.
- Check that every candle is drawn in full.
Result¶
10 candles over Sep 28 to Oct 9, with no candles on Oct 3 and Oct 4, the weekend.
To check without looking, read the render stats: session.getDevTools().getAllRenderStats() in the AMIDB Shell Tool, with "Run on this web session" selected (see Running a script), or web_debug op=panelRenderStats over MCP. The "Body" and "Wick" layers each report Rows 10 and an empty Problem.
With your own data¶
If your table holds trades rather than one row per day, shape the rows in the datamodel's query. To try it on the example trades, create ChartDemoTrades as in Using your own data.
- Follow stage 2 with the "USER" tile
ChartDemoTrades, or the one for your own table, in place ofChartDemoDaily. -
When the gallery shows the datamodel's query, replace the query with:
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Select "Test (alt+enter)".
- Check that the "Tables" tab shows
ChartDemoDailyalone, 3 rows, Oct 7 to Oct 9, the first with an "Open" of 418.1 and a "Close" of 411.2.
Then continue with stage 2: the fields are the same, and any later stages apply as written. To do this over MCP, put the same statements in the onProcess of the datamodel that step 1 of "Over MCP" imports, with USE ds="AMI" before each EXECUTE.
The first statement takes one symbol's trades in time order; the second makes one row per New York day, taking its first, highest, lowest, and last price. The chart then shows 3 candles, the first one red.
Over MCP¶
An agent builds the same chart from the same table. Connecting an agent is covered in the AI section; the tools are on Building charts over MCP.
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Create the datamodel with
web_executeop=importDatamodeland thisdmJson, then run it once withop=initDatamodelSchemaanddmNameChartDemoDaily: -
Create the chart:
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Run the datamodel again with
web_executeop=executeDatamodel,dmNameChartDemoDaily. A chart created over MCP can stay empty until its datamodel runs again, with its axes at 0-100. - Confirm that every layer reports the rows above and an empty
Problem: runweb_debugop=panelRenderStats.
The call is web_create_chart_from_template.
Removing the example¶
Remove the chart, then its datamodel, then the table, so that the next walkthrough can reuse the names:
- Close the chart's window with its close button, and select "Delete" when asked whether to delete the panel.
- Select Dashboard -> Data Modeler..., expand "Datamodels", right-click the chart's datamodel,
ChartDemoDaily, and select "Delete Datamodel", then "Yes". If that name was taken when stage 2 ran, the gallery added a number to it, as inChartDemoDaily1. - Run
DROP TABLE ChartDemoDaily;in the AMIDB Shell Tool. - Check that
SELECT * FROM ChartDemoDaily;reportsUnknown table: ChartDemoDaily.
Over MCP, delete the chart with web_danger op=deletePanel, then the datamodel with op=deleteDatamodel, dmName ChartDemoDaily, and drop the table as in step 3. deleteDatamodel refuses a datamodel that has been committed; delete that one in the Data Modeler as in step 2. See Removing an agent's chart.