Configuring Your Charts

Setting your chart configuration.

Your data is visually illustrated as a vertical bar chart when you analyze and filter KPIs. You can, however, change the default chart type displayed to best present your data to other viewers or readers.

Select the type of chart you want to use from the first drop-down menu.


Chart Type Drop-Down Menu

  1. Bar Chart - Use this type of chart to compare or see relationships in your data.
    Selecting the bar chart displays the second drop-down menu where you can select the type of bar chart you want to represent your data.

Types of Bar Chart

      The Bar Chart below shows a comparison of data for two different periods.


Comparison Bar Chart

  1. Line Chart - Use this type of chart to show how your data changes over time. You can select to show the vertical or the horizontal line by toggling the icon right beside the Show Label icon.

Horizontal Line Chart


Vertical Line Chart

      The Line Chart below show comparisons for two periods.

  1. Area - Use this type of chart to show the change in quantities over time. An area chart is a combination of a line and bar chart. Data points are arranged and connected by line segments similar to a line graph but the area below the line is shaded.

      The Area Chart shows two differing data.

  1. Pie Chart - Use this type of chart to illustrate your data according to segments as proportion to a whole. The Pie Chart is enabled when the Group By feature is used.

    Selecting the Pie Chart displays the drop-down menu where you can select which circle-type chart should represent your data.


Examples of a Whole, Straight Angle, Donut, and Donut Straight Angle Chart

  1. Table - Use the table to arrange your data into columns and rows.
  1. Number - Use the Number chart option to display data as a big number.
    Click the compare with last period icon at the top right corner of the chart to compare the current data with the previous parallel period.
    For example, underneath the big number showing the current data in the last 30 days, the corresponding number for the previous 30 days and the % change between the two data points are displayed.
  1. Gauge - This type of chart or graph is also known as a dial chart or speedometer chart, which uses needles to show information as a reading on a dial. Use this type of visual representation to display data as key business indicators used in dashboard reports.

    The gauge initially starts out as red, becomes yellow, and then green. This fits the scenario where you have a target to meet.

    In the example shown in the image below, you are halfway through the target of 23730 (1), so the gauge dial is on the yellow part of the gauge (2). As you approach the target, the dial would move towards the green part of the gauge.


    You can also reverse the color order of gauge so that it starts out as green and gradually becomes yellow and then red. This will fit a scenario where you are tracking a budget. Initially the dial will point to the green part, and as you start using up your budget, the dial will approach the yellow and then red parts.

    Toggle the icon (1) to reverse the color order of the gauge.

    In the example shown in the image below, you have already spent half of the budget, which is 23730 (2), so the gauge dial is in the middle (3). As you spend more, the dial would move towards the red part of the gauge, approaching the limit of your budget.


Showing and Hiding Labels

You can opt to show or hide labels on your chart.
By default, the labels are not shown.


The labels are hidden.

Click the appropriate button to show the labels.


The labels are shown.

Filtering Charts By Time Period

You can further filter your charts even after using the Filter features in the middle pane by selecting the two Time Period buttons: Last 30 Days and Daily to display the drop-down options.


Last 30 Days Drop-Down List


Daily Drop-Down List

Customizing a Time Period Filter

  1. You can Custom a specific range of dates by clicking the last option of the Last 30 Days drop-down list.
  1. Clicking Custom displays the Start Date - End Date button.
  1. Specify a start and end date from the calendar that displays when you click Start Date or End Date.
  1. The bar chart reflects data filtered for the selected Start and End Date.

Comparing Data with Last Period

Comparisons are dependent on the availability of historical or future data. If no data is available from the previous or future period, there won't be comparisons on your chart.

Your chart will reflect the Time Period filter selection and the number of days PRIOR to your current Time Period filter selection.

If you selected Last 30 days in the Time Period Filter, you will see a comparison to the 30 days prior to the current 30 day period in your chart. If you selected This year, you'll see a comparison to last year. If you created a custom date range that spans 35 days, then the comparison will be to the previous 35-day period.

In the image below, the chart shows a comparison of hourly data of Website Sessions Count for yesterday and the day before yesterday.

Selected Time Period Filters are Yesterday and Hourly (1). Clicking the Compare with Last Period icon (2) updates the chart to reflect two bar colors to distinguish yesterday and the day before yesterday data. The label below the chart shows the date range of the two comparing periods (3).


More Features (Ellipsis Button)

More actions can be done by clicking the ellipsis button found beside the Save button on the top right corner of the page.

  1. Copy to Clipboard - This feature allows you to copy the chart to the clipboard and paste it on any document, sheet or slides. A prompt notifies you after clicking Copy to Clipboard that you have successfully copied to the clipboard.
  2. Download CSV - This feature allows you to download the chart data to a CSV file. This option is disabled when the chart is showing data comparing the current data with the previous parallel period.
  3. Delete - This feature allows you to permanently delete the chart. This option is disabled if the analysis is not saved.
    A chart cannot be deleted if it is being used. Remove the chart from the dashboard before permanently deleting it.

Saving Your Charts

  1. To save your configured charts, click the Save button on the top right corner of the box.
  1. In the dialog box that appears, name your chart and enter it in the Title field (1).
  1. Add your chart to a dashboard by clicking the Select a dashboard field (2) and selecting an option from the drop-down list that displays. If you do not have a dashboard, refer to the Adding Dashboards section for instructions.

  2. Click Save (3).

    This displays a prompt, informing you that your chart has been successfully saved.

  1. Clicking Go to Dashboard directs you to the dashboard where you saved the chart.

    Clicking Dashboards List directs you the page where all the dashboards you created and others created are listed.

  1. The Save As button is enabled in charts that have been saved.

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