Building Charts

A Chart is a visualization of data from a source report or group by definition. A Chart can have multiple views of the data, as defined in the chart configuration. Additionally, you can add multiple charts into a Dashboard for easy viewing at a glance. 


  • You can only build a chart from the source report (or group by) if the report is not currently updating. The report status must be “Complete”. 
  • A Chart can have multiple “Configs” of the data. These are different views and/or aggregations of the same data, similar to the “Group By” definitions in Reports. If multiple configs are defined in the chart, the end viewer will be able to switch between the views via a drop down menu within the chart display.

Follow these steps to create a Chart:

  1. Open the report you would like to use to build the chart. This can be any type of report. If you would like to create a chart using a Group By, select to view that Group By data.
  2. Click on the “Actions” button to the right of the search box in the top left corner.

    Select “Create chart” from the drop down menu.

  3. In the “Edit Chart” window that appears, fill in the following information:

    1. Chart Name - Enter a name representative of the data. This will enable you to locate this chart later.
    2. Source Type - This should already be defined.
    3. Source  - This should already be defined...this is the source report.
    4. Config - If you are creating a new chart, this should currently be set to “Select Config”. Do not type anything here. Instead, move to the next field: “Config Name”.
    5. Config Name - Enter a name for this view of the chart. If this is a new chart, afterwards click on the “Add As New” button below this textbox. You should now see that the field above, “Config” changed to be the name you just entered.
    6. Group By
      1. If you had a group by view of the source report opened before starting the chart creation process, you should see this field already defined. 
      2. If you would like to have the source report use a group by from the source report, you can select that from the drop down menu here.
    7. Order By - Optional if you would like to sort your data by a column in ascending or descending order. Select the column you’d like to use as the source for sorting, and select the sorting method.
    8. Filters - If you had filters applied in the source report, this should also appear here. Otherwise, you can click on the “Filters” button to select and define filters for your data. 
    9. Chart Type - Click on this button to display the drop down menu. Select the chart type you would like to use. You can currently build the following types. 
      1. Line - Ideal for graphing trends over time
      2. Bar - Ideal for graphing trends over time, option for stacked bars to show breakdown over time
      3. Scatter - Ideal for graphing many data points over time
      4. Pie - Ideal for graphing the allocation by parts within a whole entity
      5. Table - Ideal for replicating the table display of the source report within a chart to be added into a Dashboard, column headers can be specified
    10. Chart Options - Check the options you would like to add in the chart display. The options will vary depending on the chart type you selected in the previous step.
    11. Datasets Group By - Depending on your source data and chart type, you may select a column from this drop down menu to group your data. This could result in multiple lines for a line graph or multiple bars in a bar graph.
    12. X axis column - Select the column from the drop down menu.
    13. X axis label - Enter the label for the X axis
    14. Decimal places - Optional. Default set at a value of “2”.
    15. Tooltip - Enter the fields that you would like to appear when the end viewer hovers over a data point in the chart.
    16. Filter by Date - This drop down menu selector will only be available if the x axis column is displaying Day values.
    17. Sync Time - Default set to the time you’re currently editing this chart configuration.
    18. Remove Config - For already created charts with multiple configs (views), click this button to remove view from the chart.
    19. Set as default - For charts with multiple configs (views), click this button to save the current view as the default display of the chart.
  4. Click the purple “Save” button to save the Chart.
  5. To find the Chart, click on “Charts” in the “Visualize” section on the left sidebar. On the “Charts” page, enter the name of the Chart in the search box and click enter. You should see the Chart name displayed in the table below the search box. Click on the Chart name to view the chart. Check the box to the left of the Chart in the table and then click “Actions” button and select “Edit Chart” to modify the chart configuration.
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