Configuring charts
Charts display the data within your dashboards. When you add a chart, you select the data measures that are included, how those measures are aggregated (for example, total, % of total), and what dimension(s) to break the measures into. Each chart type contains different configuration dropdowns so that you can easily build and customize your chart.
You can add global data filters that apply to all charts within your dashboard, or use chart-specific filters for each chart. You can also configure charts to ignore global dashboard filters when they are applied.
You can add as many charts as you want to your dashboard.
To add and configure a chart:
- Access your dashboard.
- Select Add chart.
- You can select from the following options:
- Timeseries:
- Area chart
- Line chart
- Table
- Vertical stacked bar chart
- Non-Timeseries:
- Single Metric
- Horizontal bar chart
- Pie chart
- Table
- Vertical bar chart
- In the Configure chart section, define your Y-axis dropdown with the measures you want to include in your chart.
- You can select from built-in and custom fields within the dropdowns.
- You can also enter the name of a built-in or custom field to filter the dropdown list.
- When a chart type includes a time series, the time period is automatically defined in the appropriate chart axis based on the time period you choose in the global filters.
- Select the value for how those measures are displayed (for example, Total, % Total, Min, Max).
- The options available by default are based on the data type associated with the measure you select.
- The Format field is also automatically defined based on the measure you select.
- (Optional) Below the chart preview, you can choose your X-Axis and Group by dropdowns, selecting additional measures to add more dimension to your data. For example, selecting Department displays the data in the chart grouped by department.
- If you choose to add a measure in Group by, you can customize the colors, the labels, choose what order you want the data to display in, as well as displaying the top values, grouping remaining values as other, and including “None” in your results.
- (Optional) Select the Show Date Range checkbox to display the date range directly within the chart.
- (Optional) Select the Show Data Labels checkbox to display data labels directly within the chart.
- (Optional) Define the scale of your chart by entering the Min and Max values you want to use in the chart axis.
- (Optional) Select the desired format Metric Format box if you want data to display differently than the default.
- (Optional) In the Tooltip decimal places field, enter the number of decimal places to display for the values in your chart. You can select between 0 and 5 places.
- In the top right corner of the chart, select Save & exit to add the chart and return to the dashboard.
- (Optional) Repeat these steps to add additional charts.
You can use Carrot to customize the measures of a chart, which enables you to perform very detailed analyses of the data in your ChartHop org.
This feature is off by default. To turn it on, select Customized (Advanced) on the chart. For more information about Carrot, see Getting started with Carrot. Learn more.
Once you’ve enabled Carrot, you can customize the current measures through Carrot expressions. You can also add a new value to the measures by selecting Customize each item.
You have the ability to define the Min and Max values that are used in the axis of your area, line, and bar charts. This helps with the readability of your charts and gives you more control over how you present your data.
By default, the axis scale is automatically determined based on the values of your data. However, you can enter a custom Min and Max value in the Axis Scale fields when you’re configuring your chart to override those automatic values.
Axis scales are maintained when you export your chart. You can delete any values you have entered to return to the default axis scale values.
When you export a dashboard, exported charts display data labels depending on your configuration of the Data Labels checkbox.
When you hover over a chart, tooltips display data values with additional information. However, you have the option to display data labels directly within the chart so that you can see this additional information without hovering.
To automatically display data labels in a chart, check the Data Labels checkbox. You can check this option for all chart types except tables.
To automatically display date ranges on a chart, check the Date range checkbox. You can check this option for all chart types.
For time series charts, or other charts that display data between two dates, it will display the range. For non timeseries charts, it will display the end date that the data is from.
You can use headers to separate charts in your dashboard.
Learn more about them here.
You can clone an existing chart by selecting the chart menu (⋮) and selecting Clone. When you clone a chart, all chart settings and filters are maintained in the duplicated chart.
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