Configuring charts in your report

Charts display the data within your report. 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 report, or use chart-specific filters for each chart. You can also configure charts to ignore global report filters when they are applied.



Add a chart to a report

You can add as many charts as you want to your report.

To add and configure a chart:

1. Access your report.
2. Select Add chart. 
3. In the Chart type field dropdown, select the type of chart you want to create. Learn more.
   • You can select from the following options:
     • Timeseries:
       • Area chart
       • Line chart
       • Table 
       • Vertical stacked bar chart
     • Non-Timeseries:
       • Horizontal bar chart
       • Pie chart
       • Table
       • Vertical bar chart
4. In the Configure chart section, define your X-axis and Y-axis dropdowns 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.
5. 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.
6. (Optional) In the Group by dropdown, select an additional measure to add more dimension to your data. For example, selecting Department displays the data in the chart grouped by department.
7. (Optional) Select the Show Data Labels checkbox to display data labels directly within the chart.
8. (Optional) Define the scale of your chart by entering the Min and Max values you want to use in the chart axis.
9. (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.
10. In the top right corner of the chart, select Save & exit to add the chart and return to the report.
11. (Optional) Repeat these steps to add additional charts.

Customizing chart dimensions

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 Add at the bottom of the list.

Define the axis scale for a chart

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.



Display data labels in a chart

When you export a report, 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. 

Clone a chart in a report

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.