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Switch to chart view

To change from the default grid view select the chart icon. The icon for the selected view will be green. 

Related articles

Overview of chart types 

The chart types available are listed below. Select a chart name to go to an article about that chart type.

Note that some charts are only available with certain sets of data.

Chart type and link to more informationHow chart appearsWhen this chart type is available

   


Summary view

All modes apart from transaction.

With a dimension selected

All modes apart from transaction and search.

Summary view

Stream and period modes.

With a dimension selected

Stream and variance modes. 

 


Summary view

All modes apart from transaction.

With a dimension selected

All modes apart from transaction and search.

 


Summary view

All modes apart from transaction and total.

With a dimension selected

All modes apart from search, variance, stream, total and transaction.

Pie

 

 


Summary view

All modes apart from period, moving, stream and transaction.

With a dimension selected

All modes apart from search, variance, stream and transaction.

 


Summary view

All modes apart from transaction and total.

With a dimension selected

All modes apart from search, variance, stream, total and transaction.

 


Summary view

All modes apart from transaction mode.

With a dimension selected

All modes apart from moving mode and transaction.

 


Summary view

All modes apart from transaction and total.

With a dimension selected

All modes apart from period, moving mode and transaction.

 


Summary view

Not available.

With a dimension selected

All modes apart from transaction.


 

Summary view

Not available.

With a dimension selected

All modes apart from transaction.

 

 
Radar chart

 
Waterfall chart 
Pareto chart

 

Select a chart type 

Charts are grouped into clusters. Select a chart type to reveal similar options. E.g., Select the Bar icon to reveal bar, column and combo chart types, as shown below.

Select and focus on a chart segment

If you see something in a chart that you want to explore further, you can select and focus on a segment (e.g., a column in a bar chart or wedge in a pie chart).

This isolates that segment, allowing you to dig further into the data, either staying in chart view or switching to grid view. If you switch to grid view, the focused data will stay focussed and this will be reflected on the dimension list. You can clear the selection by resetting or clicking the 'X' next to the dimension.

How focusing on a chart works

Original chart

1. Hovering displays information about a segment.

Select Fred, Owen and Harry

2. Selecting isolates the segment(s), causing the other segments to fade out.

Focus

3. Focusing removes all other segments. A filter icon appears next to the chart name.

 

After focus, the filter details appear in the dashboard status bar, as shown below. Use the X or Reset to clear.

Export a chart as an image

Export with chart open

If you want to print a chart or add it to a document or an email, the simplest method is to download it as an image via Export > image, as shown below. You can then save the image and use as required.

Export from the dashboard

To export a chart directly from the dashboard, select the camera icon on the widget toolbar.

Amount of data displayed 

By default, only the first 25 rows are included in a chart. Your administrator can change this setting. You can also choose to display a sum instead of individual values (see Chart options).