Charts

Charts are an excellent way to visualize the data you have generated with a report. The visual, easy-to-read charts allow you to easily examine data from different perspectives and quickly spot trends, issues, and opportunities.
 


 

Introduction

All charts use a report as the provider of the data. Once you have saved a report, a charting dashboard will appear on the report page. All charts created from a report will show up on this dashboard. This dashboard is public to all users, but you can add clones of charts to your profile page or a personal charts only dashboard. To create a chart:

  • Click on ‘Create Chart’ to bring up the chart creator dialog
  • You will then be asked to select columns from the report grid
  • Click on one of the blue fields, then click on a report column
  • Once you have selected the fields you want, click submit and a chart will appear in the dashboard area
  • You can then alter the appearance of the chart by clicking on the gear icon.

Each report has different charts that work with that type of report

 

 

Grid Chart Example

Lets create a chart using the report described in the grid report example.

  • Click on ‘Create Chart’ to bring up the chart creator dialog
  • There are no options to configure for this chart; click submit to create
  • Filter out specific groups by clicking on legend Items.
  • Further display options are in the config menu
 

 

Row and Column

The Rows and Columns report has a very powerful Activity Chart. This chart acts as a histogram, sorting dates. It can show, for example, website visits over time, or deal value coming in over time. Let's create a chart using the report in the rows and columns report example.

  • Click on ‘Create Chart’ to bring up the chart creator dialog
  • Click on the field for ‘Dates’ and click on the ‘Create Date’ column
  • Click on the field for ‘Groups’ and click on ‘Lead Source’ column
  • Click ‘submit’
  • You can then modify the chart by clicking on the gear icon. With the filter menu, you can select how the times are bucketed and filtered. Selecting ‘day’ ‘trailing’ ‘month,’ for example will make each data point represent a day, and will show all the data over the last 30 days.
  • By clicking on the gauge icon, you can view how the most recent point is compared to your average. The number on the right of the gauge is twice the average over the span of the chart. For example, the gauge will show ‘new contacts today compared to the last 30 days’, using the filter settings described in the last point.
  • Click on a point to drill down into it, displaying the records that comprise that point. If multiple points are stacked, multiple tabs will appear.
 

 

Summation Chart Example

The Summation report has two types of charts: Bar and Scatter plot. The bar chart will have categories on its X-axis and values on its Y-axis, whereas a scatter plot will have values on both axes. Lets create a bar chart from the summation report example.

  • Click ‘Create Chart’ to open the dialog.
  • Click on the field for ‘Names’ and click on the ‘State’ column
  • Click on the field for ‘Values’ and click on the ‘Deal Value’ column
  • Click on the field for ‘Groups’ and click on the ‘Lead Source’ column
  • Click ‘submit’
  • The resulting chart has the same configuration options as the grid report bar chart.
  • You can click on a data point or bar to display the drill down records for that point
 
Phillip Kershow