Where can I add a chart? | What do I need to create a chart? |
Go to Home > Dashboards and select the dashboard where you want to add a chart. | Before you create charts in your dashboard:
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Add a chart in your dashboard to visualize your data. You can add many charts to your dashboard based on how you want to visualize the data in your dashboard.
Types of charts
Depending on the type of data you get, you can add the following types of charts to your dashboard.
Line Chart
Line charts help you visualize how your metrics evolve. You can also opt for the cumulative view.
Combo Chart
The combo chart helps you visualize the trends and correlation between two types of metrics.
Stacked bar chart
Use a stacked bar chart to visualize your metrics over time stacked with a breakdown by dimensions.
Bar Chart
Use a bar chart to get a side-by-side comparison of metrics by dimensions.
Pie chart
Use a pie chart for part-to-whole comparisons of metrics and dimensions.
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Scorecard
You can view the total value of a metric for a date range you choose using a scorecard.
Table
You can view detailed information about dimensions along with corresponding metrics for easy comparison in a table. Additionally, you can also enable bar visuals for metrics.
Pivot
Use pivots to automatically group, aggregate, and summarise large datasets to simplify complex data, making trend and pattern analysis more accessible. You can break down the dimensions by metrics.
Metric breakdown
You can view a metric breakdown by a dimension with the metric value displayed as a number and a bar with a sparkline showing the trend per dimension value.
Text block
Add context or explanations to your dashboard using Markdown. The text block supports the following Markdown elements:
Markdown element | Description | Syntax | Example |
Level-1 heading | Create a level-1 heading by adding one number sign (#) before a word or phrase. Alternatively, in the line below the text, you can enter any number of equal signs (=) for a level-1 heading. | # Heading 1
or
Heading 1 ====== | # Add more context to your data using Markdown
or
Add more context to your data using Markdown ===== |
Level-2 heading | Create a level-2 heading by adding two number signs (##) before a word or phrase. Alternatively, in the line below the text, you can enter any number of dashes (-) for a level-2 heading. | ## Heading 2
or
Heading 2 ------ | ## Supported text formatting options
or
Supported text formatting options ------ |
Paragraph | Press the Enter key or the return key to insert a blank line between two lines and create a paragraph. | line 1
line 2 | You can add more context to your text blocks in your dashboard now.
Edit the text content in the panel to the right. |
Unordered list | Add a dash (-), asterisk (*), or plus sign (+) before a line to create an unordered list. Indent one or more items to create a nested list. | * Line item
or
- Line item
or
+ Line item + Line item | * You can add a hyperlink. - Create an ordered or unordered list. + Drag and drop images up to 512 kB from your system. |
Ordered list | Start your line items with a number followed by a period (.) delimiter to create an ordered list. After the first line item, the numbers don't have to be in numerical order. | 1. First line item 2. Second line item 3. Third line item
| 1. Item 1 7. Item 2 4. Item 3 6. Item 4 |
Nested list | To nest your lists, enter a new line and leave two spaces before starting your nested list. | * First line item 1. First nested line item 2. Second nested line item
or
1. First line item 2. Second line item * Nested line item * Nested line item | - Create an ordered or unordered list, and nest them. * Example ordered list: 1. Item 1 7. Item 2 4. Item 3 6. Item 4 |
Images | Drag and drop images into the text block editor space from your system. You can add images with a file size of up to 512 KB. |
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Strikethrough | Create strikethrough text by wrapping the text with tildes (~) on each side. | ~Enter your text~ | ~Strikethrough~ text |
Inline code | Insert an inline code by wrapping the text with backticks (`) on each side. | `Inline code` | Create an `inline code` |
Emphasis | Add emphasis to text by making it bold or italic. | **Bold**
*Italic* | You can also emphasize the text in **Bold** or *Italic*. |
Here's an example of how your text block may look when you follow the syntax for different formats.
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Required fields for different charts
Based on how you want to visualize your data, you have to select different fields for different charts.
Chart | What can you visualize? |
Line chart | Metrics |
Combo chart | Line metric Bar metric Other options: Date aggregation (Day, Week, and Month), legend |
Stacked bar chart | Metrics |
Bar chart | Metrics |
Pie chart | Metric Slices |
Scorecard | Metrics |
Table | Row values: Dimensions |
Metric Breakdown | Metrics Other options: Rows per page |
Pivot | Column Dimensions, Row Dimensions, Metrics Other options: Rows per page |
Procedure
Complete the following steps to add a chart to your dashboard.
Go to Home > Dashboards and select the dashboard where you want to add a chart.
(Optional) Click + Create Dashboard if you want to create a dashboard.Click Edit > Add chart to start adding a chart to your dashboard.
Note: If you are creating a new dashboard, you may have to click Add chart directly.Choose the type of chart you want to add.
See Types of charts section for more information.Enter the details in the chart settings.
(Optional) Enter a Title.
(Optional) Select a date range for your chart if you want to override the global date range. See Select a date range for your chart section for more information.
Choose the fields as applicable to visualize your data. Different chart types have different options. See Required fields for different charts section for more information.
(Optional) Toggle the selector to Show value labels.
(Optional) Add Chart filters based on dimensions. See Apply a chart filter section for more information.
Save the changes.
βNote: You cannot change a chart type. Create a new chart if you want to visualize your data in a different chart type.
Select a date range for your chart
You can now select different date ranges for different charts on your dashboard. Complete the following steps to select a date range for a chart.
Navigate to your dashboard and click Edit.
Edit the chart for which you want to select the date range.
Select one of the existing date ranges or enter a custom date range.
(Optional) Select a comparison period from the Compare drop-down options.
You can choose from the following options:
No compare
Previous period
Previous year (same date)
Previous year (same weekday)
Custom period
Note: You can Use global dashboard date range for your chart. The default comparison period is the dashboard's global date range and comparison period.
Click Apply.
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Apply a chart filter
You can apply filters based on dimensions for each chart in your dashboard. This filter is applied in a combination with the dashboard filters.
Complete the following steps to apply a chart filter.
Navigate to your dashboard and click Edit.
Edit the chart for which you want to apply a chart filter.
βChoose dimension from the drop-down list.
If you can't find a dimension, go to Fields & filters option in your dashboard and add the dimension.Select a condition.
You can select Is or Is not.Select a filter value from the drop-down list.
Apply the filter.
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