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Add a chart to a dashboard

Add a chart to a dashboard

Learn how to create a chart in a dashboard.

S
Written by Sowjenya Parthasarathy
Updated this week

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.
(Optional) Click + Create Dashboard if you want to create a dashboard.

Before you create charts in your dashboard:

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
* Line item

or

- Line item
- 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
* Second 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.

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.
​

Edit text blocks using Markdown format options

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
Breakdown: By dimensions
Other options: Cumulative view, date aggregation (Day, Week, and Month)

Combo chart

Line metric

Bar metric

Other options: Date aggregation (Day, Week, and Month), legend

Stacked bar chart

Metrics
Breakdown: By dimensions
Other options: Date aggregation (Day, Week, and Month)

Bar chart

Metrics
Breakdown: By dimensions
Other options: Max bars

Pie chart

Metric
Dimension

Slices

Scorecard

Metrics

Table

Row values: Dimensions
Column values: Metrics
Other options: Rows per page

Metric Breakdown

Metrics
Breakdown: By dimensions

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.

  1. 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.

  2. 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.

  3. Choose the type of chart you want to add.
    See Types of charts section for more information.

  4. Enter the details in the chart settings.

    1. (Optional) Enter a Title.

    2. (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.

    3. 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.

    4. (Optional) Toggle the selector to Show value labels.

    5. (Optional) Add Chart filters based on dimensions. See Apply a chart filter section for more information.

  5. Save the changes.
    ​Note: 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.

  1. Navigate to your dashboard and click Edit.

  2. Edit the chart for which you want to select the date range.

  3. Select one of the existing date ranges or enter a custom date range.

  4. (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.

  5. Click Apply.
    ​

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.

  1. Navigate to your dashboard and click Edit.

  2. Edit the chart for which you want to apply a chart filter.
    ​

  3. Choose 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.

  4. Select a condition.
    You can select Is or Is not.

  5. Select a filter value from the drop-down list.

  6. Apply the filter.
    ​

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