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You can view your data in a chart or graph to see trends at a glance. Charts are particularly useful when the grid has a lot of columns and you are only interested in one row or a few rows - rather than scrolling across multiple columns, you can visualize the row(s) instead. You can switch between different types of charts and configure how the data displays in each one. You can save the chart as a favorite or add it to a dashboard for quick access next time.

Switch to chart view

You can switch from the default grid view to the chart view any any stage in your analysis.

Click the Chart (blue star) button in the top right corner above the grid. You can then select a different type of chart and configure the chart to meet your needs. 

Select a chart type 

When you switch to chart view, a default chart displays, with chart category buttons on the left. Click a category button to view the chart type options, then click the chart you want to view.

The type of charts that are available during your analysis depend on the :

  • The type of data you are viewing

and the
  • .

  • Whether you are in Summary view or have selected a dimension.

  • The mode you have selected.

The following table below lists all the chart types. Click charts, organized by category, along with brief information on when they are available. Click the links to view more detailed information and examples .

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.

Expand

Chart

Availability

Category

Type

In Summary view

When a dimension is selected

Bar

Bar

for each type of chart.

Chart category and type

Availability

Bar

Bar

Image Added

In Summary view: All modes except for Transaction.

When a dimension is selected: All modes apart except for Transaction and Search.

Column

Image Added

In Summary view: All modes except for Transaction.

When a dimension is selected: All modes except for Transaction and Search.

Combo

Image Added

In Summary view: All modes apart from

transaction

Transaction and

total

Total.

When a dimension is selected: All modes apart from

period

Period,

moving mode

Moving and

transaction% Area

Transaction.

Pareto

Image Added

In Summary view: Not available.

When a dimension is selected: Total mode only.

Waterfall

Image Added

In Summary view: Period mode only.

When a dimension is selected: Variance mode only.

Line

Line

Image Added

In Summary view: All modes except for Transaction and Total.

When a dimension is selected: Period and Moving mode.

Area

Image Added

In Summary view: All modes except for Transaction and Total.

When a dimension is selected: All modes except for Search, Variance, Stream, Total and Transaction.

% Area

All modes apart from transaction and total.

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

All modes apart from moving mode and transaction.
Image Added

In Summary view: All modes except for Transaction.

When a dimension is selected:

Pie

Pie

Image Added

In Summary view: All modes except for Period, Moving, Stream and Transaction.

When a dimension is selected: All modes except for Search, Variance, Stream and Transaction.

Donut

Image Added

In Summary view:

When a dimension is selected:

Gauge

Gauge

Image Added

In Summary view: Not available.

When a dimension is selected: When a dimension is selected: All modes except for Transaction.

Bullet

Image Added

In Summary view: Stream and Period modes.

When a dimension is selected: Stream and Variance modes. 

Summary

Image Added

In Summary view: Not available.

When a dimension is selected: All modes except for Transaction.

Ring Summary

Image Added

Bubble

Bubble

All modes apart from transaction mode.

Image Added

Radar

Radar

Radar
Image Added

Map

Marker

Marker
Image Added

Circle

Image Added

Heat

Map
Image Added

Info

By default, only the first 25 rows of a grid are included in the chart. If you have a requirement for additional rows to be displayed, your Phocas consultant can assist with this.  You can also display a sum instead of individual values (see Chart options).

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