Switch to chart view
To switch from the standard grid to see your data as a chart select the chart icon. You can switch between grid and chart using these icons. The active icon is always green.
Overview of chart types
The chart types available are listed below. Select the chart name to go to an article on a particular chart type.
Note that some charts are only available with certain sets of data.
| Chart type and link to more information | How chart appears | When this chart type is available |
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| | Summary view All modes apart from transaction. With a dimension selected All modes apart from transaction and search. |
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| 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. |
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| 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. |
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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
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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
If you want to print a chart or add it to a document or 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 in a chart
By default, only the first 25 rows are included in a chart. Your administrator can change this setting. Chart options on this page summarizes ways of customizing a chart, e.g., displaying a sum instead of individual values.
Charts are only available if you are connected to the internet.