Changing the Chart Type
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Changing the Chart Type
- 3 Minutes to read
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Changing the Chart Type
With Dashboards, you can visualize the same data from different perspectives by changing the chart type.
When changing the chart type of a selected chart, Dashboards provides compatible chart selections. Incompatible selections are not available for selection.
How to Change the Chart Type?
To change the chart type, complete the following steps:
Open Dashboards.
Select a dashboard and click Edit.
Select a chart in the dashboard.
On Settings tab, click the Chart list-box.
Select a compatible chart. The chart is updated immediately.
Click Save.
Additional Interactions in Dashboard Designer
Select a chart in the canvas and drag its bottom right corner to resize the chart (shown below).
Drag and drop the charts in the canvas to rearrange them in the dashboard.
Select a chart in the canvas and select the three dots to display options to duplicate or delete the chart from the dashboard (shown below). Or, click the Edit icon to edit the chart (also shown below).
Chart Types, Descriptions, Settings, and Use
The following chart types are supported:
Line
Description: Shows trends over a period of time.
Settings:
- Multiple Series
- 2 dimensions on each axis
- Data Labels, Values, Legend, Label Display, Display As, Suppress Empty and Zero Values, Display Absolute Values, Overlay Years, and Number Format
Examples Where Used:
- Profit/Loss trend
- MoM headcount
- Departmental expenses trend
Bar/Bar Stacked
Description: Compares single or multiple categories of items that fall into a specific range.
Settings:
- Multiple Series
- 2 dimensions on each axis
- Data Labels, Values, Legend, Display As, Display Absolute Values, Overlay Years, and Number Format
Examples Where Used:
- Total Sales by Product/Type
- Revenue by quarter (Forecast Vs Actual)
Pie/Doughnut
Description: Distributes data among different categories with reference to a total value.
Settings:
- Single Series
- 2 dimensions on each axis
- Data Labels, Values, Legend, Display As, and Number Format
Examples Where Used:
- Sales by Product Type/Category
- Operating expense by Department
Waterfall
Description: Displays values that change incrementally and displays the cumulative effect at the end. Allows you to display chart in two formats: Bridge and Classic.
Settings:
- Multiple Series
- 2 dimensions on each axis
- Data Labels, Values, Legend, Label Display, Display As, Display Absolute Values, and Number Format
Examples Where Used:
- COGS breakup for 2017
- Net Income for the 4 quarters in 2017 plan
- Total expense variance by Fiscal Month
Stacked Column
Description: Compares single or multiple categories of items that fall into a specific range. Can be used in a Single or Dual Y Axis Combination chart and in combination with a Line chart.
Settings:
- Multiple Series
- 2 dimensions on each axis
- Data Labels, Values, Legend, Label Display, Display As, Display Absolute Values, Overlay Years, and Number Format
Examples Where Used:
- Total Sales by Product/Type
- Compare Revenue by quarter (Forecast Vs Actual)
KPI
Description: Displays a single value measure to track performance.
Settings:
- Single Series
- 2 dimensions on each axis, 1 value
- Display As, Negative Number, and Number Format
Examples Where Used:
- EBITDA
- Operating Expense
- Gross Profit/Margin
Area/Area Stacked
Description: Illustrates magnitude of change between two or more categories.
Settings:
- Multiple Series
- 2 dimensions on each axis
- Data Labels, Values, Legend, Label Display, Display As, Display Absolute Values, Overlay Years, and Number Format
Examples Where Used:
- Revenue growth MoM
- Product Sales by quarter
Scattered
Description: Displays correlations between two sets of values.
Settings:
- Multiple Series
- 2 dimensions on each axis
- Apply data formatting independently on both axes
- Data Labels, Values, Legend, Label Display, Display As, Display Absolute Values, Decimals, and Number Format
Examples Where Used:
- Gross profit by region
- Revenue by Product/Region
Dual Y Axis Combination
Description: Combines two or more chart types into a single chart, compares two sets of related data.
Settings:
- Multiple Series
- 2 vertical axes on same or different dimension
- Combination of Column, Line & Area. Can use a Stacked Column chart in combination with a Line chart.
- 2 dimensions on each axis
- Separate Settings for Primary and Secondary Axis
- Data Labels, Values, Legend, Label Display, Display As, and Number Format
Examples Where Used:
- Expense Trend (Budget Vs Actual)
- Revenue & Units by Month
- Gross Margin (Budget Vs Actual)
Single Y Axis Combination
Description: Allows you to represent one column of values on the Y axis.
Settings:
- Single dimension on each axis
- Can use a Stacked Column chart in combination with a Line chart.
Examples Where Used:
- Revenue - Gross Margin trends
Bubble
Description: Displays correlation between 2 sets of data with an additional dimension representing the size.
Settings:
- Multiple Series
- 2 dimensions on each axis
- Apply data formatting independently on both axes
- Data Labels, Values, Legend, Label Display, Display As, Display Absolute Values, and Number Format
Examples Where Used:
- Revenue by Product/Region
- Gross Profit by Region
Gauge
Description: Helpful visual indicators that use pointers to display information similar to reading a dial.
Settings:
- Only one member can be selected on each dimension.
- Settings enable selection of Min, Breakpoint 1, Breakpoint 2, Max value, Low Range Color, Middle Range Color, and High Range Color.
- Dashboard filters are applied when the selected dimension exists on the page or do not exist on the chart.
- Scale is split based on the Min & Max values selected.
Examples Where Used:
- KPIs
- Cash Flow
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