Changing the Chart Type

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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:

Type	Description	Settings	Examples Where Used
Line	Shows trends over a period of time	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	Profit/Loss trend MoM headcount Departmental expenses trend
Bar Bar Stacked	Compares single or multiple categories of items that fall into a specific range	Multiple Series 2 dimensions on each axis Data Labels, Values, Legend, Display As, Display Absolute Values, Overlay Years, and Number Format	Total Sales by Product/Type Revenue by quarter (Forecast Vs Actual)
Pie Doughnut	Distributes data among different categories with reference to a total value	Single Series 2 dimensions on each axis Data Labels, Values, Legend, Display As, and Number Format	Sales by Product Type/Category Operating expense by Department
Waterfall	Displays values that change incrementally and displays the cumulative effect at the end. Allows you to display chart in two format Bridge and Classic	Multiple Series 2 dimensions on each axis Data Labels, Values, Legend, Label Display, Display As, Display Absolute Values, and Number Format	COGS breakup for 2017 Net Income for the 4 quarters in 2017 plan Total expense variance by Fiscal Month
Stacked Column	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.	Multiple Series 2 dimensions on each axis Data Labels, Values, Legend, Label Display, Display As, Display Absolute Values, Overlay Years, and Number Format	Total Sales by Product/Type Compare Revenue by quarter (Forecast Vs Actual)
KPI	Displays a single value measure to track performance	Single Series 2 dimensions on each axis, 1 value Display As, Negative Number, and Number Format	EBITDA Operating Expense Gross Profit/Margin
Area Area Stacked	Illustrates magnitude of change between two or more categories	Multiple Series 2 dimensions on each axis Data Labels, Values, Legend, Label Display, Display As, Display Absolute Values, Overlay Years, and Number Format	Revenue growth MoM Product Sales by quarter
Scattered	Displays correlations between two sets of values	Multiple Series 2 dimensions on each axis Apply data formatting independently on both axis Data Labels, Values, Legend, Label Display, Display As, Display Absolute Values, Decimals, and Number Format	Gross profit by region Revenue by Product/Region
Dual Y AxisCombination	Combines two or more chart types into a single chart, compares two sets of related data	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	Expense Trend (Budget Vs Actual) Revenue & Units by Month Gross Margin (Budget Vs Actual)
Single Y Axis Combination	Allows you to represent one column of values on the Y axis.	Single dimension on each axis Can use a Stacked Column chart in combination with a Line chart.	Revenue - Gross Margin trends
Bubble	Displays correlation between 2 sets of data with an additional dimension representing the size	Multiple Series 2 dimensions on each axis Apply data formatting independently on both axis Data Labels, Values, Legend, Label Display, Display As, Display Absolute Values, and Number Format	Revenue by Product /Region Gross Profit by Region
Gauge	Helpful visual indicators that use pointers to display information similar to reading a dial.	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. When a chart is run, the colors are applied as follows: Low Range Color - applied for the range between min to breakpoint 1 Middle Range Color - applied between breakpoint 1 and 2 High Range Color - applied beyond breakpoint 2 Scale is split based on the Min & Max values selected.	KPIs Cash Flow

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