Chart Types in Dashboards
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Chart Types in Dashboards

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Article summary

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:

  1. Low Range Color - applied for the range between min to breakpoint 1
  2. Middle Range Color - applied between breakpoint 1 and 2
  3. High Range Color - applied beyond breakpoint 2

Scale is split based on the Min & Max values selected.

KPIs

Cash Flow


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