Overview

You can add charts to dashboards, or charts can exist on their own in the Reports section. Although they're created in different ways, the ways you configure dashboard charts and report charts are the same.

Chart Series

A series is the data you want to graph, for example a KPI's actual value, or an Initiative's money spent. In this example we're starting completely blank with no series, so we need to add one. Let's click the "Add Series" button.

A second-level dialog stacks on top, and now we browse for the data we want to use on our chart. In this example I've selected a "Product Revenue" scorecard item, and in the Series dropdown at the bottom I can choose between graphing its "Actual Value" or "Score".

When I click Done and the second-level dialog closes, our chart now has a series. One series is all we need, but you can continue adding more if you want to compare data from multiple things on the same chart.

From here there are all kinds of things to show and configure. For example, I'm going to change my series to be a bar chart, and I'm going to show a trendline.

When I click Finish, we get to see our chart.

Series Labels

In this example we’re showing three types of revenue for a particular month.

You can choose which label to use for each bar, with options like the item name, the organization name, the series name, or a custom value that you type yourself. Each is useful in different situations, depending on what you’re comparing.

In this example we’ve given each bar a custom label that is a shortened version of its item name.

Axis Labels

You can turn off X and/or Y axis labels on dashboard charts. This example shows the default appearance with both axes turned on.

Here we’ve turned off the Y axis.

Being able to turn off axes is particularly useful when creating small charts that show a general overview of performance rather than specific numbers.

Y Axis Range

By default, charts automatically determine their Y axis scale based on the data that they’re showing. In this example the chart range is $0 to $100k.

You can manually override the minimum and maximum values by choosing “set Y axis range” in the widget configuration menu. In this example we’re forcing the maximum value to be $200k.

That creates a chart that looks like this.