Add charts and tables to your dashboards to visualize data in a number of graphical formats. You can use the same dashboard to display multiple charts and tables, which can then be configured to interact with each other when the dashboard is used.
The fields used in charts and tables are configured during the creation of the data view in use. Fields can be dragged onto the x or y-axis, depending on their type.
In general, descriptive fields such as Customer Name or Sales Date can be dragged onto the x-axis.
Numeric fields, such as Total Sales or Order Quantity, are typically dragged onto the y-axis, where they are used to create Computations. Numeric fields can also, however, be dragged onto the x-axis to be used as fields.
Charts and tables are capable of displaying information from multiple fields at once.
The following types of dashboard charts are available. For most chart types, additional information on configuring the chart is available in Customizing a chart. For information about options for the two table types, Data Grid and Pivot Table, follow the links in the table, below.
| Chart type | Description |
|---|---|
| Categorized Vertical | Consists of two axes. One axis shows the categories, the other axis shows the scale. |
| Categorized Horizontal | Consists of two axes. One axis shows the categories, the other axis shows the scale. |
| Scatter | In a scatter chart, the x and y axes work together to represent data plots on the chart based on the intersection of x values and y values. |
| Pie | A pie chart represents the distribution or proportion of each data item over a total value. |
| Doughnut | A doughnut chart shows each data series in a circular ring. |
| Map | A map compares values across geographical regions. |
| Heat Map | A heat map uses colors to represent data values in a table. |
| Tree Map | A tree map is a visual representation of information, created using a tree as the data structure. |
| Data Grid | A data grid displays a tabular arrangement of bar, line, or scatter charts. |
| Pivot Table | A pivot table summarizes data from another table. |
| Link Analysis | A link analysis depicts flows of any kind. |
| Control Chart | A control chart is used to study how a process changes over time. |
| Time Series | A time series chart plots data points at successive time intervals. |
| Gauge | A gauge depicts the data in a configuration similar to a fuel gauge. |
| Funnel | A funnel chart shows values across multiple stages in a process. Typically, the values decress gradually. |
Data Grid
Flex width
When editing a Data Grid dashlet, clicking on a dimension, series, or measure displays a Flex Width option. Setting Flex Width to true for a dimension, series, or measure column will cause the column to expand its width, or flex, to fill any empty space in the Data Grid. When multiple columns are set to Flex Width, they will fill any empty space evenly.
Wrap column value
When the content of a value in a column is too wide to be displayed in the column, the default behavior is to truncate the content in a way that indicates that there is more content than is displayed. You can modify this behavior by using the Wrap Column Value option. When set to true, Wrap Column Value forces the content to be fully displayed, by expanding the row height to fit the content.
Show tooltip
When editing a Data Grid dashlet, clicking on a dimension or series displays a Show Tooltip option. Setting Show Tooltip to true for a dimension or series will make the column display a tooltip when hovering over its cells. The value displayed within the tooltip will be the same as the value contained in the cell.
This setting can be useful when a column is known to contain extremely long cell values. Setting Show Tooltip to true will make it so that users viewing the Dashboard won't have to resize a column's width to read the entire contents of its cells.
Lock column
When editing a Data Grid dashlet, clicking on a dimension or series displays a Lock Column option. Setting Lock Column to true for a dimension or series column will make the column - and all columns to the left of it - retain position when horizontally scrolling the grid. Using Lock Column can be useful with grids that have many columns that need to be scrolled through but also have a few key fields that always need to be seen in order to identify records.
Pivot Table
Custom measures
When adding a measure to a Pivot Table, the Custom option will allow you to create a custom formula to calculate values for a column. The definition of this formula is performed through use of an Expression Editor - a component used to create expressions throughout the product.
Custom measure syntax
Custom Measures for Pivot Tables must refer to other aggregate measures already present in the Pivot Table. They must also refer to the aggregate measure using double quotes.
For example: sum("field1AVERAGE")
Changing a measure's formula
Once you have added a measure to a Pivot Table, you can change its Custom Measure formula by clicking on the measure and selecting Pivot Table. Doing so will once again bring up the Expression Editor, where the formula can be defined.
By default, measures that have been added as aggregates will have a blank formula. Adding a formula to an aggregate measure will override the aggregation and cause the formula to be used. Leaving the formula blank on an aggregate measure will cause the aggregation to be used.