Creating a chart

Step 1: Open the new chart screen

Click on "New chart" on the list of statistics.


Step 2: General settings

The general settings contain the only required fields to build your chart. The "Save" button at the bottom of the screen will stay disabled until at least a name, a metric and a dimension have been selected. Everything else can be tweaked later.

Name: this name will be visible at the top of the chart as well as on the dashboard. Try to describe the intent of the report.

Description: this can be helpful to describe to other users in your company (if you are creating a company report) what is you have built.

Metric: this is probably the most important choice when building a chart. The list of all available metrics can be found here

Tip: as a rule of thumb, if the purpose of the report is to answer the question "How many X per Y, Z" the metric should be a "Count" (Product Count, Project Count, ... ) and Y / Z would be dimensions.

Dimensions: at least one dimension is required. The display of the chart will impact how many dimensions can be selected - 1 for a pie / map, 2 for a bars / lines chart and up to 5 for a table. The display of the chart can be updated in the Display Options (3rd tab) at any time.

Tip: if you make a mistake in the order of dimensions, you can drag a dimension on top of another to switch their order.

Step 3: Source data

The source data is the second tab of the new chart screen. This tab allows to control more precisely the data used to compute the metric.

Scope: this controls both the data and the visibility of the chart. A company admin can create company reports - those are based on company data rather than the user data, and they are visible to everyone in the admin's company (the chart can only be edited by another admin). Chart with a user scope are only visible / editable to the user who created the chart and they use a different source for the data, usually the same source that is used outside of the statistics for the main list or widgets.

Filters: filters are applied in addition to the filters implied by the scope and the metric. Filters and dimensions are completely unrelated - it's possible to use the same field both as filter or dimension (for instance, to show the week number as a dimension while filtering on the next 6 weeks).

Step4: Display options

Chart type: some options may be disabled because of the currently selected dimensions. First update the dimensions on the general settings screen until the condition has been satisfied.

Table/export settings: those options are used both for the export (excel spreadsheet) and the table view. Display totals will add a sub-total below each dimensions (except the last one) as well as a grand total. Transpose last dimension will create a column for each value of the last dimension.

Limit values: this allows to limit the source values to the top X (highest) values or bottom X (lowest) values. Select no limits to return all data - this can lead to overcrowded Pie / Bars / Lines charts.

Y-Axis label: enter a value here to replace the unit for Bars/Lines charts

Step 5: creating the chart

Once everything necessary has been filled out, you can click on Save Changes to create the chart.

Once the chart has been created, it's possible to go back to this screen to edit at any time with the Settings button.


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