Chart Types

There are six different types of Chart that can be added to your Dashboard, each with their own configuration and settings.

All Charts can be given a name. After you have dragged a Chart onto the Dashboard, amend the text in the Name field in the left hand settings panel.

Pie Charts

Pie Charts can be used to segment data into categories. The proportion of data in each segment can be seen at a glance.

Pie Chart on Dashboard

Adding a Pie Chart to a Dashboard

Start by creating a new Dashboard or opening an existing Dashboard in Project Edit Mode.

Drag a Record Grid onto the Dashboard canvas and give it a name.

Firstly, select the Table that the Pie Chart should show Records from. You can then optionally select an existing Saved Filters that has been setup for the Table. This will filter the Chart data that is shown.

Specifying Chart Grouping

The next step is to select which Field from the Table that you are grouping the Chart data by. This is specified in the Group Results By setting. The Field must be of one of the following types:

  • List
  • Date

    If this option is selected, then you must choose whether the Records are grouped by days, weeks, months or years

  • Date Time

    If this option is selected, then you must choose whether the Records are grouped by hours, days, weeks, months or years

  • User
  • User Group
  • Parent Record

Configuring Display Options

For a Pie Chart, you can choose whether the values of each wedge are always shown to your Users or whether they must hover over the wedge to see the underlying value. Set this in the Show Pie Chart Values section.

Choosing Value Calculation

Once the data has been grouped, you then choose how the size of each Pie Chart wedge is determined. There are two available options:

  1. Count

    Wedge size is determined by the number of Records that match the grouping

    e.g. If Tasks are grouped by a List Field of Status, using Count could show each wedge value as the total number of Tasks that match each individual Status

  2. Sum

    Wedge size is determined by the sum of a Field on Records that match the grouping

    You must select a Field Type of Number, Money or Formula to sum by

    e.g. If Projects are grouped by a List field of Department and Projects have a Budget Field, using Sum could show each wedge value as the total Budget of all Projects which match an individual Department

Once you are happy with the configuration, click Save in the left hand settings panel to confirm the changes to your Dashboard.

Number Tiles

Number Tiles display a single number based on the count of Records in a Table or the total sum of a Field on Records in a Table.

Number Tile on Dashboard

Once a Number Tile has been added to the Dashboard Canvas, it can be configured.

Firstly, select the Table that the Number Tile should be summarising Records from. You can then optionally select an existing Saved Filters that has been setup for the Table. This will filter the Chart data that is shown.

The value that is shown on the Number Tile can be specified as one of the following options:

  1. Count

    A count of the number of Records in the specified Table that match the specified filter, if one has been selected

  2. Sum

    The sum of values in a Field for Records in the specified Table that match the specified filter, if one has been selected

Once you are happy with the configuration, click Save in the left hand settings panel to confirm the changes to your Dashboard.

Line Charts

Line Charts display data across two axes.

Drag a Line Chart onto the Dashboard Canvas and give it a Name.

In the Select Table field, choose the Table of data that you would like the Line Chart to display.

You can optionally select one of your Saved Filters to apply to the Chart data in the Select Filters field.

The next step is to pick a field to group the data by. This is the x-axis on the line chart. This must be a field of type list, date, date time, user or user group. Alternatively you can group by the assigned parent of the records. Select this in the Group Results By field. Note that only fields of the listed types can be selected here.

Once the data has been grouped, you then decide how the value of each of the x-axis records is determined. You can either show a count of the number of records in that category, or select to sum by a number, money or formula field. Choose this in the Sum Results By field.

Bar Chart

Bar Charts display data across two axes, showing a bar for each of the x-axis values.

Drag a Bar Chart onto the Dashboard Canvas and give it a Name.

In the Select Table field, choose the Table of data that you would like the Bar Chart to display.

You can optionally select one of your Saved Filters to apply to the Chart data in the Select Filters field.

The next step is to pick a field to group the data by. This is the x-axis on the bar chart. This must be a field of type list, date, date time, user or user group. Alternatively you can group by the assigned parent of the records. Select this in the Group Results By field. Note that only fields of the listed types can be selected here.

Once the data has been grouped, you then decide how the value of each of the x-axis records is determined. You can either show a count of the number of records in that category, or select to sum by a number, money or formula field. Choose this in the Sum Results By field.

Funnel Chart

Funnel Charts show a pipeline of data, which can be useful to show sales opportunities or project flows.

Drag a Funnel Chart onto the Dashboard Canvas and give it a Name.

In the Select Table field, choose the Table of data that you would like the Funnel Chart to display.

You can optionally select one of your Saved Filters to apply to the Chart data in the Select Filters field.

The next step is to pick a field to group the data by. This is the x-axis on the funnel chart. This must be a field of type list, user or user group. Select this in the Group Results By field. Note that only fields of the listed types can be selected here.

Depending on the type of data you are choosing to show on the Funnel Chart, you may wish to show a snapshot of the current state of Records or instead show all stages that a Record has been through. This is set in the Values Calculated As section with options:

  • Historic

    Each wedge in the funnel chart is the total value of the Records which have the specified list value plus all Records with a list value following the specified list value.

    This may be useful to see the progress of a marketing campaign where the stages may be Emails Sent, Emails Opened, Meetings Scheduled, Sales Made.

  • Current

    Each wedge in the funnel chart it the total value of the Records which match the specified list value.

    This option can be used to see a Sales Pipeline where you can see the value of Opportunities in each of the defined Stages.

Once the data has been grouped, you then decide how the value of each of the x-axis records is determined. You can either show a count of the number of records in that category, or select to sum by a number, money or formula field. Choose this in the Sum Results By field.

Note that if the value in a Record is negative then it will be summed with the other Records. If the overall value of a funnel wedge is negative then the negative value will be displayed.

Record Grid

Record Grids show a list of Records from a Table in the Project. You can specify a filter for the data that should be shown, which makes this component useful for showing top priority tasks or high value sales items.

Record Grid on Dashboard

Adding a Record Grid to a Dashboard

Start by creating a new Dashboard or opening an existing Dashboard in Project Edit Mode.

Drag a Record Grid onto the Dashboard canvas and give it a name.

Adding Record Grid to Dashboard

Firstly, select the Table that the Record Grid should show the Records from. You can then optionally select a filter for the Records that are listed in the Record Grid. You can choose from any of your existing Saved Filters that have been created.

Finally, select the Fields that you would like to display on the Record Grid. You can choose from Fields on the selected Table as well as Fields on any Parent Tables.

Once you are happy with the configuration, click Save in the left hand settings panel to confirm the changes to your Dashboard.