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How to Create Charts and Graphs
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You can also create Chart Widgets to display the data in your report. This widget type can be created either from a blank Chart Widget or by converting an existing table into a chart.

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Types of Charts

Horizontal_Chart.png Horizontal Bar Chart

Used for comparing numerical values (measures) between categories of data (e.g. comparing # of Applications submitted for each program)

NOTE: The Numerical value is on the x-axis, and the Categorical value is on the y-axis
Vertical_Chart.png Vertical Bar Chart

Used for comparing numerical values (measures) between categories of data (e.g. comparing # of applications submitted for each program). This is sometimes called a column chart.

NOTE: The numerical value is on the y-axis, and the categorical value is on the x-axis
Line_Chart.png Line Chart

Good for seeing trends over time (e.g. # of applications created per month in the last quarter of the year)

NOTE: This would typically, have time on the x-axis and the numerical value on the y-axis
Table_Chart.png Table Chart

Used for displaying one or more dimensions and one or more measures in a tabular list.

Good for displaying raw data
Card.png Card

Shows the aggregated value of a measure (e.g. Total number of applications submitted on the site, or Average score of across all applications in a program)

This is also known as a KPI (Key Performance Indicator) or a metric.
Crosstab_icon.png Crosstab Chart

Used for Comparing data points on multiple levels.

For example, you can see pull a cross tab where:

  • the Program name is the row
  • the Province/State is the Column
  • the Application ID is the Value

You will then get a breakdown of the number of applications by Province/State to each Program. You can then add additional data points to break the information down further. For example, The rows are Program name and Stage Name.

 

How to add a Chart

To add a chart:

  1. Click on the Chart icon in the top right corner
    Chart_Icon.png
  2. Select the Type of Chart you wish to add
  3. Once the Chart Type is selected, a blank Chart Widget Template will be added to the canvas
  4. To add data, expand and search the data well for the information you would like to add to the X and Y Axis.
  5. One at a time, click and drag the data points into the X-Axis and Y-Axis fields to generate the chart in the format you selected

 

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