Creating Charts in Historical Reporting

You can create and add a chart in Analysis to visually represent data. If you create a chart in Analysis, you can save it to the visual gallery to add to custom reports and dashboards.

The option to add a chart isn't available in Analysis until you have selected measures and attributes you want to use and then clicked OK to create a table. For more information on creating an Analysis, see Configuring Data Sets for Analysis in Historical Reporting.

At the top of the report , click Add Chart.
Select a chart type: bar, curved line, pie, scatter plot, heatmap, or gauge.
Only chart types that can be created from the measures and attributes selected in the Analysis data set. As a result, you might not see all these chart types shown.
Configure the chart.
See the table below in Configuring Charts for more information on configuring each chart.

Configuring Charts

You can configure the following types of charts in Analysis. The chart options available depend on the measures and attributes selected.

Bar
Line
Curved Line
Pie
Scatter Plot
Heatmap
Gauge (includes creating a Key Performance Indicator)

Chart Type	Configuration
Bar: Shows values as horizontal or vertical lengths. The bar or column lengths are proportional to the values that they represent. You can use this type of chart to show comparisons among categories. Stacked Stacked Percentage Side by Side	Label Column: The category of information you want to measure. On horizontal charts, this is the y-axis. On vertical charts, this is the x-axis. Sort (Analysis only): How you want to sort categories selected in Label Column. Select either A-Z or Z-A. Data Column: The discrete values being measured against the label column. On horizontal charts, the data column is x-axis. On vertical charts, this is the y-axis. Aggregate Function: Select the way you want to aggregate the data selected. The options available depend on the measure or attribute selected. Count Distinct Count Sum Average Standard Deviation Minimum Maximum Show: Select Value to display the value of the measure selected. If you don't want to show any values, leave this field blank. Additional Column: Adds another label to display on the chart. Aggregate Function: Select the way you want to aggregate the data selected. The options available depend on the measure or attribute selected. Count Distinct Count Sum Average Standard Deviation Minimum Maximum (Analysis Only) You can show the additional column in one of the following ways depending on the measure or attribute that you select: Stacked: Shows all sets of data stacked in a single column or row. Stacked Percentage: Shows all sets of data stacked to 100% in columns or rows to show the relevant percentage or proportions of each data set. Side by Side: Shows sets of data side by side in columns or rows. Bar: Shows values as horizontal or vertical lengths. The bar or column lengths are proportional to the values that they represent. You can use this type of chart to show comparisons among categories. Line: Shows a value's trend over time using a line. This type of line chart displays a straight line between data points. Curved Line: Shows a value's trend over time using a line. This type of line chart displays a curve through the data points. Scatter Plot: Uses Cartesian coordinates to display values for several data sets. The data is displayed as a collection of points, each having the value of one variable determining the position on the horizontal axis and the value of the other variable determining the position on the vertical axis (Analysis Only) For Bar, Line, Curved Line, and Scatter Plot, an additional menu opens allowing you to select either: Single Axis: Shows the values for the two columns on the same axis with the same scale. Example (click to enlarge): Double Axes: Shows the values for the two columns on two separate axes with potentially two different scales. Example (click to enlarge): Bar Orientation: Select either Horizontal (column) or Vertical (row). Relevance : Select which values you want to display in the chart: Top Values Bottom Values Top Percentage Bottom Percentage Off In the next drop-down menu, select the number or percentage of values to display. For example, if you chose Top Values, you can select 5 to only show the top 5 values in the chart Show: Select Others if you want the remaining values grouped together in a segment labeled Other. Leave it blank if you don't want the other values represented in the chart. Back to top
Line: Shows a value's trend over time using a line. This type of line chart displays a straight line between data points. Stacked Stacked Percentage Side by Side	X-Axis Column: The measure that you want represented on the x-axis. by: For timestamps, select how you want to group the dates - for example, by year, quarter, month, week, or day. Sort : How you want to sort categories selected in the X-Axis column. Select either A-Z or Z-A Y-Axis Column: The measure that you want represented on the y-axis Show: Select Value to display the value of the measure selected for y-axis for a given point on the chart. If you don't want to show any values, leave this field blank. Additional Column: If you want to show an additional data set, select a measure or attribute from the Additional Column drop-down menu. In the drop-down menu next to it, select how you want to display the data. The options depend on the column selected: Stacked: Shows all data in a line chart where the lines don't overlap because they are cumulative at each point. Stacked Percentage: Shows all data in a line chart where the lines don't overlap and they reach a total 100%. Each point is cumulative. Side by Side: Shows each set of data in a line chart where the lines may overlap depending on a given point's value. Bar: Shows values as horizontal or vertical lengths. The bar or column lengths are proportional to the values that they represent. You can use this type of chart to show comparisons among categories. Line: Shows a value's trend over time using a line. This type of line chart displays a straight line between data points. Curved Line: Shows a value's trend over time using a line. This type of line chart displays a curve through the data points. Scatter Plot: Uses Cartesian coordinates to display values for several data sets. The data is displayed as a collection of points, each having the value of one variable determining the position on the horizontal axis and the value of the other variable determining the position on the vertical axis (Analysis Only) For Bar, Line, Curved Line, and Scatter Plot, an additional menu opens allowing you to select either Single Axis or Double Axes. Single Axis: Shows the values for the two columns on the same axis with the same scale. Example (click to enlarge): Double Axes: Shows the values for the two columns on two separate axes with potentially two different scales. Example (click to enlarge): Back to top
Curved Line: Shows a value's trend over time using a line. This type of line chart displays a curve through the data points. Stacked Stacked Percentage Side by Side	X-Axis Column: The measure that you want represented on the x-axis. Y-Axis Column: The measure that you want represented on the y-axis Additional Column: If you want to show an additional data set, select a measure or attribute from the Additional Column drop-down menu. In the drop-down menu next to it, select how you want to display the data. The options depend on the column selected: Stacked: Shows all data in a curved line chart where the lines don't overlap because they are cumulative at each point. Stacked Percentage: Shows all data in a curved line chart where the lines don't overlap and they reach a total 100%. Each point is cumulative. Side by Side: Shows each set of data in a curved line chart where the lines may overlap depending on a given point's value Bar: Shows values as horizontal or vertical lengths. The bar or column lengths are proportional to the values that they represent. You can use this type of chart to show comparisons among categories. Line: Shows a value's trend over time using a line. This type of line chart displays a straight line between data points. Curved Line: Shows a value's trend over time using a line. This type of line chart displays a curve through the data points. Scatter Plot: Uses Cartesian coordinates to display values for several data sets. The data is displayed as a collection of points, each having the value of one variable determining the position on the horizontal axis and the value of the other variable determining the position on the vertical axis For Bar, Line, Curved Line, and Scatter Plot, an additional menu opens allowing you to select either Single Axis or Double Axes. Single Axis: Shows the values for the two columns on the same axis with the same scale. Example (click to enlarge): Double Axes: Shows the values for the two columns on two separate axes with potentially two different scales. Example (click to enlarge): Back to top
Pie: Shows values as percentage slices of a pie.	Label Column: Select the attribute that you want to show in the pie chart. Sort: How you want to sort categories selected in Label Column. Select either A-Z or Z-A. Data Column: Select the measure that you want to use to determine the size of each slice of the pie. Aggregate Function: Select the way you want to aggregate the data selected. The options available depend on the measure or attribute selected. Count Distinct Count Sum Average Standard Deviation Minimum Maximum Show: Select Value to display the value of the measure selected for y-axis for a given point on the chart. If you don't want to show any values, leave this field blank. Select Percentage to show the percentage Relevance: Select which values you want to display in the pie chart: Top Values Bottom Values Top Percentage Bottom Percentage Off In the next drop-down menu, select the number or percentage of values to display. For example, if you chose Top Values, you can select 5 to only show the top 5 values in the pie chart. Show: Select Others if you want the remaining values grouped together in a segment labeled Other. Leave it blank if you don't want the Other values represented in the chart. Back to top
Scatter Plot: Uses Cartesian coordinates to display values for several data sets. The data is displayed as a collection of points, each having the value of one variable determining the position on the horizontal axis and the value of the other variable determining the position on the vertical axis.	X-Axis Column: The measure that you want represented on the x-axis. Y-Axis Column: The measure that you want represented on the y-axis Show: Select Value to display the value of the measure selected for y-axis for a given point on the chart. If you don't want to show any values, leave this field blank. Additional Column: Optionally, select an additional measure or attribute that you want to show on the chart. If you select a measure, you can choose to show it as a bar, line, curved line, or scatter plot. For Bar, Line, Curved Line, and Scatter Plot, an additional menu opens allowing you to select either Single Axis or Double Axes Single Axis: Shows the values for the two columns on the same axis with the same scale. Example (click to enlarge): Double Axes: Shows the values for the two columns on two separate axes with potentially two different scales. Example (click to enlarge): Back to top
Heatmap: An arrangement of rectangles to represent data and relationships using color and size. This chart type is also known as a treemap.	Label Column: Select the attribute that you want represented in the chart. The values for this attribute label the rectangles in the chart. Size Column: Select the measure whose values you want to determine the size of the rectangles. Aggregate Function: Select the way you want to aggregate the data selected. The options available depend on the measure or attribute selected. Count Distinct Count Sum Average Standard Deviation Minimum Maximum Color Column: Select the measure whose values you want to determine the color of the rectangles. Aggregate Function: Select the way you want to aggregate the data selected. The options available depend on the measure or attribute selected. Count Distinct Count Sum Average Standard Deviation Minimum Maximum Back to top
Gauge: Measures performance against a target. The gauge adjusts as interactions are processed. Arc Balloon Bar Bullet Bar Number	Gauge Type: Select one of the following: Arc: Shows the beginning and end values with an arched bar between them. The color of the gauge changes depending on its value and corresponding threshold. Balloon Bar: Display the colors on a bar that corresponds to each threshold. The value is displayed in a balloon box with a pointer to the value on the bar. Bullet Bar: Display the colors on a bar that corresponds to each threshold. A bar within the bar shows the value. Number : Displays the value as a number (a KPI or Key Performance Indicator). The color of the number changes depending on its value and the corresponding threshold. Data Column: Select the measure or attribute that you want represented in the gauge Aggregate function: Select how you want the data aggregated. The options available depend on what you select for the Data Column. You may see any of the following options: Sum Average Standard Deviation Count Distinct Count Minimum Maximum Min (Arc, Balloon Bar, and Bullet Bar only): Enter the minimum possible value. Goal-1: In the first field, enter the value for your first threshold. In the field next to it, use the color picker or enter the hex color code for the color you want displayed. Any value between your minimum value and Goal-1 (not including the value entered for Goal-1) is represented with this color. Goal-2: In the first field, enter the value for your second threshold. In the field next to it, use the color picker or enter the hex color code for the color you want displayed. Any value between your Goal-1 value and Goal-2 (not including the value entered for Goal-2) is represented with this color. Max: In the first field, enter your maximum value. In the field next to it, use the color picker or enter the hex color code for the color you want displayed. Any value between your Goal-2 value and Max (including the value entered for Max) is represented with this color. Back to top

Chart Type

Configuration

Bar: Shows values as horizontal or vertical lengths. The bar or column lengths are proportional to the values that they represent. You can use this type of chart to show comparisons among categories.

Stacked

Stacked Percentage

Side by Side

Label Column: The category of information you want to measure. On horizontal charts, this is the y-axis. On vertical charts, this is the x-axis.

Sort (Analysis only): How you want to sort categories selected in Label Column. Select either A-Z or Z-A.

Data Column: The discrete values being measured against the label column. On horizontal charts, the data column is x-axis. On vertical charts, this is the y-axis.

Aggregate Function: Select the way you want to aggregate the data selected. The options available depend on the measure or attribute selected.
- Count
- Distinct Count
- Sum
- Average
- Standard Deviation
- Minimum
- Maximum

Show: Select Value to display the value of the measure selected. If you don't want to show any values, leave this field blank.

Additional Column: Adds another label to display on the chart.

Aggregate Function: Select the way you want to aggregate the data selected. The options available depend on the measure or attribute selected.
- Count
- Distinct Count
- Sum
- Average
- Standard Deviation
- Minimum
- Maximum

(Analysis Only) You can show the additional column in one of the following ways depending on the measure or attribute that you select:

Stacked: Shows all sets of data stacked in a single column or row.
Stacked Percentage: Shows all sets of data stacked to 100% in columns or rows to show the relevant percentage or proportions of each data set.
Side by Side: Shows sets of data side by side in columns or rows.
Bar: Shows values as horizontal or vertical lengths. The bar or column lengths are proportional to the values that they represent. You can use this type of chart to show comparisons among categories.
Line: Shows a value's trend over time using a line. This type of line chart displays a straight line between data points.
Curved Line: Shows a value's trend over time using a line. This type of line chart displays a curve through the data points.
Scatter Plot: Uses Cartesian coordinates to display values for several data sets. The data is displayed as a collection of points, each having the value of one variable determining the position on the horizontal axis and the value of the other variable determining the position on the vertical axis

(Analysis Only) For Bar, Line, Curved Line, and Scatter Plot, an additional menu opens allowing you to select either:

Single Axis: Shows the values for the two columns on the same axis with the same scale.
Example (click to enlarge):
Double Axes: Shows the values for the two columns on two separate axes with potentially two different scales.
Example (click to enlarge):

Bar Orientation: Select either Horizontal (column) or Vertical (row).

Relevance : Select which values you want to display in the chart:

Top Values
Bottom Values
Top Percentage
Bottom Percentage
Off

In the next drop-down menu, select the number or percentage of values to display. For example, if you chose Top Values, you can select 5 to only show the top 5 values in the chart

Show: Select Others if you want the remaining values grouped together in a segment labeled Other. Leave it blank if you don't want the other values represented in the chart.

Line: Shows a value's trend over time using a line. This type of line chart displays a straight line between data points.

Stacked

Stacked Percentage

Side by Side

X-Axis Column: The measure that you want represented on the x-axis.

by: For timestamps, select how you want to group the dates - for example, by year, quarter, month, week, or day.
Sort : How you want to sort categories selected in the X-Axis column. Select either A-Z or Z-A

Y-Axis Column: The measure that you want represented on the y-axis

Show: Select Value to display the value of the measure selected for y-axis for a given point on the chart. If you don't want to show any values, leave this field blank.

Additional Column: If you want to show an additional data set, select a measure or attribute from the Additional Column drop-down menu. In the drop-down menu next to it, select how you want to display the data. The options depend on the column selected:

Stacked: Shows all data in a line chart where the lines don't overlap because they are cumulative at each point.
Stacked Percentage: Shows all data in a line chart where the lines don't overlap and they reach a total 100%. Each point is cumulative.
Side by Side: Shows each set of data in a line chart where the lines may overlap depending on a given point's value.
Bar: Shows values as horizontal or vertical lengths. The bar or column lengths are proportional to the values that they represent. You can use this type of chart to show comparisons among categories.
Line: Shows a value's trend over time using a line. This type of line chart displays a straight line between data points.
Curved Line: Shows a value's trend over time using a line. This type of line chart displays a curve through the data points.
Scatter Plot: Uses Cartesian coordinates to display values for several data sets. The data is displayed as a collection of points, each having the value of one variable determining the position on the horizontal axis and the value of the other variable determining the position on the vertical axis

(Analysis Only) For Bar, Line, Curved Line, and Scatter Plot, an additional menu opens allowing you to select either Single Axis or Double Axes.

Single Axis: Shows the values for the two columns on the same axis with the same scale.
Example (click to enlarge):
Double Axes: Shows the values for the two columns on two separate axes with potentially two different scales.
Example (click to enlarge):

Curved Line: Shows a value's trend over time using a line. This type of line chart displays a curve through the data points.

Stacked

Stacked Percentage

Side by Side

X-Axis Column: The measure that you want represented on the x-axis.

Y-Axis Column: The measure that you want represented on the y-axis

Stacked: Shows all data in a curved line chart where the lines don't overlap because they are cumulative at each point.
Stacked Percentage: Shows all data in a curved line chart where the lines don't overlap and they reach a total 100%. Each point is cumulative.
Side by Side: Shows each set of data in a curved line chart where the lines may overlap depending on a given point's value
Bar: Shows values as horizontal or vertical lengths. The bar or column lengths are proportional to the values that they represent. You can use this type of chart to show comparisons among categories.
Line: Shows a value's trend over time using a line. This type of line chart displays a straight line between data points.
Curved Line: Shows a value's trend over time using a line. This type of line chart displays a curve through the data points.
Scatter Plot: Uses Cartesian coordinates to display values for several data sets. The data is displayed as a collection of points, each having the value of one variable determining the position on the horizontal axis and the value of the other variable determining the position on the vertical axis

For Bar, Line, Curved Line, and Scatter Plot, an additional menu opens allowing you to select either Single Axis or Double Axes.

Single Axis: Shows the values for the two columns on the same axis with the same scale.
Example (click to enlarge):
Double Axes: Shows the values for the two columns on two separate axes with potentially two different scales.
Example (click to enlarge):

Pie: Shows values as percentage slices of a pie.

Label Column: Select the attribute that you want to show in the pie chart.

Sort: How you want to sort categories selected in Label Column. Select either A-Z or Z-A.

Data Column: Select the measure that you want to use to determine the size of each slice of the pie.

Aggregate Function: Select the way you want to aggregate the data selected. The options available depend on the measure or attribute selected.
- Count
- Distinct Count
- Sum
- Average
- Standard Deviation
- Minimum
- Maximum

Show: Select Value to display the value of the measure selected for y-axis for a given point on the chart. If you don't want to show any values, leave this field blank. Select Percentage to show the percentage

Relevance: Select which values you want to display in the pie chart:

Top Values
Bottom Values
Top Percentage
Bottom Percentage
Off

In the next drop-down menu, select the number or percentage of values to display. For example, if you chose Top Values, you can select 5 to only show the top 5 values in the pie chart.

Show: Select Others if you want the remaining values grouped together in a segment labeled Other. Leave it blank if you don't want the Other values represented in the chart.

Scatter Plot: Uses Cartesian coordinates to display values for several data sets. The data is displayed as a collection of points, each having the value of one variable determining the position on the horizontal axis and the value of the other variable determining the position on the vertical axis.

X-Axis Column: The measure that you want represented on the x-axis.

Y-Axis Column: The measure that you want represented on the y-axis

Show: Select Value to display the value of the measure selected for y-axis for a given point on the chart. If you don't want to show any values, leave this field blank.

Additional Column: Optionally, select an additional measure or attribute that you want to show on the chart. If you select a measure, you can choose to show it as a bar, line, curved line, or scatter plot.

For Bar, Line, Curved Line, and Scatter Plot, an additional menu opens allowing you to select either Single Axis or Double Axes

Single Axis: Shows the values for the two columns on the same axis with the same scale.
Example (click to enlarge):
Double Axes: Shows the values for the two columns on two separate axes with potentially two different scales.
Example (click to enlarge):

Heatmap: An arrangement of rectangles to represent data and relationships using color and size. This chart type is also known as a treemap.

Label Column: Select the attribute that you want represented in the chart. The values for this attribute label the rectangles in the chart.

Size Column: Select the measure whose values you want to determine the size of the rectangles.

Aggregate Function: Select the way you want to aggregate the data selected. The options available depend on the measure or attribute selected.
- Count
- Distinct Count
- Sum
- Average
- Standard Deviation
- Minimum
- Maximum

Color Column: Select the measure whose values you want to determine the color of the rectangles.

Aggregate Function: Select the way you want to aggregate the data selected. The options available depend on the measure or attribute selected.
- Count
- Distinct Count
- Sum
- Average
- Standard Deviation
- Minimum
- Maximum

Gauge: Measures performance against a target. The gauge adjusts as interactions are processed.

Arc

Balloon Bar

Bullet Bar

Number

Gauge Type: Select one of the following:

Arc: Shows the beginning and end values with an arched bar between them. The color of the gauge changes depending on its value and corresponding threshold.
Balloon Bar: Display the colors on a bar that corresponds to each threshold. The value is displayed in a balloon box with a pointer to the value on the bar.
Bullet Bar: Display the colors on a bar that corresponds to each threshold. A bar within the bar shows the value.
Number : Displays the value as a number (a KPI or Key Performance Indicator). The color of the number changes depending on its value and the corresponding threshold.

Data Column: Select the measure or attribute that you want represented in the gauge

Aggregate function: Select how you want the data aggregated. The options available depend on what you select for the Data Column. You may see any of the following options:
- Sum
- Average
- Standard Deviation
- Count
- Distinct Count
- Minimum
- Maximum

Min (Arc, Balloon Bar, and Bullet Bar only): Enter the minimum possible value.

Goal-1: In the first field, enter the value for your first threshold. In the field next to it, use the color picker or enter the hex color code for the color you want displayed. Any value between your minimum value and Goal-1 (not including the value entered for Goal-1) is represented with this color.

Goal-2: In the first field, enter the value for your second threshold. In the field next to it, use the color picker or enter the hex color code for the color you want displayed. Any value between your Goal-1 value and Goal-2 (not including the value entered for Goal-2) is represented with this color.

Max: In the first field, enter your maximum value. In the field next to it, use the color picker or enter the hex color code for the color you want displayed. Any value between your Goal-2 value and Max (including the value entered for Max) is represented with this color.

Creating Charts in Historical Reporting

Configuring Charts

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