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Graphical Charts

Graphical charts present a visual representation of data, placing a field on the X axis and a measurement on the Y axis. These visual charts are ideal for presentations, quick glances at record activity, and embedding within larger reports. Many of the graphical chart formats are common and likely familiar, such as a basic bar graph. 

This article focuses on complex graphical charts that require more considerations or advanced configuration. For guidance in using the wizard to create basic charts, see Create and Edit Charts and Reports.

A basic bar graph chart example from the Contracts table, showing a different colored bar for each Status and charting the contract amount for each

Multiple or Segmented Charts

Where a standard graphical chart shows a single Y axis element per bar, segmented or multiple charts allow you to break the data down by additional elements. For instance, the Y axis could be the number of People in the organization, and they could be segmented by the linked Groups table, which would show the number of people segmented per group on the vertical axis.

A segmented bar chart titled Organization Groups, showing a bar for each department, with each bar segmented by Group and each segment showing a count of People

Multiple Axes Charts

Multiple axes charts allow you to overlay more than one chart sequence into the same chart. Multiple axes aren't necessary for most reporting needs, but in certain cases, they are a powerful tool for consolidating information or making clearer comparisons between data sets. For example, you might use multiple axes to report:

  • Hours worked for all employees in an organizational division
  • Sales amount per employee name
  • Survey results by Assigned Team

In a multiple axes chart, you can configure multiple chart sequences that share X and Y axes, and you can configure charts with different Y axes that are shown as an overlay. Sequences that share the same axes are useful to compare data sets directly; different Y axes allow you to show multiple chart types in one display.

Both options are configured in the Y Axis tab of the Reports wizard. Use the buttons to add elements to the chart:

  • New Sequence. Opens the Summary screen with the current X and Y axes. Here, select a new measurement to show in the new chart sequence. This is useful to show relevant differences between the same data sets. For example, you could use New Sequence to add multiple employees to the same chart.
  • New Y Axis. Opens the Summary screen where you can add a new Y axis. Select a different data type for the Y axis. By adding different Y axes, you can overlay multiple chart types.

Example

Let's look at a chart of survey results by Assigned Team. In one chart, we have three sequences of the same data type shown as an overlay with another Y axis showing a bar graph. The three line chart sequences depict the survey results by question, and the additional bar chart Y axis shows the number of surveys conducted per assigned person. You can also select whether to show the number of records, or a percentage of the number of records, for each segment.

Gauge Charts

Gauge charts present information in the form of a metered gauge, useful for tracking progress toward a desired outcome. For example, this gauge chart measures an annual sales target. 

A gauge chart titled Contract Amount by Status, showing a metered gauge with green, yellow, and red sections

The green, yellow, and red ranges are set in the Y Axis tab.

Ring Charts

This chart displays a breakdown of items in the X-axis as a percentage of the defined Y-axis value, with the total displayed in the center. You can choose to show totals for each segment if desired.

Two versions of the Contracts in Progress ring chart, with the left showing a ring with three segments and the total in the center, and the right showing the same with the addition of labeled total values for each segment

 JavaScript Graphical Charts

The graphical chart setup contains the option to Use JavaScript Charts for the basic chart types: column bar, line, pie, and ring charts.

JavaScript charts are dynamically sized depending on the screen dimensions, and allow you to interact with them by selecting and de-selecting the Y Axis data. They are particularly useful for Dashboards, where they are used for all Chart Widgets.

Many existing charts in the system do not have the Use JavaScript Charts option enabled. To enable this option for all existing charts, go to Setup > System > Manage Global Variables and the set the Always use JavaScript Charts variable to Yes. For a better user experience, we recommend enabling this variable.

JavaScript charts work identically to standard charts, and if they are distributed to disk or via email, they will have both the static, non-JavaScript version and the JavaScript version which can be opened in a browser and interacted with as normal.

The standard graphical chart size of 540x435 set on the Formatting tab can be too small for JavaScript graphical charts with legends, and can cause the elements on the screen to overlap. To improve the visibility of JavaScript graphical charts, set the value to 1024x768 or higher.

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