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.
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.
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.
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 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.
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.