After you have successfully created a Dashboard via the Dashboard Configuration, you can open the specific Dashboard by hovering over Dashboards in the top menu and clicking on a particular dashboard.
You can now modify how data is being displayed in the charts.
Line Chart
- Aggregate the visible data by choosing an aggregation level e.g. day, week or month level (1)
- Display the data by choosing a date range (2)
- Show/hide data by choosing a data type in the legend (3)
- Display the chart in fullscreen mode (4)
Bar Chart
- Get more detailed information about the displayed data by hovering over the bar chart or dive deep into the displayed elements by clicking on a bar (1)
- Show the chart in fullscreen mode (2)
Pie Chart
- Get more detailed information about the displayed data by hovering over the pie chart portion or deep dive into the displayed elements by clicking on the pie chart portion (1)
- Show/hide data by choosing a data type in the legend (2)
- Display the chart in fullscreen mode (3)
Table Chart
- Get a structured overview of your numerical data in the form of a table chart
- Configure a list field / dropdown field (1) as the segmentation category for the rows, in this example Type of Innovation & Development, and select one or multiple numeric or calculated fields (2) as the column segmentations of your table view, here the numeric fields Budget 2024-2026
- Have the system automatically calculate the row and column totals of your table view by sum aggregating the assigned values of the underlying elements (here Project elements) for both the rows and columns (3)
- Optionally make use of the heat map coloring option to color the highest value(s) per column based on the primary system color (75%-Quartile) and the lowest values per column based on the secondary system color (25%-Quartile).
- Display the chart in full screen mode or assess any chart-specific filters (4)