Chart Types

Multiple chart types are supported in the chart designer. The type of chart that can be created depends on the combination of fields that are added as dimensions and as the measure. The Chart Type drop-down is grayed out and not selectable until at least one dimension or measure is added to the chart.

Available Chart Types

The following chart types are supported:

  • Bar - This chart type displays as horizontal bars and compares multiple values with each other.
  • Column - This chart type displays as vertical lines and compares values across a range.
  • Line - This chart type displays as a line graph and shows trending over time.
  • Pie - This chart type displays as a pie chart and compares proportions of data and how they contribute to a whole.

Once fields are added for the chart, the chart type is selected automatically. If a different chart type is available based on the combination of fields, then a different chart type can be manually selected from the drop-down. Click Refresh to update the chart.

If a chart type is not selected, then when refreshing the report, a default chart displays.

Recommended Chart Types and Field Combinations

Each chart type has a recommended set of field types that can be added as summarization and measure fields. Although the chart designer will not prevent you from using any field type combinations for creating charts, the field combinations specified in the table below are the suggested field combinations for specific chart types. Pie charts can only be generated with a first level summary. If two summarization fields are added to a chart, a pie chart will not be available as a chart option in the chart type drop-down.

Field Type Selected as First Summary Field Type Selected as Second Summary Field Type Selected as Measure Legend Default Chart Recommended Chart Types
Date N/A

Numeric Field: SUM, Average, MIN, MAX

String Field: Count, Count Distinct

No Legend Column Column, Line, Side Bar
Date Numeric

Numeric Field: SUM, Average, MIN, MAX

String Field: Count, Count Distinct

Second Summary Field Column Line
Date Text or Yes/No

Numeric Field: SUM, Average, MIN, MAX

String Field: Count, Count Distinct

Second Summary Field Column Column, Line, Side Bar
Numeric N/A

Numeric Field: SUM, Average, MIN, MAX

String Field: Count, Count Distinct

Note: Summary and Measure Fields can be the same field.

First Summary Field Pie Pie
Text or Yes/No N/A

Numeric Field: SUM, Average, MIN, MAX

String Field: Count, Count Distinct

First Summary Field Column

Column, Pie, Side Bar

Text or Yes/No Text or Yes/No

Numeric Field: SUM, Average, MIN, MAX

String Field: Count, Count Distinct

Second Summary Field Column Column, Side Bar