A description of the column chart widget in reports.
Data and KPIs
The column chart can hold up to 20 KPIs on a single widget. Add an existing formula, edit it, or create a new formula right from the settings menu.
You can also choose to drill down your metrics by specific parameters, based on the fields available in your data source that the formulas are built on. For example, if you display the number of all sales deals, you can drill the data down by stage to see how many deals are open, lost, won, etc.
An example of a “Number of Deals” KPI on a column chart, drilled down by deal stage.
- Click on the legends on the widget to hide or show columns.
- Click on the data points on the widget to see details from the displayed KPIs.
Group by Time or KPIs
The column chart allows you to group data by Time or by KPIs:
- Time: grouping by time will display all selected KPIs on a timely basis, depending on the selected time period. For example, if you look at data from the previous 3 months, the widget will allow you to select between a daily, weekly, or monthly grouping. If you look at data from the current year, the widget will allow you to group data monthly, quarterly, or annually.
An example of a column chart grouping data by time for the previous 3 months.
- KPIs: grouping by KPIs enables you to look at one column per KPI, or if you have selected any drilldowns - one column per drilldown. The widget will display as many columns as the number of KPIs or drilldowns you have added to it. Each column will then show accumulated data for the selected time period.
An example of a column chart grouping data by KPIs for the previous 3 months.
Compare to another time period
You can compare your data to a different time period on a column chart. The comparing options depend on the selected time period and the selected grouping (group by) method.
For example, if you set the time period to the current month and group by monthly data, you can then compare your data to the previous month or the same month last year.
Alternatively, if you set the time period to the current month and group by weekly data, you can compare the data to the previous week or the same week last month. This structure applies to all the available time period options.
An example of a column chart comparing data from the current month to the previous month.
Filter data by Teams or Employees
You can decide if you want to filter the data. If you want to see all data, select “Filter data by > All.” If you want to see data from specific teams or employees, select either the “Teams” or “Employees” option and add the teams or employees from the list.
You can customize the horizontal and vertical axes as well as the chart style. When editing, go to the “Customize” section in the upper-right corner. From there, you can add titles to your axes, change the position of the vertical axis, stack the columns, and more.
Note: To remove an axis title, simply delete the text from the title field.