A description of the line chart widget in reports.
Line charts are a great way to display your KPIs over a period of time. Combine several KPIs in one chart, compare data to different time periods, or use other custom settings.
The line chart allows adding up to 20 KPIs. Add an existing formula, edit it, or create a new formula right from the widget 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.
An example of a line chart on a report..
For example, if you display the number of all leads, you can drill the data down by employee to see how many leads each employee has acquired over the selected time period.
- Click on the legends on the widget to hide or show lines.
- Click on the data points on the widget to see details from the displayed KPIs.
The line chart allows you to group data by 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.
You can compare your data to a different time period on a line 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 daily data, you can then compare your data to the previous day or the same day last week, month, or year.
Alternatively, if you set the time period to the current year and group by monthly data, you can compare the data to the previous month or the same month last year. This structure applies to all the available time period options.
An example of a line chart comparing data from the current month to the same week last month.
If you add or drill down several KPIs on a line chart, it can become difficult to read the data. To improve the overview of your line chart, you can select 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.
An example of a line chart displaying the daily number of leads, filtered down by four employees.
Customize your line chart. When editing, go to the “Customize” section in the upper-right corner. From there, you can add titles to your line chart axes, change the position of the vertical axis, adjust the chart style including line style, weight, or legend position. Enable data labels or show a trendline to gain a precise overview of your KPIs.
Note: To remove an axis title, delete the text from the axis title field.
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