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Introduction to Charts

Workbooks includes the ability to create a Chart, or Charts so that Report data can be displayed visually as well as in a grid format. These Charts can thencharts_icon be added to Dashboards, making them readily available to users. Charts can only be created for Reports that contain numeric columns as data series.

A range of Chart types is available, including:

  • Bar charts
  • Line charts
  • Pie charts
  • Dial charts

If a Chart has been created for a Report, you'll see it under the Views section of the column to the left of the Report. You can open the Chart (and edit it, if required) by clicking on the Chart name.

In the same way as Dashboards, you can 'pin' Charts (particularly useful) so that they open automatically when you log in. You can also 'refresh' Charts so that you can ensure the information on it is as up-to-date as it can be.

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Open the Report for which you want to generate a Chart by clicking Start > Reporting > My Repor ts .

NOTE: By default, Reports in Workbooks are private, which means that users c ...