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  3. Knowledge Base
  4. Knowledge base
  5. Reporting
  6. Charts
  7. Creating & Using Charts
  8. Dial Charts
  • Welcome to the Knowledge Base
  • Introduction
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        • Integrating Workbooks and Google Calendar
          • Installing and Managing Workbooks and Google Calendar Integration
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        • Case Portal Additional Features
          • Setting up Public/Private Activity creation
          • Setup Registration Emails from a Person
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      • Using the Case Portal
        • Case Updates - Public & Private Activities
        • Inviting a Person to the Case Portal
  • Email
    • Introduction to Email
    • Working With Emails
    • Email Signatures
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    • Mailing Lists
  • Forecasts & Quotas
    • Introduction to Forecasts & Quotas
    • Sales Forecasts
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  • Importing Data
    • Introduction to Importing
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    • Workbooks Import Wizard
      • Uploading your data
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  • Leads
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    • Introduction to Marketing
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      • Integrating DotDigital and Workbooks
        • Configuring Workbooks and Dotmailer
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    • Using HubSpot with Workbooks
    • Event Management
      • Introduction to Event Management
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      • Using Event Records
        • Event Records
        • Event Sessions
        • Event Speakers
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      • The Event Management Portal
        • Introduction to the Event Management Portal
        • Prerequisites for installation
        • Accessing the Plugin
        • Installing the Event Management Portal
        • Amending Event Portal Parameters
        • Adding Custom CSS to the Event Portal
      • On The Day Registration App
      • Setup On the Day Registration App
    • Compliance Records
      • Introduction to Compliance Records
      • Enabling Compliance Records
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    • Spotler Integration
      • What is Spotler?
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      • GatorMail
        • Introduction to GatorMail
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        • Creating Emails in GatorMail
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        • Advanced Features
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      • GatorLeads / Web Insights
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        • Why aren’t Online Activities being created in the database?
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      • GatorSurvey
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      • Email Dropbox
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        • Introduction to the Outlook Connector
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    • Event & Webinar Integration Tools
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          • Setting up Process Buttons for GoToWebinar
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      • ON24
        • Installation
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        • Create Webcasts from Events
        • Event Attendees as Webcast Registrants
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          • Reporting: Survey Responses
          • Reporting: Poll Responses
        • Retrieve Survey Data
        • Engagement Hub Interactions
    • Microsoft Office
      • Azure Active Directory
      • Excel
      • Outlook
      • Power BI
      • SharePoint
        • Authentication
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        • Using the SharePoint Integration
      • Word
        • Introduction to the Word Add-in
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        • Creating Word Add-in Templates
          • Example Word Add-in Templates
        • Using Word Add-in Templates
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    • Outreach
      • Installation
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        • Create Outreach Custom Field Mappings
          • Configure Outreach Field Dynamic Picklist
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        • Organisation Field Mappings
      • Sync Workbooks Opportunities to Outreach
        • Opportunity Field Mappings
      • Sync Tasks/Activities from Workbooks to Outreach
        • Follow-Up Activities created via Scheduled Process
      • Sync Outreach Sequences to Workbooks
      • Sync Outreach Sequence States to Workbooks
      • Sync Outreach Sequence Step Numbers to Workbooks
      • Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
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    • Scribe/Workbooks Connector
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        • Microsoft SQL Server Connection Requirements
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    • RingCentral
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      • Creating Phone Call Activities
      • Click to Dial
  • People & Organisations
    • Introduction to People & Organisations
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      • Displaying & Adding People
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      • Change Employer Wizard
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      • Introduction to Data Enrichment
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  • Snippets
  • Reporting
    • Introduction to Reporting
      • Creating Reports
        • Standard Workbooks Reports
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        • Reporting with multiple currencies
        • Drilling into Summary Views
        • Improving Report Performance & Run Time
      • Displaying reports within Record Views
      • Displaying Reports
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    • Charts
      • Creating & Using Charts
        • Bar Charts
          • Targets on Bar Charts
        • Line Charts
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        • Dial Charts
    • Exporting Reports
      • Emailing Scheduled Reports
    • Advanced Reporting
      • Types of Split Columns
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        • Introduction to the IF Statement
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        • Applying Search filters in Calculated Columns
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  • Dashboards
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  • Okta Authentication
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        • Setting up your Own Organisation
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  • Workbooks Glossary

Dial Charts

Dial charts are a great way of being able to display your progress against a target. 

Once you have run the Report you will have the option to Chart this View, selecting this will generate a new window.

From this window you can select the type of chart you wish to create, to Create a dial chart select the Create a dial chart option.

Settings

Data Series

Data column - The column from the report that will be used in the chart, this will be a numeric value column. 

Use totals - if ticked, the Dial Chart will take the values from the Grand Total row of your report, instead of the report row itself. This means you do not need to create a new Summary View to output the totals.

The below images show the difference, where the first image does not have the 'Use totals' box ticked and therefore uses the data from the first row of the report, vs the second where the 'Use totals' box is ticked and the chart is using the Grand Total. The first therefore works best if built from a Summary View with a single row for the total.

A further benefit to using the 'Use totals' setting is that you can then apply filters to the Dial Chart and it will adjust accordingly, as per below. This works well with Dashboard filters.

Advanced

Display value - Choose whether you want the value from the report to be displayed in the centre of the dial.
Dial marks - Choose whether marks appear around the edge of the dial.
Dial labels - If 'Dial marks' are enabled you are then able to show labels which display the numeric values at each of the marks.

Label

Label column - Choose a column that will be used as the label on the chart, this label is what is used to inform Users of what the dial indicates; this will likely be the same as the 'Data column'.
Fixed label - If a 'Fixed label' is specified it will be used instead of the 'Label column' value.

Ranges

Target options - Choose whether you want to manually pick the range of each segment of the dial chart, or whether it should pull them from the targets and thresholds of your report column:

  • Default - allows you to manually set the range of each segment of the dial chart, and is fixed to use Red Amber Green as the colours.
    • Minimum Value - Select the minimum value of the dial, this is where the dial will start.
    • Segment interval - the 'Segment interval' values determine when the dial changes from red to amber, amber to green or vice versa.
    • Maximum Value - This is the target value that your dial is working towards
    • Colour Order - Select whether you want the colours goes Red Amber Green or Green Amber Red depending on how you are using the chart.
  • Use targets - allows you to set the range of each segment based on a percentage of the target specified on the Data column, and is fixed to use Red Amber Green as the colours
  • Use targets and thresholds - pulls the same ranges and colours specified on the 'Style' tab of the Data column.

  • Pie Charts
  • Exporting Reports

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