Building Charts

Create visual representations of your dataset results.

Creating a Chart

1. Navigate to Analytics > Charts
2. Click + Create Chart
3. Select a dataset (or create a new dataset)
4. Choose chart type
5. Configure visualization
6. Save

Chart Types

The chart builder groups types into Basic, Advanced, and specialized categories.

Basic

• Bar - Comparing categories
• Line - Trends over time
• Area - Cumulative trends
• Pie - Proportions
• Table - Detailed tabular data

Advanced

• Stacked Bar - Part-to-whole comparison across categories
• Horizontal Bar - Ranked categories with long labels
• Donut - Proportions with a center label
• Stacked Area - Cumulative trends across multiple series
• Combo - Bar + line on a shared axis

Specialized

• Funnel - Stage-to-stage conversion
• Radar - Multi-metric comparison
• KPI - A single highlighted number

Bar Chart

Best for: Comparing categories

Setting	Description
X-axis	Category field (dimension)
Y-axis	Numeric value (metric)
Breakdown By	Optional second dimension (auto-switches to Stacked Bar)

Line Chart

Best for: Trends over time

Setting	Description
X-axis	Date/time field
Y-axis	Numeric value (metric)
Breakdown By	Optional dimension (auto-switches to multi-line)

Pie / Donut Chart

Best for: Proportions

Setting	Description
Segments	Category field (dimension)
Values	Numeric field (metric)
Labels	Show percentages

Table

Best for: Detailed data

Setting	Description
Columns	Fields to show
Sorting	Server-side Sort By (by metric)
Top N	Limit rows returned

KPI Card

Best for: Single numbers

Setting	Description
Value	Numeric field (metric)
Format	Number, currency, percent, or compact

Area Chart

Best for: Cumulative trends

Scatter Plot

Best for: Correlations

Chart Configuration

Dimensions & Metrics

Type	Purpose	Example
Dimension	Categories	Status, owner, or a date field
Metric	Aggregated numbers	Count, sum, avg

Aggregations available for metrics: COUNT, SUM, AVG, MIN, MAX, COUNT_DISTINCT.

Date grouping for date dimensions: hour, day, week, month, quarter, or year.

Sort By (server-side, by a metric) and Top N limit what the chart returns.

Formatting

• Value formatting - Number, currency, percent, or compact
• Reference lines - Value, average, min, max, or median
• Colors - Custom color palette
• Labels - Show/hide labels
• Legend - Position, items
• Tooltips - Hover information

Filters

Add chart-level filters:

• Static filters (always applied)
• Dynamic filters (user-controlled)

Breakdown By

Add a second dimension to segment data into stacked, grouped, or multi-line series.

Selecting Breakdown By automatically switches the chart type:

Base type	Becomes
Bar	Stacked Bar
Line	Multi-line
Area	Stacked Area

Example: Deals by stage, broken down by owner

Stage (X-axis) → Count (Y-axis) → By Owner (series)

Date Range Filters

Add time-based filtering:

1. Add Date Range filter
2. Select date field
3. Set default range
4. Enable relative dates

Options:

• Last 7/30/90 days
• This month/quarter/year
• Custom range

Interactivity

Drill-down

Click chart elements to drill into details.

Click Actions

Configure what happens on click:

• Filter dashboard
• Open detail view
• Navigate to page

Saving & Sharing

Save Chart

• Give descriptive name
• Add to folder
• Set permissions

Add to Dashboard

1. Open dashboard
2. Click Add Chart
3. Select saved chart
4. Position and resize

Best Practices

1. Choose right chart type - Match data to visualization
2. Keep it simple - Don't overload
3. Clear labels - Explain what's shown
4. Consistent colors - Same meaning across charts
5. Mobile-friendly - Test on small screens

Next Steps

• Creating Dashboards
• CRM Analytics