Configuring Charts — Common to All Dashboards

This page tells users how to configure each chart type (the 10 types available).

First we cover the common fields you’ll see in nearly every chart dialog, then we walk through special features / required settings for each chart type.

Quick workflow (how to add / edit a chart)

Open a dashboard → click Add Chart.

Pick a chart type. A configuration panel opens.

Fill the required fields (marked ) and any optional ones you need.

Click Add Chart (or Save Changes when editing).

From the chart tile → 3-dot menu → you can CSV / Edit / Copy / Delete.

Chart-level drop-downs (filters) appear on the tile header — these let viewers change the chart on the fly (they reflect the fields you used as dimensions).

🔶 Common Fields (seen in most chart dialogs)

These are the fields you’ll find across most chart types. If a specific chart doesn’t show a field, skip it.

Field	Description
Chart Title	friendly name that appears above the tile.
X-Axis label	optional text label for the X axis.
Y-Axis label	required for many charts (shows metric name / units).
Select Form / Select Process	choose which process/form(s) (data source) the chart reads from.
Include missing Submissions	checkbox (include records with missing values).
Validate Type	checkbox (leave placeholder if you want to document later).
Summarize values by	aggregation method: `Count \\| Sum \\| Average \\| Min \\| Max` (choose one).
Ignore Value	a value to ignore (e.g., `N/A`) when summarizing.
Summarize values on	the metric/field to compute the aggregation on (e.g., `Compliance`, `Score`).
X-Axis dimension	categorical field used on X axis (e.g., `Store`, `Line_Manager`, `Date`).
Color Select	pick base color(s) for the series or bars. Add to set custom colors.
Dynamic Color Conditions	define ranges: `GT: <value> LTE: <value> Color: <picker>`. Useful for green/amber/red bands.
Filter	chart-level filter(s) (e.g., `Countries`, `Area_Manager`). These appear as drop-downs above the chart.
Unique Data by Id	checkbox to deduplicate by submission ID (useful when each submission may have multiple rows).
Label Font Size / Truncate Value	control tick label font and how many characters to show.
Add Chart / Save Changes / Cancel	action buttons

Tip: Dashboard-level global filters apply to the whole canvas; chart-level filters narrow the single chart only.

🔸 Per-chart configuration (step-by-step & special options)

Below each chart type I list the minimum required fields, recommended typical settings, and any special controls (dynamic colors, multi-aggregations, heatmap X/Y dims etc.).

1) Bar Chart

When to use: compare categories (stores, managers, status counts).

Required fields:

Y-Axis label (required)

Summarize values by (Count / Average / Sum)

X-Axis dimension (e.g., Store, Line_Manager)

Optional / common: Color Select, Dynamic Color Conditions, Filter, Unique Data By Id, Label Font Size, Truncate Value.

Notes & tips:

If you want top-N, use the chart’s 3-dot menu → set sort (High to low) and limit (e.g., 10).

If the X-Axis is a person list, the chart header will create a first filter using that dimension; selecting a country or manager filter will restrict shown bars.

Example: Summarize by = Average and Summarize values on = Compliance.

2) Group Chart (multi-series bar)

When to use: compare multiple metrics side-by-side for each category (e.g., compliance vs. submission count by manager).

Required fields:

Y-Axis label

Summarize values by

Summarize values on (the metric(s) to show as series) — you may pick one or multiple series fields depending on UI.

X-Axis dimension

Special controls:

Enable Question Scoring / With Weightage Question (checkboxes visible in screenshots) — [TODO: define if applicable to your data].

Dynamic Color Conditions (works per series).

Notes: select which fields become series via the “Summarize values on” dropdown; order and limit controls exist in the 3-dot menu.

3) Stack Chart

When to use: show totals plus breakdown (e.g., ticket counts stacked by status).

Required fields:

Y-Axis label

Summarize values by

Summarize values on (series dimension that gets stacked)

X-Axis dimension (category to group stacked bars by)

Special controls: dynamic color ranges for segments, filters.

Notes: stacked values are additive — pick series that sum to a meaningful total.

4) Line Chart

When to use: trends over time (submissions per day, closure rate).

Required fields:

Y-Axis label

Summarize values by (Count/Average/Sum)

X-Axis dimension → typically a date field (daily / monthly).

Optional: series dimension (to have multiple lines), color selection, label font size.

Notes: if X-Axis is a date, use a date field with the granularity you want; trend smoothing is not shown in screenshots (leave placeholder if needed).

5) Pie Chart

When to use: proportions inside a whole (status distribution).

Required fields:

Summarize values by (Count is common)

Dimension (the categorical field to split by, e.g., Status)

Optional: Color Select, Filter, Unique Data By Id, Label Font Size.

Notes: Pie slices are best for a small number of categories (<=6). Provide screenshot next to docs for clarity.

6) Heatmap

When to use: compare two categorical dimensions (country × brand) with color-coded metric.

Required fields:

Y-Axis label (required)

Summarize values by (Count/Average)

X-Axis dimension

Y-Axis dimension

Special options:

Show Cell Values — check to show numeric values inside each cell.

Color selection and scale.

Notes: Use heatmap for “matrix” style comparisons (countries vs. categories). Good for spotting hotspots.

7) Table Chart

When to use: tabular view of summarized values (like a grid of store performance).

Required fields:

Summarize values by

X-Axis dimension (the main grouping column)

Optional: Add color select, filters, Unique Data By Id.

Notes: Good as supporting detail under charts; combine with sorting and pagination.

8) Advanced Table Chart

When to use: multi-aggregation tables (e.g., show both avg compliance and count side by side).

Required fields / controls:

One or more Summarize values by boxes (click Add Aggregation to include multiple rows).

X-Axis dimension (row grouping)

Special: Each aggregation can have its own metric & aggregation type.

Notes: Use when you need multiple metrics per row (e.g., Compliance, Cash Management, Loss Prevention).

9) Single KPI (01)

When to use: display a single key metric (e.g., #Open tickets, Avg Score).

Required fields:

Summarize values by (Count / Sum / Average)

Summarize values on (choose the metric to show)

Select Fields / Unique By Field — used to define the metric source / deduping.

Optional: color pick for KPI tile.

Notes: Keep KPI titles short and descriptive.

10) Label Chart

When to use: add headings, section labels or short explanatory text on the dashboard.

Required fields:

Label (text content)

Customize: Text Size, Color (hex or picker).

Notes: Useful to group charts or add instructions.

🔔 Chart-level interactions (three-dot menu and header controls)

Chart header drop-downs / filters: first dropdown often reflects the X-Axis dimension; additional drop-down filters are the Filter fields you added in configuration (e.g., Countries).

3-dot menu (tile):

CSV → download summarized data for this chart.
Edit → opens configuration panel (change settings).
Copy → duplicate chart (useful to create variations).
Chart / Delete → delete tile.
Limit / Sort: set High→Low or Low→High and a numeric limit (top N).

Save Changes → required after edits to persist on dashboard.

Download Dashboard → PDF / PPT / Interactive PPT from the main dashboard controls.

✅ Practical tips & recommendations

Start simple: for first charts use Count + categorical X axis (e.g., Store) to validate data.

Use filters: put useful filters (country, area manager) in chart config so end users can slice easily.

Dynamic colors: add thresholds to highlight failing stores or low compliance (e.g., red < 70, amber 70–89, green ≥ 90).

Duplicate, then tweak: use Copy to create a variant (same X axis but different metric).

Deduplicate: if one submission creates multiple rows, enable Unique Data By Id.

Label truncation: use Truncate Value when X axis labels are long — then rely on hover for full name.

Save after arranging or resizing — otherwise layout edits are lost.