Charts enable you to display data, individually or grouped together.  You can build three types of charts:

  • Scatter
  • Line
  • Bar

Add charts

To add a chart to your dashboard:

  1. Select "+" from the dashboard header.  The STORE appears.
  2. From the STORE, select Charts. The CHARTS STORE DASH appears.


  3. Select the type of chart you want to build. The ADD NEW <type of chart> pop-up appears.
  4. Follow the steps below for your type of chart:
    1. Build a Scatter Chart
    2. Build a Line Chart
    3. Build a Bar Chart

Build a Scatter Chart

To build a Scatter Chart, select and update the elements in the ADD NEW SCATTER CHART pop-up:

  1. Add a Title and Description to your chart.

  2. Choose if you want to auto-scale the chart Y-Axis.  (The X-Axis is determined by the Date Range Selector.)
    If you choose NO, enter the minimum and maximum values for the chart Y-Axis.



  3. Select an account from the Account list.

  4. Select the data elements to populate the chart from the Data Elements list.
    To ease identification, data elements display the KPI, a Description, and the unit of measure.

  5. When you have finished building your scatter chart, click ADD to place it on your dashboard, or click CANCEL to delete the chart.

    Note:  The completed chart is added to your dashboard in the next "open" location from upper-left to bottom-right.  Use the directions in 850428106 to adjust the placement on your dashboard.


Build a line chart

To build a line chart, select and update the elements in the ADD NEW LINE CHART pop-up:

  1. Add a Title and Description to your chart.

  2. Choose if you want to auto-scale the chart Y-Axis.  (The X-Axis is determined by the Date Range Selector.)
    If you choose NO, enter the minimum and maximum values for the chart Y-Axis.



  3. Select an account from the Account list.

  4. Select the data elements to populate the chart from the Data Elements list.
    To ease identification, data elements display the KPI, a Description, and the unit of measure.

  5. When you have finished building your line chart, click ADD to place it on your dashboard, or click CANCEL to delete the chart.

    Note:  The completed chart is added to your dashboard in the next "open" location from upper-left to bottom-right.  Use the directions in 850428106 to adjust the placement on your dashboard.

Build a bar chart 

To build a bar chart, select and update the elements in the ADD NEW BAR CHART pop-up:

  1. Add a Title and Description to your chart.

  2. Choose if you want to auto-scale the chart Y-Axis.  (The X-Axis is determined by the Date Range Selector.)
    If you choose NO, enter the minimum and maximum values for the chart Y-Axis.



  3. Select an account from the Account list.

  4. Select the data elements to populate the chart from the Data Elements list.
    To ease identification, data elements display the KPI, a Description, and the unit of measure.

  5. When you have finished building your bar chart, click ADD to place it on your dashboard, or click CANCEL to delete the chart.

    Note:  The completed chart is added to your dashboard in the next "open" location from upper-left to bottom-right.  Use the directions in 850428106 to adjust the placement on your dashboard.