Adding Data to a Chart

Owned by Karen Hogan (Unlicensed)
Last updated: Sept 06, 2022
3 min read

Within the data screen, the Data Sources that you have been given access to will be displayed on the left-hand side. This means that you can select any of these Data Sources to find the data objects that you want to use. When a Data Source is expanded, or you search for an object by name, only objects that can be placed into the selected field will be displayed in the list of available objects e.g., if you select a field that can only contain Dimensions, the Data Source will only display Dimension data objects.

Firstly, click into the field that you want to add an object to.

Example

The ‘Number’ field has been selected, this is identified by the background shading and blue line on the left-hand side of the field.

Objects in data sources are categorised as follows:

Dimensions - qualitative information such as the names of Salespeople or Sales Regions

Measures – aggregated data such as Opportunity Count and Campaign Cost but may also refer to non-numeric data.

When you filter a data source, by typing the object name into the ‘Type to filter’ field, the specified search criteria will be underlined in the list of matching objects.

Example

This example shows that the data source has been filtered to only show objects that contain the text employee. We can see which data source the object is in and the list of objects that match the type of data required for the selected field.

To select an object, click on it in the data source and it will be added to the selected field. The chart preview section will be updated to show the remaining objects that are suggested for the type of chart you are creating.

The objects displayed in the Chart preview area are not necessarily all required for the chart you are creating. When you’ve added the minimum required data, a preview of the chart will be displayed on the right-hand side of the screen.

Example

Data has been added to the Number field, but the Chart preview section shows that there may be other data fields that still need to be completed.

Repeat the steps listed above to add the remaining data objects. When all objects have been added, the Chart preview section will display a preview of the selected chart.

Decimal Rounding

With effect from the pi.2022-04-28 release of the dashboard, each individual point, on a chart, will be rounded and then added together to produce the total figure.

This change affects:

  • Data visualisations

  • Tooltips

  • Data labels

  • Dynamic targets

For the following:

  • Individual points

  • Total points

  • Cumulation

  • Decumulation

  • Percentages

in all chart types where relevant.

In addition to the above, visualisations for the scatter and bubble charts & dynamic targets will now also display rounded values.