This data visualization is best used to track changes over a period of time, whether it is short or long. These should be preferred over bar charts when the changes are small.
They can also be used to compare the changes that take place in more than one group over the same period of time.
Usage Example
You can use it to show all the current opportunities by stage according to different categories like Industry, employee count, or anything else that could help you understand where those opportunities are coming from.
Chart Configuration
1. View
Select the view you want to use as the base for your widget. You can use a saved view or select “Embedded View” and create a new one for this widget.
2. App
Choose the application you would like to use for the data for the widget.
3. Filter
You can adjust the filters from a previously saved view or add filters just for this widget.
For more information on filters see the following article:
4. Field
Defaults to Count. If a field is selected then, a new field called calculation will appear, you can choose between sum, average, max, and min.
5. Labels
Horizontal Axis Title: add a title to the horizontal axis.
Vertical Axis Title: add a title to the vertical axis.
Show Labels: When enabled it will show the name of data in the Vertical Axis.
Label Display:
- Auto Fits in the labels automatically.
- Wrap adjusts the text in two or more lines when there is not enough space to display them in a single one.
- Stagger interleaves the values one up and one down for a better fit in a single line.
- Rotate. 90º rotation of the labels.
Show Legend: When enabled includes the color code with values of the field used to group the data. It is displayed at the bottom of the widget.
6. Attributes
Show Values: When enabled it shows the total of days inside each section of the widget, and not just on hover over.
Value Display: Choose between below or above to place the value in the desired location or select auto and the system will automatically place them in the best available space.
Slant Labels: Shows the labels in a diagonal direction.
Show Anchors: When enabled, it draws a dot right in the spot where the lines connect.
7. Format
Show Top N: If you enter in the number 5 the chart will display the top 5 records based on the filters you chose earlier.
Default Format: When disabled, override the default format.
Number Prefix: Add a prefix to the numbers in the widget, from letters to symbols.
Format Large Values: When enabled, it will apply the required format to simplify the quantities, for example, it will transform 14,000,000 to 14M
8. Targets
Target Value: Assign the target value that will be identifiable in the chart as a line.
Line Color:Use the color picker to assign a color to the line.
Label: Optional. If empty it will show the target value.
