Examples of chart widgets

Select a chart type below to see some examples of different charts you can build in the widget designer.

Bar

Column

Scatter

Line

Area

Pie

Donut

Funnel

Bubble

Chart Type: Bar

Example of widget	Balances widget
Purpose	Show the balance left in different accounts.
Widget Base	Home
Columns used	Cash Payable Balance Receivable Balance WIP Balance
Filter/Sort/Group	None
What it would look like

Chart Type: Column

Example of widget	Aging widget
Purpose	To see the aging of Payable, Receivable, and WIP Balance
Widget Base	Home
Columns used	Payable Balance Receivable Balance WIP Balance
Filter/Sort/Group	Grouped by Date > Aging
What it would look like

Chart Type: Scatter

Example of widget	Bank Account Balance for past 6 months
Purpose	To show the bank account balance for past 6 months
Widget base	Bank Account
Columns used	Bank Balance
Filter/Sort/Group	Grouped by date past 6 months
What it would look like

Chart Type: Line

Example of widget	Trends
Purpose	To see the trend over past months for Payables, Receivable, WIP, and Cash
Widget base	Home
Columns used	Cash Payable Balance Receivable Balance WIP Balance
Filter/Sort/Group	Grouped by Date
What it would look like

Chart Type: Area

Example of widget	YTD Profit Margin – Project Type
Purpose	To compare profit Margin by Project Type
Widget base	Project Type
Columns used	Billed Cost Project Type
Filter/Sort/Group	Grouped by Project Type
What it would look like

Chart Type: Pie

Example of widget	Receivable Balance - Client Type
Purpose	To show the receivable balance by Client type
Widget base	Client Type
Columns used	Receivable Balance Description
Filter/Sort/Group	Grouped by Description
What it would look like

Chart Type: Donut

A donut chart contains the same visual attributes as a pie chart with a hollow center. In the widget designer, chart options allow you to control:

• Start/End Angle which controls if the chart is displayed at 180, 360 or in between
• Inner size which determines the size of the thickness of the donut
• The placement of the donut in the chart area.

Example of widget	YTD Utilization - Hours
Purpose	To show the Year to date Utilization by description
Widget base	Transaction
Columns used	Hours Utilization Description
Filter/Sort/Group	Grouped by Utilization Description
What it would look like

Chart Type: Funnel

A funnel chart is a graphical representation used to visualize how data moves through a process, for example a sales process. In a funnel chart, the dependent variable’s value diminishes in the subsequent stages of the process. By viewing the subsequent stages of a process, readers can quickly identify bottlenecks.

Example of widget	BD Pipeline by Stage
Purpose	To see how things are moving through stage processes like BD Stage process
Columns used	Current Stage Contract Amount
Filter/Sort/Group	Grouped by Current Stage
What it would look like

Chart Type: Bubble

Bubble charts tell a story visually between different data sets using three fields of data. Bubble charts are used when data needs a third dimension to provide richer information to viewers. Bubble charts are not ideal if you want to see exact values, if you want to plot more than two values on the x/y axis, if there are overlapping bubbles, or there are negative or zero values. Bubble charts also provide a way to visually identify outliers.

Example of widget	Compares Cost Against Billed + WIP and Profit %
Purpose	It makes it easy to see which departments have the highest Revenue and Cost, as well as identifying which ones have the highest profit percent. In this example, you can see that Portland Architecture has the highest Revenue & Cost and a smaller profit percent. While projects with smaller Revenue & Cost have larger profit percent.
Columns used	Billed + WIP (as the X-Axis) Cost (as the Y-Axis) Profit % (as the Z. This determines the size of the bubble)
Filter/Sort/Group	Grouped by Department
What it would look like