Designing Chart Widgets

Chart widgets present information in a line, column, bar, pie, area, donut, funnel, scatter, or bubble graph. Use Chart widgets to:

  • Focus on a small number of categories
  • View how they relate to each other or how they change over time
  • Represent the data in a graphical form

For example, to focus on only the company balances, design a bar graph that displays the balances for cash, accounts payable, accounts receivable, and work-in-progress.

See more chart widget examples.

Learning Resource: Chart Widgets Functional Guide

Before you begin

To design chart widgets

  1. Click > to open Design mode, and click the tab you want.
  2. In the Tab Properties area, click Add Widget or on a widget you want to change, click to open the widget menu and click:
    • Edit: Opens the Designer and displays the widget settings. Change them, as needed.
    • Copy: Opens a screen that allows you to choose where to copy the widget to. Click Edit and change the widget settings, as needed.
    • Delete: Removes the widget.
  1. Under Reporting, click Chart.
  1. Select a widget Base. View the available Bases here
  2. Click OK.
  1. Select available columns by expanding one or more of the following options (if available) or search using the search field:
  • General Information
  • Dates
  • People
  • Hours/Units
  • Dollars
  • Accounts
  • Keys
  1. In the Chart Type drop down, select one of the following chart types:
  • Bar (default)
  • Column
  • Scatter
  • Line
  • Spline
  • Area
  • Area Spline
  • Pie
  • Donut
  • Funnel
  • Bubble
  1. Click to add a formula column to the widget.
  2. Click OK.
  3. Edit Grouping options.
  1. Click Edit Grouping Options.
  2. Click the columns you want to add grouping options on.
  1. Set the Chart options (available options depend on chart type selected):
Chart Type Chart options available
Bar
  • Display $ Prefix
  • Stack Columns
  • Rotate Labels
  • Use Color Gradient
  • Legend Location
  • Number Format
  • Truncate Amount
Column
  • Display $ Prefix
  • Stack Columns
  • Rotate Labels
  • Use Color Gradient
  • Legend Location
  • Number Format
  • Truncate Amount
Scatter
  • Display $ Prefix
  • Rotate Labels
  • Use Color Gradient
  • Legend Location
  • Number Format
  • Truncate Amount
Line
  • Display $ Prefix
  • Rotate Labels
  • Use Color Gradient
  • Legend Location
  • Number Format
  • Truncate Amount
Spline
  • Display $ Prefix
  • Rotate Labels
  • Use Color Gradient
  • Legend Location
  • Number Format
  • Truncate Amount
Area
  • Display $ Prefix
  • Rotate Labels
  • Use Color Gradient
  • Legend Location
  • Number Format
  • Truncate Amount
Area Spline
  • Display $ Prefix
  • Rotate Labels
  • Use Color Gradient
  • Legend Location
  • Number Format
  • Truncate Amount
Pie
  • Display $ Prefix
  • Display Pie as Percent
  • Use Color Gradient
  • Legend Location
  • Number Format
  • Truncate Amount
Donut
  • Display $ Prefix
  • Display Donut as Percent
  • Use Color Gradient
  • Legend Location
  • Number Format
  • Truncate Amount
  • Start/End Angle
  • Center H/V %
  • Inner Size %
Funnel
  • Display $ Prefix
  • Display Funnel as Percent
  • Use Color Gradient
  • Legend Location
  • Number Format
  • Truncate Amount
Bubble
  • Display $ Prefix
  • Rotate Labels
  • Use Color Gradient
  • Display Labels
  • Legend Location
  • Number Format
  • Truncate Amount

 

  1. Donut widget only. Select the following options:
  • Start/End Angle: Type a number or use the up/down arrows to define the size of the two halves of the donut. Entering -90 and 90 will display a semi-circle donut. Entering -180 and 180 will display a full circle.
  • Center H/V % - defines the position of the donut in the widget space.
  • Inner Size % - defines the size of the blank space of the donut hole/ thickness of the donut.
  1. Bubble chart only: In the Set as Bubble Axis subsection of the column Properties section, select one of the following options to designate an X, Y, and Z:
    • None
    • Display as X-Axis
    • Display as Y-Axis
    • Display as Bubble Value (Z)
Note:

You need to designate a column to use as the X-Axis and a column to use as the Y-Axis for the bubble chart to render.

The Bubble Value (Z) determines the size of the bubble.
  1. Bubble chart only: Select the Display in Tooltip check box to display the column in the hoover tooltip.
Note: This option is only available for columns designated as the X-Axis, Y-Axis, or Z.
  1. To preview the widget, click the Refresh button next to Widget Preview.
  2. Click to save changes.