The Pie Chart widget shows information from a User Report in a circular chart grouped by a required "Category Name" column in the user report. The widget supports drill-in to view the data within the chart.
The report behind the widget is simple to configure as it does not require the user to aggregate the data in report as the widget will perform this instead.
A pie chart is shown below:
Functionality
The following functionality can be done when using the Pie Chart Widget:
Click the
to refresh data.
Click the
to export the data to Microsoft Excel in .xlsx format.
Click the
to expand the widget to view more data.
Clicking on one of the segments in the widget will drill-down into the output of the widget's backing user report.
When in the drill-down view of the widget, utilize the Search box to look for specific records. If filters are set on the columns, any value entered on the Search box will be cleared.
Click on
to view the additional columns that can be sorted on.
Click the
to expand the drill-down to view more columns from the widget's backing user report. You can also zoom in via the
and zoom out via the
in the Expanded view.
Click on
to sort & filter the data on chosen columns. Filters set on these conditions will be applied whether the data table widget is in the Expanded or Summary view. Columns for filter supports text, dates, numeric, and monetary fields. You can also search values to filter. Note that custom HTML fields are not supported. Additional columns that are not visible on the Summary view of the data widget cannot be filtered on. Make sure to expand the widget first, and then apply the filters on the desired columns.
Creating Widget
Select Pie Chart from the Add Widget Templates side panel. Click the
button that appears.
The Configure Widget side panel appears on the right.
From here you can modify the following fields:
Name: This is a mandatory field. Users should give the widget a specific name to differentiate it from other instances of the widget.
Title: The title of the chart appears on the widget.
Description: Description of the widget which is only viewable by users editing the dashboard. Descriptions are limited to 500 characters.
Theme: Select a color using the color picker. This will be the background color of the widget title. If no color is selected, white will be the defaulted color used.
User Report: Specify a user report from the list. This is a mandatory field. The selected Data User Report must have one column named “Category Name”. Values in this Column determine the categories of the pie chart. The chart will count the number of records within each category name and this determines the size of the section in the chart. When the Sum or Average function option is selected, the report must have a column named "Aggregate".
Please consult the Things to Note section for more details about User Reports including a screenshot of the user report for this example.
Refresh Time Override (Hours): The number of hours to refresh the report data can be set to override the default dashboard refresh setting. A higher value improves general system performance by running reports less often. A lower value refreshes data more frequently. Certain widgets can override this setting. A user can always force a refresh in a widget to see the latest data and update their cache.
Color Settings: Expanded theming options can be applied on this widget type through the Color Settings section. To learn more about controlling the colors on your Pie Chart widget, click here.
After saving the widget, the newly added widget will be added to the grid. Widgets can be moved around and resized whilst in editing mode. Click on any point on the pie chart to open the drill-in data table.
The chart supports drill-in to further analyze the data in the chart. Selecting a section of the chart will open a data table that shows all records within that category. The required “Category Name” column is hidden from the drill-in data table.
The Data User Report should contain additional columns that will be displayed in the drill-in data table.
The drill-in data table can be resized. To return to the Pie Chart widget, click on the Widget Title. Changes will only apply if the
button is clicked at the top of the Landing Experience Dashboard screen.
The newly added widget will be added. Widgets can be moved around and resized whilst in editing mode. You can change configuration with the
icon and delete it with
icon.
Things to Note
User Role security still limits report data however User Report filters must be used to further filter report data
User Report prompts are supported for context filters
After selecting a user report the user can run or edit the report for easy setup
The Refresh Time Override (Hours) can be set to override the default dashboard refresh time
The configuration report can have more rows when it is run but only the first row will be used to populate the widget
With the exception of Category Name and Aggregate, all columns will be displayed in the drill-in data table unless they are marked hidden in the User Report
If the Category Name field is missing from the backing User Report of the widget, then the following prompt will be visible in the widget in the dashboard: 'Category Name' column is required for bar, column, pie, and line chart widgets.
If Sum or Average is selected as the Function and there is no Aggregate column included in the user report, the widget is blank and shows no data. Count does not require an Aggregate column
Basic data table HTML is supported (links, icons, etc)
An "Excel" button on the widget exports the displayed data to Microsoft Excel in XLXS format
Here is an example of the user report used to create the example widget using the Count Function. When using a Count function, the Aggregate field is not required in the user report.
The columns: "Category Name" and "Subcategory Name" are automatically hidden in the chart. The report must include "Category Name" for it to work on bar charts