Reference
Chart types
A report can be shown as one of six visualizations: tile, bar, line, area, pie, or table. Every one draws the same result, a measure grouped by up to two dimensions, so switching the chart type never changes the numbers.
A report can be shown as one of six visualizations: tile, bar, line, area, pie, or table. Every one draws the same result, a measure grouped by up to two dimensions, so switching the chart type never changes the numbers.
Requirements
A role that can build reports. Build a report covers the steps; How reports work covers the model.
Chart types
| Type | What it shows |
|---|---|
| Tile | A single number, such as the total value of open deals. |
| Bar | One bar per group, such as placements per recruiter. |
| Line | Values along a sequence, usually time buckets, such as new leads per week. |
| Area | A line with the space under it filled, for volume over time. |
| Pie | Each group's share of the total, such as deals by source. |
| Table | The groups and their values as rows. |
What every chart is built from
| Part | Options |
|---|---|
| Measure | Count of entries, or sum, average, minimum, or maximum of a number, price, currency, or rollup field. |
| Dimensions | Up to two: a primary grouping and an optional segment. A field of the collection that the report builder offers for grouping, or the stage, created date, or updated date. |
| Date grouping | A date dimension is grouped by day, week, month, quarter, or year. |
| Top groups | The primary grouping shows the top 25 by default, up to 50. The rest fold into Other. |
| Time window | Last 7, 30, or 90 days; this month, quarter, or year; all time; or a custom range. Measured on created date by default, or on updated date or any date field. |
| Compare | Compare with the previous window of the same length. |
| Filters | The same filters a view uses; see Filter a view. |
Notes and limitations
- Only one of the two dimensions can hold several values per entry, such as a multi-choice option, a list, people, a multi-reference, or a location.
- Compare with the previous window cannot be combined with a segment, and is not available for all time.
- Reports run live on current entries. There are no stored snapshots of past results.
- Ratios are not available as a measure.
Related
To put several charts side by side, see Build a dashboard.
Frequently asked questions
Does changing the chart type change the numbers?
No. Every chart type draws the same result; only the picture changes.
Why do some of my groups appear as Other?
The top 25 groups show by default, up to 50. The rest are combined into Other.
Can I compare periods and split by a segment at once?
Not together. Comparing with the previous window works only without a segment.