Configuring Line Charts
Written by Amelia Boyer
Updated at February 14th, 2025
Table of Contents
Configuring Line Charts
Line charts are useful when attempting to show how data has changed over a period of time. Overall, they are simple to configure and have the same multi-series capabilities as bar charts.
Video Tutorial:
Step-By-Step Tutorial:
Note: this tutorial will show you how to from using a blank template; the actions will apply if you're adding a block to an existing report or template
- From edit mode, select +
- Select Line Chart
- Select your data source. The data source will provide a different way of grouping information from the system.
Note: follow along with Advanced Data Source Topics for further information
- Select OK
- Begin to modify the line chart configuration. The line chart will be grouped by date rather than what you typically would see as a group by column. Select the range for grouping
- The Date Column will show all the fields with dates within your data source.
- Name your series
- Select the desired color of your line chart
- Select OK to add your line chart
- Resize your chart as necessary by dragging the item to the appropriate size
- To apply additional filtering to your line chart, or for example if you'd like to see encounters by the organization, select its menu and then select Edit
- Now select the Series Filter icon
- Select + Add Filter
- Select your filter
- Select OK
- Now, update your series name to reflect the filter.
- Select + to add a second series
- Apply the comparative filter to the new series by selecting the filter icon
- Set the filter
- Select OK
- Update the series name to reflect the filter.
- Set the color
- Set the same date column and Aggregation
- Select OK to add your edits.
- Now, you will be able to see the separate series on your line chart for comparison.
Next, we recommend reviewing Branding Blocks
Are you looking to apply an auto series to your line chart? Follow along here: Auto-Series For Bar Charts and Line Charts