Configuring Pie Charts

Inputting pie charts in your reporting will allow for effective displays of data where each category contributes to a total, where viewers are then able to easily compare the sizes of categories at a glance. We recommend using smaller categories, 5-7 or fewer, and when numerical values are less important than understanding the relative proportions.

Video Tutorial:

Step-By-Step Tutorial:

1. From edit mode, select +
    

2. Select Pie Chart
    

3. Now select to add your data source. The data source will provide a different way of grouping information from the system. Select OK.

4. Begin to complete the configuration screen. Change the title to suit your needs, checking the box if you'd like it to be visible
    

5. Select where you'd like your legend positioned
    

6. Select if you'd like to group your data. Groups will determine the different sections of your pie chart
    

7. Now, review your Aggregation options. Count will default, this will show the count of rows under each group.

8. If you choose a number-based aggregation option, you must also select a field.

9. Next, select the number of groups you'd like displayed in your pie chart before it groups the remaining in another category
    

10. Select OK to add your chart.
     

11. Resize your chart as necessary by pulling the item to the desired size
     

12. Select Refresh on your report parameters to generate your pie chart.
     

13. To edit your pie chart, select it's menu Icon, next select Edit.
     

14. If you'd like to filter your aggregation further at this point to only count unique values for that field once rather than more than once if there are duplicates, the Count Distinct Aggregation would be ideal