Add a Chart Widget

Charts visually represent your data. This widget displays a chart based on queries created in the Query Editor.

PREREQUISITES:

  1. Click Dashboard.
  2. Click Dashboard Actions in the activity toolbar and click Dashboard Management.

NOTE: The most-recently-viewed dashboards display. To quickly switch between recently-viewed dashboards, see Switch Between Dashboards for more information.

The Dashboard Management page opens.

  1. Click the edit icon in the Dashboards panel.
  2. On the Dashboard - Edit page, click the add icon.

The Add Widget panel opens.

  1. Select Chart.

NOTE: A preview appears to the right on the Add Widget panel that dynamically changes as you define fields for the widget.

  1. Enter the Name.
  2. Select the Chart Type.
  3. Select the Name Color, Background Color, and Chart Color.
  4. Select the Main Text Color or the Pie Chart Palette, depending on which Chart Type you selected.
  5. Select the Query.
  6. Select the Numeric Type.
  7. Select the Group-By Field to determine how to group the results on the x-axis, and Group-By Date Range if applicable.
  8. Select the Aggregation Type and Aggregate-By Field if applicable.
  1. Select an action. For example, select Open Requisition to allow requisitions to be opened from the value displayed.

NOTE: See Query Action Types for more information on query actions.

  1. Click Save.