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How to Create a Chart

Madyson Kmiec
  • Updated

Create a chart

  1. Click Create Chart
  2. Configure in the Chart Builder
  3. Save changes

Chart Builder Overview

  • Left side → live preview
  • Right side → configuration panel

Step-by-step

1. Choose chart type

  • Bar → comparisons
  • Pie → proportions
  • Stat → single metric
  • Table → detailed data

2. Add a title

Use clear names like:

  • “Case Volume Over Time”
  • “Resolutions by Issue Type”

3. Select a data source

  • Cases: core case data including status, priority, intake method, source, and more
  • Case Actions: actions taken on cases including custom actions
  • Case Fields: custom field data associated with cases (e.g., case field answers, answers, question filter labels, choices from your case forms)
  • Case Investigation Actions: investigation-specific actions
  • Employees: employee-related data
  • Departments: department-level data
  • Historical Metrics: historical/time-series metrics

4. Set grouping

Grouping defines the categories (x-axis for bar charts, slices for pie charts, rows for tables). Available grouping fields depend on the data source selected. 

Click the button next to the grouping dropdown to add additional grouping fields. Each grouping field has additional options (click the minus icon to expand):

  • Alias: set a custom display name for the field
  • Show title: toggle whether the field name appears on the chart
  • Show null values: toggle whether null/empty values are displayed

5. Add sub-grouping (optional)

Add sub-grouping to break each primary group into sub-categories. Choose a display mode for the sub-grouped data:

  • Stacked: sub-groups are stacked on top of each other within each bar
  • Grouped: sub-groups appear as separate bars side by side
  • Normalized: each bar shows the percentage distribution (bars all extend to 100%)

Sub-grouping has the same Alias, Show title, and Show null values options. 

6. Set quantitative field

Defines what is counted or measured (e.g., y-axis for bar charts).

7. Add filters

Filter the data shown in the chart.

8. Save

Tips

  • Choose the right chart type for your data
    • Use bar charts for comparisons
    • Use pie charts for proportions
    • Use stats charts for single KPIs
    • Use tables for detailed data
  • Keep charts focused (use filters)
  • Use sub-grouping to compare proportional distributions across categories
  • Use horizontal bar charts when category labels are long to ensure readability

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