Pie Chart
A pie chart is a circular graph divided into slices to show the proportions of different categories.
For example, in a pie chart showing a budget, each slice might represent a category like "Rent," "Groceries," or "Utilities," with the size of the slice showing how much of the total budget is spent on each.
Creating a Pie Chart
To create a Pie Chart, follow these steps:
Select Pie as the Chart Type.
Main Chart Field dropdown shows the available fields for creating the pie chart. The values in the selected field will form the slices of the pie.
By default, the system assigns colors to the chart. However, if you want specific colors for specific values, use the Chart Color Mapping option. Click the + icon to add a new color mapping, then:
Select the value you want to assign a color to.
Use the color picker to choose the color.
Aggregate Type: Choose the type of statistic that will be used to create the pie chart. The available options are:
Count displays the number of occurrences.
Sum shows the total value.
Average displays the average value of the data.
When "Sum" or "Average" is selected, an additional dropdown appears, allowing you to choose the specific field for these calculations.
Date Range: To narrow down data to a specific period, select a date range. You can either set a custom time range or pick a predefined interval, such as the current year, month, week, or day.
Date Field: After selecting a date range, choose the relevant date field for which you want to apply the time interval. The Date Field dropdown will display all available date and date-time fields for you to choose from.
The below screenshot shows a pie chart configuration where a choice field serves as the main chart field. Each value in this choice field forms a slice of the pie chart, with the chart displaying the count of objects with each Disposition field value. The data is filtered based on a custom date interval, focusing on objects created within this timeframe. Additionally, the field value "Assess" has a custom color assigned through color mapping.
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Admin Interface: Pie Chart Configuration
This screenshot displays the resulting pie chart based on the above configured settings.
This pie chart represents the distribution of RMAs by disposition. Each slice of the pie shows a different disposition category, with its size corresponding to the proportion of RMAs assigned to that disposition.
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Agent Portal: Pie Chart View
Note:
If a custom date range is set on the chart, you can adjust the interval as needed, and the chart will automatically refresh to display the filtered data.