# Chart types
Chart editor
Once you've chosen a data source and transformed and prepared your data by performing queries, you can create custom charts with your data.
By default, Insights suggests the most appropriate chart based on the result data table. To customize your chart, select a chart Type from the picklist. Insights supports the following chart types, enabling you to quickly and easily build data visualizations:
# Table
Tables are a structured way to present organized information with rows and columns. They are particularly useful when presenting data with multiple dimensions, comparisons, or detailed information.
For example, the following table contains data for all business processes and provides detailed, exact data on the cost for each workflow run.
Table
By default, Insights displays your data as a table. To customize this table, configure the following input fields:
Title
Name your chart. The name you enter here displays on your Insights dashboard.
Displayed columns
Select the columns you plan to display in your chart. Click Select all to select/deselect all columns for display or select columns individually. Reorganize your columns by dragging and dropping them into place. This output is dynamic and depends on the data source you select. See the available data table for a description of the data available, organized by source.
# Line graph
Line graphs are best suited for displaying trends and changes over time. They are particularly effective at illustrating how a variable or multiple variables change in relation to each other as time progresses.
For example, the following line graph represents the number of onboarding requests an HR team receives each day.
Line graph
To customize your line graph, configure the following input fields:
Title
Name your chart. The name you enter here displays on your Insights dashboard.
X-axis
Data column
Determine a dimension column. The option you select here appears as categories on the x-axis.
Label
Provide a label for the x-axis. If you do not enter a label, Insights supplies the name of the data column you selected in the Data field.
Y-axis
Data column
Determine a measure column. The option you select here appears as values on the y-axis. Insights only displays numeric data columns (integer or decimal) for the y-axis.
Label
Provide a label for the y-axis. If you do not enter a label, Insights supplies the name of the data column you selected in the Data field.
# Bar graph
Bar graphs are particularly effective for representing categorical data and comparing discrete values across different categories.
For example, the following bar graph represents the top three processes that saved an organization money by automating the process.
Bar graph
To customize your bar graph, configure the following input fields:
Title
Name your chart. The name you enter here displays on your Insights dashboard.
X-axis
Data column
Determine a dimension (category) column. Each category is represented as a bar on the x-axis.
Breakdown by data column
Optional Bar charts support the ability to display data in multiple colors. This is only compatible with boolean (true/false) data columns and is useful for displaying job success and error rates.
Label
Provide a label for the x-axis. If you do not enter a label, Insights supplies the name of the data column you selected in the Data column field.
Y-axis
Data column
Determine a measure column. The data column you select dictates the size of the bars in your graph. Insights only displays numeric data columns (integer or decimal) for the y-axis.
Label
Provide a label for the y-axis. If you do not enter a label, Insights supplies the name of the data column you selected in the Data column field.
Additionally, you can customize the colors of your bar graph by clicking the color swatch next to the data column you plan to change.
Customize the colors of your bar graph
# Pie chart
Pie charts are best used for displaying parts of a whole, emphasizing the proportion of each category in relation to the total. They are particularly effective in scenarios where you want to show the distribution of a single data set into different categories.
For example, the following pie chart represents the distribution of active recipes across environments.
Pie chart
To customize your pie chart, configure the following input fields:
Title
Name your chart. The name you enter here displays on your Insights dashboard.
Dimension
Determine the value you plan to measure.
Measure
Determine the measure. The measure determines the angle of each slice in a pie chart. This value must be an integer or decimal column.
Additionally, you can customize the colors of your pie chart by clicking the color swatch next to the data column you plan to change.
Customize the colors of your pie chart
# Number graph
Number graphs draw attention to data you plan to emphasize in your dashboard, such as conclusions, outliers, or high-performing metrics.
For example, the following number graph represents average task consumption per month for the last 365 days.
Number graph
To customize your number graph, configure the following input fields:
Title
Name your chart. The name you enter here displays on your Insights dashboard.
Measure
Determine the measure, which is a column containing the value you plan to display on the chart. This value must be an integer or decimal column.
# Area graph
Area graphs are useful for displaying quantitative data over time, typically illustrating how values change in relation to one another. They are particularly suited to displaying trends, such as task consumption over time.
For example, the following area graph displays cumulative task consumption for the past 365 days.
Area graph
To customize your area graph, configure the following input fields:
Title
Name your chart. The name you enter here displays on your Insights dashboard.
X-axis
Data column
Select a column to measure. The column you select is represented as a block of color on the x-axis.
Label
Provide a label for the x-axis. If you do not enter a label, Insights supplies the name of the data column you selected in the Data column field.
Y-axis column
Data column
Select a column to use to measure the category you selected for the x-axis. The data column you select determines the area of the graph that is filled. Insights only displays numeric data columns (integer or decimal) for the y-axis.
Label
Provide a label for the y-axis. If you do not enter a label, Insights supplies the name of the data column you selected in the Data column field.
FURTHER READING
Last updated: 7/18/2024, 7:11:10 PM