Overview
The Ratio chart is used to compare groups of forms visually by a specified variable eg. workflow column, form creator, list item, project or team.
Like all charts, you can setup a Ratio chart either at a company level, or within a specific Team folder.
How to set up a Ratio Chart
In a Team folder, your charts can only refer to Templates in the same Team folder
At company level, your charts can only refer to Templates in your Template Library that have been deployed to at least 1 Team Folder
Steps
Go to Analytics
Create a Dashboard, or open an existing Dashboard
Click 'Add chart'
Choose 'Ratio'
Select which template will be the source
Your chart will appear! By default it will be shown as the 'Pie chart'
Try adjusting the settings or applying filters to analyse your data further
Settings
Show as
This setting allows you to determine how the information is visualised
Pie
Vertical Bar
Horizontal Bar
Breakdown by
This setting allows you to breakdown your data in more detail, displaying variables in different colours. Unlike the other chart types, ratio charts must have a breakdown variable specified.
Workflow column
Created by
Project (available at company level)
Team (available at company level)
List field (available if one template is selected as source)
Common use cases
The Ratio chart is best used when you want to compare groups of forms, for example to see:
Status of defects
Status of corrective actions
Status of timesheets
Status of Hold Points and Witness Points
Status of permits
Status of purchase requests
Status of RFIs
Status of claims
Status of requisitions
Types of incidents
Types of defects/faults
Types of delays
Types of materials
Performance of subcontractors
Performance of suppliers
Performance of employees
Performance of projects