Bar charts are a powerful way to visualize comparisons and trends within your data.
This guide will walk you through the step-by-step process of creating a customized Bar Chart in the Revlitix Reports module.
Step 1: Access the Reports Module
Navigate to the Reports module from the main menu.
Step 2: Start a New Report
Click the New Report button located at the top right corner of the Reports Listing page.
Step 3: Add a Bar Chart Widget
Click Add Your Widgets to open widget options.
Choose how to add your widget:
Use a preexisting template from Select Your Templates or Revlitix Templates.
Or click Create Custom Widget to build one from scratch.
Step 4: Customize Your Bar Chart
Widget Setup
Provide a Widget Name and click Save.
Select Bar Chart under Widget Type.
Add a short Widget Description to explain the purpose of the chart.
Select Data and Parameters
Channel Name: Choose the channel for which you want to create the chart.
Object: Select the data object linked to your chosen channel.
Time Range: Define the reporting period (Day, Week, Month, Year).
Configure Chart Fields
Date Field: Choose Date for time-based analysis.
Display Options:
Comparison: Compare metrics between teams or individuals.
Plotting: Visualize trends over time.
Date: Focus analysis by specifying a date range, aggregation, and format.
Configure X-Axis and Y-Axis
X-Axis: Usually represents categories.
Y-Axis: Represents values, pulling from:
Standard Metrics
Funnel Stages
Funnel Metrics
Note: Funnel Stages and Funnel Metrics will not plot a standard bar chart when selected for plotting.
Aggregation and Date Formatting
Aggregation Method:
Daily
Weekly
Monthly
Quarterly
Date Format:
Choose the format that matches your aggregation (e.g., MM/YYYY for monthly).
Sort Your Data
Sort By:
Date
Metrics
Sort Order:
Ascending
Descending
Step 5: Advanced Settings
AI Prompt: Add an AI prompt to generate chart summaries (optional).
Customize Chart Color:
Choose colors for KPIs via the color picker.|
Manual Axis Control:
Enable manual input for Min, Max, and Interval values.
Enter manual Funnel Stage values if needed.
Exclude Weekend Data:
Check the box if you want to exclude weekends.
Save as Template:
Select this option to reuse your widget setup in the future.
Step 6: Preview and Finalize
Show Values:
Check this option to display actual data values on the bars in the preview.
This helps visualize the exact values represented on your chart.
Step 7: Create the Widget
Once satisfied, click Create Widget to generate and add the bar chart to your report.
Following these steps, you can successfully create a fully customized Bar Chart that fits your reporting needs in Revlitix.
The newly created widget will now be visible under the Reports section for further analysis and collaboration.