Engaging bar charts can significantly enhance your reports by clearly representing your data.
This guide is designed to walk you through the process step-by-step, ensuring you can easily navigate our platform and utilize all the features available to create your custom bar chart.
Let's get started!
Getting Started: Access the Reports Module
First things first, let's find our way to the Reports module on our platform:
Navigate to Reports: Look for the Reports module within the platform. This is your starting point for all data visualization tasks.
Initiate a New Report: Locate the 'New Report' button prominently at the top right corner of your screen. Clicking this button begins creating a new report, where you can add widgets, including bar charts.
Adding Your Bar Chart Widget
Now that you're in the report creation interface, it's time to add your bar chart widget by following these steps:
Step 1: Find and click the 'New Report' button in the Reports module at the top right corner.
Step 2: Name your report for easy identification later.
Step 3: Click 'Add your widgets' to view the widget options available for your report.
Step 4: To add a bar chart, you have three options: use a preexisting template from 'Select your templates' or 'Select from the Revlitix templates' or start fresh by selecting 'Create Custom Widget.'
Customizing Your Bar Chart
Tailoring your bar chart to meet your specific requirements is essential. Here's how to customize it:
Step 5: Name your bar chart widget for future reference and click 'Save.'
Step 6: Select' Bar Chart' from the 'Widget Type' dropdown. Utilize the 'Widget Description' field to explain your choice of chart type.
Step 7: Choose the Channel name from the list of integrated channels available.
Step 8: Select an Object that corresponds to your channel's data.
Step 9: Set the Time range (Days, Week, Month, Year) for your data and confirm your selection.
Step 10: Choose 'Date' as the option from the dropdown on the Date Field
Step 11: The User can choose between comparison and plotting to display numbers on the Bar chart.
This option allows for flexibility in how data is visualized, catering to different analytical needs and preferences.
Step 12: Configure the 'X-axis' and 'Y-axis' based on your data needs. The X-axis will usually represent categories, while the Y-axis shows values.
Y-axis
Step 13: To use your configuration in the future, select the 'Save Template' option.
Personalizing Your Chart
Adding a personal touch to your bar chart can make it stand out:
Customize Chart Color: Click the color-filled rectangle next to the Y-axis KPIs. Choose your preferred color from the palette to align your chart with your presentation or branding.
Finally, to complete the creation of your bar chart, click the 'Create Widget' button. This final step solidifies your efforts and brings your custom bar chart into existence.
Now, the recently created Bar chart is available under the Reports.
Following these steps, you'll create a bar chart and ensure it perfectly fits your reporting needs.