Donut Charts are a simple and powerful way to represent your data visually.
This step-by-step guide will help you create a customized Donut Chart in Revlitix to enhance your reports and make your insights easier to understand.
Let's dive in!
Step 1: Access the Reports Module
Navigate to the Reports module from the platform’s main menu.
Step 2: Start a New Report
Click the New Report button at the top-right corner.
Give your report a name for easy reference.
Step 3: Add a Donut Chart Widget
Click Add Your Widgets to view available widget options.
Choose how to proceed:
Use a saved template from Select from Your Templates.
Use a Revlitix Template.
Or create a fresh widget by selecting Create Custom Widget.
Step 4: Configure Your Donut Chart
Set Widget Type
Choose Donut Chart from the Widget Type dropdown.
Provide a Widget Description explaining the purpose of the chart.
Select Channel and Object
Channel Name: Select the channel you want the Donut Chart to represent.
Object: Choose the specific object linked to the selected channel.
Define the Time Range
Select the Time Range (Days, Weeks, Months, Years) for the data you want to visualize.
Configure Date Field
Choose Date from the Date Field dropdown to set the basis for your time-based data.
Set Apply To
Based on the object selected, specify where the Donut Chart will be applied.
Choose Labels
Select multiple Labels to form the segments of the Donut Chart.
Select Metrics
Pick the Metrics associated with the Labels.
The Donut Chart will display the metric details accordingly.
Step 5: Advanced Settings (Optional)
Customize Chart Colors
Click on the color box next to each label.
Choose colors from the palette to match your brand or presentation style.
Exclude Weekend Data (Optional)
Tick the checkbox if you want to exclude weekends from your chart.
Save as Template
Select Save Template if you wish to reuse this chart configuration in the future.
Step 6: Complete and Create Your Widget
Once you finalize the setup, click Create Widget.
Your newly created Donut Chart will now appear in the Reports section, ready for analysis and presentation.
By following these simple steps, you can easily build and customize a Donut Chart in Revlitix.
This visual tool makes it easier to track, compare, and present key data points in a clean and impactful format.