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INSIGHTS: Create a Basic Chart - SSR Business Intelligence
INSIGHTS: Create a Basic Chart - SSR Business Intelligence
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Written by Jo Bigg
Updated over 2 weeks ago

Create a Basic Chart

FEATURES DEMONSTRATED

Column Chart, Search, Export.

Example Chart: Total Count of Equipment for each Customer by Make and Status

  • Create Visualization.

  • From Equipment table select “CustomerName” and “IsActive”.

Note: A column chart visual has been recommended.

  • Click Save.

  • Give dashboard a name , select Categories as required.

  • Save Dashboard.

  • Make chart bigger.

  • Add Equipment make to dimension Axis (Category).

  • Select chart.

  • Go into Inspector.

  • Navigate to “Title” field.

Note: Either scroll down the Inspector menu or Click on the search icon next to the component description and start to type “Title”.

  • Rename chart “Make of Active Equipment” in the Title field.

  • Click on cog next to Value “IsActive”.

  • Change Aggregation Method from “Sum” to “Count”.

  • Drag “IsActive” from Equipment table onto Legend (Series).

  • Click Save.

  • Preview.

  • Export to PNG or SVG.

Congratulations! Your Basic Dashboard Chart is now complete.


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