There are two ways to build a chart for your dashboard: 'pick a template' and 'start from scratch'. In this article we are going to explain how to build a chart from scratch.
Go to 'Reporting' and click on 'Dashboard'.
Click on 'Build new chart' to get started with building your chart.
Choose how you want to create your chart. In this case, we're going to show you how to build a chart from scratch. So please click on 'Start from scratch'.
Once you've chosen this option you will see the screen below. Fill in your chart title and subtitle which will be shown above your chart on your dashboard.
Drag and drop one of your scores. For example, let's use GCR (Goal Completion Rate). For GCR, typically you want to analyse 3 different values: Yes, Partially and No. Therefore, you have to select the same data series 3 times. Just click on this score 3 times and you will see 3 labels of these series above your chart.
Now you can set up the following for your data series: name, colour, calculation, number of decimals, sort data and limit.
Because we've selected the same 3 data series for the values: Yes, Partially and No, now you need to select a calculation for each data series.
So for the first data series > Goal Completion Rate % Yes
The second data series > Goal Completion Rate % Partially
The third data series > Goal Completion Rate % No
So now that you've selected your data series, you can customise your data with different colours.
The score you've chosen, in this case the Goal Completion Rate (GCR), can be linked with other data. For example, it can be linked with the date or browser type. To apply this, you have to add an extra filter. After you've selected 'Add extra filters', you must choose the data you want to link GCR to.
After selecting the data type you want to link, you will see a single line where you can fill in your filter.
- For example we use 'Browser' and 'Date'.
Additionally, you can add a filter with a URL. This is handy for viewing your score on specific page URLs. The image below shows how to apply this.
If you're satisfied with your filter settings, you can then select different chart types. You have the following options:
- Score charts
- Line charts
- Areaspline charts
- Bar charts
- Column charts
- Pie charts
For more customisation options, click on the category 'Options'. Here you can make additional format changes to your chart. For example you can:
- Change the stack series
- Turn on/off the X-axis or Y-axis label
- Edit the scale of your chart
- Turn on/off your data labels inside the chart
- Turn on/off your legend
The last step is saving your chart. Don't forget this!
Now you're able to build charts in expert mode!