This guide helps you to create pie charts for the user’s home page. To learn more about the home page charts in general and how to share them among the users in a certain sales group, see the guide Home Page Charts.
The pictures in this guide represent an example pie about the number of activities by activity type from the previous year.
Creating the Chart
You can start creating a bar or line chart by clicking the Add button on the home page and by selecting Chart. Give the chart a name and suitable sharing settings (if needed).
The settings of the chart will then appear on the home page. You can first see the fields Main module and Chart type:
- Main module – select the main module whose information is reported in the chart.
- Chart type – select “Pie”.
When you have specified the main module and chart type, more settings will appear (see also the picture below).
The fields Show on slice and Show on legend are automatically filled with the same module as the main module. In many cases there is no need to use any other modules and then there is no need to change these selections. But if you would want to view e.g. activities not by type but by user, you would select the Owner module for the slice.
The reported information is then selected from the Field picklists for both the slice and legend.
The field on slice is typically either a date field or a picklist, whose different values form pie’s the slices. If you select a date field, a selection for grouping the date will appear next to it (whether the dates are grouped by month, year, etc.). In the example case in the picture below, the slices are formed by the values in the Activity Type picklist.
The field on legend is usually a field, which is used to calculate counts, sums or averages. You can count entities by any field (the field CRM ID shown in the picture is the best option for counting the activities), but only number fields can be processed to show sums or averages. In practice the combined counts/sums/averages form the full pie, which is sliced by the picklist or the time ranges specified in the Show on slice field.
When you are done with the settings on the Start tab, you can proceed to other tabs.
On the Conditions tab, you can set a time range and other limitations for the reported data.
There are following options for the Time range:
- Current year – a full calendar year.
- Previous year – the previous full calendar year.
- Time span – a certain time period to the past or future from the present moment. You can set the time span by typing a number and a measure of time (month/quarter/half a year/year).
- Time span (past/future) – like the previous option, but you can set the time span to the past and future at the same time.
- No time range – ignore the time stamps and use all the data.
NOTE: If you have selected a date field on the Start tab, the time range is determined by that field. In all the other cases the entities’ Created time is used.
With the Filter field, you can easily add a filter to make the chart only show data assigned to the logged-in user or their sales group.
You can also create conditions for the chart the same way you would for e.g. a target group (for more information, see the guide Target Groups).
Usually you don’t need to do anything on the Grouping tab: the selections made for the horizontal axis are also copied for this tab. If further grouping is needed, you can create more rules with the Add button.
On the Titles tab, you can make the last adjustments for the chart.
You can set a text in Slicing field which will shown as the title for the explanations for the slices (see the picture in Outcome section). The activated Show time range in title selection will add a title row that shows the time range for the data in the chart. The last setting is the color scheme used in the chart.
When all the settings are ready, you can save the chart with the Save settings button at the top right corner. After that, you can see the chart by clicking Close settings next to it.