Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Viewing chart element details

You can bring up additional information about any chart element, such as a column, an area, or a segment. For example, when analyzing a chart, which displays employees by departments, you can “drill down” the R&D department and display the number of positions in the R&D department.

Any element of the new chart can be “drilled down” as well. For example, you can display how developers are grouped by their role in decision-making.

To “drill down” a chart element:

1.Click the needed chart element.

2.Select a chart type in the menu (Fig. 1).

Fig. 1 The chart menu. Changing the chart view

specs_dashboards_drill_down.png 

3.In the opened window, specify the column the chart should be based on, for example, the “Job” column of the current object.

As a result, the dashboard tile will display how the employees of the R&D department are grouped by positions.

Click the btn_dashboard_block_arrow00007.png button of the dashboard tile to return to the previous chart.

See also

Diagram mode

List mode

Setting up the “Chart” dashboard tile

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