The “Chart” dashboard component displays system summary information. For example, you can use a chart dashboard to display distribution of events by types (Fig. 1).
Fig. 1 The “Chart” dashboard tile
You can change the data display mode of an existing chart tile.
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Diagram mode – spline, line, pie, etc. Read more >>>
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List mode – record list used as a basis for building a chart. Read more >>>
Use the toolbar buttons at the top-right of the dashboard tile to change the chart type or switch to the list mode.
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– opens dashboard tile menu. The menu items vary depending on the dashboard tile type. -
– opens a chart in the full screen mode. Click the button again to go back to original size.
Note
You can also close a maximized dashboard by pressing the Essc key on the keyboard.
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– switch back from the list mode to the diagram mode. For instance, you can get back from the list type to the chart type view mode.
You can “drill down” a chart element (for example, a pie chart section or a bar chart column) and display its data as a separate chart or list. To do this, click the necessary chart element. Read more >>>
Note
Changes of the chart view properties made within a dashboard tile (for example, switching to a list view mode or changing the chart type) will not be saved when reloading the page. Creatio will only save the changes made in the dashboard settings.
To edit the chart, double click it on the dashboard setup page. Read more >>>
Contents
•Viewing chart element details
•Setting up the “Chart” dashboard tile
See also
•The “Sales pipeline” dashboard tile
