Charts Overview

Charts are visual representations of data from projects and portfolios. You can configure charts to render a variety of chart types including bar, bubble, line, pie, pivot table, stacked bar, status meter, table, and tree map. Charts serve as the building blocks for dashboards. They can be created from the Charts page of the Dashboards app at the workspace level, or they can be created while you are creating and editing your dashboards.

For example, your organization may want to show the variation of costs for all projects contained within a workspace. You can create a custom chart that displays a selection of cost fields for each project. You could create a vertical bar chart with each bar representing a unique cost field such as At Completion Cost. You can even customize the colors that the data will appear in. This chart will provide users a visual representation of the data contained within each project, eliminating the need to navigate to individual projects.

Some charts provide drill-down functionality, enabling you to focus on a subset of data by clicking a single area of a chart. For example, in a vertical bar chart showing Planned Effort by Phase, you could click an individual bar to drill down into the Design phase and view the distribution of planned effort by activities in that phase. Drill-down functionality is supported by stacked and non-stacked vertical and horizontal bar charts. Any chart type can be used as a sub-chart. If the sub-chart type supports drill-down, it can also have a sub-chart. Add sub-charts to sub-charts to support your organization's needs.

You can also enable trending on a chart. For example, your organization may want to create a chart to view the progress of scope assignments over time. You can create a chart for a scope assignment with daily trending enabled. As the actual units are updated, the chart will show the project trend at the specified granularity.