Add a Chart

Charts can be used in workspace, project, program, or portfolio dashboards. They are created either from the Charts page of the Dashboards app in a workspace or from the dashboard editor in a workspace, project, or portfolio. Create charts to use as building blocks for dashboards. Specify the grouping, filtering, and trending of the chart. You can also specify which metrics are used to configure charts.

Charts can be created for the following subject areas:

Activities (Project, Portfolio, and Program dashboards)
Budget (Project, Portfolio, and Program dashboards)
Budget Transactions (Project dashboards only)
Programs (Workspace and Portfolio dashboards)
Project Cost Sheets by CBS Code (Project dashboards only)
Project Cost Sheets by Cost Category (Project dashboards only)
Projects (Workspace, Project, Program, and Portfolio dashboards)
Resources (Workspace, Portfolio, Program, and Project dashboards)
Resource Assignments (Workspace, Portfolio, Program, and Project dashboards)
Risks (Workspace, Project, Program, and Portfolio dashboards)
Roles (Workspace, Portfolio, Program, and Project dashboards)
Scope Items (Project dashboards only)
Strategies (Portfolio, Program, and Workspace dashboards)
Tasks (Portfolio, Program, Project, and Workspace dashboards)
Workspace Cost Sheets (Workspace dashboards only)
Workspace Cost Sheets by CBS Code (Workspace dashboards only)

To add a chart from the Charts page:

In the object selector, select a workspace.
In the sidebar, hover over  Dashboards, and select Charts.
On the Charts page, select  Add.
In the Configure Chart panel, configure the following sections:
- Chart Details: Enter a name. Select a chart type, subject area, and a grouping type, if applicable. By default, charts are not grouped. If applicable, select a project or portfolio to use for the data preview.
- (Optional) History Range: Select Enable Trending to display the history of a numeric field over a specified period of time or interval of time. Choose a granularity from daily to yearly. Select Daily to enable trending daily at midnight. Select Mid Daily to enable trending daily at noon.
- (Optional) Filters: Choose the criteria you want to use to filter, such as custom date filtering. Filter criteria can match some or all of your specifications.
- (Optional) Chart Settings: Specify the following optional chart settings:
  - Tooltips: Enable tooltips to provide information about a data field when you hover over it on the chart.
  - Axis Title: Provide the titles for horizontal and vertical axes.
  - Labels: Enable labels to populate the chart with information about all data fields on the chart.
  - Grid Lines: Select whether the grid lines are horizontal, or vertical, or both.
  - Miscellaneous (Legend Position): Specify miscellaneous settings, such as the position of the chart legend.
  - Axis Bounds: Specify the minimum and maximum values for an axis. Select the Automatic check box if you want the minimum and maximum values for the data axis to be computed automatically.
    Note: Axis Bounds can only be specified for the horizontal bar chart, stacked horizontal bar chart, vertical bar chart, stacked vertical bar chart, and line chart.
- Create Chart: Choose fields for the chart. The metrics available depend on the subject area. Choose the sorting options for the data set. The options available are dependent on the fields selected.
  - Specify grouping type or aggregation type, if applicable. Choose the colors you want the data to be plotted in. Depending on the data field type chosen, the following aggregate options might be available:
    - None: No aggregate type is applied to the data field.
    - Average: The average amount of the values in the data field.
    - Count: The number of the selected data fields. For example, if you have three values in the data field, then the Count will be three.
    - Summation: The sum of all of the values in the data field.
    - Distinct Count: The number of distinct values of the selected data fields. For example, if you have five values, and four of the values are the same, then the distinct count for the data will be two.
    - Maximum: The maximum value in the data field.
    - Minimum: The minimum value in the data field.
Select Apply to generate a preview.
Select Save.

Tips

You can also create charts while you are adding or editing dashboards by selecting  Create Chart from the Tile settings pane of a Chart tile type in the Dashboard Editor. Charts that you save will be added to the corresponding workspace's Charts page and can be edited later. See Add a Dashboard for more information on adding and editing dashboards.
When grouping by code values in a chart, the default colors for the code values will be the colors that are set at the workspace level, if they have been assigned. You can choose to override the default colors and assign different colors for the code values.
If you are adding companies to a chart for a project dashboard, the default colors will be the colors that are set for the companies in the Project Team app. You can't override these default colors.
When creating program dashboards with charts displaying risk information the chart will display risk information for the program. If you create a chart displaying risk information for a portfolio dashboard the risk information for the project will display.
When the activity date indicators are enabled, specific chart types with the Activities subject area support displaying indicators in their tooltips or columns. See Configure Activity Date Indicators and Working with Chart Types for more information.

Next: Working with Chart Types