This data visualization is commonly used to compare values easily since each column is close to the next allowing you to see which column has the highest or lowest value of the group.
You can use it to create a Leaderboard for most calls made each month. If your company has an established target for the number of calls each rep needs to make, you can add a target in order to see if they have reached it yet.
There are three different Column Chars to choose from.
Grouped Column Chart
Column Chart by Record
For the most part, the settings for all three of these charts are the same. There are a few small differences for each that we'll highlight.
Select the view you want to use as the base for your widget. You can use a saved view or select "Embedded View" and create a new one for this widget.
Choose the application you would like to use for the data for the widget.
You can adjust the filters from a previously saved view or add filters just for this widget.
For more information on filters see the following article:
Defaults to Count. If a field is selected then, a new field called calculation will appear, you can choose between sum, average, max, and min.
Note: the Field attribute changes to Plot Fields when the Column Chart by Record is selected.
Horizontal Axis Title: add a title to the horizontal axis.
Vertical Axis Title: add a title to the vertical axis.
Show Labels: When enabled it will show the name of data in the Vertical Axis.
- Auto Fits in the labels automatically.
- Wrap adjusts the text in two or more lines when there is not enough space to display them in a single one.
- Stagger interleaves the values one up and one down for a better fit in a single line.
- Rotate. 90º rotation of the labels.
Show Legend: When enabled includes the color code with values of the field used to group the data. It is displayed at the bottom of the widget.
Show Values: When enabled it shows the total of days inside each section of the widget, and not just on hover over.
Show All Values: This will display all values associated wth the filters you've chosen. Including zeros.
Place Values Inside: places all values inside the bars.
Rotate Values: 90º rotation of the column values. Requires Show Values.
Stack 100%: When enabled it transforms the horizontal axis values to percentages and presents the values in the corresponding proportions of 100%
Note: the Stack attribute is not available for the Grouped Column Chart.
Show Top N: If you enter in the number 5 the chart will display the top 5 records based on the filters you chose earlier.
Default Format: When disabled, override the default format.
Number Prefix: Add a prefix to the numbers in the widget, from letters to symbols.
Format Large Values: When enabled, it will apply the required format to simplify the quantities, for example, it will transform 14,000,000 to 14M
Target Value: Assign the target value that will be identifiable in the chart as a line.
Line Color:Use the color picker to assign a color to the line.
Label: Optional. If empty it will show the target value.