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How to Create Number Charts When Creating Dashboards in PromoMats?

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Question:

How to create number charts when creating dashboards in PromoMats?

Answer:

To create a dashboard component that shows a number chart do the following:

  1. While in edit mode, click Add Component.



  2. Enter a Name for the component.

  3. Select Number as the chart type.

  4. On the Chart Data tab, select a report and a metric from that report to serve as the data for the chart.

  5. Select All Values or choose a specific grouping. This is only available for grouped reports.

  6. Optional: Select the % of Grand Total checkbox to display this chart as a percentage. This is only available if the metric is a sum or count and the chart shows a specific grouping.





  7. On the Formatting tab, enter a unit label for the number. If the number is needed to appear in a specific color, depending on the value, use the range selectors to choose a color. Enter the start and end values for the range.

    Note: The number ranges must be in ascending order. Example: Range 1 must be lower numbers than Range 2.

  8. Click Continue to add the new component to the dashboard.



     

Related Documentation:

Vault Help Documentation: How to Create Number Charts  

Related Articles:

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