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View data in charts and dashboards

10:05 minutes total learning time
Switching from grid to chart view opens up options for various graphical presentation of your data. This module covers basic chart setup through to advanced configuration, with a detailed look at some chart types.

4 videos in this learning module

1

Visualize your data in a chart

1:22
2

Configure your chart options

3:27
3

Create KPI-style gauge, summary and bullet charts

3:25
4

Discover dashboards

1:51
Visualize your data in a chart
Configure your chart options
Create KPI-style gauge, summary and bullet charts
Discover dashboards

Visualize your data in a chart

Discover how you can use charts to quickly visualize your data and spot trends at a glance. Charts are especially helpful when dealing with large datasets, allowing you to get an easy visual overview without scrolling through endless columns and rows in the grid.

Supporting documentation

Configure your chart options

See how to change an axis starting point (using auto-axis scale), stack the chart values on top of each other rather than side by side or select and focus on a segment.

Supporting documentation

Create KPI-style gauge, summary and bullet charts

Discover how to track key performance indicators using KPI chart types in an Analytics database. In chart view, explore Gauge, Bullet, and Summary charts to visualize business goals and targets, ensuring performance insights are clear and easy to monitor.

Supporting documentation

Discover dashboards

See just how user friendly a Phocas dashboard can be. Here we show you how to make some simple selections on a dashboard, focus, clear and reset.

Supporting documentation

Phocas product
Analytics Analytics
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