- Create a new chart: insert a new chart directly in the report
- Insert a saved view: add a saved view from the Analyse tab
Add Chart to Report
To add a chart to your report there are three methods:- Click the Chart button at the bottom of the report builder.
- Click the + button in the Reports Toolbar and select Chart/Analysis under Data Widgets.
- From a row tile, open the add menu and select Chart/Analysis.
Add a new chart
From the Add chart to Report menu, select +Create New. There are a number of settings you can edit from this menu to set your chart visualisation.- Report Filter: From the dropdown select whether to use an existing report filter or create a new report filter from a Data space. See Report Filters for more information.
- Visualisation type: Select from Data, Tags, Words, Sentiment or Maps. See Chart: View Bar Tools for more information on each visualisation type.
- Count: Click the dropdown menu to select individual data blocks. Select the question to count to view how many times each option in that question was chosen.
- Group By: Click the dropdown menu to group the Count by another individual data block. Select the question to break down the count based on that second question. See how different groups within the data compare to each other
- Chart type: Click the dropdown to change the chart type.
- Bar: A chart that uses rectangular bars of varying lengths to represent data values.
- Row: Similar to a bar chart, but displayed horizontally with bars extending left to right.
- Line: A chart that shows data points connected by straight lines, useful for depicting trends over time.
- Area: A chart similar to a line chart, but the area between the line and the horizontal axis is shaded, emphasising the data’s magnitude.
- Pie: A circular chart divided into segments, each representing a proportion of the whole, helpful for illustrating percentages or parts of a whole.
- Dot: A chart where data points are represented by dots along an axis, suitable for showing individual data values.
- Radar: A chart with multiple axes extending from a central point, ideal for comparing multiple variables on a common scale.
- Number: A simple chart displaying a single numeric value, often used for displaying a key metric or statistic.
Insert a saved view
If you have a previously saved data visualisation in Analyse, from the Add chart to Report menu, select Insert saved view. Click on the title of the saved view you want to add to the report. If you want to edit the chart you will need to open the view in Analyse. Please note editing a saved view will affect all reports using this view. To edit the visualisation you will need to open the chart in Analyse as saved views are connected to the Data space. See Chart for more information on editing a saved view.Chart settings
Once the chart has been inserted into the report (remember to save!) you can edit the chart settings by hovering your mouse over the chart tile.Chart type
- Bar select: Click the bar chart button to change the chart type.
- Bar: A chart that uses rectangular bars of varying lengths to represent data values.
- Row: Similar to a bar chart, but displayed horizontally with bars extending left to right.
- Line: A chart that shows data points connected by straight lines, useful for depicting trends over time.
- Area: A chart similar to a line chart, but the area between the line and the horizontal axis is shaded, emphasising the data’s magnitude.
- Pie: A circular chart divided into segments, each representing a proportion of the whole, helpful for illustrating percentages or parts of a whole.
- Dot: A chart where data points are represented by dots along an axis, suitable for showing individual data values.
- Radar: A chart with multiple axes extending from a central point, ideal for comparing multiple variables on a common scale.
- Number: A simple chart displaying a single numeric value, often used for displaying a key metric or statistic.
Filter
Click the filter button to modify the chart filter. See Report Filters for more information on chart groupings and using filters within a report. For more information on how to use and modify visualisation filter settings see Chart: Filter Panel Options.Expand view
Click on the expand arrows to open the chart in a full screen Analyse overlay to make editing easier. To exit the full screen view, simply click the X button in the top right hand corner.Config settings
To open the Config settings for the chart, hover over the chart tile and click on the cog wheel button. This will open the Configure menu. These settings are the same as those available in Analyse. See Chart: Config for more detail on each setting.Series settings
To open the Series settings for the chart, hover over the chart tile and click on the Series button. This will open the Series menu. You can also access this menu from the Config menu by clicking the Series option next to Configure in the Config menu. These settings are the same as those available in Analyse. See Chart: Series for more detail on series.Display settings
To open the Display settings for the chart, hover over the chart tile and click on the Display button. This will open the Display menu. You can also access this menu from the Config menu by clicking the Display option next to Series in the Config menu. These settings are the same as those available in Chart. See Chart: Display for more detail on chart display settings.Kebab menu
To access additional chart settings, hover over the chart tile and click on the 3 dot kebab menu on the right hand side. The options available are:- Open in analyse editor: Click to open the expanded view of the chart in Analyse editor overlay.
- Chart type: Quickly change the chart type between available options
- Move: Click to move the chart up or down a row or column. See Layout Options for more detail on changing tile layouts in a report.
- Duplicate: Create a duplicate of the chart in the report
- Remove tile: Delete the chart from the report (there is no undo for this action).