Use basic charts to display raw entities of data imported from the CRM such as accounts, people, and products.
Design a basic chart
In the chart designer, select Basic Chart from the right menu.
In the Chart Title field, type a unique name for the chart.
Note
If you don’t provide a name, the chart will populate a name based on selected dimensions and measures.
Configure the following fields:
View Type
From the dropdown, select one of the following:
Chart: Displays data in a bar graph.
Tabular: Displays data in a pivot table.
Dimensions
Dimensions define the x-axis of a chart report type or a column for the tabular report type.
From the Entities menu on the left, search for a dimension.
Drag and drop the dimension to the Dimension field.
Note
You can plot a maximum of two dimensions against a single measure, but you have change the measure type to a stack or tree map.
X Axis Caption (optional)
The label that displays for the x-axis data.
Type a descriptive caption for the x-axis data.
Y Axis Caption (optional)
The label that displays for the primary y-axis data on left of the chart.
Type a descriptive caption for the primary y-axis data.
Y(S) Axis Caption (optional)
The label that displays for the secondary y-axis data on right of the chart.
Type a descriptive caption for the secondary y-axis data.
Limit (default is 1000)
Change the range of data that displays for the report.
Type the range of data you want to display for the report.
Measures
Measures define the y-axis of a chart report type or columns for the tabular report type that a dimension is plotted against.
From the Entities menu on the left, search for measures.
Drag and drop measures to the Measures field.
Optional. Customize the measures.
Note
You can plot a single dimension against a maximum of five measures.
Timeline (optional)
Period of time you want to view the data against.
From the Entities menu on the left, search for time based measures.
Drag and drop measures to the Timeline field.
Filters (optional)
Add criteria to customize the filters for the data.
From the Entities menu on the left, search for dimensions and measures.
Drag and drop dimensions and measures to the Filters field.
In the Operator field, select the condition to filter the data by.
In the Value field, add the value to filter the data by.
Click Plot.