Attainment Chart

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The attainment chart provides insights into how well you are meeting goals in various areas.

Design an attainment chart

  1. Create a report.

  2. In the chart designer, select Attainment Chart from the right menu.

  3. 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.

  4. Configure the following fields:

    Note

    Some entities, such as Targets, require additional selections when you drop them in the Dimensions or Measures field. If additional selections are required, select the appropriate options from the available dropdowns and click Confirm.

    Dimension

    Dimensions define the x-axis of a chart.

    1. From the Entities menu on the left, search for a dimension.

    2. Drag and drop the dimension to the Dimension field.

    X Axis Caption (optional)

    The label that displays for the x-axis data.

    1. Type a descriptive caption for the x-axis data.

    Y Axis Caption (optional)

    Optional. The label that displays for the primary y-axis data on left of the chart.

    1. Type a descriptive caption for the y-axis data.

    Limit (default is 1000)

    Change the range of data that displays for the report.

    1. Type the range of data you want to display on the report.

    Measures

    Measures define the y-axis of a chart that a dimension is plotted against.

    1. From the Entities menu on the left, search for measures.

    2. Drag and drop measures to the Measures field.

    3. 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.

    1. From the Entities menu on the left, search for time based measures.

    2. Drag and drop measures to the Timeline field.

    Filters (optional)

    Add criteria to customize the filters for the data.

    1. From the Entities menu on the left, search for dimensions and measures.

    2. Drag and drop dimensions and measures to the Filters field.

    3. In the Operator field, select the condition to filter the data by.

    4. In the Value field, add the value to filter the data by.

  5. Click Plot.