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Overview

Pie charts display numeric data based on the data definition selected and can be displayed as a full pie chart or half-pie chart.

An Example of Full Pie Chart and Half-Pie Chart

Available Data Types

The following data types are available to display in a pie chart:

• Numeric: Displays numeric field data. For example, a pie chart could display the number of hours spent investigating an Incident (anchor) object using data drawn from the Time Spent (Hrs) numeric field. Selecting numeric data will require that you choose an object type or relationship to represent the data in the Group By section of the pie chart settings.
• Single Select List: Displays the number of times a select list option appears on an object. For example, a pie chart could display the number of times options from the Incident Type select list (e.g. Accident, Violence, Health Issues, etc.) appears on the Incident objects associated with a Location (anchor) object. Note that multi-select lists are not supported in pie charts.
• Formula: Displays the number of times formula ranges appear on an object. For example, a pie chart could display the number of times the Low, Medium, High, and No Value ranges from the Estimated Vehicle Damage formula appears on an Incident (anchor) object.
• Relationship: Displays the objects an anchor object is associated with through a relationship. For example, if the Employee Record object type is selected as an anchor and it appears on the Incident object type through a relationship, a pie chart could display the number of incidents the employee’s name appears on. Selecting relationship data for a pie chart will require that you choose an object type or relationship to represent the data in the Group By section of the pie chart settings.
• Workflow State: Displays the workflow states and the number of objects that are associated with an anchor object. For example, a pie chart could display the number of Incident objects (and their current workflow states) that appear on a Location (anchor) object. If configured, assessment workflow states can be displayed in the chart.

User Account Requirements

The user must have Administrator or Data Management advanced permissions to edit a report.

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator settings menu, click the Admin Overview link. 

Admin Overview Link

3. From the Admin Overview screen, click the Data Visualizations tile under the Views section.

Data Visualizations Tile

4. On the Data Visualizations screen, from the list of data visualizations, click the report that you want to add a pie chart or half-pie chart to.

Adding a Pie Chart or Half-Pie Chart to a Report

1. In the Elements section, click the Expand icon under Display.

Expand Icon

2. Drag and drop either the Pie Chart or Half-Pie Chart options to the Report Canvas. 

Pie Chart or Half-Pie Chart Options

Note: Configurations for full pie and half-pie charts are identical.

3. From the Add Pie Chart pop-up, select a data series from the Select a data series dropdown menu, then click the Done button. The data definition selected here will determine which object types you can choose to display in your pie chart.

Select a Data Series Dropdown

4. From the Edit Pie Chart pop-up, choose the data types you'd like to display in the pie chart from the Data Type tab. Selecting LIBRARY DATA will include object type data, while selecting an Assessment Type will include the assessment name and workflow state. By default, all data types are selected. To make individual selections, click the Select All checkbox to deselect it, then click the data type(s) you wish to include.

Data Type Tab

5. From the Configure Your Chart tab, choose the anchor or an object type in the data path from the Select a Relationship dropdown menu. The options in this dropdown menu will vary depending on the definition selected in the data series step above.

Select a Relationship Dropdown

7. From the Select Data section, select the data (numeric, select list, formula, relationship, or state) that you wish to display in the pie chart.

Select Data Section

Note: You may only select one data type to appear in the pie chart.

8. Select an object type or relationship from the Group Data dropdown menu. This selection will represent the legend on the pie chart and determine how the data is displayed. 

Group Data Section

9. (Optional): In the Configure Display section, enter a name for the chart in the Chart Title field.

Chart Title Field

10. (Optional): Under Display Type, select Pie to display a full pie chart or Half-Pie to display a half-pie chart.

Display Type Section

11. Click the Done button when finished.

Done Button

Once you're done adding elements and configuring your report, you must add it to a report view to make it available to end-users. See the Views Overview and Create a Report View articles for more information.