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Planview Customer Success Center

Pie charts

This topic describes how to configure the data for a Pie chart (click here for example). You will be working with a screen like the one below. At this point you will have already selected a report source, clicked Create, and filled out a preliminary Basic Details screen.

pie_configure.png

You can perform the following on the Output Options/Pie Chart screen:

Field Selection tab
Chart Options tab

There are a variety of settings you can use to configure chart labels, legends, size, text format, currency format and a variety of visual affects. See Pie Chart Options.

Select Pie Chart Type

Select one of the following chart types:

pie_chart_type.png

  • Simple Pie Chart - uses one category field for the X-axis and one Data Series field for the Y-axis (example)

  • Crosstab Pie Chart - uses up to 5 category fields for the X-axis, and up to 5 Data Series fields for the Y-axis (example)

Select the data to be returned on the report

The Available Fields list shows all the Category fields and Data Series fields available for the report. The Category field in a Pie Chart determines which values appear in the slices; the Data Series field determines the size of the slice. For example, if your Category Field is Project:Type and your Data Series Field is Project:Hours, then your pie chart will display the hours and percentages for each project type. These fields vary depending on the report source you are using.

To include fields in your report, locate them in the Available Fields list and drag or double-click them to the Selected Fields table. If you include fields and then change your mind, simply select the field in Selected Fields table and click the Trash Can trashcan.bmp.

The table below describes the columns of the Category Field table:

Column Name

Description

Object

The name of the entity to which the field belongs.

Field

The name of the category field.  Object:Field Name is default column heading if you display chart as HTML.

Display Name

NA (Not used for report output but will be used if you export the chart as to an HTML list)

 

The table below describes the columns of the Data Series Field table:

Column Name

Description

Object

The name of the entity to which the field belongs.

Field

The name of the data field. Object:Field Name is default column heading if you display chart as HTML.

Display Name

NA (Not used for report output but will be used if you export the chart as to an HTML list)

Drilldown

Configure a drilldown for the slice by clicking drilldown.bmp. See Drilldown links.

Drilldown Target

Displays the target for the drilldown you specified in the drilldown column.

Configuring Crosstab Pie charts

A Crosstab report summarizes data across two or more variables. Data is grouped by Category; at least one Row and one Column field is required. The summary calculation is performed on and displayed in Data Series fields; at least one Data Series field is required.

  • The maximum number of Category fields is 5

  • The maximum number of Data Series fields is 1.

To configure a crosstab column pie chart, use the Crosstab Pie Chart type.

To include fields in your report, locate them in the Available Fields list and drag or double-click them to the Selected Fields table. If you include fields and then change your mind, simply select the field in Selected Fields table and click the Trash Can trashcan.bmp.

To configure a drilldown, choose the appropriate data series field, click the drilldown icon and configure the drilldown options. See Drilldown Links for more information.

Configure chart title, data value display, legend

Many text options get their default values from the Output Options screen. This allows you to quickly get your report generated in a readable fashion. You can further fine-tune your report by overriding the default values and adjusting additional settings on the Chart Options tab. See Chart options for a list of all pie chart settings. Below is a description of a some common settings.

  • The default chart title is the name you entered on the Basic Details screen. You can enter a sub-title on the Chart Options tab, Basic Details section.

  • No field labels appear on the pie chart itself; however, if you choose to export the chart to HTML (or double-click on a chart that does not have a drilldown configured), you will see a list report version of the pie chart. The column headings will be either the default, which is the object name and the category field name, separated by a colon, or a name you specify in the Display field. For example, if the category field name is Priority and the category object is Project, the default column heading is Project:Priority.

  • All legend labels are driven by the category field and the data in your system. You cannot edit these labels.

  • By default, pie slice percentages and legend are displayed. To suppress the display of those item, use the Chart Options tab, Advanced Formatting/General Chart Formatting section. You can also adjust the position and size of the legend in this section.

What next?

You can configure Chart Options, save and run your Pie chart, change the default visibility, or configure other output types: