Change how charts look, and read them

Tilgængelig i alle planerSådan gør duÅbn i DealJourney

Pick a style. Open Rapporter, open the menu at the top right and choose Diagramstil. There are three:

  • Livlig: colour fading from a light top. This is the default.
  • Blød: the bar that matters in full colour, the rest in a calm pastel.
  • Flad: plain solid colour.

The choice is yours alone, not the workspace's, and it changes every chart you see: reports, the dashboard, Dealy's charts and your custom reports. The numbers stay the same; only the look changes.

Every bar carries its number. You do not need to hover to read a bar or a column. Line charts show the latest value and leave the rest of the shape to the line; hover any point for its exact figure.

Read the exact figures. The small switch at the top right of a chart turns it into a table of the same numbers, and a trend between a line and columns. It changes only how that chart is shown, not the figures.

Click a bar to see what it is made of. On the built-in reports and on custom reports, clicking a bar, a slice or a row in a list opens the records behind that number, so "62 open tickets" becomes the 62 tickets.

Why a pie sometimes shows as bars. A pie only reads well when it has two to five parts and none of them is tiny or nearly the whole thing. When one part is over three quarters of the total, or a part is too thin to see, the same figures are shown as a ranked list with each part's share instead. Nothing is lost: every part is still listed with its number and its percentage.

One colour, one meaning. Colours on a chart are chosen on purpose: a single measure uses one colour with the largest bar picked out, good and bad outcomes (won and lost, growth and churn) use green and red, and the same thing keeps the same colour everywhere on a page.

Var det her nyttigt?

Relateret