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Chart Type
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Chart in Live Mode
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Description
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Column
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Bar
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Line
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Displays data points connected by lines, helping users visualize trends and changes across categorized values. Ideally, line charts are majorly utilized to track data points over specific periods of time.
Example: Website traffic growth year-over-year, stock price movement over several months
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Scatter
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Displays data points on a two-dimensional axis, allowing users to identify correlations, patterns, and relationships between two variables.
Example: Age vs. income level distribution, advertising spend vs. sales growth, Height vs. weight correlation of individuals
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Area
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Web
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Pie
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Funnel
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Visualizes stages in a process, with data progressively narrowing from top to bottom. It's ideal for tracking metrics in sales pipelines or conversion funnels, helping users identify where drops occur in a sequential process.
Example: Sales pipeline stages with drop rates
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| Chart Properties | Description | |
| Form | The form whose data based on which the chart is to be configured. A dropdown lists all available forms in the current application. You can also choose a form from another application in the same Creator account by using the Change App feature in the dropdown. | |
| X-axis |
Category (*mandatory)
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The field based on which the x-axis is to be configured. You can choose from the fields in the selected form, whose inputs based on which the x-axis values will be displayed.
Note: All fields except Add Notes, AR, QR/Barcode, Auto Number, Signature, Video, Audio, Rich Text, Checkbox, Multi Select are supported for the x-axis configuration.
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Group Date Values
(only if a Date field is chosen as Category)
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If you've chosen the x-axis category as a Date field, you can group its field values to form a time range on the x-axis. The available options are:
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| Label | The name of the x-axis as it needs to be displayed in the live mode of the chart. | |
| Y-axis | Stack By (only if a stacked chart is chosen) |
When configuring a stacked chart, y-axis values can be stacked based on a specific category. You can select a field to define how the values are grouped within each stack.
Note: For stacked charts, the Value type can only be Aggregate.
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| Value type |
The y-axis can represent either:
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Aggregate values (If Aggregate is chosen as Value type)
(OR)
Values (If Actual data is chosen as Value type)
(*mandatory)
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The field based on which the y-axis is to be configured. Based on the chosen Value type, the y-axis values can be:
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| Label | The name of the y-axis as it needs to be displayed in the live mode of the chart. | |
| Interval |
The y-axis values will be grouped based on the interval value. | |
| Choose record data |
The form data used to configure the chart can be either:
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| Chart Controls | Filter data based on |
A filter dropdown can be enabled to be displayed in the live mode of the chart. The dropdown will list the values of the fields' chosen here. The end user can select different field values and view a dynamic chart for further analysis.
Note: Only single select fields such as Radio, Dropdown, and Lookup can be selected to create the filter dropdowns.
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| Data Label |
The y-axis metrics for the different chart sections can be permanently displayed in the live mode. This can either be a:
Note:
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| Underlying Data |
The list of records associated with a chart section can be displayed upon clicking a specific chart section.
Note: By default, Underlying Data will be disabled.
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Report
(only if Underlying Data is enabled)
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If Underlying Data is enabled, any list report of the chosen form can be selected to be displayed in the live mode.
Note: By default, the report that got generated during form creation will be selected.
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Allow public access
(only if Underlying Data is enabled)
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If the chart is placed on a published page, the report related to the underlying data will be displayed only if Allow public access is enabled for it. Upon enabling, non-Zoho users can view the published report from the live mode of this chart.
Note:
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Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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