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Adaptive Insights LLC.

Chart Types

Describes chart types that are available from the dashboard.

You can choose from a variety of chart types to visualize your data stories.

Area

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An area chart visualizes trends as data points, where the x-axis is time or dimension. This chart is similar to a line chart with color fills between the line and the threshold.

See Area and Line Chart Settings

Bar

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A bar chart visualizes multi- data series as horizontal columns, where the y-axis is time or dimension. This chart is similar to a column chart where the axes are switched.

See Bar and Column Chart Settings and Create a Bar Chart Focused on Sales by Regions

Column

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A column chart visualizes a data series as vertical columns, where the x-axis is time or a dimension.

See Add KPIs and Column Charts to a Dashboard, and Bar and Column Chart Settings

Crosstab

Crosstab Chart Icon

A crosstab visualizes data in tabular format. This chart is often used to compare relationships between data sets.

See Crosstab ChartsCreate a Crosstab ChartCrosstab Chart Settings.

Doughnut

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A doughnut visualizes a data series as a circular chart. This chart is similar to a pie chart without the center.

See Doughnut and Pie Chart Settings.

Gauge

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A gauge visualizes data as a meter (speedometer) or gauge. Often used to represent percentages, such as a gross margin percentage or EBITDA percentage. Zones indicate if the metric is good, fair, or bad.

See Gauge and Meter Chart Settings.

KPI

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A KPI (key performance indicator) visualizes a metric in way that helps you understand how your business is doing relative to set goals.

See Add Charts to a Dashboard and KPI Chart Settings.

Line

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A line chart visualizes trends as data points, where the x-axis is time or dimension.

See Create a Period-over-period Chart and Area and Line Chart Settings.

Pie

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A pie visualizes a data series as a circular chart with slices sized proportionally to represent the data values.

See Doughnut and Pie Chart Settings

Scatter

Only available with Adaptive Insights for Sales

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A scatter chart visualizes trends as data points, where the x-axis is time or dimension. 

See Create a Scatter Chart and Scatter Chart Settings.

Scorecard

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A scorecard visualizes a series of data in a tabular format that summarizes actuals versus planned data, and variance. This chart often includes a micro chart to highlight key metrics.

See Add a Scorecard to a Dashboard and Scorecard Settings.

Sheet

Only available with Adaptive Insights for Sales

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A sheet in a dashboard displays an Adaptive Insights sheets. Sheets in a dashboard let you update sheet data actively without navigating away from the dashboard.

See Create a Sheet Chart and Sheet Chart Settings.

Territory Map

Only available with Adaptive Insights for Sales

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A territory map is a geographic chart that defines the boundaries of sales territory ownership. You can view sales-related data for a territory by clicking it. Territory maps require a cube sheet containing sales representatives, their geographic assignments, and other multi-dimensial data related to their sales performance or sales opportunities.

Territory maps only support states, area codes, and zip codes within the United States.

See Create a Territory Map Chart and Territory Map Chart Settings.

Text

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A text in a dashboard can provide guided assistance,  usage notes, or general information or notes about visualizations displayed on the dashboard.

See Create Text on a Dashboard.

Waterfall

Waterfall Chart Icon

 A waterfall visualizes data to show where you started, where you ended, and how you got there. The initial and the final values are often represented by whole columns, while the intermediate values are denoted by floating columns.

For example, a finance department can use variance analysis to compare the revenue plan with revenue actuals and to show the positive and negative variance across a GL revenue sub-account or across different geographic regions.

See Create a Waterfall Variance Chart and Waterfall Chart Settings

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