Charts in Summary Reports
Learn about charts in Summary Reports.
Charts enhance Summary Reports by enabling users to visually explore aggregated data. Users can configure charts using dimensions and metrics already defined in the report.
Charts are fully integrated into the reporting workflow and require no additional data modeling.
Chart configuration aspects
Charts are built directly on report definitions:
Report element | Used as |
|---|---|
Row Groups | Category Axis (X or Y depending on chart type) |
Column Groups | Series / Group By |
Value Fields | Metrics (plotted values) |
Aggregations (SUM, COUNT, etc.) are defined in the report builder and reused in charts. Charts do not re-aggregate data.
Supported chart types
These are the supported chart types:
Column (Vertical Bar) / Grouped Column
Bar (Horizontal Bar) / Grouped Bar
Line Chart
Area Chart
Pie Chart
Donut Chart
Stacked Bar
Stacked Column
Dual Y-axis is not supported in this phase.
Axis and grouping behavior
Chart behavior varies by chart type:
Column / Line / Area / Stacked Column
Category > X-axis
Series (Group By) > Split into multiple series
Bar / Stacked Bar
Category > Y-axis
Series (Group By) > Split into multiple series
Pie / Donut
Category > Slice dimension
No Group By / Series supported
Multiple value plots
These are the aspects of multiple value plots:
Users can select up to two value fields (metrics)
Metrics are displayed together for comparison within the same chart
Representation depends on chart type (e.g., grouped bars, multiple lines)
Chart configuration options
Users can configure the following:
Setting | Description |
|---|---|
Chart Type | Select visualization type |
Category Field | Dimension used as X or Y axis depending on chart type |
Value Fields | Metrics derived from report (pre-aggregated) |
Series / Group By | Optional split using Column Groups |
Chart Title / Labels | Customizable labels |
Limit Categories | Top N or Top N + Other (non-time-series only) |
Limit Group by/ Series | Top M or Top M + Other |
Important behaviors of charts
These are the important behaviors of charts in Summary Reports:
Category totals are always calculated using full underlying data
Limits (Top N / Top M) apply only to visualization, not computation
Sorting is based on the selected metric
Time series charts and zero-filling behavior
These behaviors apply when a chart is treated as a time-series:
A chart is treated as time-series when the selected category field is of type date or date-time
Data is always displayed in chronological order (old to new)
Missing time intervals are automatically included (e.g., missing months still appear)
Missing values are zero-filled (0) to ensure continuity in the chart
Prevents gaps and avoids misleading trend interpretation
When limiting data:
Top N shows the most recent N time periods (e.g., last 12 months), not the highest values
“Top N + Other” is not available for time-series charts
If a Group By (series) is applied:
You can limit how many series are displayed (e.g., top categories by value)
This limit applies only to what is shown in the chart; overall totals remain unchanged
Time granularity (day, month, year, etc.) is applied automatically based on the selected field
Persistence and behavior
The following table outlines chart behavior across different actions:
Action | Behavior |
|---|---|
Save Report | Chart configuration is saved |
Preview | Displays sample data |
Run Report | Chart renders full dataset |
Edit Chart (Results Page) | Temporary unless saved |
Report Results Page Visualization | Shows the full dataset visualization using the current chart definition. |
Scheduled Reports | Charts included in report results |
Example use case
Analyze revenue trends:
X-axis: Month
Y-axis:
Revenue (SUM)
Subscription Count (COUNT)
Series: Region
This enables:
Time-based trend analysis
Multi-metric comparison
Regional breakdown