Usage
Add a chart to a CM Hub reports through the chapter data module. You can take this action with a few clicks and little know-how!
Platform
Chapter Management Hub
Watch the video
Steps
In order to add a chart, your report must have a grouping by rows and/or columns. Some reports will prepopulate with a grouping, other reports you will need to add a grouping to add a chart.
Review this article first so you can successfully add a chart: CM Hub: Report editing - group by rows and columns.
Find a report
1. Click into the Chapter Data module.
2. Select a report in the Chapter Reports tab.
3. Click Go to Report.
Add a grouping
If your selected report has the grouping you want for your chart, move to the next step!
Or add a grouping. Learn more through this article CM Hub: Report Editing - group by rows and columns.
Add a chart
4. Click Add Chart* while in view mode or edit mode.
*If Add Chart is grayed out and cannot be clicked, this is because you are missing a row grouping. Look at the yellow box above for guidance first!
5. A default bar chart will be generated. To customize your chart, click the chart properties widget.
6. In the pop-up, explore your options for customizing your chart! You can:
Display as: This is the type of chart you see. If an option is not available to you add a column grouping to increase your options.
Chart Title - Give your chart a title.
Y-Axis and X-Axis or Value - You will see different options depending on which chart you choose. Change what data elements are showing on your chart. Don't see the option you want - change your report grouping or chart type!
Other Options - Tick the box to show values or percentages, etc.
Legend Position - Tip: change legend position to bottom if you need to take a screenshot of your chart.
Remove chart
You have two options for removing the chart. You can toggle the chart on or off based on need or remove it fully from your report.
Toggle chart on/off
Click the chart icon to remove the chart from view.
Click the chart icon to re-add the chart.
Remove chart from report
Click on chart properties.
Click remove chart.
How to get help
Reach out to your regional manager (RM) or chapters and regions community manager (CRCM) at [email protected] for additional support.