How do I create a Pie chart report?
The Natural HR Report builder analytics feature provides many data sources and several report types to choose from, giving you the ability to create reports in different formats:
- Table
- Pivot table
- Column chart
- Bar chart
- Line chart
- Tile
- Pie chart
To create a Pie chart report we go to:
Reporting > Report builder > New report
Choose Pie Chart from Select a report type.
There are many data sources to choose from but consider that a Pie chart report can give you multiple results from one single field. Typically, these will be grouped using a count of a field value. In this example we want a Pie chart to report on the diversity of our company.
So here we will select Users as our data source.
Next, give the tile report a meaningful name.
If required, provide a description for the report.
- Select 'Gender' from Select Label Axis.
- Enter a label name or it will default to the field name if you leave this blank.
- Select 'Gender' from Select Value Axis
- The aggregate will be 'Count'
- Enter a label name or it will default to the field name if you leave this blank.
Next, we want to apply a filter to make sure only those employees who are active are reported. From Select Filters, select:
Active
Equals
Active
You can check what the report looks like by clicking on 'Edit report' followed by 'View Report'.
This report shows the male/female breakdown of the company.
In the Select Chart Options section you can choose Order, Value and Legend options which will change the appearance of your chart. Depending on the type and volume of data you are reporting on, these may make little or no difference to your chart, as would be in this example.
The Drilldown option allows you to link this Pie chart to another report so you can see more employee detail associated to this report.
- First select 'Enable drilldown'
- Select 'Drilldown by clicking entire chart' and then choose 'Drilldown to report' or 'Drilldown to dashboard'
- Depending on whether you have chosen report or dashboard, select a report or dashboard you created previously with associated data
You can check what the report looks like by clicking on 'Edit report' followed by 'View Report'.
Click anywhere on the report, but not the chart itself, and the drilldown report we linked to will show associated data, in this case we can see names, department, age etc for all employees including their gender.
4. Alternatively, select 'Drilldown by clicking on a value' then select a report you created previously with associated data.
5. If you have selected 'Drilldown by clicking on a value' then select one or more filters, in this case we are only reporting on Gender so that is the only filter available.
You can check what the report looks like by clicking on 'Edit report' followed by 'View Report'.
This time click on any value in the chart, and the drilldown report we linked to will show associated data, in this case we can see names, department, age etc but only for employees for the pie chart segment we selected, in this case, male or female.
Click here to read an article on Creating and sharing a dashboard.
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