Intelligence360 Reports consider data first and visualization second. That means you can establish the data you want to see and then decide which visual(s) represent it best. Since data come first, start with Creating & Editing Reports, then come back to this article to set up the Percent Ratio Chart visualization.

Percent ratio chart reports allow you to build an area chart displaying percentages of custom content in a pleasing visualization of data as well as itemized graph details. Hovering over data sets within a chart produces written, itemized details.

Let's say we want a visual showing the ratio of won opportunities by type over the last 24 months.

Creating a Percent Ratio Chart Report

Report Basics

Visualization Type: Percent Ratio Chart

In the Visualization section of the report editor, select Percent Ratio Chart as the visualization type.

Add report summary

Click in the text box to enter your subheading content. This information is a brief set of information you wanted to be relayed about the report; the text you enter will be displayed as it's written while you can include a specified data by adding subheading variables that will update with the rest of the data.

Basic Styling

The subheading section allows for basic styling, including Bold, Italic, and Underlined text as well as the ability to include hyperlinked data.

Subheading Variables

To enter subheading variables within your text, click the + button and choose from the populated list of variables based on the report's content.

X and Y Axis Configuration

X Axis

The X Axis presents the data along the horizontal axis of the graph. (For this example, we want to see time intervals by closed date by month.)

Dropdown options will be populated based on report content that prompt you to chose what field of data by which to group, and when available, what type within that field to display.

You can enter a custom label for the X Axis. The label can include data variables by clicking the + button and selecting a variable that will include data that continually updates. The X Axis label will be displayed beneath the graph.

Y Axis

The Y Axis presents the data along the vertical axis of the graph as a percentage. (For this example, we want a count metric.)

Dropdown options will be populated based on report content that prompt you to chose what metric you want to be measured and the type of value that will be displayed. This is how the percentage is calculated and measured within the chart.

You can enter a custom label for the Y Axis. The label can include data variables by clicking the + button and selecting a variable that will include data that continually updates. The Y Axis label will be displayed up the left side of the chart.

Split Data

Select a field to split by

The percent area chart must be split to showcase the differences by colored area, choose the field you want split in your chart from the dropdown. (For this example we want to split by Opportunity Types so we can see the ratio of closed opps by type; New Business, Renewal, and Upsell.)

Number of Series Allowed

You can limit the number of series allowed to be represented in your chart to prevent crowded visualizations when datasets contain more information than would be visually legible. (Max 150)

Sort By

You can select to sort by split data (Split Name) when split is enabled, or sort by default.

Sort Order

You can leave the sort order in default or choose to sort by ascending or descending.

Color Set

Choose from the offered color sets the color scheme you want to be reflected in your chart. Split Data will also reflect this color scheme. Color legends and details information appear when you hover over any data in the bar.

Once you have completed the visualization section, click save in the report editor to save your report. If you want to make changes to other sections of the report editor, return to Creating & Editing Reports.

Chart Tips

• Hovering over data in your chart will display a legend with further details, including itemized amounts.

• Clicking on the report header will produce the inspection drawer as it does for all reports, but also offers the ability to click on an individual section or in an itemized portion of an area to display a report below with data specific to your selection. When you select a specific area, a legend with the corresponding information will appear on the chart in the inspection drawer.

   

If you run into any issues, please contact support.