This article explains all of the available reporting Widgets available in the native OnePlan reporting capability.
There are three categories of Widgets available to populate the Dashboards: Cards, Charts, and Tables. Within the categories, there are several different Widget styles available so you can fully customize your reports and view data in a way that makes sense to you.
A Card Widget is a visual element used to display a single value, like a KPI (Key Performance Indicator) or a summary metric. It’s perfect for showcasing specific data points such as sales totals, profit margins, or customer counts in a clear and concise manner, helping users focus on the most critical information at a glance.
A Chart Widget is a visual component that displays data graphically to help users analyze and interpret insights effectively. These Widgets can represent data in various formats, such as bar charts, line graphs, pie charts, and more, providing an interactive and customizable way to explore data trends and relationships.
An area chart combines elements of a line chart and a bar chart. The x-axis typically represents the category or time interval, while the y-axis shows numerical values. The area beneath the line is filled with color to emphasize the magnitude of the data.
When to Use an Area Chart: Use it to visualize changes, compare contributions with stacked charts, or highlight cumulative data. It’s ideal for clear trends but can get cluttered with too many categories.
A bubble chart displays three variables: the X and Y axes show numerical or categorical data, while bubble size represents magnitude.
When to Use a Bubble Chart: Use it to compare relationships, highlight importance, or identify patterns. It's effective for multidimensional data but can be tricky to interpret with too many bubbles.
A line chart shows trends or changes in data over time by connecting data points with a continuous line. The X-axis usually represents time or categories, while the Y-axis reflects numerical values.
When to Use a Line Chart: Line charts are ideal for showing continuous data and emphasizing trends but may not be suitable for categorical comparisons.
A bar chart represents data with rectangular bars, where the length or height of each bar corresponds to a specific value. It can be oriented horizontally or vertically and is commonly used for comparisons.
When to Use a Bar Chart: Bar charts are great for clear comparisons but might not work well for showing continuous data or detailed trends over time.
A stacked bar chart shows how different components contribute to a total across various categories. Each bar is divided into segments, with each segment representing a part of the total.
When to Use a Stacked Bar Chart: Stacked bar charts great tools compare totals, visualize proportions, or track changes over time, but can become hard to read if there are too many segments.
A 100% stacked bar chart represents data as proportions of a whole, with each bar divided into segments that show percentage contributions of components. Regardless of the absolute values, all bars are standardized to 100%
When to Use a Stacked Bar 100% Chart: These charts are ideal for comparing proportions, tracking distribution changes, and emphasizing contributions, but but may not work well for analyzing total values or detailed trends.
A column chart uses vertical bars to represent data, where the height of each bar corresponds to its value. It’s similar to a bar chart but oriented vertically, making it ideal for certain visual comparisons.
When to Use a Column Chart: Column charts are useful for comparing values across categorues, highlighting differences or trends, and tracking changes over time. However, they might not work well for large datasets or continuous data.
A stacked column chart visualizes how components contribute to a total across categories, with vertical columns divided into segments representing parts of the whole.
When to Use a Stacked Column Chart: Use a stacked column chart to compare overall totals while showing the breakdown of components, highlight proportions within categories, and track changes in composition over time or across groups. Note that stacked column charts can become cluttered with too many segments.
A 100% stacked column chart displays proportional contributions of components within a total, with each column divided into segments that represent percentages. All columns are scaled to 100%, emphasizing relative comparisons instead of absolute values.
When to Use a Stacked Column 100% Chart: Use a stacked column 100% chart to compare percentage distributions across categories, analyze changes in relative contributions over time or between groups, or focus on proportions rather than overall totals. These charts are less suited for examining absolute values.
A pie chart visually represents data as slices of a circular "pie," with each slice showing the proportion of a category relative to the whole. The size of each slice corresponds to its percentage of the total.
When to Use a Pie Chart: Pie charts are great for illustrating proportions or percentages within a dataset, and highlighting parts of a whole. Pie charts are best for straightforward comparisons but can become hard to read with too many slices or similar-sized segments.
A donut chart is a variation of a pie chart, showing proportions of a whole but with a circular hole in the center. This design makes it easier to label data or include additional information within the empty space.
When to Use a Donut Chart: Donut charts are ideal for visualizing proportions or percentages, similar to pie charts, with the added advantage of displaying extra information, such as totals or categories, within the central gap.
A Table Widget is a visual element used to present data in a tabular format, similar to a spreadsheet. It organizes data into rows and columns, making it easy to display detailed information, compare values, and perform data analysis at a granular level. Users can customize and interact with tables to gain deeper insights.