How to Add a Chart Widget in OnePlan

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Direct Answer: How to Add a Chart Widget in OnePlan

To add a Chart widget in OnePlan, open a dashboard tab, click New > Widget, select a data source, choose a chart style, complete the configuration form, and click Add. OnePlan supports twelve chart styles: Area, Line, Bar, Stacked Bar, Stacked Bar 100%, Column, Stacked Column, Stacked Column 100%, Bubble, Pie, Donut, and Combo. Each style has a live preview that updates as you configure it.

What This Article Covers: Chart Widgets

This article explains how to configure and add a Chart widget to a reporting dashboard in OnePlan. It covers all twelve chart styles, documents the configuration form for each, and explains when to use each style.

What you will accomplish
Add a configured Chart widget that visualizes your plan, work, financial, or resource data as a graph on your dashboard.

Before You Begin: Chart Widgets

  • You must have an existing dashboard tab. See How to Create a Reporting Dashboard Tab in OnePlan if you haven't created one yet.
  • Chart widgets are available on most dashboard locations and data sources. Two styles have restricted availability:
    • Bubble — Available only on Portfolio Area dashboards (Plans data source) and Plan dashboards (Work Items data source).
    • Combo — Not available on the Timesheets data source.
  • For the full availability matrix, see Reporting Widgets in OnePlan - Overview.

Why This Matters: Chart Widgets

Visualize Trends, Comparisons, and Distributions

Charts are the most flexible widget type in OnePlan. Depending on the style, they can show how data is distributed across categories, how values change over time, how parts relate to a whole, or how items compare across two dimensions simultaneously.

Live Preview Before You Commit

Every chart style in OnePlan shows a live preview on the left side of the configuration form as you fill in fields. This means you can verify the chart looks correct — and adjust fields if not — before clicking Add.

Twelve Styles, One Consistent Form Pattern

Most chart styles share the same configuration fields. Once you know how to configure one, the others follow the same pattern. Only Bubble and Combo have meaningfully different forms.

Understanding Chart Styles

OnePlan offers twelve chart styles, grouped by their visual structure and configuration form:

Axis Charts (Area, Line, Bar, Stacked Bar, Stacked Bar 100%, Column, Stacked Column, Stacked Column 100%)

These charts plot values against an X-axis and Y-axis. They share an identical configuration form.

  • Area — Filled line chart. Use to show how a value changes over time or across categories, with emphasis on cumulative volume.
  • Line — Unfilled line chart. Use to show trends or changes over time without the visual weight of filled areas.
  • Bar — Horizontal bars. Use to compare values across categories where label text is long or where rank order matters.
  • Stacked Bar — Horizontal bars with segments stacked to show part-to-whole relationships across categories.
  • Stacked Bar 100% — Horizontal bars normalized to 100%. Use to compare proportional composition across categories without being distracted by absolute values.
  • Column — Vertical bars. Use to compare values across a small number of categories, especially when time is on the x-axis.
  • Stacked Column — Vertical bars with stacked segments. Use to show both total value and composition by category.
  • Stacked Column 100% — Vertical bars normalized to 100%. Use to compare proportional composition across categories.

Radial Charts (Pie, Donut)

These charts show part-to-whole relationships without an X-axis. The Group By field defines the segments.

  • Pie — Solid wedges. Use to show how a total is divided across a small number of categories (ideally 5 or fewer).
  • Donut — Pie with a hollow center. Functionally identical to Pie — use Donut when you want to place a label or total count in the center visually.

Bubble

A scatter plot where a third field controls bubble size. Use to compare items across two numeric dimensions while also encoding a third dimension through size. Only available with Plans and Work Items data sources.

Combo

Overlays bars and lines on a single chart, each driven by different fields. Use to plot two related but different measures together — for example, budget (bars) vs. forecast (line) — so viewers can compare them in context.

Step-by-Step: Adding a Chart Widget in OnePlan

Task: Open the Add Chart Widget Form

  1. Navigate to the dashboard tab where you want to add the chart.
  2. Click New > Widget.
  3. Select a data source (options depend on your dashboard location).

  4. Click Chart. The chart style selector will appear.

    Add_Widget_Form_Select_Chart.png

  5. Select the chart style. The configuration form will open on the right, with a live preview panel on the left.

    Add_Widget_Form_Select_Pie.png

Task: Configure an Area, Line, Bar, Column, or Stacked Chart

The following applies to: Area, Line, Bar, Stacked Bar, Stacked Bar 100%, Column, Stacked Column, and Stacked Column 100%.

Complete the configuration form:

  • Title (checkbox) — Check to display the widget title on the dashboard. Checked by default.
  • Legend (checkbox) — Check to display a color legend identifying each data series.
  • Title — Enter a label. Defaults to the chart style name (e.g., "Column"). Example: "Budget by Business Unit".
  • Y-Axis — Choose the field to measure (the value plotted on the vertical axis for column/area/line charts, or the horizontal axis for bar charts). Example: Budget.
  • Aggregate — Choose how to compute the Y-Axis value. Becomes active after Y-Axis is selected. Options: Sum, Average, Minimum, Maximum, Count.
  • X-Axis — Choose the field for the horizontal axis (or vertical axis for bar charts). This defines the categories or time periods. Example: Business Unit, Quarter, Plan Type.
  • Group By — Optionally segment each bar or column into colored sub-groups. Example: set Group By to Investment Category to see each business unit's bar split by investment category.
  • Labels — Controls value labels displayed on the chart itself. Options: No Value, Show Values, Show Percent of Values.
  • Display Unit — Controls how large numbers are formatted. Options: None, Thousands, Millions, Billions.
  • Add a Filter — Optionally restrict the chart's data. The filter label reflects the active data source (e.g., Add a Plans Filter, Add a Work Items Filter, Add a Financials Filter).

Note: A live preview updates in real time as you fill in the form. Use it to verify the chart before clicking Add.

Click Add when the preview looks correct, then click Save to save the dashboard.

Task: Configure a Pie or Donut Chart

The Pie and Donut forms are the same. They do not have an X-Axis field — segmentation is controlled by Group By instead.

  • Title (checkbox) — Check to display the widget title.
  • Legend (checkbox) — Check to display a color legend for each segment.
  • Title — Enter a label. Example: "Risks by Priority".
  • Y-Axis — Choose the field to measure (the value that determines each segment's size). Example: Budget, (Id) for item count.
  • Aggregate — Choose how to compute the Y-Axis value. Options: Sum, Average, Minimum, Maximum, Count.
  • Group By — Choose the field that defines the segments (the "slices"). Example: Priority, Business Unit, Plan Type.
  • Labels — Options: No Value, Show Values, Show Percent of Values.
  • Display Unit — Options: None, Thousands, Millions, Billions.
  • Add a Filter — Optionally restrict the chart's data.

Note: Pie and Donut charts are most readable with 5 or fewer segments. If your Group By field has many values, add a filter to limit the data to the most relevant categories.

Click Add, then click Save.

Task: Configure a Bubble Chart

The Bubble chart has a unique form — it uses a Size field instead of Aggregate and Group By, and does not have a Legend checkbox. It is only available with Plans and Work Items data sources.

  • Title (checkbox) — Check to display the widget title. There is no Legend checkbox.
  • Title — Enter a label. Example: "Risk vs. Impact vs. Effort".
  • Y-Axis — Choose the field for the vertical axis. Example: Risk Score.
  • X-Axis — Choose the field for the horizontal axis. Example: Impact.
  • Size — Choose the field that controls bubble size. This encodes a third dimension into the chart. Example: Effort, Budget.
  • Labels — Options: No Value, Show Values, Show Percent of Values.
  • Display Unit — Options: None, Thousands, Millions, Billions.
  • Add a Filter — Optionally restrict the chart's data.

Note: All three fields (Y-Axis, X-Axis, Size) should be numeric fields for the bubble chart to render correctly. Bubble charts are most useful when comparing a small number of items — a large number of bubbles overlapping can be hard to read.

Click Add, then click Save.

Task: Configure a Combo Chart

The Combo chart overlays bars and lines on a single chart. It replaces the Y-Axis field with two separate field selectors — Line Fields and Bar Fields — letting you plot multiple measures at once. The filter label reflects the active data source.

  • Title (checkbox) — Check to display the widget title.
  • Legend (checkbox) — Check to display a color legend.
  • Title — Enter a label. Example: "Budget vs. Forecast".
  • Line Fields — Select the field(s) to display as lines. Example: Forecast, Actuals.
  • Bar Fields — Select the field(s) to display as bars. Example: Budget.
  • Aggregate — Choose how to aggregate all plotted values. Options: Sum, Average, Minimum, Maximum, Count.
  • X-Axis — Choose the field for the horizontal axis. Example: Month, Quarter, Business Unit.
  • Labels — Options: No Value, Show Values, Show Percent of Values.
  • Display Unit — Options: None, Thousands, Millions, Billions.
  • Add a Filter — Optionally restrict the chart's data. Label reflects the active data source (e.g., Add a Financials Filter).

Note: Combo charts are not available with the Timesheets data source.

Click Add, then click Save.

Frequently Asked Questions: Chart Widgets

Q: How do I add a Chart widget to a reporting dashboard in OnePlan?
A: In OnePlan, open the dashboard tab, click New > Widget, select a data source, click Chart, choose a chart style, fill in the configuration form, and click Add. Click Save to save the dashboard.

Q: What chart styles are available in OnePlan?
A: In OnePlan, twelve chart styles are available: Area, Line, Bar, Stacked Bar, Stacked Bar 100%, Column, Stacked Column, Stacked Column 100%, Bubble, Pie, Donut, and Combo. Availability depends on your data source — Bubble requires Plans or Work Items, and Combo is not available with Timesheets.

Q: What is the difference between Stacked Bar and Stacked Bar 100% in OnePlan?
A: In OnePlan, a Stacked Bar shows absolute values stacked in each bar, so bar lengths vary by total. A Stacked Bar 100% normalizes every bar to the same length (100%) and shows proportions instead. Use Stacked Bar when absolute totals matter; use Stacked Bar 100% when you only want to compare the proportional mix across categories.

Q: What is the difference between Pie and Donut charts in OnePlan?
A: In OnePlan, Pie and Donut charts are functionally identical — they use the same fields and show the same data. The only difference is visual: a Donut chart has a hollow center. Choose based on your layout preference.

Q: What does the Group By field do on a chart widget in OnePlan?
A: In OnePlan, Group By splits each bar, column, or area into colored sub-groups. For example, on a column chart showing Budget by Business Unit, setting Group By to Investment Category splits each business unit's column into segments by investment category. On Pie and Donut charts, Group By defines the segments themselves.

Q: Why don't I see the Bubble chart style as an option in OnePlan?
A: In OnePlan, Bubble charts are only available with the Plans data source on Portfolio Area dashboards and the Work Items data source on Plan dashboards. If you are using a different data source, the Bubble option will not appear in the chart style list.

Q: Can I plot multiple fields on the same chart in OnePlan?
A: In OnePlan, the Combo chart lets you plot multiple fields simultaneously — some as bars and some as lines on the same chart. For other chart styles, each chart displays one Y-Axis field at a time. To show multiple measures side by side, add multiple chart widgets to the dashboard.

What to Do Next: Chart Widgets

Add more widget types:

Manage widgets after adding them:

See a complete worked example:

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