How do I Configure Pie Chart in the Intelligence Dashboards of Apptivo?

Updated on December 13, 2021 05:29AM by Admin

Apptivo apps allow you to create a Pie chart in the Intelligence Dashboards.

Steps to Create a Pie Chart

  • Login and access the Opportunities app from the universal menu.
  • Click on the More(...) icon and select Settings.
  • In the Settings page, click on the Intelligence → Charts → App.
  • From the Charts page, click on Create and select the Pie Chart.
  • It will redirect you to the Create Pie Chart page.
  • Here, enter the name of the Pie Chart.
Create Pie Chart

Note: Based on the Selected Privileges of the opportunity, the employee will have access to the Pie Chart.

  • By using the Inspector tab on the right side, you can customize the Pie chart as per your business needs.
  • You can change the Title and Short Description of the Pie Chart in the Inspector Tab.
Inspector Tab
  • Then, click on the Slices tab to set the data type of the Pie chart slices.
  • You can set the Data types as following:
    • Time (Monthly) - Set and get the pie chart values Monthly wise
    • Discrete Value - Set and get the values in the Pie chart based on your preferred set of values.
    • Numeric Range - Set the Pie Chart based on the Numeric value ranges.
    • Time( Weekly) - Set and get the Pie Chart values Weekly wise.
  • Here, Discrete Value is selected.
  • Based on the Data type, you can select the attributes in the Slice Attributes.
  • Here, the Opportunities Type is selected.
Slice Attribute
  • Next click on the Data Tab to set the Data for the Pie Charts.
  • You can set the Data based on the Aggregation type as Sum or Count.
  • Here, the Aggregation type is selected as Count.
Data Tab
  • In the Data Attribute Type, select the Attribute.
Data attribute
  • Select the attribute of the Opportunities in the Data Attribute.
  • Here, the opportunities Sales Stage is selected.
Sales Stage
  • Then, click on the Filter tab to set the Filter for the pie chart values.
  • Enable the Filter toggle on.
  • Select the attributes in the Filter attributes.
  • Here, the Created by attribute is selected so that you can get the values based on the individual employees' wise.
  • Then, click on the Create button.
  • The Pie Chart will get created.
Chart List

Steps to Add Pie Chart to Dashboard

  • On the Settings page, click on the Intelligence → Dashboard → App.
  • Click on the Create button.
  • You will be redirected to the Create Dashboard page and add the name and description of the dashboard.
  • Using the drag and drop section from the palette tab, select the created Pie Chart under the Charts Section.
  • Change the Section name in the Inspector Tab.
  • Then, click on the create.
Change Name
  • A new dashboard will be created and you can view the Created Dashboard in the List.
Dashboard List
  • Now, go to the dashboards section in the Opportunities app. 
  • You can see the created dashboard - Business Pie Chart.
Home Page
  • To filter out the records, you can click on the filter icon and determine the status based on which the record is to be filtered. 
Advance Filter
  • You can view the Counts when you hover over each slice.
Pie Chart