What information do you want to show? This is always the first question you must ask yourself when creating a chart. For example, if you want to show what percentage each salesperson contributes to the bottom line, try a pie chart, which is great for showing how parts relate to a whole. Or maybe you'd prefer to show how each salesperson's been doing over the course of the year. In that case, a line chart might work best. That way you could plot each person's sales numbers through time and see who's improving.
Quickbase offers the following chart types:
Tip App managers can enable 3D shading for all charts, instead of the default, flat presentation. To enable 3D shading, click Branding on the App Settings page and then select Display 3D shading on charts.
If you want to show proportions, use a pie chart. How many dentists recommend sugar-filled gum? One out of four, or 25%. Illustrate that figure with a pie chart. Or maybe you need to see what share each of your products represents to your total business. For example, if you own a music store, your pie chart might look like the one illustrated below, which shows the percentage each instrument type contributes to total sales.
If you want to compare values, try a bar chart. Which month was the best for business? Compare them all with a bar chart. If you want, you can break down bar chart numbers even further. For example, in addition to comparing music store sales for each month, you can include details like sales for each instrument within each month.
Bar Chart with Series
... is the same format as a bar chart, but turned on its side. If you prefer a report like the one below go horizontal.
Horizontal Bar Chart
This format combines the comparison features of a bar chart with the proportional illustration of a pie chart. For example, the image below shows monthly sales for the music store, just like the bar chart in above. But the stacked bar chart below breaks each bar down into percentages by instrument, just like a pie chart would. The percentages "stack" up to form the total bar.
Stacked Bar Chart
Like the horizontal bar chart pictured above, this format just turns a regular stacked bar chart on its side.
This format helps you track changes through time. Have sales of various instruments been increasing or declining? A line chart can show you in a flash. The image below tracks each instrument's sales over the period of a few months. You can click a square to see the records that comprise that figure.
You can also display sets of values on the secondary (right-side) Y axis, in addition to any sets of values shown on the primary Y axis. The image below plots the daily volume of stock trading vs. close price from January to April 2015.
FAQ - Why are some portions of my lines dotted?
When Quickbase is connecting the dots on your line chart, some numbers may be missing. Whenever a line chart encounters a missing value, it tells you so with a dotted line. Quickbase treats it as a zero, but lets you know that it has no actual value for that x-axis point with a dotted line.
The Line and bar chart combines the features of both a bar and a line chart in one visual plot.
You can easily distinguish between line values and bar values, so this chart is a quick way to visually compare data sets that have different value ranges, like project cost in the millions and project hours in the thousands. It's also good for visualizing categorical data, like revenue by project type.
You might use a line and bar chart to:
see how projects stack up against an average
identify high value functioning teams or regions
visualize seasonality in your data
This line and bar chart shows profitability across an organization.
Area charts offer the time-tracking qualities of a line chart and toss in a dash of pie chart proportion measurement. Should the music store continue to carry string instruments? What percentage of sales do string instruments represent and how have they performed over time? An area chart like the one below can help you see the numbers clearly.
Use a scatter chart to show correlations and relationships within your data. Scatter charts make it easy to visualize how one data set (the x axis) affects the resulting data set (the y axis). For example, you could use a scatter chart to show how project cost affects return on investment (ROI).
You can also use a scatter chart to see trends and outliers at a glance.
For example, you might use a scatter chart to visualize how your team's actual ticket resolution times compare to their estimated resolution times.
Use a bubble chart to visualize three dimensions of data on a single chart. Select a field that determines the size of the bubble. Bubbles vary in size according to the values in this field.
Similar to a scatter chart, you can use a bubble chart to show relationships among your data and convey a large amount of numeric information quickly— like prospective sales opportunities per week by dollar amount, probability of close, and stage in the sales cycle.
Use a gauge chart to measure progress against a goal that you set, like the total annual sales.
Set the number that the gauge starts at, often 0, and the goal — the number that indicates the gauge has reached 100% and is full.
The gauge displays in a single color. The color is based the percentage of the goal reached and the ranges you define.
Use a funnel chart to display progress through any process, for example, a project development cycle or a sales pipeline.
This funnel chart shows sales opportunities by stage, from prospecting to closed/won.
A waterfall chart can be useful to illustrate the cumulative effect of changing data, typically to show financial changes due to positive and negative values.
This sample waterfall chart shows a starting amount, gains, and losses resulting in a closing balance: