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Creating simple value charts

Updated on October 29, 2021

Present crucial application data clearly by arranging information in the form of a customized layout. For example, in a retail application, you can create a chart-based insight that highlights data about total sales and profits to help users focus on important information.

Before you begin: Create a chart-based insight. For more information, see Creating insights and Converting tables to charts.
  1. In the navigation pane of your application, click Explore Data.
  2. In the Insights section, click the chart-based insight that you want to modify.
  3. On the right side of the insight, click Edit.
  4. From the Fields section on the right side of the window, drag the required data into the Measures area.
    You can include numerical data and non-numerical data, such as sales and personal information.
    Note: Do not change the Simple Value chart type that the system sets by default.
  5. Optional: To specify calculations for your data, in the Measures area, next to the specific data series, click More, and then select the required option.
    For example: For the Customers data series, click Distinct count to retrieve the number of unique customers.
  6. Click the Chart tab.
  7. In the Simple Value display section, in the Layout list, specify the layout of the chart:
    • To feature the values of all data series, select Highlight.
    • To feature the value of one data series only, and include other data below that series, select Highlight + summary.
    • To create a custom layout, select Custom highlight + summary.
  8. Depending on the layout that you select, customize specific arrangement settings.
    For example: For the Custom highlight + summary layout, in the Highlights field, enter 3 to feature three data series.
  9. Optional: To apply colors to the data series, in the Conditional formatting section, customize the labels.
  10. In the upper-right corner of the insight, click Save insight.
For example: The following example presents a Custom highlight + summary layout that includes sales and profits data series. The layout consists of four featured data series that are divided into two columns, and supplementary data below the columns. The data series are color-coded to focus on important information.
A sample insight with a simple value chart
Insight that includes a simple value chart with customized layout.

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Pega Platform 8.7 Reporting

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