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Gainsight Inc.

Chart Settings and Chart Editor (Horizon Analytics)

Gainsight NXT

This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.

Not sure what your team is using? Click here.

 

Overview

This article explains the chart options and settings available in the Report Builder. Before you get started with this article, Gainsight recommends reading How to Build Basic Reports and Advanced Report Settings articles in the Additional Resources section at the end of this article to understand the overview of the reporting functionality and settings.

For each Chart type, the following options are available on the chart screen:

  • Maximize: It allows you to enlarge the chart screen.

  • Settings: It allows you to to configure the chart settings. For detailed information, refer to the Chart Settings section.

  • Chart Editor: It allows you to customize the visual appearance of the chart. For detailed information, refer to the Chart Editor section.

  • Refresh: It allows you to fetch the updated/new data and also reflect the new configurations made in the chart settings page.

Overview.png

Chart Settings

In the Chart Settings, you can configure Chart Options and Ranking. 

To configure Chart Settings:

  1. Click the Settings/Gear icon on the chart screen. The Chart Settings window appears.

  2. Expand Chart Options.

  3. Toggle ON or OFF the required option(s).
    Note: The chart options may vary based on the selected chart type.

  4. Configure Ranking and Sorting. For more information on how to configure Ranking and Sorting, refer to the Advanced Report Settings article in the Additional Resources section at the end of this article.

  5. Click Apply.

The following are the Chart Options:

Normalize Graph: Line Charts 

For time series data represented by a line chart, you have the ability to normalize the graph.

To enable the Normalize option:

  1. Click the Settings/Gear icon.

  2. Click Chart options.

  3. Turn ON the Normalize toggle switch.

  4. Click Apply.

Before you turn ON the Normalize button, the line report displays the actual data points and their increases/decreases over time. After turning ON the Normalize toggle switch, the first value in the result represents the baseline or zero. Subsequent values represent the % of increase/decrease of the first value. Normalization allows you to figure out the relative growth of measures, whether the values have been increasing/decreasing and by what % with reference to the first value.

Show Percentages: Stacked Bar and Column Charts 

For stacked bar and column charts with two fields in the Group By section, you have the ability to show bars/columns in percentages.

To enable the Show Percentage option:

  1. Click the Settings/Gear icon.

  2. Click Chart options.

  3. Turn ON the Show Percentage toggle switch.

  4. Click Apply.

Stacked bar/column charts are very useful when you want to compare the ratios across different segments, like CSM, Region, or Quarter, etc.

Cumulative Data

For Line, Area, Bar and Column charts, you have the ability to Show the Cumulative data. Switch ON the Show Cumulative toggle switch, to visualize the cumulative data. This functionality adds the present data to the previous data. For example, if your monthly revenue for the month of March, 2020 is $20000 and the monthly revenue for the month of May, 2020 is $40000, the visualization chart displays the May, 2020 revenue as $60000.

To enable the Show Cumulative option:

  1. Click the Settings/Gear icon.

  2. Click Chart Options.

  3. Turn ON the Show Cumulative toggle switch.

  4. Click Apply.

KPI Widget

KPI Widgets work with one field in Show Me, no fields in Group By, and when an aggregation is selected on the Show me field. These reports can be saved and added  to a dashboard as a widget. 

KPI widgets allow you to set a goal and see the variance. For example, you can generate a report on the Annual Recurring Revenue for a particular company, set the goal and see the variance by using the KPI Widget visualization, as shown in the below image. Values in the widgets will change dynamically based on end-user filtering in Dashboards.

Configure the following settings in the KPI Widget:

To configure the Value Visualization:

  1. Click the Settings/Gear icon.

  2. Click Value.

  3. Select the Text style either Bold or Italic.

  4. From the Font Family dropdown list, select the Font style.

  5. From the Font Color option, select or enter the Font Color Hex code.

  6. Click Apply.

(Optional) To set a Goal:

  1. Click the Settings/Gear icon.

  2. Click Goal.

  3. Enter the Goal Name in the Text field.

  4. Enter the Goal Value in the Value field.

  5. Select the Text style either Bold or Italic.

  6. From the Font Family dropdown list, select the Font style.

  7. From the Font Color option, select or enter the Font Color Hex code.

  8. Click Apply.

To configure the Trend:

  1. Click the Settings/Gear icon.

  2. Click Trend.

  3. Toggle ON/OFF the trend.

  4. Select the Text style either Bold or Italic.

  5. From the Font Family dropdown list, select the Font style.

  6. From the Font Color option, select or enter the Font Color Hex code.

  7. Click Apply

First Column Freeze in Tabular Report

In Report Builder, the first column in a tabular report can be frozen, using the option First Column Freeze. This feature is useful when you have many fields in the Show Me section, and while you scroll to the right, to view all of the columns in the report, you want the first column (eg. Company Name) to remain visible.

To Freeze First Column:

  1. Click the Settings/Gear icon.

  2. Click Grid Options.

  3. Turn ON the First Column Freeze toggle switch.

  4. Click Apply

Inline Search Tabular Reports

In all the tabular reports, Gainsight provides support to search for any record within a report. The search results are displayed upon pressing Enter after the search term is entered. You can also select the required operator to search the records.

Note: If there are more than Tenant Read limit number of records, the date picker may be used if the Date/DateTime data type fields are selected in the Show Me or Group By section. 

Search.png

Sorting Tabular Reports

In all the tabular reports, Gainsight provides support to sort for records on the server side dataset and not just from the data available on the UI/browser.

Note: Server Side Sorting is also applicable for the reports in Drill Down view.

Limitation: Server Side Sorting is not possible on Pivoted Reports.

Column Width Persistence for Tables and Drill Down Reports

In all the tabular and drill down reports, Gainsight provides the support to customize/set the column width. The reports will retain the new column width preferences set by the admin/user, when you save the report.

Limitation: In the pivoted reports, column width persistence is allowed only on the non-pivoted columns.

Chart Editor

The Chart Editor allows you to configure the Chart’s visual appearance. The Chart Editor includes the following options:

  • X Axis: Configure X Axis appearance of a chart using this option. The X Axis option includes the following sub-configurations:
    • Step: Enter the required interval of the labels. 
      Note: If there are more number of labels on the X Axis, use the Step option for better appearance. For example in the below image, there are a number of created date labels on X Axis which are overlapping. Hence, for a better visual appearance, apply two steps and skip alternate labels.
    • Font Family: Select the X Axis label(s) font.
    • Font Size: Select the font size of the label(s).
    • Font Style: Select the typography styling of the label(s) (Bold or Italic)
    • Font Color: Select the font color of the label(s).
    • Rotation: Adjust the rotation of the label(s) as required.
  • Y Axis: Configure Y Axis appearance of a chart using this option. The Y Axis option includes the following sub-configurations:
    • Font Family: Select the Y Axis label(s) font.
    • Font Size: Select the font size of the label(s).
    • Font Style: Select the typography styling of the label(s) (Bold or Italic).
    • Font Color: Select the font color of the label(s).
    • Rotation: Adjust the rotation of the label(s) as required.
  • Legends: Configure Legends appearance of a chart using this option. The Legends option includes the following sub-configurations:
    • Enabled: Select the Enabled checkbox to view legends on the Chart.
    • Vertical Alignment:  Select the vertical alignment of the legends (Top, Middle and Bottom).
    • Font Family: Select the legends font.
    • Font Color: Select the font color of the legends.
    • Horizontal Alignment: Select the horizontal alignment of the legends (Left, Center and Right).
    • Legends Format: Select the typography styling of the legends (Bold or Italic).

Click Reset to restore the configurations to the default state.