Chart Settings
In the Chart Settings, you can configure Chart Options and Ranking.
To configure Chart Settings:
- Click the Settings/Gear icon on the chart screen. The Chart Settings window appears.
- Expand Chart Options.
- Toggle ON or OFF the required option(s).
- Note: The chart options may vary based on the selected chart type.
- 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.
- 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:
- Click the Settings/Gear icon.
- Click Chart options.
- Turn ON the Normalize toggle switch.
- 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:
- Click the Settings/Gear icon.
- Click Chart options.
- Turn ON the Show Percentage toggle switch.
- 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:
- Click the Settings/Gear icon.
- Click Chart Options.
- Turn ON the Show Cumulative toggle switch.
- Click Apply.
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:
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Click the Settings/Gear icon.
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Click Value.
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Select the Text style either Bold or Italic.
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From the Font Family dropdown list, select the Font style.
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From the Font Color option, select or enter the Font Color Hex code.
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Click Apply.
(Optional) To set a Goal:
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Click the Settings/Gear icon.
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Click Goal.
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Enter the Goal Name in the Text field.
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Enter the Goal Value in the Value field.
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Select the Text style either Bold or Italic.
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From the Font Family dropdown list, select the Font style.
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From the Font Color option, select or enter the Font Color Hex code.
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Click Apply.
To configure the Trend:
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Click the Settings/Gear icon.
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Click Trend.
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Toggle ON/OFF the trend.
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Select the Text style either Bold or Italic.
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From the Font Family dropdown list, select the Font style.
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From the Font Color option, select or enter the Font Color Hex code.
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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:
- Click the Settings/Gear icon.
- Click Grid Options.
- Turn ON the First Column Freeze toggle switch.
- 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.

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.
Conditional Coloring
In the Gauge chart, conditional coloring can be set for the KPIs by providing the Min Value, Max Value, and the required color.
