Insights Cards can be presented in different visualizations; Headline, Top Content, Bar Chart, Pie Chart, Line Chart, and Funnel cards. Since Insights Cards consider data before visuals you can click Edit and Create Insights Cards to learn how to create card content. Once you get to the visualization section you will have links to creating all three card types, here we'll be creating a Bar Chart Card Visualization.
Bar chart cards allow you to build a bar chart displaying custom content in a pleasing visualization of data right in your dashboard. Bar Chart Cards offer more than their titular graphic, they also offer itemized graph details. Hovering over data sets and bars within a bar chart produces written, itemized details.
Creating a Bar Chart Card
Bar Chart cards require more information than Headline and Top Content cards as they produce more visualized data and offer more detail directly in the dashboard.
Visualization Type: Bar Chart
In the Visualization section of the card editor, select Bar Chart as the visualization type.
Bar Chart Type
Select Vertical or Horizontal bar representation, this can be changed at any time without losing your current configuration.
Click in the text box to enter your subheading content. This information is a brief set of information you wanted to be relayed about the card; the text you enter will be displayed as it's written while you can include a specified data by adding subheading variables that will update with the rest of the data.
The subheading section allows for basic styling, including Bold, Italic, and Underlined text as well as the ability to include hyperlinked data.
To enter subheading variables within your text, click the + button and choose from the populated list of variables based on the card's content.
Default View Type
Choose the bar chart or table view as your default by selecting the bar chart or table icon. This allows you the option of displaying the same data created for the bar chart card in an interactive table. In table view, you can expand and collapse data for further information by clicking the +/- buttons.
X and Y Axis Configuration
The X Axis presents the data along the horizontal axis of the graph.
Dropdown options will be populated based on card content that prompt you to chose what field of data by which to group, and when available, what type within that field to display. This is the kind of data that will be represented by the bars in the chart.
You can enter a custom label for the X Axis. The label can include data variables by clicking the + button and selecting a variable that will include data that continually updates. The X Axis label will be displayed beneath the graph
The Y Axis presents the data along the vertical axis of the graph.
Dropdown options will be populated based on card content that prompt you to chose what metric you want to be measured and the type of value that will be displayed. This is how the data is calculated and measured within the chart.
You can enter a custom label for the Y Axis. The label can include data variables by clicking the + button and selecting a variable that will include data that continually updates. The Y Axis label will be displayed up the left side of the chart.
Line Chart Overlay
You may select "I want to overlay a line for another field on the data set" to create a line chart with a different set of data that will overlay the bar chart. The Line Chart Overlay is visible in the chart and its data will be included in hover state details.
Line Chart Overlay On/Off
Toggling Line Chart Overlay on allows you to select an additional dataset to be displayed over the bar chart.
The Line Chart Overlay label will display vertically on the right side of the chart.
Select the metric by which overlay will measure; count, sum, or average.
Select a value property from the dropdown menu.
Split Data On/Off
Toggling Split Data on allows for the bars in your chart to be visually itemized, turning Split Data off displays your data as an individual total.
Split Data Display
If you choose to split data, your display can either be stacked or side-by-side. Stacked data shows itemized data, differentiated by color, stacked within a single bar. Side-by-side will create an individual bar for each item, differentiated by color, sitting next to each other within the same dataset.
Number of Series Allowed
You can limit the number of series allowed to be represented in your chart to prevent crowded visualizations when datasets contain more information than would be visually legible.
Sort by bar size (ascending or descending) or select default for bars to sort in their original order.
Choose from the offered color sets the color scheme you want to be reflected in your bar chart. Split Data will also reflect this color scheme. Color legends and details information appear when you hover over any data in the bar.
Bar Chart Tips
-Hovering over data in your bar chart will display a legend with further details, including itemized amounts.
-Clicking on the card header will produce the inspection drawer as it does for all cards, but also offers the ability to click on an individual bar or in an itemized portion of a bar to display a report below with data specific to your selection. When you select a specific bar, a legend with the corresponding information will appear on the chart in the inspection drawer.
-The Interactive Card feature in a bar chart allows the bar chart to adjust along with report changes. (You can save these changes to change the bar chart card or simply close the inspection drawer to return to the original chart in the dashboard.)
-Clicking on a content type in a bar chart legend allows you to show/hide that content type in the chart. (See below.)
Once you have completed the visualization section, click save in the card editor to save your card. If you want to make changes to other sections of the card editor, return to Creating and Editing Insights Cards.
If you run into any issues, contact support.