Add a chart to a report
You can enhance your reports by adding a chart. You can add charts to existing reports or to reports that you are creating.
Before you add a chart to a report, you should create a View and a Grouping for the report.
You cannot add charts to most reports unless you first group the information in the report. The only chart that can be added without a grouping is a gauge chart.
For information about views, see Views overview in ۶Ƶ Workfront.
For more information about groupings, see Groupings overview in ۶Ƶ Workfront.
If your report displays too many items, a chart is not created. In this case, you must also add a Filter to the report to reduce the number of results in your report.
For more information about filters, see Filters overview.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| ۶Ƶ Workfront plan | Any |
| ۶Ƶ Workfront license* |
New:
Current:
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| Access level configuration |
Edit access to Reports, Dashboards, Calendars Edit access to Filters, Views, Groupings |
| Object permissions | Manage permissions to a report |
*For information, see Access requirements in Workfront documentation.
Add a chart to a report
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Go to an existing report or create a new report. For more information about creating a new report, see Create a custom report.
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(Conditional) If you went to an existing report, click Report Actions > Edit.
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Ensure that the Columns (View) tab has been updated to display the information you want to chart in the report.
For information about how to create or modify the View for the report, see Create or edit views in ۶Ƶ Workfront.
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Click the Groupings tab and add a grouping.
note tip TIP - You can only add a chart to a report when the report results are grouped.
- Text-mode groupings are not supported in charts. For more information about text-mode groupings, see Edit text mode in a grouping.
- If you add a single grouping that represents one metric, all charts except a pie chart display each result in the grouping as the same color.
For more information about creating groupings, see Create groupings in ۶Ƶ Workfront.
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Select the Chart tab.
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Click a chart type to select it.
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Select from the following types of charts:
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Click Save + Close to save the chart and the report.
Column chart column-chart
To add a Column chart to your report:
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Start adding a chart to your report, as described in Add a chart to a report.
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In the Left (Y) Axis field, select the values that you want to include on the Y axis of the chart, then select how you want the information to be summarized in the Summarized by field.
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(Optional) Click Custom Colors to assign preferred colors to each of the columns.
For more information about customizing chart colors, see Customize chart colors. -
In the Bottom (X) Axis field, select the Grouping that you want to include in the chart.
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(Optional) Click Show in 3D to display the chart in a 3-dimensional view.
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(Optional) Group Columns: Select this option to define how you want the columns to be grouped.
Select from the following options:-
Click one of the following options to select how the grouped columns are going to display:
- Side by side
- Stacked
- Stacked to 100%
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Select the Grouping that you want to include in the chart from the Group Data by drop-down menu.
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(Optional) Click Custom Colors to customize the colors of the columns.
For more information about customizing chart colors, see Customize chart colors.
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(Optional) Click Combination Chart to include an additional value in the chart, as well as how you want the information to be summarized.
Consider the following options:- Plot on Secondary Axis: Select this option to plot the data on the right-hand side of the chart.
- Chart Type: Select whether you want this additional value to be displayed as a line or a third column.
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Click Save + Close to save the chart and the report.
Bar chart bar-chart
To add a Bar chart to your report:
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Start adding a chart to your report, as described in Add a chart to a report.
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In the Bottom (X) Axis field, select the values that you want to include on the X axis of the chart, then select how you want the information to be summarized in the Summarized by field.
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(Optional) Click Custom Colors to customize the colors of the bars.
For more information about customizing chart colors, see Customize chart colors. -
In the Left (Y) Axis field, select the Grouping that you want to include in the chart.
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(Optional) Click Show in 3D to display the chart in a 3-dimensional view.
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(Optional) Click Group Bars to define how you want the bars to be grouped.
Select from the following options:-
Click one of the following options to select how the grouped bars are going to display:
- Side by side
- Stacked
- Stacked to 100%
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Select how you want to group the information in the chart from the Group Data by drop-down menu.
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(Optional) Click Custom Colors to customize the colors of your columns.
For more information about customizing chart colors, see Customize chart colors.
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(Optional) Click Combination Chart to include an additional value in the chart, as well as how you want the information to be summarized.
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Click Save + Close to save the chart and the report.
Pie chart pie-chart
To add a Pie chart to your report:
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Start adding a chart to your report, as described in Add a chart to a report.
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In the Values field, select the values that you want to be displayed on the report, then select how you want the information to be summarized in the Summarized by field.
In the Wedges field, select the Grouping that you want to include in the chart. The Grouping is represented by the wedges of the chart. -
(Optional) Click Custom Colors to customize the colors of the wedges on the chart.
For more information about customizing chart colors, see Customize chart colors. -
(Optional) Click Show in 3D to display the chart in a 3-dimensional view.
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In the Show Results As field, select how you want the results to display in the chart. Consider the following options:
- Percentage: The chart results display as a percentage.
- Numbers: The chart results display as a number.
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Click Save + Close to save the chart and the report.
Line chart line-chart
To add a Line chart to your report:
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Start adding a chart to your report, as described in Add a chart to a report.
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In the Left (Y) Axis field, select the values that you want to include on the Y axis of the chart, then select how you want the information to be summarized in the Summarized by field.
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In the Bottom (X) Axis field, select the Grouping that you want to include in the chart.
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(Optional) Click Group Lines, to select an additional grouping for the chart.
(Optional) Click Custom Colors to customize the colors for your new grouping.
For more information about customizing chart colors, see Customize chart colors. -
(Optional) Click Combination Chart to combine your lines by an additional value.
Consider from the following options:- Select the value that you want to include in the chart, as well as how you want the information to be summarized.
- Click the Plot on Secondary Axis field to plot the data on the right-hand side of the chart.
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Click Save + Close to save the chart and the report.
Gauge chart gauge-chart
A Gauge chart displays the number of records that meet a certain criteria in a gauge format. The indicator of the gauge points to the number of records that meet the criteria selected in the view and grouping of the report. A report grouping is not required to configure a gauge chart.
To add a Gauge chart to your report:
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Start adding a chart to your report, as described in Add a chart to a report.
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In the Values field, select the values that you want to be displayed on the report, then select how you want the information to be summarized in the Summarized by field. If you select Record Count, the values displayed are the object of the report.
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In the Indicators field, select the Grouping that you want to include in the chart. The Grouping is represented by the indicator line on the chart.
If you have a Grouping that contains two items, two indicators are displayed on the chart.
For example, if you have a Grouping of Project Status, and there are two project statuses (Current and On Hold), your Gauge chart contains two gauge indicators. They will point to the number of projects that are in that status.
(Optional) Select Total in the Indicators field to display the total of the objects selected in the Values field. -
(Optional) Click Add Another Value Range to add a value range to the chart.
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(Optional) In the Value Range field, specify the range of values and the color to represent those values to display on the Gauge chart.
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Click Save + Close to save the chart and the report.
Bubble chart bubble-chart
You can display up to three fields of one object in a Bubble chart. This means you can display up to four data points in a bubble chart. Each entity with three associated fields is displayed as a circle that expresses two of the fields within its location within the X and Y axes. The third field is represented by the size of the circle.
To add a Bubble chart to your report:
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Start adding a chart to your report, as described in Add a chart to a report.
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In the Left (Y) Axis field, select the values that you want to include on the Y axis of the chart. The values come from the view of the report. Specify how you want the information to be summarized in the Summarized by field.
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In the Bottom (X) Axis field, select the values that you want to include on the X axis of the chart. The values come from the view of the report. Specify how you want the information to be summarized.
note note NOTE Ensure that you have at least one column that is summarized for this field to be active.
For more information about summarizing the information in a report column, see Create a custom report. -
In the Bubble Size field, select the values that you want to represent by the size of the bubbles in the chart. The values come from the view of the report. Specify how you want the information to be summarized.
note note NOTE Ensure that you have at least one column that is summarized for this field to be active.
For more information about summarizing the information in a report column, see Create a custom report. -
In the Bubbles field, select the Grouping that you want to include in the chart. The Grouping is represented by the placement of the bubbles on the chart.
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In the Bubble Color field, select the field that you want to be represented by the colors of the bubbles.
The Bubble Color can be a Grouping you define in the report, but the option is only available if you choose a Grouping in the Bubbles field that contains the Name of a parent object relative to the object of the report, such as Project Name for a task report or Program Name for a project report.
For example, if you selected Project Name in a task report, you can add Task Status as the Bubble Color field.
However, if you selected Task Status for the Bubbles field, you cannot select a Bubble Color field. Also, you cannot select Project Name for the Bubble Color field, even when you select Project Name for the Bubbles field.
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Click Save + Close to save the changes to the interface builder.
Customize chart colors customize-chart-colors
You can let Workfront select the colors of the elements in your chart, or you can customize them while you are adding a chart to your reports. If your chart contains a single Grouping that represents one metric—such as a task report that shows the number of tasks grouped by Actual Completion Date—each result in the Grouping is displayed in the same color.
You can only choose one color for fields displayed in the View of the report. You can choose several colors—one for each option—for fields displayed in the Grouping of the report.
To customize chart colors:
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While building a report, go to the Chart tab in the report builder.
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Select a chart type to add to your report.
For more information about adding a chart to your report, see Add a chart to a report. -
Click Custom Colors when this field is available.
The Custom Colors dialog box displays.
note note NOTE You can associate custom colors with any field that you can group by and with some fields that can be displayed in a view, including custom fields. The custom fields or custom options of the fields you choose in the Custom Color dialog box are case-sensitive. -
Consider selecting any of the following options:
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Use one color: All the elements of the chart will display in the selected color.
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Add Color: Add a custom color for a possible value of the selected field.
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Remove All: Select this option to remove all field values and colors specified above.
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No Value: Select this field and a custom color to display the chart column that groups “no value” items. These are items that cannot be grouped by any of the options of the field selected in your grouping.
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All Other Values: Select this field and a custom color to display all other chart elements whose options are not defined above.
note note NOTE The colors you have edited most recently display to the right of the Custom Colors button. When you mouse over a color, the name of the field associated with it displays. You can also click a color to edit it without reopening Custom Colors.
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To choose a color:
Click inside the color picker to select a color.
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Specify a hexadecimal color value for your color. -
Click anywhere outside of the Custom Colors dialog box to close it. The colors you have selected are automatically saved.
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Click Save + Close to save the chart and run the report.
Export a chart
You can export a chart to a .pdf file.
To export a chart:
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On the chart tab of a report, click Export to export the chart to .pdf.
A .pdf file is downloaded to your computer. -
Open the .pdf file.
The exported file includes the following information:- An image of the chart.
- A title which is the name of the report.
- A unique file name which based on the name of the report.
- A footer with the date and time the report was exported and the page number.
Remove a chart from a report
To remove a chart from a report:
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Open the Chart tab of the report builder.
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Click the “x” button to the right of the chart types to remove the chart.
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Click Save + Close.
Limitations while working with charts
Be aware of the following limitations as you are working with charts:
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The Chart Preview section to the right of the report builder does not contain actual data from your report. You must save the chart and view it from the Chart tab in order to see the chart with your data.
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Some chart elements are not editable:
- You cannot change the font type, nor size on the values of each element.
- You cannot change the names of your axes in the chart.
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You cannot edit the legend of the chart.
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When using calculated fields for your groupings, you cannot click the chart elements.
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The most number of data points you can display in a chart is four, in a bubble chart. All other chart types display two or a maximum of three data points.