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Segment Chart

  • Updated

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Purpose

Segment charts are used to examine size relationships of metric values in a heirarchal fashion. They are especially useful for understanding the value composition of various related attributes such as showing the composition of opportunity amounts split by markets, countries and state / province.

 

Field Description

Setup Tab            

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  1. Select Chart Type: The selected chart type will appear here, selecting the dropdown will show other chart types
  2. Number of segments to chart: Select the number of segments needed (maximum of 5)
  3. Top level segment based on: Select the attribute for the top level segment
    1. If more than one segment is selected, additional segment based on sections will appear 4.png
  4. Values based on: Options are: Record Count, Sum of, Average of, Range of
  5. Select Attribute: Select the attribute that should be summarized in your selection of #4
  6. Number of labels: Set the maximum number of labels (maximum is 20)
  7. Sort Values by: Options are: Descending order or Ascending Order
  8. Filter Data: Optional: allows you to set a filter on the data source used for the chart
  9. Time Filter: Optional: allows for setting a time limit for the data in the chart

Field Description

Customize tab

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  1. Chart title:  Enter a name for your chart    2.png

 

Sample Segment Chart (3 Levels)

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Examples

  1. Show the composition of opportunity amounts split by markets, countries and state/province

 

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