Using the Chart Options

Individual charts can be modified using the chart options. To reveal the main chart options, hover over the chart. Buttons appear in the top left corner of the chart:

  • Click to expand the size of the chart to the whole page. Click again to shrink the chart to its default size.
  • Click to reveal the Chart Options toolbar. Click to hide the toolbar.

Some charts allow you to click on their elements to view the specific application objects included in that chart. Simply click on a chart element to open the Drill Down page. The page lists the application objects included in the chart according to the set filters. You can click on a row to open that object in a new browser tab.

Note: Some buttons may not be visible depending on the chart type and whether the dashboard is custom. See the "Scope" column in the table below for more information.

Chart Options Toolbar buttons:

Button Description Scope

Delete Chart

Click and confirm to delete the chart.

Custom dashboards

Copy Chart

Click to copy the chart, which is then displayed on the dashboard. These charts can be edited in the same way as custom charts.

Custom dashboards

Filters

Click to display the chart-specific filters. You can filter the data in a single chart instead of filtering the entire dashboard with the filter panel.

If any filters are applied in the filter panel, they appear under "Applied Filters".

All dashboards

Edit Chart

Click to edit any attribute that was set when the chart was first created.

Custom dashboards

Toggle Table

Click to switch from chart to table view, or vice versa.

All dashboards

Toggle Legend

Click to show or hide the chart legend.

All dashboards

Unmerge Similar Cells

Click to unmerge similar cells in pivot table dashboards.

All dashboards

Merge Similar Cells

Click to merger together similar cells in pivot table dashboards.

All dashboards

Export to Excel

Click to export chart data to an Excel or JSON file.

All dashboards, only when chart is in table view

Select Filters

Click to filter the chart data based on the selection in the chart. Click and drag your cursor to highlight an area over the desired bars in a bar chart. The dashboard and filter panel are updated with filters matching those bars.

All dashboards, bar charts only

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