Pie chart: Difference between revisions

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For example, this chart can show the tasks completed by employees in a month:
For example, this chart can show the tasks completed by employees in a month:
https://s.pfx.so/pf/fW/r072t1.jpg


A pie chart is based on report data and consists of a circle divided into sectors:
A pie chart is based on report data and consists of a circle divided into sectors:
*Each sector represents a category (e.g., department, project, task status).
*Each sector represents a category (e.g., department, project, task status).
*The size of the sector is proportional to a numerical value (e.g., the number of tasks, budget share, time spent).
*The size of the sector is proportional to a numerical value (e.g., the number of tasks, budget share, time spent).
To ensure the correct data is displayed, use grouping and sorting.
==Set up==
*In the "Report view", add the columns that will form the pie chart.
*Go to the "Charts and graphs" section and add a new "Pie" type chart.
https://s.pfx.so/pf/B6/vrDh4t.jpg
*In "Data to display", set the following:
**Columns:"Completed tasks".
**Grouping:By the "Assignee" column.
**Sort:by the "Completed tasks" column, by month, ascending.
https://s.pfx.so/pf/ZX/opsJCh.jpg
*In the "View" section, you can adjust:
**Chart height – defines the height of the chart in pixels.
https://s.pfx.so/pf/Sf/qPnVax.jpg
*Save the chart and run the report to view the results.
==Use case examples==
*Project expenses:
https://s.pfx.so/pf/BU/clhjMw.jpg
https://s.pfx.so/pf/0U/Y0usYL.jpg
*Reasons for customer loss:
https://s.pfx.so/pf/Cb/WjNgxK.jpg
https://s.pfx.so/pf/cg/N2m2ZR.jpg
*Employee work time distribution:
https://s.pfx.so/pf/wQ/aruBLZ.jpg
https://s.pfx.so/pf/aw/jYBKiM.jpg
== Go To ==
*[[Reports: Charts in reports|Charts in reports]]
*[[Reports]]

Latest revision as of 08:31, 12 May 2025

A pie chart is one of the chart types available in Planfix reports. It visualizes data as slices of a circle. Each slice represents a specific category and reflects its proportion in relation to the whole circle.

For example, this chart can show the tasks completed by employees in a month:

r072t1.jpg

A pie chart is based on report data and consists of a circle divided into sectors:

  • Each sector represents a category (e.g., department, project, task status).
  • The size of the sector is proportional to a numerical value (e.g., the number of tasks, budget share, time spent).

To ensure the correct data is displayed, use grouping and sorting.

Set up

  • In the "Report view", add the columns that will form the pie chart.
  • Go to the "Charts and graphs" section and add a new "Pie" type chart.

vrDh4t.jpg

  • In "Data to display", set the following:
    • Columns:"Completed tasks".
    • Grouping:By the "Assignee" column.
    • Sort:by the "Completed tasks" column, by month, ascending.

opsJCh.jpg

  • In the "View" section, you can adjust:
    • Chart height – defines the height of the chart in pixels.

qPnVax.jpg

  • Save the chart and run the report to view the results.

Use case examples

  • Project expenses:

clhjMw.jpg

Y0usYL.jpg

  • Reasons for customer loss:

WjNgxK.jpg

N2m2ZR.jpg

  • Employee work time distribution:

aruBLZ.jpg

jYBKiM.jpg

Go To