Insights - Categories, Values & Break By (Data Panel)

Updated 2 years ago by Elena Yurkova

Data panel

The Data Panel is used for selecting the values that you want to appear in the widget and those needed for grouping data. The options differ depending on the chart type.

As good practice, have a widget draft handy before you start building it in Widget Designer. It will help you understand which field goes to Categories and which one goes to Values.

Categories - a field you need for grouping or categorizing your data. It's also called:

  • X-axis for a Line Chart
  • Rows for Pivots

Example of the most popular fields: Status, Opportunity Leader, Close Date (month, quarter, year).

Values - a field that is needed for aggregations.

Example of the most popular fields: Revenue, Identification (when you need to count records, Identification is the most reliable field)

Break By - Some charts (bar, column charts) have an additional dimension, Break By. This dimension is used primarily for stacked charts. In the example below, I break by Account Managers to see who manages customers in different countries.

See the summary for different chart types below:

Chart Type

Categories

Values

Break By

Indicator

-

Yes, Primary & Secondary

-

Pie Chart

Yes

Yes

-

Column Chart

Yes, multiple

Yes, multiple

Yes

Bar Chart

Yes

Yes

Yes

Line Chart

Yes, X-axis, multiple

Yes, multiple

Yes

Area Chart

Yes, X-axis, multiple

Yes, multiple

Yes

Area Map

Yes, Country

Yes, Color

-

Polar Chart

Yes

Yes

Yes

Scatter Chart

Yes, X-axis

Yes, Y-axis

Yes

Scatter Map

Yes

Yes

-

Pivot

Yes

Yes

Yes, called columns

Sunburst

Yes

Yes

-

Treemap

Yes

Yes

-

Calendar Heatmap

Yes

Yes

-

Table

Yes

Yes

-

Box & Whisker Plot

Yes

Yes

-

Fine-tuning a Widget

To learn more about adding data and fine-tuning the design of a specific widget, click on a widget from the list below:


How did we do?