Custom dashboards are a powerful way to analyze workplace data but may require help from a data analyst, especially for more advanced setups. Envoy Support can assist with general questions but will not be able to build or customize dashboards for admins.
Overview
Effective charts are essential for telling meaningful data stories, but selecting the right chart type can be challenging. Consider the type of data you want to visualize, the questions you need to answer, and the users who will view and engage with your analysis.
✨Before moving on, make sure you've already read Custom Dashboards: Getting started to understand the basics of custom dashboard building!✨
Types of charts
Bar chart
Show how values differ across categories or groups of data. Contrast values with one another, relating them to a reference mark or representing them as proportions of a whole.
A bar chart in our Attendance dashboard.
Line chart
Show how values of one or more metrics change over time. Spot trends and identify anomalies in your dataset.
A line chart in our Attendance dashboard.
KPI Chart
Highlight a single metric to assess performance or progress toward a goal. Summarize the total for a specific period, compare it over time, or measure against a benchmark or target.
A KPI chart from our Attendance dashboard.
Area Chart
Illustrate the magnitude or cumulative values of one or more metrics over time. Compare categories or groups of data, or evaluate the data composition or part-to-whole relationship.
An example of an area chart based on invites over time, grouped by sign-in flow.
Scatter Plot
Demonstrate the presence and strength of a correlation between metrics. Analyze patterns, understand distribution, and identify outliers in your dataset.
A scatter plot version of Visitors invites over time.
Combo chart
Merge bar, line, area, and point marks to analyze various metrics. Assess the relationships to uncover correlations and differences among the datasets.
This combo chart shows invites as bars and entries as a line. Here, you can see the correlation between invites and actual sign-ins.
Pie and donut chart
Represent values as parts of a whole to illustrate data distribution and the part-to-whole relationship.
A donut chart in our Desks analytics dashboard.
Custom configurations for charts
Charts feature various properties and formatting options that determine how your data is represented. With a wide range of customizable configurations, you can enhance your charts and ensure they present meaningful and actionable information.
Properties
The Element properties panel requires you to select a chart type and configure source columns to define chart properties, including axis categories, metrics, colors, and tooltips.
You can convert data value types, change the data aggregation or truncation, and customize chart markers and tooltips. Depending on the chart type selected, you may also have options to change the chart orientation, modify data stacking, and add trellis rows and columns.
Formatting
The Element format panel allows you to customize the appearance of various components, including the chart title’s content, size, and alignment.
Depending on the chart type selected, you might also be able to format the background, axes, legend, data labels, reference marks, trend lines, and more.
