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# Charts in Summary Reports

> Learn about charts in Summary Reports.

Learn about charts in Summary Reports.

Charts enhance Summary Reports by enabling users to visually explore aggregated data. Users can configure charts using dimensions and metrics already defined in the report.

Charts are fully integrated into the reporting workflow and require no additional data modeling.

## Chart configuration aspects

Charts are built directly on report definitions:

| Report element | Used as                                        |
| -------------- | ---------------------------------------------- |
| Row Groups     | Category Axis (X or Y depending on chart type) |
| Column Groups  | Series / Group By                              |
| Value Fields   | Metrics (plotted values)                       |

> **Note**
>
> Aggregations (SUM, COUNT, etc.) are defined in the report builder and reused in charts. Charts do not re-aggregate data.

## Supported chart types

These are the supported chart types:

* Column (Vertical Bar) / Grouped Column
* Bar (Horizontal Bar) / Grouped Bar
* Line Chart
* Area Chart
* Pie Chart
* Donut Chart
* Stacked Bar
* Stacked Column

> **Note**
>
> Dual Y-axis is not supported in this phase.

## Axis and grouping behavior

Chart behavior varies by chart type:

* Column / Line / Area / Stacked Column

  * Category > X-axis
  * Series (Group By) > Split into multiple series
* Bar / Stacked Bar

  * Category > Y-axis
  * Series (Group By) > Split into multiple series
* Pie / Donut

  * Category > Slice dimension
  * No Group By / Series supported

## Multiple value plots

These are the aspects of multiple value plots:

* Users can select up to two value fields (metrics)
* Metrics are displayed together for comparison within the same chart
* Representation depends on chart type (e.g., grouped bars, multiple lines)

## Chart configuration options

Users can configure the following:

| Setting                | Description                                           |
| ---------------------- | ----------------------------------------------------- |
| Chart Type             | Select visualization type                             |
| Category Field         | Dimension used as X or Y axis depending on chart type |
| Value Fields           | Metrics derived from report (pre-aggregated)          |
| Series / Group By      | Optional split using Column Groups                    |
| Chart Title / Labels   | Customizable labels                                   |
| Limit Categories       | Top N or Top N + Other (non-time-series only)         |
| Limit Group by/ Series | Top M or Top M + Other                                |

## Important behaviors of charts

These are the important behaviors of charts in Summary Reports:

* Category totals are always calculated using full underlying data
* Limits (Top N / Top M) apply only to visualization, not computation
* Sorting is based on the selected metric

## Time series charts and zero-filling behavior

These behaviors apply when a chart is treated as a time-series:

* A chart is treated as time-series when the selected category field is of type date or date-time
* Data is always displayed in chronological order (old to new)
* Missing time intervals are automatically included (e.g., missing months still appear)
* Missing values are zero-filled (0) to ensure continuity in the chart
* Prevents gaps and avoids misleading trend interpretation
* When limiting data:

  * Top N shows the most recent N time periods (e.g., last 12 months), not the highest values
  * “Top N + Other” is not available for time-series charts
* If a Group By (series) is applied:

  * You can limit how many series are displayed (e.g., top categories by value)
  * This limit applies only to what is shown in the chart; overall totals remain unchanged
* Time granularity (day, month, year, etc.) is applied automatically based on the selected field

## Persistence and behavior

The following table outlines chart behavior across different actions:

| Action                            | Behavior                                                                 |
| --------------------------------- | ------------------------------------------------------------------------ |
| Save Report                       | Chart configuration is saved                                             |
| Preview                           | Displays sample data                                                     |
| Run Report                        | Chart renders full dataset                                               |
| Edit Chart (Results Page)         | Temporary unless saved                                                   |
| Report Results Page Visualization | Shows the full dataset visualization using the current chart definition. |
| Scheduled Reports                 | Charts included in report results                                        |

## Example use case

Analyze revenue trends:

* X-axis: Month
* Y-axis:

  * Revenue (SUM)
  * Subscription Count (COUNT)
* Series: Region

This enables:

* Time-based trend analysis
* Multi-metric comparison
* Regional breakdown