The Pie Chart Widget in Datarails is a powerful visualization tool designed to help users understand how a whole is divided into its component parts. Whether you're analyzing expense categories, revenue streams, or any distribution of values, the pie chart presents the data in a clear, circular format that’s easy to interpret at a glance.
Best Practices and Use Cases
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Ideal for showing part-to-whole relationships, such as expense breakdowns.
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Best suited for categories with limited segments to avoid cluttered visuals.
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Useful for interactive presentations and dashboards where drilling into details is needed.
Create a Pie Chart Widget
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On your dashboard, click the New button.
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Select Add Widget, then choose the Custom category.
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Enter a clear, unique name for your widget to help identify it later.
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Choose Pie Chart Widget from the list, then click Next to open the Widget Editor.
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In the Widget Editor, select the table containing the data you want to visualize.
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Drag and drop the fields you want to use as the Pie Segments and Drill Down Levels. For example: Report Field and Account Full.
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Add the Value field, and apply relevant filters to narrow down the data. For example, filter to show only Income.
- To learn more about advanced styling and settings, check out the Widgets Overview article.
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