Donut Chart

A donut chart is a Pie Chart with a hole in the center. The hole can be empty or display a KPI.

ChartExpDonut20

Simple Donut Chart

The simple donut chart is the same as a Pie Chart, but with an empty hole in the center. The hole is the same color as the chart background. The example below displays Total Sales by Year.

If you are new to charting, see the following sections first:

Configure Your Data…​

The data source for the chart (data block or data model) should represent dimensions and measures as independent columns or fields, as shown below. See Prepare Your Data for information on how to manipulate your data, if it is not currently in this form. (Note: A properly designed data model will already have the correct structure.)

dataStructureCharts

In some cases (e.g., Pie Chart), you may want your data to provide just a single measure. In other cases (e.g., Line Chart), you may want the data to supply multiple measures. If the data does not provide the correct number of measures, you may be able to alter the number of measures to suit the needs of the chart by “pivoting” or “unpivoting” the data. See Pivot Data in Prepare Your Data for more information about this procedure.

Open a Chart for Editing…​
Watch Video: Create a Chart (Open the Chart Editor)

This video might show an earlier version of the feature or operation that differs in minor ways from the current version.

Follow the steps below to get started with a new Chart. See Basic Charting Steps for more details.

  1. If necessary, create a new Dashboard. (See Create a New Dashboard.)

  2. From the Toolbox panel, drag a Chart component into the Dashboard.

    addingChart

  3. Resize the Chart as desired by dragging the handles.

    resizeChartHandle 1

  4. Press the ’Edit’ button in the center of the Chart or press the ‘Edit’ button edit in the top-right corner.

    ChartEditButton

    This opens the same Visualization Recommender available for creating a new Dashboard. (See Create a New Dashboard.)

  5. To bypass the Recommender, press the ‘Full Editor’ button edit at the top right to open the Chart Editor.

    ChartEditorIntro

  1. In the Chart Editor, drag the measure field (e.g., ‘Total’) from the Data Source panel to the ‘Y’ region.

    What is a measure?

    A measure is generally used for aggregation, for example summation, averaging, correlation, etc., within a Crosstab, Chart, Text component, or Gauge. Adding a measure to the ‘Y’ region in a chart displays the computed aggregates by using locations on the Y-axis. Adding a measure to the ‘X’ region displays the computed aggregates by using locations on the X-axis. You can also display aggregates by using color, shape, size, or label.

  2. In the Chart Editor, drag the dimension field (e.g., ‘Date’) from the Data Source panel to the ‘Color’ region.

    What is a dimension?

    A dimension is used to break-down the dataset into multiple groups, often within a Crosstab, Chart, or Selection List. Adding a dimension to the ‘X’ region of a Chart distinguishes the different dimension groups by location on the X-axis. Adding a dimension to the ‘Y’ region distinguishes the different dimension groups by location on the Y-axis. You can add multiple dimensions into the ‘X’ or ‘Y’ regions of a Chart, or into the ‘Rows’ or ‘Columns’ regions of a Crosstab, to create multiple grouping levels. You can also distinguish groups in a dimension by using color, shape, size, or label in a Chart.

    PieChartConfig

  3. Press the ‘Select Chart Style’ button auto chart type, and choose ‘Donut’. This converts the chart into a donut-chart representation.

    ChartExpDonut

  4. Add the respective dimension values to the pie slices: Drag the dimension (‘Date’) field from the Data Source panel to the ‘Text’ region.

    PieChartTextLabels

  5. Optional: For a date dimension, press the ‘Edit Dimension’ button dimension setting next to the field name in the Chart Editor, and set the ‘Level’ to the desired date grouping. Then press the ‘Apply’ button submit.

  6. In the bottom-left panel, press the ‘Edit Size’ button, and choose the size of the donut hole.

    ChartExpDonut21

  7. Optional: You can add additional dimensions to the Chart if desired. See Trellis Chart (Grid) for information about adding multiple dimensions to a chart axis.

  8. Press the ‘Finish’ button submit to close the Editor.

    ChartExpDonut22

The donut chart is now complete.

Advanced Donut Chart

The advanced donut chart is the same as a Pie Chart, but with a hole in the center and optional text within the hole. The hole can be an arbitrary color. The text is often used to display a grand total or other KPI, which creates the appearance of a chart-gauge. (See Add a KPI for information about basic built-in Gauges.)

The example below displays Total Sales by Year.

If you are new to charting, see the following sections first:

Configure Your Data…​

The data source for the chart (data block or data model) should represent dimensions and measures as independent columns or fields, as shown below. See Prepare Your Data for information on how to manipulate your data, if it is not currently in this form. (Note: A properly designed data model will already have the correct structure.)

dataStructureCharts

In some cases (e.g., Pie Chart), you may want your data to provide just a single measure. In other cases (e.g., Line Chart), you may want the data to supply multiple measures. If the data does not provide the correct number of measures, you may be able to alter the number of measures to suit the needs of the chart by “pivoting” or “unpivoting” the data. See Pivot Data in Prepare Your Data for more information about this procedure.

Open a Chart for Editing…​
Watch Video: Create a Chart (Open the Chart Editor)

This video might show an earlier version of the feature or operation that differs in minor ways from the current version.

Follow the steps below to get started with a new Chart. See Basic Charting Steps for more details.

  1. If necessary, create a new Dashboard. (See Create a New Dashboard.)

  2. From the Toolbox panel, drag a Chart component into the Dashboard.

    addingChart

  3. Resize the Chart as desired by dragging the handles.

    resizeChartHandle 1

  4. Press the ’Edit’ button in the center of the Chart or press the ‘Edit’ button edit in the top-right corner.

    ChartEditButton

    This opens the same Visualization Recommender available for creating a new Dashboard. (See Create a New Dashboard.)

  5. To bypass the Recommender, press the ‘Full Editor’ button edit at the top right to open the Chart Editor.

    ChartEditorIntro

  1. In the Chart Editor, drag the measure field (e.g., ‘Total’) from the Data Source panel to the ‘Y’ region.

    ChartExpDonut23

  2. For a Dashboard, right-click the data block containing the measure field (‘Total’) in the Data Source panel, and select ‘New Calculated Field’.

    ChartExpDonut4

    This opens the ‘Edit Calculated Field’ dialog box for a Dashboard. (See Create a New Data Field for more information about Calculated Fields.)

  3. Enter a name (e.g., ‘Total2’) for the new field, and select the ‘Detail’ option. Click the measure field (‘Total’) in the top-left panel to add it into the expression. This makes the new (calculated) field ‘Total2’ a duplicate of the existing ‘Total’ field. Select ‘Double’ from the ‘Return Data Type’ menu. Press OK to close the Editor.

    ChartExpDonut6

  4. In the Chart Editor, press the ‘Select Chart Style’ button auto chart type, and enable the ‘Multiple Styles’ option at the bottom of the panel. Then press the ‘Apply’ button submit.

    ChartExpDonut7

  5. Press the ‘Switch to Single Graph’ button multi chart button.

    ChartExpDonut8

  6. Drag the duplicate measure field (‘Total2’) from the Data Source panel to the ‘Y’ region.

    ChartExpDonut9

  7. In the bottom-left panel, select ‘Total’ as the measure for which to set visual properties.

    ChartExpDonut10

  8. Drag the dimension field (e.g., ‘Date’) from the Data Source panel to the ‘Color’ region (for the ‘Total’ measure).

    ChartExpDonut11

  9. Optional: If you want the donut hole to display a numerical value, in the bottom-left panel, select ‘Total2’ as the measure for which to set visual properties.

    ChartExpDonut12

    Drag the ‘Total2’ measure field itself from the Data Source panel to the ‘Text’ region (for the ‘Total2’ measure).

    ChartExpDonut13

  10. Press the ‘Select Chart Style’ button auto chart type next to each measure, and choose ‘Pie’. This converts each measure into a pie-chart representation.

    ChartExpDonut14

  11. In the bottom-left panel, select ‘Total2’ as the measure for which to set visual properties. Press the ‘Edit Size’ button, and choose the size of the donut hole. Press the ‘Close’ button close.

    ChartExpDonut15

  12. Press the ‘Edit Color’ button, and choose the color of the donut hole.

    ChartExpDonut16

  13. Click the text in the donut hole to select it. Select the Format tab at the bottom of the left panel. Adjust the formatting of the text as desired. (See Add Data Format for more details.)

    ChartExpDonut17

  14. Optional: Press the ‘Edit Measure’ button measure setting next to each measure, choose the desired aggregation method, and press the ‘Apply’ button submit.

    You must set both measures to use the same aggregation method. The ‘Average’ method should not be used, as this may produce an incomplete donut hole.

  15. Optional: Add the respective year values to the pie slices: In the bottom-left panel, select ‘Total’ as the measure for which to set visual properties. Drag the dimension (‘Date’) field from the Data Source panel to the ‘Text’ region.

    ChartExpDonut19

  16. You can add additional dimensions to the Chart if desired. See Trellis Chart (Grid) for information about adding multiple dimensions to a chart axis.

  17. Press the ‘Finish’ button submit to close the Editor. The donut chart is now complete.

    ChartExpDonut20

You can proceed to edit the titles, legend, etc. See Basic Charting Steps and Chart Properties for more information. See Add Data Format for information on how to format text on a Chart.

Explore More…​

The sample Executive Sales Summary Dashboard provides an example of a donut chart.

galleryDataTip2

To explore this sample Dashboard, download and import the Executive Sales Summary Dashboard into your environment. (This requires access to Enterprise Manager.) See Import and Export Assets for instructions on how to import.