Custom Charts Report
Chart Configuration
Charts are configured separately from tabular columns via the Charts section in the macro editor.
Configuration Settings
| Setting | Description | Example Values |
|---|---|---|
| Chart Type | Bar, Pie, or Line | Bar Chart |
| Group By | The field to bucket/categorize data | Space, Author, Type, Month, Day |
| Metric | What to measure per group | Count (most common) |
| Series | Optional secondary grouping for stacked charts | Type (page vs blog) |
How to Configure a Chart
- Set Report Type to Charts in the header dropdown.
- Select Chart Type - Bar, Pie, or Line.
- Set Group By - pick the field to categorize data (e.g., Space, Author, Month).
- Set Metric - typically Count.
- Optionally set a Series for stacked bar charts.
- Load required expansions so the Group By field is available.
- Review in Live Preview - chart renders in real-time.
- Adjust filters to narrow the dataset if needed.
Common Configuration Patterns
Pages per Space (Bar)
- Group By: Space
- Metric: Count
- Chart Type: Bar
Content Type Distribution (Pie)
- Group By: Type
- Metric: Count
- Chart Type: Pie
Monthly Content Growth (Line)
- Group By: Month (createdDate)
- Metric: Count
- Chart Type: Line
Pages by Space and Type (Stacked Bar)
- Group By: Space
- Series: Type
- Metric: Count
- Chart Type: Bar
Troubleshooting Charts
| Problem | Check |
|---|---|
| Chart shows no data | Dataset too small or over-filtered - remove a filter and try again |
| Group By field is empty | Required expansion not loaded - add expansion for that field |
| Unexpected chart results | Verify Group By field type is suitable for aggregation |
| Date axis not working | Ensure date field is from a loaded expansion |