Note: When combining prompts in dashboards, Vault does not combine user reference fields with special user fields such as Workflow Owner, Task Owner, Last Modified By, or Created By.
Note: Dashboard components display all data points if they are expanded across the width of the browser page. Otherwise, charts show only one data point per dashboard cell based on the width. For example, a chart expanded to a width of seven (7) cells shows seven (7) data points, and a chart expanded to 11 cells shows 11 data points. Charts may display the text Too many to display if there are more data points than Vault can display in the available space.
## How to Create Column Charts {#column}
To create a dashboard component that shows a column chart:
1. While in edit mode, click **Add Component**.
2. Enter a **Name** for the component.
3. Select a **Report**.
4. On the **Chart Data** tab, select **Column** as the chart type, if available. Vault determines the available chart types based on the data in the selected report.
5. For **Y-Values (Metric)**, select a metric from the report to serve as the data for the chart. For **X-Axis (Category)**, select a field from the report to serve as the category. For **Group By**, select a field to group by within each category. Select **Stacked**, **Grouped**, or **% Stacked** as the **Group Styling**.
6. On the **Formatting** tab, choose to show or hide the x- and y-axis labels. Modify the labels if needed. Select the **Show Chart Values** checkbox to display the exact value for each category or group above the column. Select the **Show Legend** checkbox to display a legend below the chart. Enter a value for **Target Line** if you want to display a target value as a line on the chart.
7. Optional: Add a **Description** (limited to 256 characters) and a **Footer** (limited to 128 characters). The description text is displayed under the _Name_ of the chart, and the footer text is displayed at the bottom of the chart.
8. Click **Preview Report Data** to preview the chart with data.
9. Click **Continue** to add the new component to the dashboard.
This example shows a column chart using the "Stacked columns" grouping style.
## How to Create Combination Charts {#combination}
Combination charts can display up to ten metrics, with one base metric and up to nine secondary metrics. You can configure the base metric to be displayed using a column chart, bar chart, or line chart. Secondary metrics are displayed as a line chart.
To create a dashboard component that shows a combination chart:
1. While in edit mode, click **Add Component**.
2. Enter a **Name** for the component.
3. Select a **Report**.
4. On the **Chart Data** tab, select **Combination** as the chart type, if available. Vault determines the available chart types based on the data in the selected report.
5. Select **Bar**, **Column**, or **Line** for the **Base Chart Type**.
6. Select the primary metric, category, grouping, and group styling settings. These settings depend on whether the selected base chart type is [Bar][5], [Column][3], or [Line][6].
7. Add a secondary metric to the y-axis.
8. Optional: Add the secondary y-axis. All metrics on the secondary y-axis are displayed as line charts.
9. Optional: Click the plus (**+**) icon and add an additional eight secondary metrics. Click the minus (**-**) icon to remove secondary metrics if needed.
10. On the **Formatting** tab, select or deselect the checkboxes to show or hide the x-axis, y-axis, and secondary axis labels. Modify the labels if needed. Select the **Show Chart Value** checkbox to display the exact value for each category or group above the value. Select the **Show Legend** checkbox to display a legend below the chart. Enter a value for **Target Line** if you want to display a target value as a line on the chart.
11. Optional: Add a **Description** (limited to 256 characters) and a **Footer** (limited to 128 characters). The description text is displayed under the _Name_ of the chart, and the footer text is displayed at the bottom of the chart.
12. Click **Continue** to add the new component to the dashboard.
This example shows a combination chart with columns for the primary metric and a line for a secondary metric.
## How to Create Control Charts {#control}
To create a dashboard component that shows a control chart:
1. While in edit mode, click **Add Component**.
2. Enter a **Name** for the component.
3. Select a **Report**.
4. On the **Chart Data** tab, select **Control** as the chart type, if available. Vault determines the available chart types based on the data in the selected report.
5. For **Y-Values (Metric)**, select a metric from the report to serve as the data for the chart. Vault performs all sigma calculations automatically. For **X-Axis (Category)**, select a field from the report to serve as the category.
6. On the **Formatting** tab, choose to show or hide the x- and y-axis labels. Modify the labels if needed. Select the **Show Chart Values** checkbox to display the exact value for each category or group above the data point on the line. Select the **Show Legend** checkbox to display a legend below the chart. Enter a value for the **Target Line** if you want to display a target value as a line on the chart.
7. Optional: Add a **Description** (limited to 256 characters) and a **Footer** (limited to 128 characters). The description text is displayed under the _Name_ of the chart, and the footer text is displayed at the bottom of the chart.
8. Click **Preview Report Data** to preview the chart with data.
9. Click **Continue** to add the new component to the dashboard.
This example shows a control chart.
## How to Create Gauge Charts {#gauge}
To create a dashboard component that shows a gauge chart:
1. While in edit mode, click **Add Component**.
2. Enter a **Name** for the component.
3. Select a **Report**.
4. On the **Chart Data** tab, select **Gauge** as the chart type, if available. Vault determines the available chart types based on the data in the selected report.
5. Select a **Metric** from the report to serve as the data for the chart.
6. For the **Primary Grouping**, select **All Values** or select a specific grouping from the drop-down. This option is only available for grouped reports.
7. On the **Formatting** tab, enter the range of metric values to show on the chart. If you want the exact metric value to appear below the chart, select **Display Actual Value** and enter the unit label. Select the **Display Metric Label** checkbox to show the name of the metric in the chart. Select the **Display Groupings** checkbox to show details for the groupings applied to the chart. You can also add up to three colored bands to the chart by selecting a color and an end value for the band.
8. Optional: Add a **Description** (limited to 256 characters) and a **Footer** (limited to 128 characters). The description text is displayed under the _Name_ of the chart, and the footer text is displayed at the bottom of the chart.
9. Click **Continue** to add the new component to the dashboard.
This example shows a gauge chart.
## How to Create Line Charts {#line}
To create a dashboard component that shows a line chart:
1. While in edit mode, click **Add Component**.
2. Enter a **Name** for the component.
3. Select a **Report**.
4. On the **Chart Data** tab, select **Line** as the chart type, if available. Vault determines the available chart types based on the data in the selected report.
5. For **Y-Values (Metric)**, select a metric from the report to serve as the data for the chart. For **X-Axis (Category)**, select a field from the report to serve as the category. For **Group By**, select a field to group by within each category, if available.
6. On the **Formatting** tab, choose to show or hide the x- and y-axis labels. Modify the labels if needed. Select the **Show Chart Values** checkbox to display the exact value for each category or group above the data point on the line. Select the **Show Legend** checkbox to display a legend below the chart. Enter a value for **Target Line** if you want to display a target value as a line on the chart.
7. Optional: Add a **Description** (limited to 256 characters) and a **Footer** (limited to 128 characters). The description text is displayed under the _Name_ of the chart, and the footer text is displayed at the bottom of the chart.
8. Click **Preview Report Data** to preview the chart with data.
9. Click **Continue** to add the new component to the dashboard.
This example shows a line chart.
## How to Create Number Charts {#number}
To create a dashboard component that shows a number chart:
1. While in edit mode, click **Add Component**.
2. Enter a **Name** for the component.
3. Select a **Report**.
4. On the **Chart Data** tab, select **Number** as the chart type, if available. Vault determines the available chart types based on the data in the selected report.
5. Select a **Metric** from the report to serve as the data for the chart.
6. For the **Primary Grouping**, select **All Values** or select a specific grouping from the drop-down. This option is only available for grouped reports.
7. Optional: Select the **% of Grand Total** checkbox to display this chart as a percentage. This is only available if your metric is a sum or count and the chart shows a specific grouping.
8. On the **Formatting** tab, enter a unit label for the number. If you want the number to show in a specific color, depending on the value, use the range selectors to choose a color and enter the start/end values for the range. The ranges must be in ascending order, meaning that Range 1 must be lower numbers than Range 2.
9. Optional: Add a **Description** (limited to 256 characters) and a **Footer** (limited to 128 characters). The description text is displayed under the _Name_ of the chart, and the footer text is displayed at the bottom of the chart.
10. Click **Continue** to add the new component to the dashboard.
This example shows a number chart.
## How to Create Pareto Charts {#pareto}
To create a dashboard component that shows a pareto chart:
1. While in edit mode, click **Add Component**.
2. Enter a **Name** for the component.
3. Select a **Report**. Only reports with groups can be used for pareto charts.
4. On the **Chart Data** tab, select **Pareto** as the chart type, if available. Vault determines the available chart types based on the data in the selected report.
5. For **Y-Values (Metric)**, select a metric from the report to serve as the data for the chart. For **X-Axis (Category)**, select a field in the report to serve as the category. If the report has a single grouping, Vault uses it as the **X-Axis (Category)**.
6. On the **Formatting** tab, choose to show or hide the x- and y-axis labels. Modify the labels if needed. Select the **Show Chart Values** checkbox to display the exact value for each category or group above the column. Select the **Show Legend** checkbox to display a legend below the chart. Enter a value for **Target Line** if you want to display a target value as a line on the chart.
7. Optional: Add a **Description** (limited to 256 characters) and a **Footer** (limited to 128 characters). The description text is displayed under the _Name_ of the chart, and the footer text is displayed at the bottom of the chart.
8. Click **Preview Report Data** to preview the chart with data.
9. Click **Continue** to add the new component to the dashboard.
This example shows a pareto chart.
## How to Create Pie Charts {#pie}
To create a dashboard component that shows a pie chart:
1. While in edit mode, click **Add Component**.
2. Enter a **Name** for the component.
3. Select a **Report**.
4. On the **Chart Data** tab, select **Pie** as the chart type, if available. Vault determines the available chart types based on the data in the selected report.
5. Select a **Metric** from the report to serve as the data for the chart. For **Group By**, select a field to group by within each category.
6. On the **Formatting** tab, select the **Show Category Labels** checkbox to display the labels for each grouping category. Select **Show Percentages** to display the percentage for each grouping category. Select the **Show Legend** checkbox to display a legend below the chart.
7. Optional: Add a **Description** (limited to 256 characters) and a **Footer** (limited to 128 characters). The description text is displayed under the _Name_ of the chart, and the footer text is displayed at the bottom of the chart.
8. Click **Preview Report Data** to preview the chart with data.
9. Click **Continue** to add the new component to the dashboard.
This example shows a pie chart.
## How to Create Table Charts {#table}
To create a dashboard component that shows a table chart:
1. While in edit mode, click **Add Component**.
2. Enter a **Name** for the component.
3. Select a **Report**. You can only select reports with a single grouping or no groupings for table charts.
4. On the **Chart Data** tab, select **Table** as the chart type.
5. Select a **Column** to serve the data in the table chart. If the report uses single-level grouping, the grouped field is automatically added to the chart and cannot be removed. If any columns in the report use aggregate functions, they also appear for selection in the **Columns** drop-down. If the report is ungrouped, all report columns are available for selection. You can select up to 10 columns to include in the table chart.
6. Optional: Select **Show record details** on the **Chart Data** tab to view the report without any grouping and select the ungrouped columns. If this option is unselected, only the grouped field displays. This option is unavailable for ungrouped reports.
7. Optional: On the **Formatting** tab, enter the **Number of groups to display** in the dashboard. You can display up to 200 groups. You can also select **Show Report Name** to display a link to the underlying report used in the component.
8. Optional: Add a **Description** (limited to 256 characters) and a **Footer** (limited to 128 characters). The description text is displayed under the _Name_ of the chart, and the footer text is displayed at the bottom of the chart.
9. Click **Continue** to add the new component to the dashboard.
This example shows a table chart.
Note: Record count rows are displayed only if the total number of records in the report is less than the value in the Number of groups to display field.