Every chart you create in the Chart Builder is defined by three specific components. Understanding these three pillars allows you to turn raw data into clear, actionable insights.
1. Metrics: What is the "Number"?
Metrics are the actual numbers you want to see. In the Chart Builder, this is what determines how "big" or "small" a data point looks.
Think of it as: The "Value" you are measuring.
Common Metrics: Average Record Score Percentage, Record Score Total, or Record Sentiment Score.
The Question: "What is the specific number I want this chart to show?"
2. Data Points: How do you want to compare your results?
Data Points are the criteria you use to group your results. They allow you to look at your data from different angles, like by month or by region.
Think of it as: The "Sorting rules" that organize your data so you can compare it.
Common Data Points: Dates, tags, or hierarchy.
The Question: "What am I comparing my score against?" (e.g., Comparing record scores by region)
3. Filters: What specific data should be included?
Filters allow you to narrow your data so you only see what is relevant to this specific chart. Applying filters ensures your chart only pulls in the specific information you need.
Think of it as: The "Gatekeeper" that only lets in the specific data you ask for.
Common Filters: Setting "Product Is" to IntouchCheck, so it only pulls in Check results, or selecting a specific Date Range.
The Question: "What specific data do I want to see in this chart?"
Example: Putting the Logic into Practice
If you want to see how your different locations are performing on a specific program, your setup in the Chart Builder would look like this:
Metric: Record Score Percentage — Average
Data Point: Hierarchy > All Locations
Filter: Program Is [Name of your Check] + Date is Before Now
The Result:
If you chose a Bar Chart, you would see a bar for each Hierarchy location showing its Average Record Score Percentage.
If you chose a Data Table, you would see a row for each Hierarchy location showing its Average Record Score Percentage.
Summary
By choosing a Metric (the value), a Data Point (the sorting rule), and a Filter (the specific information), you have everything you need to build any chart on your custom dashboard.
Next Steps
Now that you understand the basic steps to building a chart, here is the next step to continue your setup:
Configuring Your Chart: Discover detailed breakdowns and definitions of the metrics and data points available for your reporting.
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