Use Pie Chart through 4 how-to topics, with 4 available without membership and 0 membership-related items. You can add the component, edit or export the chart, configure type and data, and adjust chart style.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Add a Pie Chart Component to a Dashboard | Free |
| 2 | 2. Edit or Export a Chart | Free |
| 3 | 3. Configure Type and Data | Free |
| 4 | 4. Adjust Chart Style | Free |
How-to Guide
1. Add a Pie Chart Component to a Dashboard
Entry point: Dashboard page → “+ Add Component” → Chart → “Pie Chart”
- Open the dashboard page and click “+ Add Component” in the upper-left area.
- In the component panel, find “Pie Chart” under the Chart category.
- Click “Pie Chart” to insert a default chart component.
- Click the new component to enter edit mode and continue with data setup.
Success Criteria
- Interface result: A new pie chart component appears on the dashboard.
- What you can do next: You can open the edit panel and continue with data and style settings.
Tips While Using
- Common mistake: If you are not on a dashboard page, the add-component entry may not be available.
- Environment note: Prepare a usable data table in advance for smoother setup.
2. Edit or Export a Chart
Entry point: Click an existing chart → upper-right “...” icon
- Click the pie chart component on the dashboard.
- Click the “...” icon in the upper-right corner.
- Choose “Configure,” “Duplicate,” “Copy as Image,” “Export as Image,” or “Delete” as needed.
- Complete the action that matches your current task.
Success Criteria
- Interface result: The drop-down menu opens and shows the available actions.
- What you can do next: You can continue editing the chart or get the copied or exported result.
Tips While Using
- Common mistake: If the chart component is not selected first, the menu can be easy to miss.
- Environment note: Before exporting or copying as an image, confirm that the chart content is already updated.
3. Configure Type and Data
Entry point: Pie Chart edit panel → “Type and Data” tab
- Open the pie chart edit panel and switch to “Type and Data.”
- Select the data source and use “Data Filter” to define the data range if needed.
- Choose the field for slice grouping.
- Select Pie Chart or Doughnut Chart under chart type.
- Set slice values to count records or summarize a specified field.
- Adjust sort basis, sort order, and visible detail fields as needed.
- Review the preview on the left and click “OK” to apply the settings.
Success Criteria
- Interface result: The preview area shows the updated slice distribution.
- What you can do next: The chart displays proportion results based on the selected fields.
Tips While Using
- Common mistake: Too many categories can reduce chart readability.
- Environment note: Make sure the selected fields match the intended grouping and calculation logic.
4. Adjust Chart Style
Entry point: Pie Chart edit panel → “Chart Style” tab
- Open the edit panel and switch to “Chart Style.”
- Choose a suitable palette under “Theme Color.”
- Expand “Series Color” and adjust colors for each data series if needed.
- In “Chart Elements,” set labels, legend, and related display items.
- Review the preview and click “OK” to apply the style.
Success Criteria
- Interface result: Colors, labels, or legend settings update on the chart.
- What you can do next: The chart is ready for display or image export.
Tips While Using
- Common mistake: Too many colors or dense labels can make the chart harder to read.
- Environment note: A simpler style is usually easier to read in dashboard layouts.