Aha! Ideas charts (Advanced plan)

Charts let you visually communicate information using data from your Aha! account. Once created, you can share your charts with the broader team or generate views for quarterly and annual business planning meetings.

Ultimately, this enables you to make better prioritization decisions and understand how well you are doing against your goals. It also keeps everyone up to date on what your team has accomplished.

Note: This article discusses functionality that is included in Ideas Advanced. Please contact us if you would like a live demo or would like to try using it in your account. (Roadmaps accounts created before October 20, 2020 include this functionality.)

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Create a chart

There are two ways to create a chart in the Aha! report builder.

First, you can convert list reports and pivot tables to charts using the Change report type dropdown in the upper-left corner of the page. This starts your chart building process off with record types already selected so you can build a report with the same record relationships that you used for your report.

Second, you can build a chart from scratch. Navigate to Reports → Chart and click Create new chart.

You can always start with an example chart by clicking Use example chart. You can select an example chart from the report builder here or click on Views → Related views from the chart page before you open the report builder to see a complete list of example reports.

Otherwise, click Create your own chart to build a custom chart.

In the Select records step, select the record or records you want to use to build your chart. You can select from Popular or Advanced. Remember, Aha! reports are built on the relationships between record types and the order you add related record types to your chart matters. As you work through the report builder, try experimenting with different record types to see how it affects the chart you create. All data displayed in the chart will be in relation to the primary record selected.

In the Add fields step, select the chart type you wish to create. Click Save to create your chart.

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Column charts

There are three types of column charts available. Column charts visualize your data in columns vertically along an X- and Y-axis. You can select how to calculate the height of the columns along the Y-axis, assign fields to the axes, and assign an optional series field.

Stacked column charts visualize your data in columns along an X- and Y-axis and break down each column into parts determined by an optional Series. You can select how to calculate the height of the columns along the Y-axis, assign fields to the axes, and assign a series field.

100% stacked column charts visualize your data in columns along an X- and Y-axis, showing you a percentage breakdown of the columns' parts, determined by an optional Series. You can select how to calculate the height of the columns along the Y-axis, assign fields to the axes, and assign a series field.

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Bar charts

There are three types of bar charts available.Bar charts visualize your data in columns horizontally along an X- and Y-axis. You can select how to calculate the length of the columns along the X-axis, assign fields to the axes, and assign an optional series field.

Stacked bar charts visualize your data in columns along an X- and Y-axis, and breaks down each column into parts, determined by an optional Series. You can select how to calculate the length of the columns along the X-axis, assign fields to the axes, and assign a series field.

100% stacked bar charts visualize your data in columns along an X- and Y-axis, showing you a percentage breakdown of the columns' parts, determined by an optional Series. You can select how to calculate the length of the columns along the X-axis, assign fields to the axes, and assign a series field.

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Line charts

There are two types of line charts available. Line charts display data trends over time by plotting lines through a series of data points across an X- and Y-axis. You can select how to calculate the height of the data points along the Y-axis, assign fields to the axes, and assign an optional series field.

Smooth line charts display data trends over time by plotting lines through a series of data points across an X- and Y-axis — but it smooths the line(s) to give a better visual sense of the trend. You can select how to calculate the height of the data points along the Y-axis, assign fields to the axes, and assign an optional series field.

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Pie charts

There are three types of pie charts available.Pie charts divide your data into slices to show each slice's proportion relative to the whole. You can choose how to determine the size of the slices and assign fields to the pie and to the slices.

Doughnut charts divide your data into slices to show each slice's proportion relative to the whole. They have a hole in the center to present a slightly different appearance than a pie chart. You can choose how to determine the size of the slices and assign fields to the pie and to the slices.

3D pie charts divide your data into slices to show each slice's proportion relative to the whole and visualize the result in three dimensions. You can choose how to determine the size of the slices and assign fields to the pie and to the slices.

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Other charts

There are two types of other charts available. Scatter charts display a group of data points across an X- and Y-axis. You can assign fields to the X- and Y-axes and assign a field to be the label that appears when you hover over a data point.

Bubble charts display a group of data points across an X- and Y-axis, with the ability to use a third dimension of data to affect the size of the bubbles. You can assign the field to be the label that appears when you hover over a bubble, assign fields to the X- and Y-axes, and assign an optional series field.

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Customize your chart

Once you have created your chart, use the Customize view dropdown to customize it.

The Edit data option allows you to adjust the fields that you are using to create your chart.

The Customize style option opens a modal that lets you customize your chart. Your customization options differ slightly depending on the chart you select.

  • Adjust the default Title of your chart.

  • Customize the Legend that appears alongside your chart. Or select Maximize to make your chart fill your whole screen, moving the legend inside it.

  • Change the Font.

  • Adjust the Background colors.

  • Adjust the look of the data elements in the chart.

  • Change the look, label, and colors of the data elements in the chart.

You can also add filters to your chart. Hover over the filters bar and click the Add filters + icon to add basic filters quickly. Click the Edit filters icon to open the report builder to the Add filters step and add advanced filters.

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Compare mode

Usually, when you hover over a section of a chart, you will see a tooltip with the exact value of your data at that point. However, if you have added a series to your chart, you may have multiple values for data at a particular point — and it may be useful to see those values all at once.

To do this, click Customize view ⚙️ → Customize style and check the box next to Compare mode. With this box checked, you will see all values for your data when you hover over a given point on your chart.

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Save your chart

To save your current view, click the Save view button in the top-right corner of the page. When you save a view, you will have the option to name it, choose who you wish to share your saved view with, and select if others can edit the view. The Views dropdown lets you access any view you have ever saved.

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Share your chart

With your chart completed, you can easily share them with your stakeholders by selecting one of the export options through the Share button on the top-right of the screen.

  • To invite people outside of your Aha! account to view your charts, select Share as webpage.

  • To export your chart for further analysis, export it to Microsoft Excel or CSV file. You can import from CSV to update data later.

  • For a static version of your chart, export your chart to PNG image or PDF document.

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