Chart View is a powerful data visualization tool that gives grantmakers the ability to create custom graphs to analyze their data, generate insights, make decisions, and tell the story of their foundation's giving.
A GivingData user can create and save clear comparison and trend charts from datasets built using super search report builder, without needing to export data to Excel or other data visualization tools. To begin creating new data visualizations, follow these steps.
To watch a video instead, visit Creating Data Visualizations with Chart View.
Create a Super Search
Chart View is accessible from the results of a super search generated from an organization, request, payment or requirements search. Create a super search with the desired search criteria.
On the search results screen, click Chart View to create visualizations from the super search results.
Modify Your Chart in Chart View
A default chart based on preset settings first displays. You can choose between a comparison chart or a trend chart and modify the chart content by changing the Aggregate By, Group By, and Sort By (comparison chart) or Frequency (trend chart) options to the left of the chart.
The chart content options include:
- Aggregate By allows you to select the value determining the length of bars, size of pie slices, etc. on the chart. Options for Aggregate By vary depending on the type of super search created.
- Group By defines the categories against which the data from the Aggregate By option will be plotted. Options for Group By vary depending on the type of super search created.
- If a code is selected, the level of code to use for the chart groupings.
- If a code is selected, the level of code to use for the chart groupings.
- Sort By (comparison charts only) determines the field by which the chart will be sorted and in which direction the sorting is applied. Options for Sort By vary depending on the type of super search created and the option selected under Aggregate By.
- Frequency (trend charts only) are options for grouping date fields on a trend chart. Options are yearly, quarterly, monthly and daily.
- Chart Colors can be customized directly in Chart View. Click a color to edit it, delete it, or change the order in which it is used in the chart.
- Click the plus icon to add an additional color to the chart.
- Up to five colors can be added for pie and donut charts. One color can be added for all other chart types.
- Up to five colors can be added for pie and donut charts. One color can be added for all other chart types.
- Click the plus icon to add an additional color to the chart.
Default chart colors can be customized in Admin Tools & Settings. Managing Site Colors in GivingData contains details.
Save Your Super Search and Chart
Click Save Search to save a chart. One chart can be saved with each search. The last chart you create from Chart View before saving the search, will be the chart saved with the search. When you run that search from your saved searches in the future, you will see the saved chart when you enter Chart View.
