Create and Manage a Bar Graph

Upland Analytics provides a simplified approach to creating a report or graph.

To create a bar graph

  1. On the left icon bar, click the Upland Analytics - View icon .
    The Analytics page is displayed.

  1. On the right, click Create.
    A drop-down menu is displayed.
  2. Select Report.
    A Create Report pop-up window is displayed.

  1. Select the data source and click Next.
    A data source page is displayed.

Note: Data sources in this step are provided for example only. Your Data Sources will depend on the modules licensed and the permissions granted.

  1. In the Add report name field, type the report name.

  2. Click Select report type.
    A drop-down menu is displayed.

  3. Select the report type required.

Note: The Report Type here is selected as Bar as an example. Selecting other report types will display different Layouts accordingly.

  • Bar: Presents your data in either horizontal or vertical bars to show comparisons of your data fields.
    The following Dimensions are available for this Display Format:
    - Data Points
    - Data
    - Filters
  • Stacked-Bar: Compares your data fields to the whole and are divided into categories.
    The following Dimensions are available for this Display Format:
    - Data Points
    - Data
    - Stack Data By
    - Filters

Note: For more information on creating a Stacked-Bar Graph, click here. or for more information on the Stacked-Bar Graph Settings, click here.

  • Line: Displays your data within a series as points connected by straight line segments on two axes and helps determine the relationship between two sets of values.
    The following Dimensions are available for this Display Format:
    - Data Points
    - Data
    - Group By
    - Filter

Note: For more information on creating a Line Graph, click here or for more information on the Line Graph Settings, click here.

  • Pie: Displays your data in percentages of several data fields divided in several portions to show related information.
    The following Dimensions are available for this Display Format:
    - Data Points
    - Data
    - Filters

Note: For more information on creating a Pie Graph, click here or for more information on the Pie Graph Settings, click here.

  • Radial: Presented in a semi-circular scale with a needle indicator that displays the maximum value of your data or key performance indicators (KPIs).
    The following Dimensions are available for this Display Format:
    - Data Points
    - Data (Pointer)
    - Data (Range)
    - Filters

Note: For more information on creating a Radial Gauge Graph, click here or for more information on the Radial Gauge Graph Settings, click here.

  • Scatter: Displays two data fields as a collection of points each having one coordinate on the horizontal axis and one on the vertical axis.
    The following Dimensions are available for this Display Format:
    - Data Points
    - Data (X-axis)
    - Group By (Y-axis)
    - Filters

Note: For more information on creating a Scatter Graph, click here or for more information on the Scatter Graph Settings, click here.

  • Bubble: Displays the relationship between three data fields.
    The following Dimensions are available for this Display Format:
    - Data Points
    - Data (X, Y, Size)
    - Filters

Note: For more information on creating a Bubble Chart, click here or for more information on the Bubble Chart Settings, click here.

  • Motion: A dynamic display that is used to explore several data fields over time.
    The following Dimensions are available for this Display Format:
    - Data Points
    - Filters
  • Heatmap: An interactive display that is used to view the total cost consumption in different sizes and colors.
    The following Dimensions are available for this Display Format:
    - Data Points
    - Data (Size of Rectangle)
    - Group By (color of rectangle)
    - Filters

Note: For more information on creating a Heatmap , click here or for more information on the Heatmap Settings, click here.

  • Radar: Radar Graph displays a series as a circular line or area.
    The following Dimensions are available for this Display Format:
    - Data Points
    - Data
    - Filters

Note: For more information on creating a Radar Graph, click here or for more information on the Radar Graph Settings, click here.

  • Area: An Area Chart is basically a line chart, but the space between the x-axis and the line is filled with a color or pattern. It is useful for showing part-to-whole relations.
    The following Dimensions are available for this Display Format:
    - Data Points
    - Data
    - Group By
    - Filters

Note: For more information on creating an Area Chart, click here or for more information on the Area Chart Settings, click here.

  • Waterfall: A waterfall chart is a type of bar graph, similar to a Stacked Bar chart except that bars don't overlap and the origin of each bar starts where the previous bar ended, allowing negative values to be readily depicted.
    The following Dimensions are available for this Display Format:
    - Data Points
    - Data
    - Filters

Note: For more information on creating a Waterfall Chart, click here or for more information on the Waterfall Chart Settings, click here.

  • Sunburst: The Sunburst chart is ideal for displaying hierarchical data. Each level of the hierarchy is represented by one ring or circle with the innermost circle as the top of the hierarchy. A sunburst chart without any hierarchical data (one level of categories) looks similar to a doughnut chart.
    The following Dimensions are available for this Display Format:
    - Data Points
    - Data
    - Filters

Note: For more information on creating a Sunburst, click here or for more information on Sunburst Settings, click here.

  • KPI: A Key Performance Indicator (KPI) is a measurable value that demonstrates how effectively a company is achieving key business objectives. Organizations use KPIs to evaluate their success at reaching targets. Selecting the right one will depend on your industry and which part of the business you are looking to track. Each department will use different KPI types to measure success based on specific business goals and targets.

Note: For more information on creating a KPI, click here or for more information on the KPI Settings, click here.

  1. Click the Save In arrow to view and select an available folder where your graph will be saved.
  2. Choose or create folder to enter values in the box to filter and find the folder where your graph will be saved.

Note: You can also click the arrow and select Add New Folder to create a new folder where your graph will be saved.

  1. Select the desired filter to apply to the list of available Fields. The available options are:
  • All Fields

  • Dimensions

  • Measures

  • Date

  1. Start typing in the Search item field to begin searching for available Fields.

Note: You can alternate between Fields and Custom Fields by clicking on either one of the tabs.

  1. Click Expand All or Collapse All to view or hide all available options in order to easily narrow down on the desired field(s).

  1. As the Data Points section defines the X-Axis Data Set in your Graph, drop a maximum of two non-numeric Fields. The first Field (Series 1) defines the main category on the X-Axis (horizontally).
    If needed, add a second Field (Series 2), which will be subordinate to Series 1.
  2. As the Data section defines the Y-Axis Data Set in your Graph, drop the numeric fields that will define the value range on the Y-Axis (vertically).

Note: Data Dimensions will appear based on the selected Report Type.

  1. Click the See More icon of the Field(s) added.
  2. Select Pivot Measure from the context menu.

  1. Click the Preview button to preview your report.

Note: You can preview your report at any time by clicking on the Preview button. No Data Available displays when there is no data retrieved/found.

  1. Click Save to open the Save context menu.
    A drop-down menu is displayed.

  1. Choose one of the available Save options:

    • Save: Selecting this option will save the report without exiting the report edit page.
    • Save as copy: Selecting this option will save a copy of the report. You will need to rename the report in the Navigation Menu.
    • Save & Close: Selecting this option will save the report and close the report edit page. The report will then run.
    • Save & send by email: Selecting this option will save the report and close the report edit page. A modal window will then give you the options to send the report.
    • Save & Create new: Selecting this option will save the report and close the report edit page giving you the option to create a new report.

    Note: A message will appear that your graph has been generated.