Create a Bar Graph

Upland Analytics provides a simplified approach to creating a graph.

  1. Click Create on the Main Menu bar.
  2. Select Report from the menu. A list of available data sources displays.

    3. Note: Data sources in this step are provided for example only. Your Data sources will depend on the modules licensed and the permissions granted. For more information, see Data Sources/Views.

  1. Select the data source that you want to use for your report or graph/chart from the list.
  2. Click Next. The Report Layout page displays.

  1. Click Add report name box and type the name of your graph/chart.
  2. Click the Select report type drop-down arrow.

  1. Select Bar from the list of available report types.

  1. Click the Save in drop-down arrow and select one of the following:
    • An existing folder from the list where you want to save the report or graph/chart.
    • Add New Folder to create a new folder where your report or graph/chart will be saved. See Create a Folder.
    Type values in this box to filter and find the folder where your report or graph/chart will be saved.
  1. Do the following to work with the list:

    • Select the desired filter to apply to the list of available fields. The available options are:
      • All Fields
      • Dimensions
      • Measures
      • Date
    • Start typing in the Search item box to begin searching for available fields.
    • Click Fields and Custom Fields to alternate between the tabs.
      • For more information on how to create and use Custom Fields, see Create and Use Custom Fields.
    • Click Expand All or Collapse All to view or hide all available options in order to easily narrow down on the desired field(s).
    • Drag and drop the fields to add to the graph/chart from the Fields list to the Layout section.

    Note: The elements in the Layout section change depending on the requirements of the Report Type you are creating.

  2. Click to add a filter. For more information, see Add a Filter.

    3. Note: You must create at least one filter.

  3. Optional: Click to add a pivot. For more information, see Add a Pivot.
  4. Click the Preview button to preview your graph/chart. Your graph/chart displays in View Mode.
    5. You can preview your graph/chart at any time by clicking on the Preview button. No Data Available displays when there is no data retrieved/found.

    The following message displays when a report or graph/chart takes too long to render:

    Click one of the following:

    • To send the report or graph/chart offline in an email.
    • To stop loading and abort the report or graph/chart.
    • To continue waiting and view the report or graph/chart.

  5. Click Save to open the Save context menu
  6. Select one of the available options:
    • Save: Selecting this option will save the graph/chart without exiting the graph/chart edit page.
    • Save as copy: Selecting this option will save a copy of the graph/chart. You will need to rename the graph/chart in the Navigation Menu.
    • Save & Close: Selecting this option will save the graph/chart and close the graph/chart edit page. The graph/chart will then run.
    • Save & send by email: Selecting this option will save the graph/chart and close the graph/chart edit page. A modal window will then give you the options to send the graph/chart. For more information, see Email a Graph/Chart.
    • Save & Create new: Selecting this option will save the graph/chart and close the graph/chart edit page giving you the option to create a new graph/chart.