Working with Custom Charts
  • 23 Jan 2023
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Working with Custom Charts

  • Dark
  • PDF

While the default dashboard charts contribute the first and immediate insights based on basic and known policies, you can leverage the dashboard to add additional custom charts. Additional charts provide a more complete and comprehensive view for your organization's custom policies.

To add a new chart, do the following:

  1. Open the Dashboard page by clicking image.png icon on the left navigation panel, select the required dashboard and click the New Chart button.

New Chart.png

  1. The Chart Wizard opens.
    Use the Chart Wizard to specify the chart metric, title and configuration options for the visual/chart type and parameters according to the chosen metric.


  • The chart metric determines the type of measurement displayed. In a data context, these are the numbers or values that can be summed and/or averaged together with dimensions, which are the categorical buckets that can be used to segment, filter, or group.

  • As you add metrics to the chart, a preview is displayed in the left preview pane.

  • Visuals, like all other elements, are derived from saved queries. Some visuals relate to measurements that apply to multiple queries and while others relate to a single query:

  • Multiple query metrics compare the number of results of different queries.

  • Single query metrics segment or sum/average results of a single field of a query.

    • You can create the following custom charts:
      • Query Intersection
      • Query Comparison
      • Field Segmentation
      • Adapter Segmentation
      • Field Summary
      • Query Timeline
      • Matrix Data

    See Custom Chart Types to learn more about custom charts.

  1. Click Save to create the chart.
    Once created, use the chart actions to edit, remove, copy, move or refresh. Hover over the chart to reorder it or to pick a date in order to display historical data. For details, see Chart Actions.

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