How do you add data points to display using a Line graph on the Dashboard builder

[Sneha KH]

Hello @LainieB ,

1. Add the Component

• Open your dashboard in Edit mode.
• Click the + Add button (or the "Add Component" icon).
• Search for and select Data Visualization.
• In the configuration panel, set the Type to Line.

2. Connect the Data Source

• Click + Add Data Source.
• Select a Table.
• Add Filters: Use the condition builder to limit the data.
• Click Add this source.

3. Configure the "Data Points" (X and Y Axis)

The "data points" on a line graph are determined by how you group and measure the data:

• Metric (Y-Axis): This determines the "height" of your points.
  • By default, this is usually Count.
  • You can change this to Sum or Average of a specific field.
• Group By (X-Axis): This creates the points along the horizontal line.
  • To see a trend over time, select a Date field.
  • Trend by: Choose your interval (Day, Week, Month). This is what physically creates the "points" on the line.

4. Adding Multiple Lines (Data Series)

If you want to compare two different sets of data points (e.g., "New Incidents" vs "Closed Incidents") on the same graph:

1. In the configuration panel, look for the Data section.
2. Click + Add another data source.
3. Configure your second source.
4. The graph will now display two lines, each representing a distinct set of data points.

5. Fine-Tuning the Display

• Show Data Labels: Under the Presentation tab, toggle on "Show data labels" to see the exact numeric value above each point on the line.
• Line Style: You can choose between "Straight," "Smoothed," or "Stepped" lines to change how the points are connected.