Create a pie chart

You can use pie charts to visually show your roadmap data and quickly assess the information presented. This two-dimensional view of your data is intended to keep the team focused on delivering the features your customers want.

Idea_status_breakdown_-_pie_chart.png 

This article outlines the three-step process required to create a pie chart in Aha!

Step 1. Create a pivot report

To create a pie chart, you start by building a pivot report. This is where you select the data you want to display in the chart and format it in a way that will automatically convert to a pie chart.

  1. On the main menu, select Reports > Analytics > Pivot
  2. Click Add report.
  3. In the Create a new pivot report window:
    • Click Create a custom pivot report, or
    • Select a report example from the list on the right.

create_chart.png

Step 2. Choose your data columns and filters

Now, you can choose the columns and filters to display in the pie chart. It is important to remember that all data displayed will be in relation to the first data table you add.

  1. On the report page, click the Add data icon in the top left corner.

    Idea_status_breakdown_-_pivot_report.png

  2. In the Select Data for Pivot table window, select the columns to display in the chart, and then click Done.
    • The Rows section must only contain one column. If there is more than one column in that section, you will receive an error message when you convert the report to a pie chart. 
      Important: When you select the first column, future selections will change based on the first selection. This ensures that your table has valid data objects that can be pivoted against each other. Refer to creating a pivot chart for more details.
    • The values for the field displayed in the pivot cell column (e.g., idea statuses shown in the example above) form the basis of the pie slices represented.
    • The unique number of pivot cell values (e.g., unique idea names shown in the example above) represent the count for each slice.

      select_data.png

  3. If you want to add a filter:
    • Click the Add filter icon.
    • Select the filters, and then click Set filter.
    • Click Update report.

Step 3. Convert the report to a pie chart

After you have selected your data, you can convert the report to a pie chart and customize the formatting.

  1. On the report page, click the Chart data icon, and then click the Customize view icon.
  2. In the Chart Editor window, click on the Charts tab.
  3. Select Pie, and then choose a layout.

    customize_view.png
  4. Click OK.
    • If you want to customize the data that displays on the pie chart (such as title, percentages, colors, or fonts), see "Create a chart."
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