Graphs & Charts

Mr. Mac

Hello,

I surveyed my high school business students to determine their experience level with certain Microsoft apps. I'd like to reflect these results in a graph or chart on my dashboard. Example: What percentage of students answered "Experienced" -- then represent that data in a pie chart.

TIA for your guidance!

Genevieve P.

Hi @Mr. Mac

Yes, Grouping and Summary in Reports requires a Business or Enterprise account.

If you're on a Pro Plan, you can get these same numbers in a different way. Create a new sheet as a "Metric" sheet for your Dashboard. Then you can use formulas to gather data. For example:

=COUNTIF({Microsoft Excel Column}, "Experienced")

Here's more information on formulas:

• Create cross sheet references to work with data in another sheet
• Create a Cell or Column Reference in a Formula
• COUNTIF Function

Cheers,

Genevieve

Genevieve P.

Hi @Mr. Mac

The easiest way to do this based on your sheet would be to create a Report!

Then Group your Report by a specific column (e.g. "Microsoft Excel") and apply a Summary to COUNT how many rows are in each group.

Once you have both Grouping and Summary applied, you can then use the Report as a source for your Pie Chart. A Pie Chart will automatically create percentages out of those Counts.

Here's a webinar that you may find helpful: Redesigned Reports with Grouping and Summary Functions

And here are Help Articles on these features:

• Configure grouping to organize results in report builder
• Summarize content to extract key information with report builder

Cheers,

Genevieve

Mr. Mac

Does this require a Business License? Thanks, Jon

Genevieve P.

Hi @Mr. Mac

Yes, Grouping and Summary in Reports requires a Business or Enterprise account.

If you're on a Pro Plan, you can get these same numbers in a different way. Create a new sheet as a "Metric" sheet for your Dashboard. Then you can use formulas to gather data. For example:

=COUNTIF({Microsoft Excel Column}, "Experienced")

Here's more information on formulas:

• Create cross sheet references to work with data in another sheet
• Create a Cell or Column Reference in a Formula
• COUNTIF Function

Cheers,

Genevieve

Mr. Mac

Perfect! This worked great. Thanks