Create or Edit Pie Charts and Donut Charts for Visualizations in Projects/Shells
To create or edit Pie charts and Donut charts for visualizations in a project/shell (Admin mode):
- Sign in to Unifier with project/shell administration credentials.
- Go to the specific project/shell tab, and switch to Admin mode. For example, select a tab called Vision Corporation.
- In the left Navigator, select Setup, and then select Visualizations.
- In the Visualizations log (right pane), select any of the following actions:
- Select Create to add a new visualization in the project/shell. Proceed to step 6.
- Select a visualization in the log, and then select Edit. Proceed to step 5.
- On the Edit page, select Edit (
) for a Pie chart or Donut chart in the visualization layout. Proceed to step 6b. - On the Create or Edit page, specify or update the following information:
- To preview the data before creating the chart:
- From the Data Source list, select the data source to use for creating the content item. The list shows published content in the alphabetical order.
- From the Preview Project list, select an active project/shell and then click Preview Data.
- From the View Type list, select Pie Chart.
- In the Name field, enter a name for the bubble chart.
- (Optional) In the Description field, enter a short description about the bubble chart.
- From the Value list, select a data element from the data source selected above. Displays Count by default.
For the selected data element in the Value list, select any of the following measures:
- Average: The mean of all values of the selected data element.
- Count: (Default) The total number of rows of the selected data element.
- Max: For numeric fields, displays the highest value. For date fields, displays the maximum date.
- Median: The central value among all values of the selected data element.
- Min: For numeric fields, displays the lowest value of the selected data element. For date fields, displays the minimum date.
- Sum: Sum of all values of the selected data element.
- (Optional) From the Color By list, select one or more data elements to measure using a color code. Perform any of the following actions:
- To color-code additional data elements, click Add Color By.
- To remove a color code and the associated data element, click Delete (x).
- If you have selected more than one color code, click Drag (
) to reorder the color codes.
- From the Data Labels list, select the location for displaying labels on the bar chart. Choices include:
The following options display:
- Auto: The default data label display setting for all types of charts.
- Center: The data label displays in the center of each data point on an Area chart, Bar chart or Line chart.
- Above Marker: The data label displays above the marker point.
- Below Marker: The data label displays below the marker point.
- Before Marker: The data label displays before the marker point.
- After Marker: The data label displays after the marker point.
- None: The data labels do not display in the chart.
- In the Donut field, slide right to display the pie chart shaped as a donut chart.
- Make changes as needed to refine the above selections.
- To preview the data before creating the chart:
- After making all changes, perform any of the following actions:
- If you created a Pie chart or Donut chart, select Create, and return to the Edit page.
- To confirm all the changes made to the edited charts, select Update, and return to the Edit page.
- On the Edit page, select Save to update the visualization with any created or edited content.
Related Topics
Create or Edit Visualization Content Items in Projects/Shells
Create or Edit Area Charts, Bar Charts, and Line Charts for Visualizations in Projects/Shells
Create or Edit Bubble Charts for Visualizations in Projects/Shells
Create or Edit Combo Charts for Visualizations in Projects/Shells
Create or Edit Funnel Charts for Visualizations in Projects/Shells
Create or Edit Gauge Charts for Visualizations in Projects/Shells
Create or Edit KPI Cards for Visualizations in Projects/Shells
Create or Edit Pivot Grids for Visualizations in Projects/Shells
Create or Edit Pyramid Charts for Visualizations in Projects/Shells
Create or Edit Scatter Charts for Visualizations in Projects/Shells
Create or Edit Tables for Visualizations in Projects/Shells
Create or Edit Timeline Charts for Visualizations in Projects/Shells
Last Published Friday, October 17, 2025