Create or Update Pie Charts and Donut Charts

Pie charts and Donut charts enable you to measure and compare segments within a category. You can create these charts from the Content log of the application.

To create or update Pie charts or Donut charts for visualizations:

  1. Sign in to Unifier with company administration credentials.
  2. Click the Company Workspace tab and switch to Admin mode.
  3. In the left Navigator, select Visualizations, and then select Content.
  4. In the Content log (right pane), click Create.
  5. In the Create page, specify the following information:
    1. From the Preview Project list, select an active project /shell and click Preview Data to preview the data you can use to create the chart.
    2. From the Data Source list, select the data source to use for creating the content item.
    3. From the View Type list, select Pie Chart.
    4. In the Name field, enter a name for the chart.
    5. (Optional) In the Description field, enter a short description about the chart.
    6. From the Value list, select a data element from the data source selected above.

      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 for non-numeric data elements) 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. This measure is not applicable to date fields.
      • Percentage: A percent of the filtered value from the total of the selected data element.
      • Sum: Sum of all values of the selected data element.
    7. (Optional) From the Color By list, select one or more data elements to measure using a color code. You can:
      • Click Add Color By to color-code another data element.
      • Click Delete (x) to remove a data element from being color-coded.
      • Click Drag ( ) to reorder the data elements selected for color-coding. Displays only if you have selected more than one data element.
    8. 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.
    9. In the Donut field, slide right to display the Pie chart shaped as a Donut chart.
    10. Make changes as needed to refine the above selections.
    11. After making all changes, select any of the following actions:
      • Click Create Draft to save the chart in a Draft status and return to the Content log.
      • Click Update Draft if you are editing an existing chart in Draft status.
      • Click Cancel to delete the chart. You will lose all unsaved changes made to the chart.
      • Click Publish to make the chart available to your users for visualizations and return to the Content log.

Related Topics

Create or Update Content for Data Visualizations

Create or Update Area Charts, Bar Charts, and Line Charts

Create or Update Bubble Charts

How Data Caching Works in Unifier

Create or Update KPI Cards

Create or Update Pivot Grids

Create or Update Tables


Last Published Friday, April 11, 2025