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.
- Click the specific project/shell tab and switch to Admin mode. For example, click 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:
- Click Create to add a new visualization in the project/shell. Proceed to step 6.
- Select a visualization in the log and then click Edit. Proceed to step 5.
- In the Edit page, click Edit (
) for a Pie chart or Donut chart in the visualization layout. Proceed to step 6b.
- In the Create or Edit page, specify or update the following information:
- From the Preview Data list, select an active project or shell and click Preview Data to preview the data you can use to create the chart.
- From the Data Source list, select the data source to use for creating the content item.
- 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. You can click:
- Add Color By to color-code another data element.
- Delete (x) to remove a data element from being color-coded.
- Drag (
) to reorder the data elements selected for color-coding. Displays only if you have selected more than one data element.
- 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.
- After making all changes, click any of the following buttons:
- Create Draft to save the chart in Draft status and return to the Content log.
- Update Draft if you are editing an existing chart in Draft status.
- Cancel to delete the chart. You will lose all unsaved changes made to the chart.
- Publish to make the chart available to your users for visualizations and return to the Content log.
- After making all changes, select any of the following actions:
- Click Create if you created a Pie chart or Donut chart and return to the Edit page.
- Click Update to confirm all the changes made to the edited charts, and return to the Edit page.
- In the Edit page, click 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 KPI Cards for Visualizations in Projects/Shells
Create or Edit Pivot Grids for Visualizations in Projects/Shells
Create or Edit Tables for Visualizations in Projects/Shells
Last Published Friday, April 11, 2025