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What’s New

Qrvey 9.0
Qrvey Version 9.0 is now available! This release introduces multi-platform hosting (Azure & AWS), a redesigned Dashboard, extensive widget customizations, and numerous features, enhancements, bug fixes, and performance improvements.
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Qrvey 8.8
Qrvey Version 8.8 (LTS) is now available to customers! This version supports FIPS for GovCloud and includes tons of bug fixes and performance improvements.
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Qrvey 8.7
Version 8.7 of the Qrvey platform is now available to customers! This version includes new features including area charts, the ability to pivot and export data, as well as numerous bug fixes and performance improvements.
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Qrvey 8.6
Version 8.6 of the Qrvey platform is now available to customers. This version includes several new feature enhancements and performance improvements.
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Required Update for 8.5.1
Attention 8.5.1 customers: for any 8.5.1 instance deployed prior to 08/05/2024, an update is required to ensure you are running the latest images.
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Qrvey 8.5
Version 8.5 (LTS) of the Qrvey platform is now available to customers. This version includes several new features and performance improvements.
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End-of-life Schedule
We've added a new article that lists the features and endpoints that have been scheduled for deprecation. All features and endpoints will be supported for (1) year after the release date of the LTS version that contains the alternative.
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Version: 9.0

The Chart Builder

The Chart Builder is a tool for creating charts and metrics based on data. As you make changes, results update instantly, helping you uncover insights.

The Chart Builder​

The Chart Builder consists of the following components:

chart-builder

1. Data Panel​

The Data Panel, located on the left, lists data fields from the selected dataset. Fields are divided into:

  • Categories: Text or date columns used to group data (e.g., sales region, order date).
  • Values: Numeric columns used as measures, either raw or aggregated (e.g., total sales revenue).

Drag fields from the Data Panel to other areas to build your chart.

2. Column Shelf​

The Column Shelf is where you drag data fields for analysis. The number and type of fields depend on the chart type. Each field (or "column pill") offers options like formatting, aggregation, and sorting.

  • Category (Blue): Text or date fields for grouping.
  • Value (Green): Numeric fields for measures.

chart-builder

Key features of column pills:

  1. Drag to move fields.
  2. Display field name and data type (Text, Numeric, Date).
  3. Adjust aggregation (e.g., Sum, Average).
  4. Set sorting direction.
  5. Access additional options via the three-dot menu.

3. Toolbar​

The Toolbar provides tools to configure your chart, including:

  • Buckets
  • Formulas
  • Filters
  • Chart Colors
  • Full-Screen View
  • Save Chart

4. Chart Configuration Panel​

This panel includes:

  • Charts Panel: Select the chart type.
  • Configuration Section: Customize chart-specific styles.

5. Canvas​

The Canvas displays your chart and allows you to add or edit its name and description.

Charts​

chart-builder-overview

  1. Chart Name and Description: Edit by clicking the fields.
  2. Legend: Displays categories for multi-value charts.
  3. Tooltips: Show additional data when hovering over points.
  4. Data Labels: Display values on data points.
  5. Axis Labels: Label the X and Y axes.
  6. Axes: Represent data dimensions and measures.

Create a Chart​

chart-builder-overview

Follow these steps to create a chart:

  1. Add a Chart: Click Add Chart or Add Metrics. The default chart type is a Bar Chart, but you can change it in the Charts Panel.
  2. Select a Dataset: Choose the dataset for your chart. If accessed from the Analyze section, the dataset is preselected.
  3. Drag Columns: Drag fields to the Column Shelf or directly onto the Canvas. The chart updates automatically:
    • Category fields are grouped using a Count function.
    • Value fields are aggregated using a Sum function.
    • Adjust aggregations, sorting, and formatting via the column pill menu.
  4. Customize: Use the Configuration Panel to enhance or style your chart.
  5. Name and Save: Add a name and optional description, then click Save Chart.

Once saved, the chart appears in a panel. Access it from the Analyze view or the Dashboard's Data Panel.

chart-builder-overview

Panel Actions​

Use the three-dot menu in the panel to:

  • Edit the chart.
  • Download, duplicate, or delete the chart.
  • Resize the panel (Dashboard only).
  • Set or edit panel filters.