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How to Create a Ratio Chart on Dashpivot Web

Learn how to compare two numeric values using a Ratio Chart in Dashpivot Analytics

Sam avatar
Written by Sam
Updated this week

A Ratio Chart in Dashpivot Analytics is used to compare two numeric values against each other, such as actual versus planned values or completed versus remaining quantities. Ratio charts help view proportional relationships directly from your form data. This article explains how to create a Ratio Chart in Dashpivot Web and outlines the data requirements.

Video Walkthrough

Prerequisites

Before you begin make sure you have the following:

  • Plan: Standard

  • Permission:

    • Home Folder: Super User or DP Organisation roles (Admin or Controller)

    • Team Folder: Super User, DP Organisation roles, DP Project roles, DP Team Controller, or DP Team Member

  • Skills Required: Dashpivot Analytics

  • Device Type: computer

  • Subscription: Dashpivot

Step-by-Step Instructions

  1. Go to Analytics in Dashpivot.

  2. Create a new Dashboard or open an existing dashboard.

  3. Select Add chart.

  4. Choose Ratio as the chart type.

  5. Select the template that contains the numeric data you want to compare.

  6. Select the table and choose the two number or formula columns to compare.

  7. The Ratio Chart is created and displays the relationship between the two selected values.

Notes:

  • In a Team folder, your charts can only refer to Templates in the same Team folder

  • At company level, your charts can only refer to Templates in your Template Library that have been deployed to at least 1 Team Folder


Settings

Show as

This setting allows you to determine how the information is visualised

  • Pie

  • Vertical Bar

  • Horizontal Bar

Breakdown by

This setting allows you to breakdown your data in more detail, displaying variables in different colours. Unlike the other chart types, ratio charts must have a breakdown variable specified.

  • Workflow column

  • Created by

  • Project (available at company level)

  • Team (available at company level)

  • List field (available if one template is selected as source)


Common use cases

The Ratio chart is best used when you want to compare groups of forms, for example to see:

  • Status of defects

  • Status of corrective actions

  • Status of timesheets

  • Status of Hold Points and Witness Points

  • Status of permits

  • Status of purchase requests

  • Status of RFIs

  • Status of claims

  • Status of requisitions

  • Types of incidents

  • Types of defects/faults

  • Types of delays

  • Types of materials

  • Performance of subcontractors

  • Performance of suppliers

  • Performance of employees

  • Performance of projects

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