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Managing charts Follow

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Anthony Schuler
  • Updated

Charts are components of dashboards and are an easy way to analyze your Revizto project data. You can specify how and what data is displayed through chart settings.

Required permissions

All project members can manage charts in the dashboards that they own. 

Managing charts in dashboards you don't own requires project administrator access rights. If you are unable to manage a chart, contact your project or license administrator. 

You can view your access rights in the Project Team tab in Revizto workspace by clicking View project role or Set project role next to your role name. See Managing project roles for more information.

  • To manage charts in all project dashboards, you need:
    • "Administrative access" rights
  • To manage charts in all cross-project dashboards shared with you (in addition to project dashboards), you need:
    • License administrator project role

Accessing charts

Charts are accessed through dashboards on Workspace.

To access charts:

  1. Sign in to ws.revizto.com.
    • If you are a member of several licenses, ensure that the correct license is selected.
  2. Open the Tools dropdown menu, then select My Projects under Tools. 
  3. Open your desired project.
  4. Click Dashboards on the project toolbar. 
  5. Open your desired dashboard to see associated charts.

Creating charts

Charts can be added to a dashboard from the dashboard’s page. You can create new charts, or you can duplicate an existing chart as a template.
To edit or change an existing chart see Configuring charts.

To create a new chart:

  1. Navigate to a dashboard page as described in Accessing charts, and click + New chart.
  2. Input your desired chart settings and click Save in the bottom right corner. More information on chart settings can be seen in Chart types and settings. 

To duplicate a chart:

  1. Navigate to a dashboard page as described in Accessing charts, and open the Actions menu for the chart you want to duplicate.
  2. Click Duplicate in the action menu. The chart will immediately be duplicated and added at the bottom of the dashboard. 
    • Duplicated charts are added to the end of your dashboard, and can be edited as seen in Configuring charts. 

Importing charts

You can quickly import charts from projects you have access to in the same license. Imported charts can be used as templates to standardize reporting on all projects! 

To import charts:

  1. Navigate to your dashboard page as described in Accessing charts, and click Import charts.
  2. Select the source project for the charts you want to import then click Next in the bottom right. 
  3. Select the dashboard for the charts you want to import then click Next in the bottom right.
  4. Select the charts you want to import, or select All charts, then click Import.
  5. You will be brought to a confirmation screen and you can now click Close. 
    • Imported charts are added to the end of your dashboard, and can be edited as seen in Configuring charts. 

Configuring charts

You can make changes or edits to a chart through chart configuration. 

To configure charts:

  1. Navigate to the dashboard page as described in Accessing charts, and open the Actions menu for the chart you want to edit.
  2. Click Configure in the action menu. This will open the Chart settings page.
  3. Input your desired chart settings and click Save in the bottom right corner. More information on chart settings can be seen in Chart types and settings. 

Deleting charts

To delete a chart:

  1. Navigate to the dashboard page as described in Accessing charts, and open the Actions menu for the chart you want to delete.
  2. Click Delete in the action menu.
  3. Click Delete in the confirmation window. This will immediately remove the chart from the dashboard. 

Arranging Charts

You can arrange chart locations on your dashboard to best fit your needs. Prior examples include placing critical data at the top, organizing by build phase, or organizing by trade. 

To arrange charts:

  1. Navigate to a dashboard page as described in Accessing charts, and click Arrange charts.
  2. The Arrange charts page will display chart cards how they are currently arranged. Click and drag the chart cards to arrange the dashboard as desired. 
  3. Click Save.

Sharing сharts

You can share project charts with project members and other stakeholders through emails, links, or by creating a public chart page. For instructions on sharing a full dashboard please see Sharing public dashboards. 

To share charts via link with project members:

  1. Navigate to a dashboard page as described in Accessing charts, and open the Actions menu for the chart you want to share.
  2. Click Copy link and share through your preferred communication channels by pasting (Ctrl+V or Command+V).

Charts shared by link are only accessible to project members. Non-project members will get a 404 error message.

To share charts by email:

  1. Navigate to a dashboard page as described in Accessing charts, and open the Actions menu for the chart you want to share.
  2. Click Send now.
  3. Choose project members from the Send to selection box, or type in the email addresses for external recipients. 
  4. Click Send.

     

To schedule repeat emails:

  1. Navigate to a dashboard page as described in Accessing charts, and open the Actions menu for the chart you want to share.
  2. Click Schedule delivery.
  3. Toggle Deliver on schedule, then input your delivery settings. You can choose from project members from the Send to selection box, or type in the email addresses for external recipients. 
  4. Click OK.

Public pages can be shared with people outside of the project and do not require Revizto access to open.

To share charts via public page:

  1. Navigate to a dashboard page as described in Accessing charts, and open the Actions menu for the chart you want to share.
  2. Click Edit public page.

  3. Click Enable public page checkbox, and select your access settings.

    The "Show the "Open in Revizto Workspace" button on the destination page" option adds a Sign in button on the created page.

  4. Click Copy link and share through your preferred communication channels by pasting (Ctrl+V or Command+V).

Chart types and settings

Revizto has several chart types which determine how data is displayed. All charts have the following settings:

Setting Description
Name The name of the chart. This field is required.
Chart type Determines how data is displayed based on the following chart types: Pie, Doughnut, Bar, Status flow, Timeline, Treemap, and Bubble. 
Chart size

Determines how the chart is displayed on a dashboard. 

  • Full: The chart uses the full width of the dashboard. 
  • Half: The chart uses half the width of the dashboard. Two half-sized charts create a full row of the dashboard. 
Chart data

This drop down menu determines what type of data the chart is displaying. You can choose from: Issues or Clashes. 

Timeline charts can show both types of data, however all other chart types can only display one at a time.

Specific chart type settings are shown below.

Pie & Doughnut charts:

Pie and doughnut charts display data as parts of a whole, both numerically and as a percentage. 

Setting Description
"Show zero values in chart data table" checkbox When enabled, the data table will include grouping data that has a value of 0 and is not on the chart graphic. 
Grouping Groups data by issue field. Pie and Doughnut charts can have 2 different groupings.
Sorting Sorts data by Fixed, Ascending, or Descending value. 
Bar charts:

Bar charts show data with horizontal bars, both numerically and as a percentage. 

Setting Description
"Show bars with zero values" checkbox When enabled, the data table will include grouping data that has a value of 0 and is not on the chart graphic. 
"Use single color" checkbox When enabled, the bar chart will use a single chosen color. 
Line color The bar chart color when "Use single color" is enabled.
Status flow charts:

Status flow charts display changes in issue status over a period of time. 

Time period settings Description
Type The type dropdown menu allows you to choose from Predefined or Custom time periods. 
Period The period dropdown menu shows the Predefined time periods. Options include: Yesterday, Previous week, Previous month, Today, This week, and This month. 
Start Sets the start time for displaying data. It’s a combination of 2 fields: a numeric input field, and a dropdown menu selection with Days ago, Weeks ago, and Months ago. This date must be before the End fields.
End Sets the end time for displaying data. It’s a combination of 2 fields: a numeric input field, and a dropdown menu selection with Today, Days ago, Weeks ago, and Months ago. This date must be after the Start fields.
Timeline charts:

Timeline charts display the number of issues over time, and can forecast future trends based on current data. Timeline charts can also show both issue and chart data as separate lines on the same chart.

Settings Description
Period type This dropdown menu allows you to choose the time period to display data. You can choose from: Last 4 weeks, Last 8 weeks, Last 6 months, Last year, and Last 3 years. 
"Show forecast" checkbox When enabled, Revizto utilizes the data to predict future chart trends. 
Forecast points This numerical text box determines how far forward Revizto will predict future chart trends. 
Line settings Description
Title The title of the line.
Line color The color of the line.
Line type This dropdown menu determines what data the line references. You can choose from: Issues and Clashes. 
Treemap charts:

Treemap charts visualize data by size and hierarchy, and are useful to get a holistic view of issues by different groups. 

Setting Description
Grouping Groups data by issue field. Treemap charts can have 3 different groupings.
Bubble charts:

Bubble charts can display 2 groups of data over time with numerical data being visualized by the size of the bubbles.

Setting Description
Period type This dropdown menu allows you to choose the time period to display data. You can choose from: Last 4 weeks, Last 8 weeks, Last 6 months, Last year, and Last 3 years. 
Grouping Groups data by issue field. Bubble charts can have 2 different groupings.

Chart filters

Chart data can be filtered to display relevant issues through chart filter conditions. 

  • Adding and removing chart filters
  • Condition options

Adding and removing chart filters

Chart filters are created by clicking + Add condition and selecting your condition options. You can remove conditions by clicking X on the condition. 

Condition options

Conditions are made of a field, filter logic, and chosen values. 

You can add multiple conditions to make your chart filter by clicking + Add condition. Filter conditions are separated into "Meet ALL of the following conditions" and "Meet ANY of the following conditions," with the same options for both. Chart filter conditions are immediately shown on the current chart when added. 

Condition fields: 

Issue fields
Assignee
Reporter
Watchers
Priority
Visibility
Status
Status category
Type
Tags
Title
Level
Grid letter
Grid number
Room
Space
Area
Zone
Issue origin
Time fields
Deadline
Date created
Completion date
Duration
Clash fields - Added in 5.16!
Is a clash
Clash category [Navisworks]
Clash discipline [Navisworks]
Clash source file
Clash test
Sheet fields
Source sheet
Source sheet tags
Stamp fields
Stamp
Stamp category
Stamp color
RFI
Is an RFI
RFI status
Additional fields - shown when enabled by license administrators
Assignee company
Assignee department
Assignee location
Reporter company
Reporter department
Reporter location

Condition logic

Most conditions have two logic options that can be applied to a filter. 

Is any of Displays data with chosen values to the chart, and filters out the rest.
Is none of Filters out data with chosen values from the chart, and displays the rest.

Time-based conditions (such as "Deadline" or "Completion date"), will have logic options to focus on a date or date range. 

Less than Displays data with a relative or exact date less than the chosen value, and filters out the rest.
More than Displays data with a relative or exact date more than the chosen value, and filters out the rest.
Is Displays only data with a relative or exact date that matches the chosen value.
In range Displays data that fits within the chosen range values, and filters out the rest.

Condition values

Multiple condition values can be added to a filter condition. Values are based on the chosen condition field, and fields with no value can be filtered by selecting None or Not set. You can remove individual values by clicking the small X in the value label, or remove all values by clicking the larger X to the right in the field.  

You can filter available value options by typing in the value field.

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