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Pie Chart Widget (EX)

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Qtip: This page describes functionality available to Engagement, Lifecycle, and Ad Hoc Employee Research projects. For more details on each, see Types of Employee Experience Projects.

About Pie Chart Widgets

The Pie Chart widget displays data as sections of a circular graph. The size of each section is determined by value of the metric (e.g., Count or Sum) for the data value that the section represents.
Example of a Pie Chart in a dashboard

Qtip: If you have multiple sources mapped, all source data will be displayed in the widget together. You will need to use a widget-level filter to ensure only one data source is displayed at a time. You can even lock this filter, if you don’t want dashboard users to adjust it.

Data set source filter on a widget

Field Type Compatibility

The Pie Chart widget Sum metric is only compatible with categories and fields with the following field types:

  • Number Set
  • Numeric Value

Only fields with the following types will be available when selecting the Dimension field for the Pie Chart:

  • Text Set
  • Multi-Answer Text Set
  • Date
  • Number Set
Qtip: You will only be able to use a category as your Dimension if you select Count as your metric.

Widget Customization

For basic widget instructions and customization, visit the Widgets Overview support page. Continue reading for widget-specific customization.

Basic Setup

To set up your Pie Chart widget, you will need to specify a Metric (the value you would like displayed) and a Dimension (how you want your metric broken out).

When selecting your Metric, you will need to give your metric a Label (i.e., a name) and choose the metric itself. If you choose Sum, you will need to specify the field that the metric will be calculated off of. You can also select Options to specify whether or not you would like your metric in a Number, Percent, or Currency format as well as the number of decimal places displayed.

Metric settings on a Pie Chart expanded to show Source options

Your available metrics include:

  • Count: Display response counts from the selected fields (i.e., number of respondents choosing a value in a five-point scale)
  • Average: Exhibit the average value for a selected field.
  • Minimum: Show the minimum value of a selected field.
  • Maximum: Present the maximum value for a selected field.
  • Sum: Pull in the sum of all values for a selected field.
  • Net Promoter Score: Identify the Detractors, Passives, and Promoters from NPS questions.
  • Correlation: Input Pearson’s r value for the correlation between two fields.
  • Top Box / Bottom Box: Display the percentage of responses that fall into a specified range of values.
  • Benchmarks: Any benchmarks you’ve created.

When selecting your Dimension, you will have to choose the field you would like your metric broken out by.

Dimension selection on a Pie Chart

Section Customization

You can change how your pie sections are organized by using the Sort options. You can choose Default, Value, Label, or Custom. If you choose Custom, you will be able to drag and drop the labels below the Sort section into whatever order you would like.
Sorting options on the editing pane of a Pie Chart

Qtip: To reverse the order of any of your selections, select the arrow to the right of the Sort dropdown menu.

To rename your labels, simply click on the label name under Labels and type whatever name you would like. To change the color of a label, select the color swatch to the left of the label.

Display Options

Legend settings on a Pie Chart

You can specify the location of your Legend to be in the Top, Right, or Bottom. Select Off to not display the legend.

You can also choose a combination of the following options for your Labels:

  • Label: Displays your dimension on the chart itself, not just in the legend.
  • Percent: Displays the percentage of the pie section.
  • Value: Displays the metric value of the pie section.

Determine the number of decimal places in percents (not values) using the Percents Decimal Places option.

The Pie Chart widget can be displayed as either a filled circle or as a donut with the center part empty. To switch from a full circle to donut, select the checkbox next to Donut under Display Options.

FAQs