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Charts

Build and save a breakdown of a KPI.

A thousand rows is not an answer. Grouped by customer, it might be.

The Charts tab holds saved breakdowns, each on its own named tab, so a KPI can carry several standing views that anyone opening it will find.

A chart is defined by four settings. Primary attribute is the field being measured. Primary operator is how it aggregates — Sum and the rest. Secondary attribute and Grouping decide how the result is split.

Not every field can be grouped on: where a field has too many distinct values, the product excludes it rather than drawing an unreadable chart.

A Full-sized chart toggle expands the view, and each saved chart can be deleted from its own tab.

The Charts tab showing named chart tabs, dropdowns for primary attribute, primary operator and secondary attribute, and a horizontal bar chart counting records per account.
  1. 1Named chart tabs, with arrows for more
  2. 2Primary attribute, with its own filter
  3. 3Primary operator — here, Count
  4. 4Secondary attribute — what the result is split by
  5. 5The note about fields with too many unique values
  6. 6Full-sized chart toggle and delete

ValueWorks 2026.08

Takeaways

  • Charts are saved and named, so a KPI carries standing breakdowns.

  • Four settings define one: primary attribute, operator, secondary attribute, grouping.

  • Fields with too many distinct values can't be grouped on.

Surfaces covered

  • Reporting

Also taught in the Academy

Module 3 · Investigate a number

Take it as lesson 3.7 in Business Analyst & FP&A