To customize your charts in Productive, you can adjust the default color scheme, set custom goals and limits, and choose how data is displayed, including decimal precision and whether it’s shown as ratios or percentages.
These changes can be applied to both built-in charts and those created using Formula fields!
Formatting Options
Let's take the built-in column "Budgeted Time Usage", found in Financials > Budgets. By default, the data is visualized with a radial chart, but you may prefer a different format. Here's how to customize it:
Click on the Column
Select the "Budgeted Time Usage" column.
Select "Formatting Options"
This opens various customization settings.
"Display As" Options
You can choose the chart's display format, such as linear, radial, or numerical. For example:
Number: Show precise numbers without graphical elements.
Linear Charts: Visualize data as bars or lines.
Radial Charts: Can show percentages or ratios.
Precision Settings
Decide how granular you want your numbers to be by adjusting the precision settings, up to one or two decimal points.
"Display Value As" Options
Switch between ratio or percentage to reflect how you want the data to be displayed.
Setting a Goal or a Limit
Open the "Set goal/limit" submenu to set a limit or a goal and optionally, colorize the values to your liking.
Setting a goal helps you track progress towards a target, while setting a limit defines a maximum threshold.
"Cumulative" Toggle
If you toggle on the "Cumulative" option, the chart will display the accumulated values over time.
Example: Visualizing Progress
For example, a chart displaying budgeted time usage as a percentage, with a goal of 50% and a limit of 100%, reveals how much time you've spent compared to what was planned. Hovering over the budget provides a quick overview of your progress.
Example: Setting a Revenue Goal
Adding goals and limits to time or money columns helps you track progress more effectively. For instance:
Revenue Goals: Set a goal of over $10,000 for the Revenue column.
Steps:
Click on the column.
Select "Formatting Options".
Set the goal.
Your column now reflects this goal for easy tracking, helping you stay aligned with your financial targets.
