Ad Hoc View – Bar Chart

Bar charts display multiple measures of a group as individual bars.

Charts allow you to graphically display your data. There are a number of different chart types available, but two of the most familiar are generally Column and Bar charts.



Step 1.  Open or create a new ad hoc view (refer to Creating Ad Hoc Views article for further information)

Step 2. Select Chart from the drop-down at the top of the screen.

Select Chart

By default, a column chart is selected.


Step 3. To change the chart type, click the options drop down in the top left corner of the chart area.

Select Chart Options


Step 4. Select Chart Types.

Chart Types Option

Hover your mouse over the chart thumbnail to see the chart type name.

Select bar chart


There are three bar charts available:

Each chart type displays your data in slightly different ways.

Select Bar Chart.

Select Bar Chart


Step 5. Click and drag a measure from the measures area on the left hand side pane to a row or column.

Select a measure

e.g. Income Amount

Tip: All charts must have at least one measure.

Add measure to column

With a single measure and no fields, the chart displays the total for the measure.


Step 6. Click and Drag a field to the rows area

e.g. Primary Address City.

This allows the measure data to be broken up by the field information.

Add a field to rows

You’ll notice when the field is added that the chart may not change.

Field and measure in rows


In the right-hand side pane there is a section caller Data Level.

Data Level


The slider allows you to quickly change the level at which the data is reported.  When the slider is all the way to the left, it shows the measure total.


Step 7. Slide the slider all the way to the right.

Tip: If you hover your mouse over the left and right ends of the slider the data level options will be displayed.  Sometimes there are multiple options along the length of the slider.

 Slider to the right


The measure is now broken up by the added field.

Note – to make the chart clearer, we have added a filter to only show a subset of data. For more information on Filters, refer to the Ad Hoc View – Filters article


Step 8. To break the measure further, add a field to the columns section.

e.g. Gender

Additional field to column

Again, the chart does not change as the slider begins at the totals (far left) end.


Step 9. Slide the columns slider to the right.

Row and columns added


The measures are now split by the additional column field (Gender) but grouped by the row field (Primary address city).

If you add additional fields to the rows or columns, the sliders will update and the measures will be split if you move the sliders.

Multiple fields in rows and columns

You may find that the chart becomes less useful if you add too many fields.

Further Information

For further information on Ad Hoc Views and Charts, refer to the following articles:

Updated on April 19, 2018

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