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Add Charts to your Running Business Reviews

Add charts to your Running Business Reviews (RBRs) to visualize progress on your key results, see trends and compare results over time.mceclip0.pngYou can add charts to Workboard to visualize your key result and KPI catalogue (datastream) data in the following formats:

  • Planned vs. Actual graphs
  • Bar charts
  • Line charts
  • Stacked bar charts
  • Tables
  • Donut charts

To add a chart to your Running Business Review, you have to go to the edit more of your Running Business Review by clicking on the edit pencil icon in the upper right.Screen_Shot_2019-01-21_at_11.03.45_AM.png

Once you are in Edit mode, click the kebab menu icon (three vertical dots) in the upper right and select "Add chart group" to add a new group of charts, or simply click on the plus icon (+) on the upper right corner of the chart group to add a graph. Screen_Shot_2019-01-21_at_11.32.35_AM.png

You can build a chart or table using key results or KPIs from external business applications, or you can add an image, iframe, or freeform text as narration or context.

Screen_Shot_2018-09-13_at_3.11.45_PM.png

If you are creating a chart, give it a name, then select up to 7 key results you'd like to include. This is a great way to compare product, sales, business or team performance over time. Once you have selected the results you want to compare, click "Next". You will be able to select the chart type that best fits your visualization needs and customize the legend!mceclip0.png

Editing you charts

To make edits to a chart, make sure you are in the Edit mode of the RBR, and then click on the edit icon that appears at the upper right corner of each chart.Screen_Shot_2019-01-21_at_11.36.06_AM.pngNOTE: If you are an Enterprise user and don't have your RBR enabled, this article will show you how to turn it on.

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