Definition

The Series Chart widget allows you to visualize your table data as dynamic, interactive charts in various formats—Bar, Line, Area, or Scatter. It’s designed to help users identify trends, compare data points, and uncover insights at a glance.

This widget is ideal for representing data that evolves over time, shows category-based performance, or compares multiple metrics across a shared horizontal axis.

Key capabilities include:

• Customizable horizontal and vertical axes, allowing you to choose how data is grouped and measured.
• Support for multiple data series, enabling comparisons across departments, categories, or conditions.
• Breakdown options to further segment each data group for deeper insight.
• Flexible chart types including bar, line, area, and scatter—each suitable for different data storytelling needs.
• Precision control, prefix/suffix formatting, and visual styling to align with your dashboard theme.

With the Series Chart widget, you can go beyond static reports and create responsive, meaningful data stories directly within your Zenphi dashboards.

Example Use Cases

1. Monthly Onboarding Trends

Visualize how many new employees have joined each month over the past year. Using the Series Chart widget, HR teams can track onboarding trends by setting the horizontal axis as the hire date (grouped into monthly intervals) and the vertical axis as a count of employees. This helps identify hiring patterns or seasonal spikes.

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2. Sales Revenue by Product Category

Compare revenue contributions across different product categories. Set the horizontal axis to display product categories (top values), and the vertical axis to show the sum of revenue. Break down each bar by region or sales rep for a layered comparison.

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3. Incident Reports by Priority Level

Track how many support tickets are created across different priority levels. Use ticket priority as the horizontal axis and the number of tickets as the vertical axis. Breaking down by support team or ticket status gives visibility into workload and responsiveness.

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4. Departmental Budget Utilization

Monitor how each department is spending against their budget. Visualize total expenses per department using bars, with a secondary line showing budget limits. This dual-axis setup helps finance teams ensure compliance and forecast future needs.

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5. Customer Feedback Scores Over Time

Evaluate changes in customer satisfaction scores by month. Select the date of feedback as the horizontal axis (grouped monthly) and plot average score as the vertical axis using a line chart. Add a breakdown by product or service to compare performance trends.

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6. Website Traffic by Source

Analyze how users arrive at your website. Show referral sources (e.g., organic, paid, direct) on the horizontal axis and number of sessions on the vertical axis. Use bar or area charts to illustrate performance over time or per campaign.

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These use cases cover a wide range of business scenarios—from HR and finance to marketing and customer service—and highlight how flexible and powerful the Series Chart widget can be.

Configuration

The Series Chart widget enables you to visualize trends, comparisons, and distributions using dynamic charts—such as bar, line, area, or scatter—based on your existing Zenphi table data. To configure it effectively, let’s break down the configuration components:

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1. Data Source

This is the first and foundational step.You’ll need to select one of your available Zenphi Tables, which serves as the source of the data shown in the chart. All fields and grouping options will be pulled from this selected table.

Only tables in your workspace will appear in the selection list. Make sure the table has sufficient records and appropriate fields to support your intended chart type.

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2. Horizontal Axis (X-axis)

The horizontal axis defines how the data is grouped or segmented across the X-axis of your chart. This field determines the structure of your visualization—whether you're tracking results by time, category, amount ranges, etc.

🔹 Select Field

Choose a column from your table. The options you get depend on the field’s data type (String, Number, Date).

🔹 Group Method: Top Values or Intervals

Once a field is selected, you’ll need to choose how to break it into segments:

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A. Top Values (For Strings, Numbers, Dates)

This option groups the chart by the most common or relevant values in the selected field.

• Number of Values:Define how many unique values to show on the X-axis (e.g., Top 5 Countries).If the actual number of unique values in the table exceeds this setting, the additional ones are grouped into a generic "Other" category.

• Sort By:Control the order in which the values appear:

  • Alphabetical (A → Z / Z → A)
  • Based on total size (Largest to Smallest / Smallest to Largest) — this uses the values from the vertical axis once configured.

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B. Intervals (For Number & Date fields)

Instead of grouping by distinct values, this method lets you divide numeric or date data into buckets or ranges.

You can choose one of two interval modes:

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i. Automatic Intervals (Default)

When “Define custom intervals?” is disabled, the system will:

• Automatically detect the min and max values.
• Divide them into equal ranges based on your data and the chart size.

You can customize the appearance of the interval labels using the following options:

• Thousand Separator? → e.g., 10,000 instead of 10000
• Precision → Number of decimal places (e.g., 2 = 45.67)
• Prefix / Suffix → Add units to your labels ($, kg, %, etc.)

These labels appear along the X-axis of your chart (e.g., “$0–$10K”).

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ii. Custom Intervals

If “Define custom intervals?” is enabled, you get full control.

You can:

• Add multiple interval blocks.

• Set each interval’s Title, Start, and End value manually.

  • Example:

    • Title: “Low” → Start: 0, End: 100
    • Title: “Medium” → Start: 101, End: 500
    • Title: “High” → Start: 501, End: 1000

This is perfect when you want to label business-specific groupings such as “Small”, “Medium”, “Enterprise”, or "Tier 1–3".

You can still apply formatting for label precision and display:

• Thousand Separator
• Prefix/Suffix
• Decimal Precision

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3. Vertical Axis (Y-axis)

🔹 1. Add Multiple Vertical Axes

Zenphi allows you to add one or more vertical axes. Each vertical axis represents a separate data metric or calculation, and will generate its own series (line, bar, etc.) within the chart.

For example, in a sales report, one axis might show total revenue, another shows number of deals.

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🔹 2. Select Chart Type per Axis

For each vertical axis, you can independently select the chart type to visually represent the data:

• Bar
• Line
• Area
• Scatter

This allows you to mix chart types within a single widget — e.g., use bars for counts and a line to show averages across the same X-axis groupings.

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🔹 3. Choose Data Field and Aggregation

Each vertical axis needs a:

• Field (Column): Choose from your Zenphi table.
• Function: How to summarize or calculate that data.

Depending on the field type, different functions are available:

For Number Fields:

• Count – Number of records with a value in this field
• Average
• Maximum
• Minimum
• Median
• Unique Count – Number of unique values

For String Fields:

• Count – How many records contain that string
• Unique Count – Number of unique strings

💡

Example: If your vertical axis is “Invoice Amount” with function = “Sum”, each bar will show the total invoice amount for each X-axis group.

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🔹 4. Value Display Options

To enhance readability and formatting, each vertical axis can be configured with:

• **Show Percentage?**If enabled, values are shown as percentages of the total.

• **Thousand Separator?**E.g., 1234567 → 1,234,567

• PrecisionSet number of decimal places (e.g., 0 for whole numbers, 2 for currency).

• Prefix / SuffixAdd symbols or units: $, %, kg, etc.

These settings affect the tooltips shown when hovering over a point or bar in the chart.

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🔹 5. Break Down By (Color Split by Category or Range)

To add more depth and comparison within each X-axis group, you can break down each vertical data point into sub-groups, displayed as different colored segments within the same bar, point, or line.

How It Works:

• Select a field (string or number) to break down by.
• Choose a method: Top Values or Intervals (just like in the Horizontal Axis).
• Define the number of values or intervals.
• Sorting: Alphabetical or Based on size of the data (linked to vertical axis function).

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Break Down by → Top Values

• Show top N breakdowns (e.g., top 4 Product Types).
• If more categories exist than the selected number, remaining values are grouped into "Other" (which you can optionally hide later in Appearance settings).

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Break Down by → Intervals

For numerical breakdown fields, you can choose:

• Automatic intervals – The system evenly divides the numeric range.
• Custom intervals – Manually define start/end values and labels for each.

You also have control over label formatting:

• Thousand separator
• Prefix/Suffix
• Precision

This lets you break down each point in your chart (e.g., a bar) into smaller internal divisions using color-coded segments—like splitting sales into low, medium, high-value deals.

Understanding How It All Works Together

Horizontal Axis + Vertical Axes + Break Down By

Think of your Series Chart as telling a story. You’re asking a question like:

“Over time (or across categories), how does my business data behave—and what insights can I draw from it?”

To answer this question visually, you combine three key layers:

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1️⃣ Horizontal Axis: "Group by" — What categories or time periods do I want to compare?

This is the base of your chart. It determines how your data is grouped — either by a category (text) or by a range of values (numbers).

• If you choose a text field, like Department, Zenphi will group the chart by that (e.g., Sales, Marketing, HR).

• If you choose a number field, like Age or Score, Zenphi lets you group by:

  • Top Values (e.g., top 5 scores)
  • Intervals (e.g., age 18–25, 26–35...)

🔹 **EXAMPLE:**You select Region as your horizontal axis. Now, your chart will have separate columns or points for North, South, East, and West.

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2️⃣ Vertical Axes: "Measure" — What do I want to measure in each group?

This is what you're tracking for each group in your Horizontal Axis. It could be:

• A count of records
• A sum of sales
• An average of scores, etc.

You can add multiple vertical axes if you want to track more than one metric at once. You can even show each metric in a different chart style (e.g., bars for count, line for average).

🔹 **EXAMPLE:**For each Region:

• Show the number of deals as a bar
• Show the average deal size as a line

Your chart now has both quantity and quality dimensions across each region.

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3️⃣ Break Down By: "Sub-divide" — What differences do I want to see within each group?

This is where the real detail comes in.

Inside each group (bar, point, line), you can split the data into smaller parts, shown as colored segments. This is useful for comparing sub-categories within each group.

You can break down by:

• Top values (e.g., top 4 product types)
• Intervals (e.g., low, medium, high scores)

🔹 **EXAMPLE:**Still using Region as horizontal axis, and Number of deals as vertical:

• Break down by Product Type (e.g., Software, Hardware, Services)
• Now, each region’s bar is split into 3 colors showing how many deals were for each product type.

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Pulling It All Together: A Simple Scenario

Imagine you’re a sales manager. You want to understand how your teams are performing in different regions and what they’re selling.

You set up the chart like this:

• Horizontal Axis: Region (North, South, East, West)

• Vertical Axis:

  • Number of Deals (Bar)
  • Average Deal Value (Line)

• Break Down: Product Type (Software, Hardware, Services)

What you get:

• For each region, a bar showing how many deals were closed, split by product type.
• A line on top showing the average deal size in that region.

From this, you can instantly spot:

• Which region closes the most deals
• Which products are most popular in each
• Where the deal values are highest or lowest

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Why This Matters (Without Needing to Be Technical)

This combination gives you a rich visual story, not just raw numbers.

• Horizontal axis = how the data is organized
• Vertical axis = what you want to know
• Break down = what’s happening within each group

It's like looking at a set of columns or lines and being able to zoom in and say, “Okay, I see we sold more in the East—but it was mostly Hardware. And deal sizes there are actually smaller.”

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Appearance

Zenphi’s Series Chart widget not only lets you visualize data through dynamic charts like bar, line, arena, or scatter—but it also gives you extensive appearance customization to ensure your insights are both clear and aesthetically aligned with your dashboard design.

This section explains every appearance setting available and how to use them effectively.

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1️⃣ Widget Layout and Presentation

▸ Show Widget Border?

Each widget “floats” in the dashboard layout. This setting controls how it’s visually separated from other widgets.

• Enabled: Adds a border around the widget, giving it a more structured “card” appearance.
• Disabled: Removes borders, allowing the widget to appear seamlessly integrated into the background—a minimalist, embedded look.

▸ Show Widget Title?

Controls whether the main title of the chart appears at the top.

• If enabled, the widget title (defined in the widget’s general settings) will be displayed prominently.
• If disabled, the chart appears without a label—ideal when space is limited or if context is already obvious.

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2️⃣ Axis & Chart Labels

Zenphi allows you to label your Horizontal (X) and Vertical (Y) axes to ensure your viewers clearly understand what each dimension represents.

▸ Horizontal Axis Title

• You can define a title that appears below the X-axis.
• This is typically the field used for grouping (e.g., "Region", "Date", "Age Bracket").

▸ Vertical Axis Title(s)

• Each vertical series can be labeled independently, especially useful when there are multiple vertical metrics.

• For example:

  • Bar series → “Total Sales”
  • Line series → “Average Sale Value”

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3️⃣ Series-Level Customization (for Each Vertical Axis)

Each vertical axis/metric in your chart can be customized individually to enhance readability and meaning:

▸ Series Title

• Appears in the legend (usually at the top-right or bottom of the chart).
• Describes what the series represents (e.g., "Revenue", "Customer Count", "Average Satisfaction").

▸ Series Color

• You can assign a unique color to each series, making multi-metric charts easier to interpret at a glance.
• Zenphi will auto-generate colors if not specified, but you can override them for brand consistency or readability.

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4️⃣ Precision and Formatting

To ensure your data displays with the right level of detail and clarity, Zenphi offers formatting controls at both the interval and series levels.

▸ Thousand Separator

• Adds commas or spaces in large numbers for easier reading (e.g., 1,000 → 1 000).

▸ Precision

• Controls the number of decimal places shown (e.g., 1.2 vs. 1.2345).
• Useful when dealing with percentages, financial data, or averages.

▸ Prefix & Suffix

• Add context to values.

  • Prefix example: $, €, #
  • Suffix example: %, users, units

• Applies to:

  • Interval titles in horizontal axis (if using numeric intervals)
  • Value display when hovering chart elements
  • Vertical axis series (tooltips and legends)

Example:

If your vertical series is "Revenue":

• Prefix: $
• Precision: 2
• Result: Values appear as $1,234.56 when hovering or in axis labels.

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Summary

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Filter Condition

Filtering is a crucial capability in Zenphi dashboards, allowing you to limit the dataset displayed in your Series Chart based on specific rules. With Filter Conditions, you control what data the widget visualizes—ensuring that your charts reflect only the information that matters most to each viewer or use case.

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How It Works

Filter conditions let you define one or more logical rules based on the fields in your selected data source (table). You can create filters using:

• AND conditions (all must be true)
• OR conditions (at least one must be true)

Each condition is made up of:

1. A field from the data source (e.g., “Status”, “Amount”, “Created By”)

2. A comparison type (e.g., equals, contains)

3. A value, which can be:

   • A hardcoded value (e.g., “Active” or “1000”)
   • A token (dynamic values like the current user’s ID, name, email, or attributes)

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Supported Condition Types

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Token-Based Filters (Dynamic Filters)

You can use Tokens to make the chart show personalized data for each viewer. Available tokens include:

This is powerful for building role-based dashboards, where different users see only their own or their team’s data.

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Examples

✅ Example 1: Show Only Active Records

Filter:

• Field: Status
• Operator: Equal to
• Value: "Active"

➡️ The chart only includes rows where Status = Active.

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✅ Example 2: Show Data Relevant to Logged-in User

Filter:

• Field: Created By
• Operator: Equal to
• Value: {{CurrentUser.Email}}

➡️ Each user will only see records they created.

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✅ Example 3: Filter by Multiple Statuses

Condition Group: OR

• Status = "Active"
• Status = "Pending"

➡️ Shows records that are either Active OR Pending.

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✅ Example 4: Exclude Internal Test Users

Filter:

• Field: Email
• Operator: Not contains
• Value: "test@"

➡️ Removes records tied to test users with test email domains.

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✅ Example 5: Show Only Team-Based Data (Using User Attribute)

• Field: Department
• Operator: Equal to
• Value: {{CurrentUser.Department}}

➡️ Users only see records from their own department.

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Best Practices

• Combine hardcoded conditions and dynamic tokens for flexible yet specific dashboards.
• Use AND conditions to apply stricter filters (e.g., status is "Active" and department = user’s team).
• Use OR conditions to cast a wider net (e.g., region is North OR South).
• Use Is null to catch incomplete or untagged data.
• Test your filters while previewing the widget to ensure they apply as expected.

Example Scenario: Monthly Onboarding Trends

Objective: As an HR manager, you want to keep track of how many new employees join your company each month. You’d like to visualize this trend using a line chart in your dashboard, with the ability to break it down by department.

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🔧 Widget Setup Walkthrough:

1. Data Source

Select your EmployeeRecords table, which includes at least the following columns:

• Full Name
• Hire Date
• Department
• Employment Type

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2. Horizontal Axis (X-Axis)

• Column: Hire Date
• Function: Intervals
• Interval Type: Monthly
• Custom Intervals? No (use automatic)
• Precision/Suffix/Thousand Separator: Adjust as needed for interval titles like “Jan 2025”, “Feb 2025” etc.

✅

This will group new hires by month across your desired date range.

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3. Vertical Axis (Y-Axis)

• Column: Full Name (or any column that uniquely identifies a person)
• Function: Count
• Chart Type: Line
• Title: Number of New Hires
• Show Percentage: No
• Thousand Separator, Precision: Optional for readability

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4. Break Down By

• Field: Department
• Function: Top Values
• Number of Values: 5 (to show top 5 departments hiring the most)
• Show "Other"? Yes (optional based on clarity preference)

🎨

This will color-code the line graph by department, showing a separate line for each.

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5. Appearance

• Widget Border: Optional, based on dashboard layout preference

• Show Widget Title? Yes – “Monthly Onboarding Trends”

• Axis Titles:

  • X-Axis: “Month”
  • Y-Axis: “Employee Count”

• Style: Select a clear color palette for each department line

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6. Filter Conditions (Optional)

To only show full-time employees, apply this condition:

• Employment Type → equal to → Full-Time

Or to personalize based on the viewer:

• Manager → equal to → {{current_user.name}}(Only shows new hires reporting to the logged-in manager)

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✅ Result:

You’ll see a clean line chart showing how many new employees joined each month, with each line representing a department. You can immediately spot hiring spikes, drops, or department-specific growth trends.