How to Create a Single Value Chart to Show the Size of a PIpeline

Single value charts are ideal for providing a quick, at-a-glance summary of important metrics. In this case, a single value chart is a powerful way to visualize the total size of your pipeline, helping you assess the overall deal volume without the distraction of complex visuals. Follow these steps to create a chart that displays the sum of deal sizes in your pipeline.

Visualization Example:

Steps:

In the Explore menu, select Pipeline Deals.
In the Field Picker section, go to the field "Size ($m)" under "Deal" view -> click on the three dots next to the field -> choose Aggregate -> choose Sum. This will create a measure called "Sum of Size ($m)" that is automatically added to the visualization.





Click on the three dots next to the "Sum of Size ($m)" measure -> choose Edit -> choose Field Details -> choose "U.S. Dollars" as the format.



Click on the Run button.
In the Visualization pane, choose single value chart as the viz type.

Updated on: 13/09/2024