By tailoring the chart type, data points, and layout of interactive dashboard charts, you can transform raw fleet data into a dynamic, user-friendly format that drives informed and strategic decision-making. In this video, learn how to customize interactive chart settings in MyGeotab.

Video

Intermediate

MyGeotab

Customizing interactive chart settings

Customizing interactive chart settings! Let's get started. Click the three dots next to the chart you want to customize to open the Options menu. Click Edit to open the report's dashboard settings. Confirm that the Chart type is set to Interactive. Select Customize for the Interactive chart settings. Select from the available Chart types, including line, donut, and bar charts. Select the Report or Summary sheet as the point of reference to pull data from. Select the header row in the Excel file. This ensures MyGeotab includes the correct data in the chart, something that isn't required for built-in reports. To help identify the header row, you can click Show spreadsheet to preview the report data layout. Select the column with User or Vehicle ID in the report. This allows drillthroughs and ensures accuracy in connecting data to the correct vehicle or user. Click Show chart when finished identifying the header and user or vehicle ID columns to once again preview how the chart will appear on your dashboard. Click Edit to adjust the Data points in the report. You can edit the Data points, Number format, how you want the data to Aggregate by, and the Number of decimal places. Click Done when finished editing. Items under the selected Slice minimum threshold will be designated as Other. The Layout Options allow you to configure things like widget size, color palette, show or hide legend and axis labels, and even select how and when item values appear. Click Save when finished customizing the interactive chart settings. Congratulations! You've completed this tutorial for how to customize interactive chart settings.

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