Equinox Corporate+ allows users to effortlessly generate charts and graphics directly from reports, providing visual representations of data insights within the platform. Follow these simple steps:
Step 1: Group Data Points
When you’ve created a report, simple group the data points you want to visualize by arranging them in rows or columns within the report.
Step 2: Activate Charting Options
At the top right of the page you will see the “Add Chart” option is now activated. Select this to bring up the charting functionality.
Step 3: Choose Chart Type
Select the type of chart you want to generate from options like bar charts, column charts, line charts, and more.
Chart Options:
Bar Chart: Ideal for comparing data across different categories. Each category is represented by a bar, with the length of the bar corresponding to the value of the data.
Column Chart: Similar to a bar chart but with vertical columns instead of horizontal bars. Suitable for comparing data within categories or over time.
Line Chart: Displays data points connected by straight lines. Useful for showing trends and changes over time, such as sales performance or patent filings.
Pie Chart: Represents data as slices of a circular pie, with each slice representing a proportion of the whole. Great for showing the composition of a whole, such as the distribution of patent types or industries.
Donut Chart: Similar to a pie chart but with a hole in the center. Useful for comparing proportions across multiple categories while also displaying the total.
Funnel Chart: Displays data in a funnel showing you where data is aggregated in a workflow, such as a data display of an invention disclosure workflow.
Scatter Plot: Displays individual data points as dots on a two-dimensional graph. Valuable for visualizing relationships between two variables, such as correlation or clustering.
Stacked Bar Chart: A bar chart where the bars are stacked on top of each other, with each segment representing a different sub-category. Useful for comparing the total and individual contributions of sub-categories to the whole.
Stacked Column Chart: Similar to a stacked bar chart but with vertical columns instead of horizontal bars. Effective for comparing data within categories while also showing the contribution of sub-categories.
Step 5: Customize Chart Settings
Customize the appearance of your chart, such as titling the axis, adding a legend, selecting a color scheme, and displaying data labels.
