1. Click “Add New Items”
Click the “Add New Items” button on the home page, and select the “New Chart” option. You can also click the Mapline logo, and select “New Chart” to get there too. If you’re looking to create a chart from a dataset page, then you will want to select “Dependencies,” “Add to,” then “New Chart.”
2. Name and select chart type
Create a name for the chart. For Chart “Type” select the drop down arrow to select Pie or Donut. For both of these chart types, once creating a chart you can switch interchangeably between Pie and Donut as many times as desired. The difference is a matter of personal preference.
3. Select dataset information
Choose an existing dataset from the drop-down list that automatically populates or click “Add New Dataset” to upload new spreadsheet data you want the chart to be based on.
4. Drag and drop category and value fields
Once the page loads, the chart will be blank. Datasets can contain many different metrics for measurements. For Mapline to understand which column data you are wanting to display on the chart, you will need to assign two fields as a “Category Field” or a “Value Field.” The “Category Field” describes the qualitative information you would like to apply numerical data to. The “Value Field” describes the numerical data that you want the pie slices to be bigger or smaller according to. For this particular chart type, there can only be one field in the “Category” and “Value” areas. When you hover over a field you would like to appear on the chart, six blue dots will appear. Click and drag those dots to pull that spreadsheet data into the field of your choice.
5. View Data
After the data populates, you can view the data for analysis. On the left side of your screen you will see the different dataset fields and on the right side you will see the different values for the “Category Field” that was previously added. If you would like to hide a specific section, simply click its name on the right side to temporarily hide that specific name from view.
6. Convert Pie Chart to a Donut Chart
If you would like to convert your chart from Pie to Donut (optional), click the “Options” menu (located at the top left section of your screen). Once the “Options” menu expands, select “Layout,” then click “Donut.” As with a Pie Chart, you can hover over sections of the chart to see the numerical data contained within.
7. Use more Mapline Academy articles
Once the Pie Chart has been converted to a Donut Chart, you can play around with Mapline’s different features and learn more about charts by accessing the Mapline Academy.
