The following guide demonstrates how to create a stacked bar chart that tracks allocated hours over time for different resource plan states.
Overview of the Chart Setup
This chart is built using the Combination Chart type to display five stacked bar charts, each representing a specific resource plan state. The data is pulled from the resource_plan table and aggregated based on allocated hours over time.
Example of the Final Output
The final output is a stacked bar chart displaying allocated hours for each resource plan state over time, with a clean legend and visually distinct bars for easy interpretation.
Steps to Create the Chart
Create Individual Bar Charts:
To build the stacked bar chart, start by creating five individual bar charts, one for each resource plan state.
Add a Chart:
In the Combination Chart editor, click "Add Chart".
Select "Table" as the data source and "resource_plan" as the table. Click Save.
Configure Chart Options:
In the Chart Options panel, set:
Aggregate Type: Sum
Aggregate Field: allocated_hours
Date Options: Select your desired date settings (e.g., group by month, week, etc.).
Set Conditions:
Open the Condition Builder and set:
Field: state
Value: Choose the specific state to display for this chart (e.g., Requested, Allocated, Confirmed, etc.).
Repeat Steps 1–3 for the remaining four states.
Configure Chart Styles:
After creating the individual charts, configure the styles to refine the visual presentation:
Update Legend Labels:
Select the chart in the editor and click Styles in the toolbar.
Open the Legend tab.
In the Overrides section, update the labels for each chart. This allows you to replace default labels with custom names for clarity.
Enable Stacking:
Open the Combo Styles tab in the Styles panel.
Toggle "Stack Multiple Bars" to switch from grouped bars to stacked bars.
Key Features of the Chart
Stacked Visualization: The toggle in the Combo Styles tab stacks all bars, representing allocated hours as a cumulative total over time.
Custom Legend Labels: The Overrides section enables meaningful, custom labels for each state.
Flexible Date Options: Aggregate data by your preferred time period (e.g., weeks, months).
Dynamic Conditional Formatting: Easily filter data for each resource plan state using the Condition Builder.
Finalizing and Saving
Once the chart matches the intended visual, click Save at the top-right of the editor to preserve your changes.