Charts
A chart is a data visualization mode that aggregates information from your inventory in Boldo. Charts transform your raw data into clear and interactive visual representations, thus facilitating analysis, decision-making, and communication within your organization.
Boldo charts adapt to your needs: you choose the indicators, dimensions, filters, and the most relevant chart type to highlight your data.
Chart Philosophy
A Decision-Making Tool
Charts are designed to help you aggregate and quickly understand complex datasets. They allow you to identify trends, compare indicators, manage risks, or track the evolution of your assets.
Customizable Visualization
Each organization has its own analysis needs. Boldo charts are highly configurable: you can choose the chart type (pie charts, bar charts, bubble charts), the dimensions to explore, the indicators to track, and apply filters to refine the visualization according to your business criteria.
The 5 Key Components of a Chart
Only the organization's administrators and editors have the rights to create, edit, and delete charts.
Reader profiles are allowed to view and navigate within diagrams created by administrators and editors.
1. Chart Type – Your Visualization Mode
Boldo offers three types of charts adapted to different uses:
- Pie chart: used to visualize the distribution of a set (e.g., the share of each asset type).
- Bar chart: used to compare quantities or trends (e.g., number of assets per category).
- Bubble chart: used to analyze the correlation between two dimensions (e.g., size vs. criticality).
Discover Chart Types – Guide to choosing the right chart for your analysis
2. Indicator – What You Measure
The indicator is the main data you want to analyze (e.g., number of assets, sum of a value, average of a score...). You can choose from several types of indicators depending on the nature of your data and your analysis objectives.
- For pie charts, the indicator corresponds to the size of each section of the chart.
- For bar charts, the indicator corresponds to the Y-axis.
- For bubble charts, the indicator represents the size and color of the bubbles.
3. Dimensions – How You Segment Your Data
Dimensions determine according to which property or relationship your data is aggregated and then compared in the chart.
- Pie charts allow you to choose a single dimension. Each value of the dimension corresponds to a section of the chart.
- Bar charts allow you to choose a first dimension that will define the X-axis as well as an optional second dimension that allows you to break down each bar according to an additional dimension.
- The dimensions of bubble charts correspond to the X and Y axes.
Le bouton “Échanger les dimensions” sur les graphiques à barres et à bulles permettent de rapidement intervertir les deux dimensions choisies.
4. Filters – Refining the Analysis Scope
Filters allow you to restrict the analysis to a relevant subset of your data (e.g., display only assets with a certain criticality, or a specific status).
5. Parameters – Configure the Chart Visual
Parameters allow you to show or hide the name, indicator labels, and percentage results for all chart types.
Le nom n'est visible sur le graphique qu'une fois celui-ci enregistré.
- For pie and bar charts, they allow you to display the dimension legend on the side of the chart.
- For bar and bubble charts, it's possible to show or hide the axes.
- Finally, for pie charts, it's possible to display dimension labels directly on the chart, next to each section.
Accessing and Creating a Chart
Access Path:
- Access the Charts section from the navigation bar.
- Select the chart type, indicator, dimension(s), and configure filters according to your needs.
- Visualize the result in real-time and adjust the configuration if necessary.
- Save your chart to easily find it again or share it with your colleagues.
Best Practices for Relevant Charts
1. Clarify Your Objective
Before creating a chart, clearly define the question you want to answer (e.g., "How many critical applications are present in the inventory?").
2. Choose the Right Chart Type
Adapt the chart type to the nature of your data and your analysis objective (e.g., a pie chart for a distribution, a bar chart for a comparison).
3. Use Filters Wisely
Refine your analyses by filtering data to keep only information relevant to your business context.
4. Share and Document Your Charts
Clearly name your charts to simplify understanding for everyone within your organization.
Key takeaways
Boldo charts turn your data into powerful visual analysis tools, adaptable to any business context. They make it easier to understand, communicate, and make decisions within your organization.