Build custom charts in the Dashboard Builder to visualize your data Updated July 15, 2026 07:00 A chart template may not always show the exact data combination you need. Custom charts let you choose your own dataset, dimensions, and measures, and pick the chart type that fits what you want to show. Select data fields from each chart's configuration menus, apply filters to focus on what matters, and see a live preview as you go. When you're happy with it, add it straight to your dashboard. See how it looks Key features Choose from a variety of chart types to visualize your data Build from the available datasets: assets, users, and Team Competencies See a live preview of your chart as you build it Filter your data without leaving the Chart Builder Add your chart straight to your dashboard when it's ready You need this to succeed Plan: eOS Expert, eOS Advanced, eOS Professional Legacy plan: Showpad Coach Essential, Showpad Content Essential, or higher Permissions: Administrator, Promoted Member with Reporting permission The quick way Open the custom Chart Builder Apply filters to refine your data Understand dimensions and measures Select a chart type and configure the fields: Table Bar chart Line chart Column chart Pie chart Treemap chart Bubble chart Evolution number KPI Combination chart Funnel chart Radar chart Speedometer Add your chart to the dashboard Do this step by step Open the custom Chart Builder Custom charts live inside the Dashboard Builder, so start by opening a dashboard before you build your chart. Navigate to the Analytics tab in the Admin App and select My Dashboards from the left menu. Open a dashboard to edit: Click an existing dashboard, then click Open in Editor, or click Create Dashboard to start a new one. Learn more about creating custom dashboards. In the Dashboard Builder, click Add Widgets and select Custom chart. Click Dataset and select the dataset you want to display in your chart. You can choose Assets, one of the Team Competencies datasets, or one of the user-focused datasets. Back to top Apply filters to refine your data Use the filters panel at the top of the chart builder to focus on the insights that matter most to you. Note: Filters apply to all chart types and persist when you select a different chart type. Add and manage filters Click View filters and select the filters you want to use. To rearrange the filter order, click the dots to the left of each filter name, then drag and drop them into the desired order. Click Save. Clear filters Clear values: to clear specific values while keeping the filter active, uncheck the selected values in the dropdown Clear filters: to clear a filter entirely, click the X next to the filter name Filter tips Visual cue: when a filter is applied, the field displays the number of selected values Date ranges: a date range filter displays the specific dates next to the filter field Definitions: for detailed descriptions of all available filters, reference these articles: Asset data fields and filters User data fields and filters Team Competencies data fields and filters Back to top Understand dimensions and measures Each chart type has its own set of configuration menus, labeled for what they do. Depending on the chart type, you might see menus like Measure, Category, Group by, X axis, or Evolution. Click a configuration drop-down menu to open it, then select the data field you want from the list. The fields available fall into three types: Dimensions: Text-based data that describes what you're looking at, such as Full Name or User Group Names, for which you want to view detailed data. Date intervals are also considered dimensions. Measures: Numerical data that describes how much activity occurred, such as Sessions or Days Active, that you want to calculate and display. KPIs: Pre-aggregated metrics that summarize performance across your entire asset library or user base into a single value, such as % Assets Shared or Average Buyer View Time. They are grouped within the Measure menu, except when you're building a KPI chart. To add data to a chart: Click a configuration drop-down menu, such as Measure or Category. Select the data field you want from the list. The data field is checked and typically added to the top of the menu under Selected. To clear data from the chart: To remove an individual data field, click a configuration drop-down menu, then click the trash icon next to a selected field. To clear all selected data fields from a configuration menu, click the X icon next to it. Back to top Choose the right chart for your data Use this guide to learn about the available chart types and when to use each one. To begin visualizing your data, select a chart type from the left menu. Table Bar chart Line chart Column chart Pie chart Treemap chart Bubble chart Evolution number KPI Combination chart Funnel chart Radar chart Speedometer Table A table organizes your data into rows and columns. It's the most straightforward way to view your data and is useful for looking up specific values. It's best for viewing precise numbers, comparing individual values, and presenting detailed data that requires a direct lookup. Example: Detailed Asset Performance This table provides a granular view of how specific assets have performed over the last 90 days. Dataset: Asset Filters: Activity started at: Last 90 days, Show: Only assets with activity Dimensions: Asset Name, Asset Type Measures: Seller Views, Buyer Views, Included in Shares, Seller Downloads, Buyer Downloads This table is useful for a deep dive into your content's performance. Sort by any column to find your most shared assets, identify content that gets a lot of internal views but isn't shared externally, or see which assets sellers and buyers download most often. Table data configuration menus Dimensions: Text-based data, such as Asset Names or Tags (shown with an abc icon), for which you want to view detailed data. The top data field in the Dimensions menu determines the rows of your table. Measures: Numerical data, such as Seller Views or Buyer Downloads (shown with a 123 icon), you want to calculate and display. How to customize your table Add and manage columns Add: Click the Dimensions or Measures menu and select a data field. Note: the table always displays Dimension columns on the left, followed by Measure columns. Reorder: Click the Dimensions or Measures menu, then drag and drop the fields into your desired order. Remove: Click the Dimensions or Measures menu and click the trash icon next to the field you want to remove. Formatting tips Sort: Click any column header to sort the table by that field. Resize: Hover between column headers until the resize icon appears, then click and drag to adjust the width. Back to top Bar chart A bar chart uses horizontal bars to compare values across different categories. The length of each bar is proportional to the value it represents, making it easy to see which categories are highest or lowest. It's best for comparing distinct categories, such as asset types or user groups, to see which ones are performing best. Example: Most Viewed Asset Types by Division This chart helps you understand which types of content your sellers engage with the most, broken down by their Division. Dataset: Asset Filters: Activity started at: Last 90 days, Show: Only assets with activity Category: Asset Type Measures: Seller Views Group by: Divisions Use this bar chart to determine whether sellers in one Division prefer viewing documents, while those in another Division prefer videos. Bar chart data configuration menus Category: text-based segments used to separate and label different data groups, such as Asset Type or Tags (shown with an abc icon). You can add only one field to this menu. Measure: the numerical data points you want to calculate and display, such as the count of Seller Views or Buyer Downloads (shown with a 123 icon). Group by: organizes results into deeper text-based sub-segments within your chart's primary categories, such as Divisions or User Groups. You can add only one field to this menu. If left empty, the chart may automatically group by a field from the Measure menu. Check the legend on the right side of your chart to see what grouping is active. Viewing tips View details: hover over an individual bar to see exact values. Isolate data: click one or more bars to focus on them. Click Clear filter to return to the full chart view. Filter by group: click legend items on the right to hide or reveal specific groups. Back to top Line chart A line chart displays data points connected by straight lines, showing how a value changes over time. It's best for tracking engagement trends, like buyer views and Shares, for a set of assets over a specific period. Example: Content Viewing Trends Over Time This chart tracks the trend in time spent viewing different types of content by sellers and buyers. Dataset: Assets Filters: Activity started at: Last 30 days, Show: Only assets with activity Measure: Seller Viewing Time, Buyer Viewing Time X axis: Activity Started At (Day) Group by: Asset Type Use this line chart to monitor engagement trends and determine whether time spent viewing content increases after a product launch or marketing campaign. Line chart data configuration menus Measure: the numerical data points you want to calculate and display, such as the count of Seller Views or Buyer Downloads (shown with a 123 icon). X axis: plots time-based data points horizontally, such as Activity Started At or Created At (shown with a calendar icon). You can add only one field to this menu. Group by: organizes results into deeper text-based sub-segments within your chart's primary categories, such as Divisions or User Groups. You can add only one field to this menu. If left empty, the chart may automatically group by a field from the Measure menu. Viewing tips View details: hover over the lines to view details about each data point. Isolate data: click on the chart and drag left or right. Click Clear filter to return to the whole chart. Filter by group: click legend items on the right to hide or reveal specific groups. Back to top Column chart A column chart uses vertical columns to display and compare values across different categories. It's similar to a bar chart but oriented vertically. It's best used for comparing a small number of distinct categories, especially when the category labels are short, such as identifying the most active user groups by their asset Shares. Example: Sessions by User Role This chart helps you compare app usage across user types. Dataset: Users Filters: Activity started at: Last 90 days, Show: Only users with activity Measures: Sessions Category: User Role Group by: User Group Names This column chart helps you quickly see which user roles are most engaged with Showpad, and whether that engagement varies across user groups within each role. Column chart data configuration menus Measure: The numerical data points you want to calculate and display, such as the count of Sessions or Days Active (shown with a 123 icon). Category: Text-based segments used to separate and label different data groups, such as User Role or License Type. You can add only one field to this menu. Group by: Organizes results into deeper text-based sub-segments within your chart's primary categories, such as User Group Names or Divisions. You can add only one field to this menu. Viewing tips View details: hover over each column to view its details. Isolate data: click one or more columns to focus data. Click Clear filter to return to the whole chart. Filter by group: click legend items on the right to hide or reveal specific groups. Back to top Pie chart A pie chart is a circular graph divided into slices to show numerical proportion. It's best used for showing parts of a whole or percentage-based data. Use a pie chart when you have a small number of categories, ideally fewer than six, like showing the distribution of total Shares by seller Division. Example: Share activity by user group This chart helps you understand which user groups share assets the most with buyers. Dataset: Assets Filters: Activity started at: Last 90 days, Show: Only assets with activity Measure: Included in Shares Category: User Group If you notice one group has a significantly larger slice, you can identify them as your most active sharers. A very small slice for another group might highlight a team that needs coaching in sharing best practices. Pie chart data configuration menus Measure: the numerical data points you want to calculate and display, such as the count of Seller Views or Buyer Downloads (shown with a 123 icon). Category: text-based segments used to separate and label different data groups, such as Division or User Group. You can add only one field to this menu. Viewing tips View details: Hover over an individual slice to view details about it. Isolate data: click one or more slices to focus data. Click Clear filter to return to the whole chart. Filter by category: Click items in the legend on the right to hide or reveal specific categories. Back to top Treemap chart A treemap chart displays hierarchical data as a set of nested rectangles. The size of each rectangle represents its value, making it easy to spot patterns and compare proportions. It's best for visualizing a large number of categories organized into a hierarchy, especially when you want to see each category's contribution to the whole. Example: Asset Engagement Across Divisions and User Groups This chart shows a breakdown of seller views, first by Division and then by User Group within each Division. Dataset: Assets Filters: Activity started at: Last 30 days, Show: Only assets with activity Measure: Seller Views Category: Divisions Color: User Groups Use this treemap to quickly spot which Divisions and specific teams are most active. A group with low engagement may indicate a need for more relevant content or additional training. Treemap data configuration menus Measure: the numerical data point you want to calculate and display, such as the count of Seller Views or Buyer Downloads (shown with a 123 icon). You can add only one field to this menu. Category: text-based segments used to separate and label different data groups, such as Asset Type or Tags. You can add only one field to this menu. Color: visually differentiates and groups results based on text-based data with distinct colors, such as Content Type or Divisions. You can add only one field to this menu. Viewing tips View details: hover over an individual rectangle to view details about it. Isolate data: click one or more rectangles to focus data. Click Clear filter to return to the whole chart. Filter by color: click legend items on the right to hide or reveal specific colors. Back to top Bubble chart A bubble chart shows how many values you have per category. The higher the value, the larger the bubble, giving you a quick overview of your top categories. Group similar categories with matching colors to get more value from this chart type. It's best for comparing multiple categories and quickly identifying the highest performers. Example: Top Tags by Seller Engagement and Type Each bubble represents a tag, comparing tags based on seller views, colored by asset type. Dataset: Assets Filters: Activity started at: Last 90 days, Show: Only assets with activities Measure: Seller Views Category: Tags Color: Asset Type Coloring bubbles by asset type lets you see whether specific topics perform better as videos or documents. Bubble chart data configuration menus Measure: the numerical data point you want to calculate and display, such as the count of Seller Views or Buyer Downloads (shown with a 123 icon). You can add only one field to this menu. KPI: Pre-aggregated metrics that summarize performance across your entire asset library or user base into a single value, such as % Assets Shared or Average Buyer View Time. Category: text-based segments used to separate and label different data groups, such as Asset Type or Tags. You can add only one field to this menu. Color: visually differentiates and groups results based on text-based data with distinct colors, such as Content Type or Divisions. You can add only one field to this menu. Viewing tips View details: hover over an individual bubble to view details about it. Isolate data: click a bubble to focus data. Click Clear filter to return to the whole chart. Filter by color: click legend items on the right to hide or reveal specific colors. Back to top Evolution number An evolution number shows a single value along with its change compared to the previous period. It's best for tracking a metric across a few time periods when you want the change itself to be the headline, not just the current total. Example: Weekly Seller Sessions This evolution number tracks how many times sellers opened Showpad this week compared to last week. Dataset: Users Filters: Activity started at: Last 90 days, Show: Only users with activities Measure: Sessions Evolution: Activity Started At (Week) Use this evolution number to catch a drop in seller engagement early. A steady or rising session count suggests sellers are actively using Showpad, while a sharp drop week over week is worth a closer look before it becomes a trend. Evolution number data configuration menus Measure: the numerical data point you want to calculate and display, such as the count of Seller Views or Buyer Downloads (shown with a 123 icon). You can add only one field to this menu. Evolution: tracks changes over time to display change relative to the previous period, such as Activity Started At or Created At. You can add only one field to this menu. Back to top KPI (Key Performance Indicator) A KPI chart displays a single, important metric in a highly visible way. The tile displays a key value and a simple line graph (sparkline) showing the performance trend over time. It's best for highlighting a single, critical number, such as the total number of buyer views or the number of unique assets viewed. Example: Weekly Active User Rate This KPI provides a snapshot of the share of your team actively using Showpad. Dataset: Users Filters: Activity started at: Last 90 days Measure: % Active Users Evolution: Activity Started At (Week) A low percentage might point to onboarding gaps or disengaged sellers, while a high percentage confirms most of your team is actively using Showpad. The sparkline shows whether adoption is trending up or down week over week. KPI data configuration menus KPI: Pre-aggregated metrics that summarize performance across your entire asset library or user base into a single value, such as % Assets Shared or % Active Users. You can add only one field to this menu. Evolution: tracks changes over time to display a performance trend sparkline, such as Activity Started At or Created At. You can add only one field to this menu. Back to top Combination chart A combination chart displays two or more measures together, each in a different chart style, such as bars and lines, along a shared axis. It's best for comparing related metrics that use different scales or trends, such as volume against a rate. Example: Buyer Views vs. Buyer Downloads by Month This combination chart tracks how buyer engagement shifts from viewing to downloading over time. Dataset: Assets Filters: Activity started at: Last 90 days, Show: Only users with activities Measures: Buyer Views, Buyer Downloads X-axis: Activity Started At (Month) Use this chart to spot changes in buyer behavior. If downloads climb while views stay flat, buyers might be grabbing content without spending much time with it first. If both rise together, engagement is likely healthy at every stage. Combination chart data configuration menus Measures: the numerical data points you want to calculate and display together, such as Buyer Views and Buyer Downloads. You can add more than one field to this menu. Each additional field displays in a different chart style so you can tell them apart at a glance. X-axis: the dimension used to group and label your data along the horizontal axis, such as Activity Started At or Asset Type. You can add only one field to this menu. Viewing tips View details: hover over an individual bar, line, or point to view details about it. Isolate data: click on the chart and drag left or right. Click Clear filter to return to the whole chart. Back to top Funnel chart A funnel chart shows how a measure narrows across a sequence of categories. It's best for visualizing a process with stages that naturally decrease in size, such as engagement dropping off at each step. Example: Asset Views by Buyer Interest Grade This funnel chart shows how buyer views are distributed across performance grades, from top-performing assets down to underperforming ones. Dataset: Assets Filters: Activity started at: Last 90 days, Show: Only users with activities Measure: Total Views Category: Buyer Interest Grade Use this chart to see how concentrated your views are. If most views land on grade A assets, a small number of top performers are doing most of the work. A flatter funnel means views are spread more evenly across your library. Funnel chart data configuration menus Measure: the numerical data point you want to calculate and display, such as Total Views or Buyer Downloads (shown with a 123 icon). You can add only one field to this menu. Category: divides your measure into segments that narrow from top to bottom, such as Buyer Interest Grade or Asset Type. You can add only one field to this menu. Viewing tips Isolate data: Click a color in the funnel to focus on that segment's data. Click Clear filter to return to viewing the whole chart. View details: Hover over a segment to view its details. Back to top Radar chart A radar chart plots a measure across several categories on axes radiating from a center point, forming a shape you can compare across multiple series. It's best for spotting patterns or imbalances across several categories at once, such as comparing performance across content types. Example: Total Views by Asset Type and App Category This radar chart shows how views for each asset type break down across Mobile, Web, and the Showpad Content Viewer. Dataset: Assets Filters: Activity started at: Last 90 days, Show: Only users with activities Measure: Total Views Category: Asset Type Color: App Category Use this chart to spot channel preferences by content type. If a document's views cluster around Web while a video's cluster around Mobile, that tells you something about how sellers and buyers prefer to consume each format. Radar chart data configuration menus Measure: the numerical data point you want to calculate and display at each point on the radar, such as Total Views or Buyer Downloads (shown with a 123 icon). You can add only one field to this menu. Category: defines the points around the radar, such as Asset Type. You can add only one field to this menu. Color: splits your data into separate colored series so you can compare them on the same radar, such as App Category. You can add only one field to this menu. Viewing tips View details: hover over a point to view details about it. Filter by color: click legend items on the right to hide or reveal specific colors. Back to top Speedometer A speedometer chart shows a single measure against a target, displayed as a needle on a gauge. It's best for tracking progress toward a specific goal at a glance. Example: Assets Shared vs. Shareable Assets This speedometer shows how much of your shareable content has actually been shared at least once. Dataset: Assets Filters: Activity started at: Last 90 days, Show: Only users with activities Target: # Shareable Assets Measure: Assets Shared Use this chart to track how close you are to activating your full shareable library. A needle near the target means most shareable content has been shared at least once. A needle far from the target flags dormant content worth promoting. Speedometer data configuration menus Target: the numerical data point representing your goal, such as # Shareable Assets. Dimensions can also be added, but they are displayed as a count of distinct values rather than their individual names. You can add only one field to this menu. Measure: the numerical data point representing your current value, such as Assets Shared or Buyer Views. Dimensions can also be added, but they are displayed as a count of distinct values rather than their individual names. You can add only one field to this menu. Back to top Add your chart to the dashboard Once your chart looks the way you want, add it to your dashboard. To add a title, click Add a title in the upper left of the chart. Click Add to Dashboard. Back to top Related articles Create asset engagement reports with the Report Builder Guide to the Showpad Report Builder Schedule, download, and manage reports in the Report Builder Create Team Competency reports with the Report Builder Manage, organize, and share content in your Shared Space