Skip to main content

Charts

Charts transform inventory data into analytical visualizations. Use them to summarize distributions, compare categories, track KPIs, or spot trends.

Charts analyze what is already present in the inventory. If the goal is to explain structure or dependencies, use a diagram or a nested map instead.

Stacked bar chart of assets by hosting type and editor

Access

  1. Click "Charts" in the navigation
  2. The catalog displays on the left
  3. Select an existing chart or create a new one

Create a chart

  1. Click "+" in the catalog
  2. Select "New chart"
  3. Configure the chart
  4. Name and save

A simple mental model

To create a chart, you choose:

  • an asset type to analyze
  • a Group by property (how data is categorized)
  • an aggregation (what is measured)
  • optional filters

Charts are the analytical layer of the knowledge base.

Chart types

Pie

Shows composition or distribution of a single group.

Typical use: applications by status.

Bar

Compares categories directly. Supports a breakdown dimension for stacked or grouped bars.

Typical use: applications by responsible team.

Bubble

Positions items across two meaningful axes with an aggregation.

Typical use: a portfolio mapped by two numeric properties.

Line

Displays trends along a continuous X axis (number, score, percentage, currency, or date). Supports a breakdown dimension.

Typical use: cost evolution over time.

Area

Same as line but fills the space below curves. Same X-axis restriction. Supports a breakdown dimension.

Typical use: cumulative headcount by department over time.

Radar

Plots values across three or more axes from a center. Requires at least three data points. Single group only, no breakdown.

Typical use: maturity scores across capability areas.

Gauge

Shows a fill proportion against a total. Has a dedicated gauge filter for the measured portion. No group-by property.

Typical use: percentage of applications migrated to the cloud.

Metric

Displays one large number (KPI). No group-by property. Configure "Display name" and "Display description" to add context below the number.

Typical use: total number of active applications.

Core configuration

Data source

  1. Select the asset type to analyze
  2. Apply filters if needed
  3. Review the resulting dataset

Group by

Choose the property or relationship that categorizes data.

  • A primary Group by defines the main axis or segmentation.
  • An optional Breakdown adds a second grouping level (bar, line, and area charts).

Aggregation

Select the aggregation type first:

  • Count -- counts all matching assets. No property selector needed.
  • Sum -- totals a numeric property. A "Measured property" selector appears.
  • Average -- averages a numeric property. A "Measured property" selector appears.
  • Unique values -- counts distinct values. A "Measured property" selector appears.
note

Sum and Average are disabled when no numeric property exists on the selected asset type.

Filters

Filters narrow the chart to a subset of the inventory. Open them with the filter button next to the asset type selector.

See Filters for the full list of operators, filter targets, and how to combine conditions with groups.

Drilldown

Click any data point (bar, slice, dot, line point) to open a panel listing the underlying assets. The panel includes search and infinite scroll. Click an asset name to open a preview panel on the right without leaving the chart.

Display options

Toggle buttons sit directly in the chart toolbar:

  • Display categories -- show or hide group labels
  • Display values -- show or hide aggregation labels
  • Swap axes -- switch X and Y (bar charts)
  • Legend, percentages, and axis labels

Themes

Open the theme picker from the toolbar to choose from the available chart themes, including the default auto theme and several color palettes.

Save and export

  1. Save the chart and place it in the right folder
  2. Reuse it from the catalog when needed
  3. Use the download action to export the chart as an image

Use cases

AnalysisTypeConfiguration
Distribution by criticalityPieApplications, Group by: Criticality
Applications by teamBarApplications, Group by: Responsible Team
Costs by domainBarApplications, Group by: Domain, Sum(Cost)
Positioning by two propertiesBubbleTwo group-by axes + aggregation
Cost trend over quartersLineApplications, X: Quarter, Sum(Cost)
Headcount by department over timeAreaPeople, X: Date, Breakdown: Department
Maturity across capabilitiesRadarCapabilities, Group by: Area, Average(Score)
Cloud migration progressGaugeApplications, gauge filter: Cloud = Yes
Total active applicationsMetricApplications, Count