How to create and modify graphs in ThoughtSpot

This tutorial starts after the user has logged on and has opened the chapter membership- new Livebaord. The user has scrolled to the bottom to the chapter membership- new list and has clicked "make a copy" in the top right corner of that table. This tutorial will show the certificates new members have visualized in a graph and pie chart.

For the purpose of this tutorial, some information has been omitted. However, you can modify this report to fit your criteria.

ThoughtSpot

  1. 1. Click on Cert Type Name

    This is to add cert types for new members to this report

    Click on Cert Type Name
  2. 2. Click on Go

    Click on Go
  3. 3. Click on collapse

    Click on collapse
  4. 4. Click on View chart

    Doing this will switch you over to the graph view

    Click on View chart
  5. 5. Click on the "settings" button

    Click on the "settings" button
  6. 6. Drag cert type name from "not visualized" to the x-axis

    This will add the cert types to your graph

    Drag cert type name from "not visualized" to the x-axis
  7. 7. Drag Daily chapter Join Date from x-axis to "Not Visualized"

    This is not required, although it is done in this tutorial to make the graph cleaner

    Drag Daily chapter Join Date from x-axis to "Not Visualized"
  8. 8. Click on Apply

    Click on Apply
  9. 9. Click on "x" in top right corner of Chapter Auto Renew Status

    This is not required, although it is done in this tutorial to make the graph cleaner

    Click on "x" in top right corner of Chapter Auto Renew Status
  10. 10. Click on Apply

    Click on Apply
  11. 11. Click on graph button

    Click on graph button
  12. 12. Click on Pie

    This will switch your graph to a pie chart

    Click on Pie
  13. 13. Click on settings button

    Click on settings button
  14. 14. Drag Cert Type name to Category

    This will visualize the certifications in the pie chart

    Drag Cert Type name to Category
  15. 15. Click on x button for chapter auto renew status

    This is not required, but is done in this tutorial to make the chart cleaner

    Click on x button for chapter auto renew status
  16. 16. Click on Apply

    You should now see a pie chart of your members' certifcations.

    Click on Apply