How to Limit the Amount in One Chart?

Table of Contents

1. Overview
2. Accessing the Function
3. Step-by-Step Guide
4. Settings & Options
5. Limitations & Special Notes
6. Tips & Best Practices

Overview

Limiting the number of entries in charts ensures that only the most important values or segments are displayed. Especially in donut charts, you can use the Limit Amount feature to group smaller values as a summary segment called Other. For other chart types, depending on configuration, the Top [x] Entry/Entries option is available, so only the top values are shown. These functions help you keep your dashboard readable and focused on the key metrics.

Accessing the Function

You can set a limit on the number of segments directly from your dashboard:

• For existing charts: Click Actions on your desired chart and select Configure.
• For new charts: Use the Add Element button at the top, then select your preferred chart type. In the Configure Chart dialog, you'll find the limit options.

Step-by-Step Guide

Step 1: Choose or Create a Chart

If you want to edit an existing chart, click Actions and then Configure to open the settings. To create a new chart, click Add Element, choose a chart type, and you'll go straight to the configuration dialog.

Step 2: Set Segment Limit in a Donut Chart

To limit the number of segments in a donut chart, select Donut Chart in the configuration dialog and scroll to the Limit Amount section. Enable Activate Limit here. Use the number field Max. [X] Segments to decide how many segments to display. Any values beyond the limit can be grouped by enabling the Show "Other" option, keeping the chart clear and concise.

Step 3: Use “Top [x] Entry/Entries” Limit for Other Chart Types

For many other chart types, the Top [x] Entry/Entries option is available. You'll find it in the Configure Chart dialog under Limit Amount. Enable Activate Limit to turn on the restriction, and use the number field to set how many top results to display (such as Top 10). The sorting order depends on the chosen metric.

For tables with multiple selected metrics at the same time, the limit feature is disabled for technical reasons. Some special charts (like word clouds) have a fixed limit.

Step 4: Save and Review Your Changes

After setting your options, save your configuration with Save or Update. The chart will update and show the number of entries or the "Other" segment according to your selections.

If you request too much data at once, this may cause a loading delay or empty result message. In such cases, try setting a stricter limit or adjusting filters.

Settings & Options

Quick Chart Options: Using the Actions menu on a chart, you can also Rename, Duplicate, Delete, and adjust the Date Range. These don't affect the limit directly, but help you organize and test different chart versions.

Limitations & Special Notes

• Chart dependency: The combined Limit Amount and Show "Other" options are only available for donut charts. Top [x] Entry/Entries are only offered where visible in the dialog.
• Tables with multiple KPIs: The limit option is disabled if several metrics are selected.
• Agency accounts: As long as no client is selected, you cannot set a limit.
• Performance: Without a limit and with large data sets, dashboards can become slow or cluttered.

Tips & Best Practices

• In donut charts, start with a limit of 5 to 10 segments for better clarity.
• Enable Show "Other" to group minor values that are usually not relevant by themselves.
• For rankings, use the Top [x] Entry/Entries option to focus on the most important results.
• Adjust the Date Range if too many or too few entries are displayed.
• Test different variants by duplicating a chart and comparing limits.