How to Create a Doughnut Chart Showing Recent Records by Status in Bold BI

Overview

This guide shows how to create a Doughnut Chart in Bold BI to visualize the distribution of your most recent work records by Status (e.g., Open, In Progress, Closed). This provides a quick, proportional view of record volume across categories.

Step-by-Step Guide

1. Open or Create a Dashboard

Open an existing dashboard or create a new one in Bold BI Dashboard Designer.
Ensure your data source is connected and contains the required fields.

2. Add the Doughnut Chart Widget

From the widget gallery on the left, drag and drop the Doughnut Chart onto the dashboard canvas.

3. Configure the Value (Measure)

In the Assign Data panel:
- Drag a numeric field (e.g., RecordCount) to Value.
- Select the appropriate aggregation based on your analysis requirements. For example, set the aggregation to Sum when you want to total numeric values.
- Alternatively, use Distinct Count on WorkRecordID if each record should be counted once.

4. Configure the Column (Dimension)

Drag the Status field to Column.

5. Filter to Show Only Recent Records

Select the Doughnut Chart widget.
In the Assign Data panel, go to Filters.
Drag the date field (UpdatedDate) to Filters.
Set the condition to Last N Days (e.g., Last 30 Days).

Note: This applies a widget-level filter so only recent records are used for grouping and aggregation.

6. Enable Data Labels

Open the Properties panel for the widget.
Enable Data Labels to show count/percentage on each slice.

7. (Optional) Enhance Tooltips

In Properties → Tooltip, add fields like Status, count of records, and UpdatedDate for richer hover information.

8. Best Practices for Readability

Limit the number of slices (use Top N filter if needed).
Group minor statuses into “Others” for cleaner visuals.
Use meaningful colors via Properties → Color.
Test in both View and Preview mode.

9. Save and Publish

Click Publish to make the dashboard available to users.

Sample SQL Queries (Optional)

Row-Level Data (Recommended)

SELECT 
    WorkRecordID,
    Status,
    UpdatedDate
FROM WorkRecords
WHERE UpdatedDate >= DATEADD(day, -30, GETDATE());

Tip: Row-level data provides more flexibility for filters, drill-downs, and future enhancements.

Pre-Aggregated Data (Optional)

SELECT
 Status,
 COUNT(*) AS WorkRecordCount
FROM WorkRecords
WHERE UpdatedDate >= DATEADD(day, -30, GETDATE())
GROUP BY Status;

Conclusion

This setup delivers a clean Doughnut Chart showing the distribution of recent work records by status. Using widget-level date filters ensures the visualization stays current and focused.

Additional Reference:

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Written by Erick Oloo Awino

Updated:

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