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Creating and Customising Charts

Learn how to turn your report data into clear visual insights

Written by Stefan Cataldo
Updated over a month ago

Charts help you spot trends, compare categories, and understand patterns more quickly than tables. Once you’ve generated a report, you can easily create charts using the Chart View tab to visualise KPIs across any breakdown.

MPC Explorer supports five chart types.


Chart Types (Quick Overview)

Line Charts

Best for trends over time.

Use for: monthly KPIs, practice comparisons, seasonality.

Supports multiple lines and a secondary Y-axis.

Bar Charts

Best for comparing categories.

Use for: revenue by practice, patients seen by provider, payor mix.

Area Charts

Best for showing volume over time.

Use for: capacity, activity, stacked contributions.

Filled areas for clearer magnitude.

Pie Charts

Best for proportions.

Use for: payor breakdown, treatment category mix, revenue split.

Works best with one period and 3–7 categories.

Scatter Charts

Best for exploring variation in a single KPI across your chosen breakdown.

Use for: Hours Worked by provider, Revenue by practice, Patients Seen by treatment category.

Great for spotting outliers, patterns, or unusual performance.

πŸ“ Please note: Chart View is only available in the Table Layout Metrics as Columns


Configuring a Chart

1. Choose Your X-Axis

This is your grouping dimension and will show horizontally along the bottom of the chart. This will correspond to whatever Breakdowns you have selected when building your report.

Common options:

  • Time Period

  • Practice

  • Provider

  • Payor

  • Treatment Category

  • Value Band

πŸ“ Please note: Time-based charts use the date grain you selected (day, week, month, etc).


2. Choose Your Y-Axis

Select one or more KPIs you added to your report - this will be what is shown vertically. These will relate to whatever KPIs you have selected when generating your report.

KPIs must be numeric:

  • Hours Worked

  • Patients Seen

  • Revenue

  • Worked %

    …and more.

Format (number, percentage, currency) is handled automatically.

πŸ’‘ Top tip: You can quickly change the X and Y axis fields using the drop-down to view your data in different ways.


3. Use a Secondary Y-Axis (Optional)

Useful when you want to see trends for 2 KPIs at the same time or if KPIs have different scales, e.g.:

  • Hours Whitespace

  • FTA %

This keeps both lines readable without distortion.


4. Add Multi-Series (Line Charts - Optional)

This allows to split a line chart by an additional breakdown. Multi-series is especially useful to analyse trends over time across different Practices, Providers, Treatment types etc.

Example:

  • X-axis = Time Period

  • Y-axis = Hours Whitespace

  • Series = Practice

Result: one line per practice.

πŸ“ Please note: Multi-series line charts are limited to showing the top 10 series for readability


Enlarging Charts

If you'd like a closer look at your chart, you can open it in an expanded view.

How to enlarge a chart

  1. Click the expand icon (β€’) in the top right corner.

  2. The chart opens in a larger, focused view so you can examine details more clearly.

What you can do in expanded view

  • Review data labels more easily

  • Hover to inspect individual points or bars

  • Close to return to the Chart View configuration

πŸ’‘ Top tip: Use expanded view before exporting to get the cleanest, highest-resolution chart.


Exporting Charts

Use the Download menu on the chart.

Options:

  • Export as PDF β€” best for reports and printing

  • Export as PNG β€” high-quality image for slides or emails

  • Export as JPEG β€” smaller file size for quick sharing

  • Export as WebP β€” modern compressed format for web use

Exports include the chart, title, legend, and a summary of active filters.


Saving Your Charts

You can save any chart to then add it to your Dashboard.

How to save a chart to add it to your Dashboard later:

  1. Create the chart

  2. Click + Dashboard

  3. Name it

  4. Add an optional description

Saved charts include the full configuration:

  • Chart type

  • KPIs and breakdowns

  • Filters and date range

  • Comparison mode

  • Axis and aggregation settings

The chart will then be available to add to your own Dashboard in the Dashbaord builder whenever you need it.


Top Tips for Effective Charts

Choose the right chart

  • Trends β†’ Line or Area

  • Category comparison β†’ Bar

  • Proportions β†’ Pie

  • Finding Outliers β†’ Scatter

Keep it simple

  • Avoid overcrowding with too many series

  • Break complex visuals into multiple charts

Match Report Interval to timeframe

  • Recent days β†’ Daily

  • Last 3–6 months β†’ Weekly or Monthly

  • Multi-year β†’ Quarterly or Yearly

πŸ“ Please note: Choosing an interval that is too granular for the timeframe can make charts cluttered and difficult to interpret.

Build a core chart library

Create 5–10 charts you review regularly, then save them by adding them to Dashboards.


Common Questions

Can I create charts without breakdowns?

Yes. Charts can show single aggregated values.

Why can’t I see funnel charts?

Funnels only appear when using Treatment Plan Pipeline.

Can I edit a saved chart?

Not directly. Regenerate the chart with new settings and save again.

Do exports include filters

Yes. The export includes a filter summary so others can see the data context.

Can I export multiple charts at once?

Not from Chart View, but dashboards can be exported with multiple charts.

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