Advanced Chart Set 1
Last updated
Last updated
Advanced Chart 1 Set is a component that allows you to choose from a wide range of charts that will be continuing to grow. This particular chart set is based on specific data look ups. When we introduce new data look up types with new search algorithms we will create a new component, Advanced Chart Set 2, etc.
To summarise how this chart set works in terms of data look ups. It uses a combination of the X Axis values and and the other specific value you would like to count with. You initially set the X axis and then begin to add as many counts as you like (a count is effectively a line on the graph). If you do not wish to set the specific second value in the count, you can simply opt to count everything. You may also choose to count user data instead of other values.
Note: For the Pie and Doughnut charts, because there is no X Axis, the data is not broken down by each X Axis entry, instead it simply adds all the values that would have otherwise been separated in the X Axis.
Hint: The fastest way to get started and do a test chart, assuming you have data to look up in a bloc, is to do the following: - Choose Date/Time Breakdown X Axis Option - Click "Tick to search from when the records started" - Click "Tick to search to current time" - Click "Tick if you like to search by users instead of specific data" - Add a count item, select your bloc - Choose the count option and submit This will look up all data in that Bloc and give back a daily breakdown of user activity
Hint: Having "Tick to search from when the records started" and "Tick to search to current time" ticked is a fast way to build the chart, and also a fast way for the user to look up data. The charts have zoom features if they need to dig in further afterwards.
Once you have your X Axis built you now how to start to build counts or layers onto your graph. At least one count is required. One count will represent one horizontal line, bar, or filled area in the graph, depending on the graph you choose. Without adding a count will simply have an empty graph with an X axis. Having multiple counts is useful for comparing data on the same graph, however only one is required.
Parameter
Description
Chart Height
The height that the chart will appear in pixels on the screen
Chart Width
The width that the chart will appear in pixels on the screen (please note, if its wider than the screen a scroll bar will appear).
Chart Type
This is the specific chart you want to display. In some cases certain parameters or options will be hidden or visible based on the chart type you choose.
X Axis Data Type (available based on Chart Type)
Time/Date Breakdown: The X Axis will be split by a time/date list of your choosing
Values Set by Local Fields on this Bloc: The X Axis of the chart will display values from fields on current bloc that you are on. Use this option if you want the user to dynamically set the X Axis
Permanent Values: With this option you list the values you want to appear on the X Axis right there and then, they can only be changed by editing the field.
Choose Local Fields (For Values Set by Local Fields on this Bloc )
Use this dropdown to choose the local fields on your Bloc if you have picked the second option in X Axis Data Type. Simply select the item and watch it appear below
Type the Permanent Values (for Permanent Values)
Use this if you have chosen the "Permanent Values" option in the X Axis Data Type. Type the value and click Add.
Use option
Parameter
Description
Choose X Axis Breakdown
Use this option to select how you would like the counts broken down on the X Axis.
Choose the Local "From" Date field
If you do not wish for the user to have to look up all records from the start then you will need to have created a Date field on that Bloc. You then choose this field for the "From Date" part of the look up. The user will then enter their date there before building the chart.
Tick to search from when the records started
This option disables the requirement to have a "From" Date field set. It simply looks up from when records began
Choose the Local "To" Date field
If you do not wish for the user to have to look up all records up to the current time, then you will need to have created a Date field on that Bloc. You then choose this field for the "To Date" part of the look up. The user will then enter their date there before building the chart.
Tick to search to current time
This option disables the requirement to have a "To" Date field set. It simply looks up from when records began
Parameter
Description
Choose Local Fields
Use this select area to choose your local fields for which you wish the user to fill when building their chart. Simply select it and it will appear underneath.
Parameter
Description
Type Permanent Values
Use this field to type a permanent value you wish to have on the X Axis, simply type the value and click Add.
Parameter
Description
Tick if you like to search by users instead of specific data
Use this option if you would like your counts to be based solely on users who have entered data. With this option, it will go through each X Axis item and build counts based on user entries, as opposed to other values. The output will be based on a list of users VS the X Axis values or dates you have set.
Type Module name (min 3 letters, leave blank to use current module)
Use this if you would like to select a module outside of the one you are currently in. Start typing and you will see the modules appear in a dropdown
Select Bloc
Use this to select the Bloc you wish to count
Select Count Option
Use this to determine if you would like to count the number of times a value was entered, or if you would like to numerically add up a field that contains numbers, e.g. if someone is tracking quantities, you may want to numerically add up the values.
Select the remote field to check the X axis values against
Use this to choose the field that will match your X Axis values. This is not used for Date/Time X Axis options
Look up all data
Each count you add is designed so that you match either a local field value against a field value from that bloc you are looking up, or match a local permanently set value against a value from the bloc you are looking up. However you can turn this off and simply request All data by using this option.
Choose your item to count
If you do not want to look up all data choose this option to drill down further by selecting a remote field to look up, a local field that chooses the value you are looking up or a permanent value you wish to look up.
