Visualize your data in a bar chart, line graph or pie chart with the chart component.
What data should this chart display? Select the data source, and then the resource whose data you want to chart.
Name this chart: Identifier for this component; also shown at the top of the chart in your Space.
What type of chart should this display? Line graph, bar chart or pie chart.
For bar chart & line graph
What should be displayed on the x-axis?
Select the x-axis attribute (usually this is the independent variable).
Then, choose how you want the data to be grouped on the x-axis:
- by value - discrete values are plotted on the x-axis.
- by day/week/month/year - if your attribute is a date/time, select this if you want to see results by day/week/month/year. Internal will convert this value to a date format and plot a time series on the X-axis (in your chosen interval).
What should be displayed on the y-axis?
- Count: displays the count (number of records) of the matching group for the x-axis variable.
- Sum: displays the sums of the values for the selected attribute. Ex: If you selected "orders" as the attribute, this would display the total sum of all the order values (for a given x-axis value).
- Pre-aggregated value: Simply displays the value for the selected attribute. Use this option if you have already "aggregated" or transformed your data to be used in a chart (ie, already summed or counted for a given x-axis value).
Should this chart have multiple lines/bars? Graph multiple lines/bars on your chart.
- Yes, grouped by an attribute: Break out additional bars/lines by attribute.
- Yes, using pre-aggregated data: Select this if your data has already been prepared for use in a chart. Then choose the additional attributes you would like to plot on this chart.
For pie chart
What attribute should group the data?
Choose the attribute that will determine how the pie chart is segmented (which attribute determines the slices of the pie). You can choose to determine this based on the value of the attribute, or if the attribute is a date/time, you can also choose to have Internal group this into a day/week/month/year format.
How should your data be calculated? (size of each slice)
- Count: pie slice shows the count (number of records) for the attribute chosen above.
- Sum: pie slice shows the sums of the values for an attribute that you select.
- Pre-aggregated value: pie slice shows the value for the selected attribute. Use this option if you have already "aggregated" or transformed your data to be used in a chart (ie, already summed or counted).
Filter your chart data
You can use filters to narrow down the data records that will be charted. Since only the first 1000 records will be charted, it's generally advisable to use filters to narrow down your dataset below this number so that your chart represents all of your intended data.
Click “+ Add filter” to add your first filter. For each filter, you must define the field, operation, and value:
Field: The data field that you want to filter on.
Operation: Choose how you want to compare values. You'll also select whether you are comparing against a fixed value (preset filter) or a dynamic value that comes from another component.
List of Operators:
- equal to
- is not equal to
- greater than
- greater than or equal to
- less than
- less than or equal to
- is null (only shown for preset filters)
- is not null (only shown for preset filters)
- contains (only shows for string fields)
- is within last (only for date/time fields in charts)
Value: For a preset filter, input the comparison value here. In the case of a dynamic filter, you will see a dropdown list of other components in the space.
- To filter your chart records based on the value a user inputs into a filter component, simply select the name of the filter component and then choose “Value”. Your chart will update whenever a user types new values into this filter component (to only show records based on the filter).
- To filter your chart records based on a row selected in a table , select the name of the table component, then choose “Selected Row”, “Data'', and then finally the specific field to provide the comparison value (this can include hidden fields in that table). Whenever a user selects a row in the table, your chart will automatically be filtered to show those results.
- To filter your chart records based on a detail component, select the name of the detail component, then choose "Data" and then finally the specific field to provide the comparison value.
How should the query for your data be ordered?
Choose an attribute (then ascending or descending) to determine the order for the data when queried. This comes into play when more than 1000 records can exist - this will determine what the "first" 1000 records charted will be. You can also leave this as "no default order".