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Chart Component

The chart component allows you to display your data in a bar chart, line graph or pie chart. Note that only the first 1000 records in a dataset will be charted - for this reason we advise that you use filters to reduce your dataset below that limit or create a custom resource to aggregate data first.

Chart Configuration

Basics

What data should this chart display? Select the data source, and then the resource whose data you want to chart.

Name this chart: Give this chart a name, this is displayed at the top of the chart in your Space.

What type of chart should this display? Choose from a line graph, bar chart or pie chart.

For bar chart & line graph

What should be displayed on the x-axis?

Select the attribute that you would like to use for the x-axis (usually this is the independent variable). Then, choose how you want the data to be grouped on the x-axis:

  • by value - you will see discrete values displayed on the x-axis. Ex: if your attribute was first names, then you would potentially see "Adam", "Amy", "Alan", etc plotted on the X-axis.
  • by day/week/month/year - use this if your attribute is a date/time and 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). Ex: If you had 6/1/2020 , 6/3/2020, and 6/16/2020 as potential values along the x-axis and you choose to group the data by month, Internal will plot 6/2020 as the X-axis data point (in this case, the Y-axis value will be determined by combining the three values from 6/1/2020, 6/3/2020 and 6/16/2020).

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? This will allow you to graph multiple lines/bars on your chart.

  • No
  • Yes, grouped by an attribute: Select this if there's an attribute that you want to use to break out additional bars/lines. For example, let's say you have a bar chart showing dates on the x-axis and # of orders on the y-axis. You can choose to group by an attribute, let's say "Customer Name", this will break out a new bar (for every date on the x-axis) for each customer name (the y-axis would show the # of orders made on that date by that customer name).
  • 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? (determines 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).

Advanced

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. You can use the trash can icon to delete a filter, and add more filters by using the button below. For each filter, you must define the field, operation, and value:


Field: In the first input, select the field that you want to filter on.


Operation: In the second input, you’ll choose how you want to compare values and select whether you are comparing against a fixed value or a dynamic value that comes from another component.

Operators - “equal to”, “is not equal to”, “greater than”, “greater than or equal to”, “less than”, “less than or equal to”, “is null” (preset filter-only), “is not null” (preset filter-only), and “contains” (string-only). For charts, you can select "is within last" to filter based on a prior time period.


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".