Chart

Using the Chart View, you may easily visualize sales volume comparison. Furthermore, if you need to drill down and review the details summarized in the Chart, just click on the displayed figures, and the details view will be opened.

To create a chart view, select the Chart option from the list of view types and click Next. The system will display the Chart View form comprising the sections described below.

General Properties

Name

Enter a name for the new chart view.

Notes

This field can hold any developer’s comments that need to be kept for this view. The comments will be visible in the Setup mode only.

Show In Menu

Leave this option checked if the view should be displayed in the menu.

Category

Enter a category name if you want to group the view under a category.

Highlight Color

Select a color to highlight this view in the list displayed in the menu.

Icon

This option allows you to select an icon for a view. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals, and more. The Search box above will help you narrow down the list of choices.

In the User mode the icon will appear to the left of the view name listed in the left menu of the table.

Access

If you want to restrict access to the view for your users based on their roles, select the Restrict access right by role checkbox and choose which roles will have access to this particular view.

Matching Properties

Filter

The Matching section is intended to set the filter criteria for the records that will be displayed in the view.

• All records: select if you want to include all records in the view;
• Only records that meet certain criteria: select if you want to filter records according to certain criteria. With the help of drop-down lists below create the rules according to which records will be filtered;
• Custom formula: select if you want to enter a custom formula and add the formula to the expanded field.

Ask the User

This filter option prompts the user to specify a value each time the view is accessed, allowing dynamic filtering based on their input.

• Nothing: option is disabled;
• Ask columns: the selected columns determine which fields the user will provide values for when applying the dynamic filter.
• Allow search for keywords: enables users to search within the column using keywords, making it easier to find specific records.

Chart Properties

The Chart section allows you to select the necessary chart type and specify its parameters.

Chart Type

From the Chart Type list, select the necessary chart type, and the example of the selected type will be displayed below.

Calculate

(1) Specify a formula that will be used to calculate values of Y (X) axis.

Grouping

(2) Specify the type of data that will be used to build the chart and displayed on the opposite X (Y) axis, also specify the order and the way in which the data will be grouped.
(3) Moreover, some chart types allow additional grouping. It divides the chart results into subgroups. Such subgroups are displayed as the legend in the top right corner of the chart. Grouping options are expounded in the Grouping item.

Wedges to display

Use this field only if the Pie or Doughnut chart type is selected. Here you can specify the number of pies to display (all other entries will be grouped under the “Other” section).

Advanced Options

The Advanced options section is intended to specify additional options:

Details View

When the chart is built, the records are grouped, and results of such grouping are shown on the chart. The Details View option provides a possibility to overview the records included in every group. As a result, on the chart, each grouping value is displayed as a link. When a user clicks on such a link, the details of the group are displayed. You can define what view will be used to show details of the groups. In the Details View dropdown, you can select any view built in the same table.

Chart Width

Specify the width by selecting one of the options:

• Narrow;
• Normal;
• Wide.

Chart Height

Specify the height by selecting one of the options:

• Short;
• Normal;
• Tall.

Colorization

Check the Colorization checkbox to color the chart according to your need. The details are expounded in the View Colorization item.

Enable Embedding

This option allows you to copy/paste a simple HTML snippet to embed a view on your website page. More details are described here Embedding Option for Views.

Help

When this text property is filled in, a view page displays a small dropdown titled "Help" just under the tab bar. When the user clicks it, it extends downward, displaying the text you’ve entered. Help text is formatted using markdown.

Chart Types

You can create the following Chart Types:

Horizontal Bar	Horizontal Bar - Grouped
Horizontal Bar - Stacked	Horizontal Bar – Stacked to 100%
Vertical Column	Vertical Column – Grouped
Vertical Column – Stacked	Vertical Column – Stacked to 100%
Line	Line – Grouped
Line - Cumulative	Line – Grouped Cumulative
Area	Area – Stacked
Area - Cumulative	Area – Stacked Cumulative
Pie	Doughnut