Chart
Using the Chart View you may easy visualize sales volume comparison. Furthermore, if you need to drilldown 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 following sections:
| Name | Enter a name of a new chart view. |
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| Notes | TheNotes 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 view under a category. |
| Highlight Color | Select a color to highlight this view in the list displayed in the menu. |
| Icon | This option allows to select an icon for a view. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals and a lot more. The Search box above will help you to narrow down the list of choices. |
| Access | If you want to restrict access to the view for your users basing on their roles, select the Restrict access right by role checkbox and choose what roles will have access to this particular view. |
| Filter | The Matching section is intended to set the filter criteria for the records that will be displayed in the view. |
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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. |
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| Calculate | (1) In the Calculate field specify a formula that will be used to calculate values of Y (X) axis. |
| Grouping | (2) In the Grouping section 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. |
| Wedges to display | Use the Wedges to display 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). |
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 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. |
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| Chart Width | Specify Chart Width (Narrow, Normal, Wide). |
| Chart Height | Specify Chart Height (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 simple HTML snippet to embed a view on your website page. More details are described here Embedding Option for Views. |
| Help | When the Help text property is filled in, a view page displays small dropdown titled Help just under the tab bar. On user’s click it extends toward the bottom displaying the text you’ve typed. |
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Chart Types
You can create the following Chart Types:
| Horizontal Bar | Horizontal Bar - Grouped |
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| Horizontal Bar - Stacked | Horizontal Bar – Stacked to 100% |
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| Vertical Column | Vertical Column – Grouped |
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| Vertical Column – Stacked | Vertical Column – Stacked to 100% |
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| Line | Line – Grouped |
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| Line - Cumulative | Line – Grouped Cumulative |
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| Area | Area – Stacked |
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| Area - Cumulative | Area – Stacked Cumulative |
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| Pie | Doughnut |
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