A column chart groups together data into vertical blocks. The Y-axis will give a count of the records that meet a category defined in the X-axis.
The chart is dynamic and allows the users to select which data sets in the Category appear on the chart.
You can also enable a click-through on this report which allows the user to drill down into a click-through list Report to display more information about a block of records.
To generate a Column Chart, you first need to be in the 'Reports' section where you will then be able to click 'Add Report' in at least one of the highlighted locations below.
By clicking the button it should bring you onto a report selection page where you are shown various reports and some information about them. To choose 'Column' find the card containing the 'Column' chart then click on 'Create'. Alternatively, you can find it by searching and selecting 'Column' on 'Filter Types'.
Consequently, this presents you with the Report configuration options below:
Title: The title is the reference to the Report that will appear in the App for the users. It will appear in the left pane menu for the and also in the breadcrumb (header Column) at the top of the page which tells the user where they are on the site.
Sub Title: The subtitle is a banner that appears at the top of the screen beneath the title that allows you to give a short description the report, this can be useful for keys and user audience.
Identifier: This should reflect the label. The identifier is a system ID for referencing a Report. This ID must be unique per Report and must contain only letters and numbers starting with a letter. It must also be a minimum of three characters.
Report Type: Chart has to be selected for the options to see a Coloumnchart
Group: The Report Group is used if you need to group reports together. A Report Group will appear on the left pane, and once clicked, show the Reports in it below. They are collapsed when the App is first launched and expandable as required.
Note: Report Groups will always display below non-grouped Reports.
Is Default: The default Report is the Report that the user will be directed to the first time that they open the App. If no default has been set then the user will be navigated to the Report with the lowest display order.
Note: Once a user navigates to a different Report, this preference will override the default option the next time they view the App if they haven't logged out in-between.
Is Hidden: This will hide the report from all users. It is commonly used whilst a Report is being reconfigured or if a Report needs to be removed temporarily to be reinstated at a later date.
Background Image URI: This option allows you to enter the URI of an image that you want to appear behind the chart in the workspace, this can be used in the case of showing at what point an escalated action should be taken if there are too many risks, or a RAG gradient to show when you are hitting a dangerous number of risks for each category
Chart Type: Choose from over 15 Chart Types - Here you will need to select 'Column'.
In-App Data Source Field: Some chart types can be created from Grid Field data to produce In-App Charts To select the Grid Field that the data will come from you can choose this as the In-App Data Source Field.
Base Filter: If the report is to always show a subset of Records, then the Base Filter can be used to apply a permanent Filter to the report. This Filter is always applied, and then user-defined filters and searches are compounded on top when the report is being used - For more about configuring base filters click here
Target Click-Through Report - With 'Target Click-Through', you can select a List Report for the user to drill down into to display more information about the Records that meet the criteria for that Matrix cell. It will apply the appropriate filters to that List Report to only show the relevant records. This can make an effective navigation tool for the App.
Height: Define the height of the Chart - Denote with px i.e. 700px
Chart Fields - Click the 'Add Chart Field' button to open the pane below and select the data (Fields) you want to use.
Label: What to you want the field to be called on screen.
Chart Field Type: This will should the options of chart field types you have to choose from to select
- X: The X-axis is the horizontal axis that data will be grouped by. Each unique value in the chosen field across Records will create an X-axis point.
- Y: The Y-axis is the vertical axis that gives a Record count for the Records meeting the values for the X-axis categories. Selecting a field for the Y-axis will split each column by the unique values Records take for this field, in this case, Ticket Type which can create an effective split of the data.
- Hover Text: This is for additional text that displays when the user hovers their mouse over a data set on the chart.
Similar to how app visibility works this can be set to hide your reports from certain users or teams, this can be great for hiding reports from certain teams or guests, for example, if you have employee-based performance reports that you only want management to see so you set it so just that team can see it.