Pie

Pie Charts are very adept when it comes to surmising basic data in a visually powerful format. - They can also prove a strong option on a Dashboard or Homepage as they are quickly interpreted at a glance.

Example Chart

Configuring a Pie Chart

To generate a Pie 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 'Pie' find the card containing the 'Pie' chart then click on 'Create'. Alternatively, you can find it by searching and selecting 'Pie' 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 and also in the breadcrumb (header bar) 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 of 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 Pie
• Dashboard
• List
• Matrix
• Table 

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 have an image behind the Chart by entering the image's Uniform Resource Identifier (URI). This generally is a character sequence identifying a resource, usually on the internet. In this context it identifies your chosen image, which can be useful to indicate zones within the chart, for instance, a RAG background, or simply for more tailored branding. For more information, click here

Example RAG Background - https://pixabay.com/illustrations/red-yellow-green-orange-lime-650676/

Chart Type: Choose from over 15 Chart Types - Here you will need to select 'pie'.

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. 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. This is only relevant when a count is being used in the check.

Has Value Fields: With this selected you can then have a pie chart that can max, min, avg and total number fields by a grouping field. Depending on if this is selected or not you will be able to see more or fewer options in the chart field below 

Chart Fields - Click the 'Add Chart Field' button to open the pane below and select the data (Fields) you want to use.

No Value Fields

• Field: In the example above the 'Owner' text field is selected so the pie chart will count and show the number of records that each owner has.
• Label: What do you want to call the series? This will be displayed next to the Pie Chart in the App.
• Chart Field Type: At what level do you want the count to take place.

No Value Fields

• Field: In the example above the 'Owner' text field is selected as the Pie level field
• Label: What do you want to call the series? This will be displayed next to the Pie Chart in the App.
• Chart Field Type: At what level do you want the count to take place.
• Value Field: 'Effort' has been selected for the value field and will be the field calculated under the grouping field
• Calculation: The calculation has been selected as total so will display the total of effort each owner has put in for all their RAIDs

Once you have finished configuring, don't forget to click 'Save' to commit any changes.

Report Visibility

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.

Make sure to click the 'Save' button when making any changes in order for them to be added to the next app version. Once you have made all the changes you need to an application you are then ready to publish it to workspace.