Chart Builder
Docwize's 'Chart Builder' enables users to create charts that pull from and reflect data sourced from within a database, such as Compliance Breakdowns, Billing Breakdowns, Task Management Tracking, etc. Users can add further customizations to their charts, such as color-based categorization, linking actions to data, etc.
The 'Chart Builder' is located in the 'New' module, under 'Custom Fields'.
'Chart Builder' button
'Chart Builder' Interface
Example: 'Chart Builder' Interface
| Field | Description |
|---|---|
| Create New Chart | Navigates to the 'Chart Builder' dialog to create a new chart. |
| (varies) | Lists all created charts. |
'Chart Builder' Dialog
'Chart Builder' dialog
| Field | Description |
|---|---|
| Chart Name | Input the name for the chart. |
| Datasource | Dropdown of all datasources created in the Query Builder. |
| Chart Type | Select the chart type (Bar Chart, Datagrid, Donut, Gantt, etc.). Additional fields appear depending on the type selected. |
| Server-Side Aggregation | Toggle (enabled by default). When enabled, the chart derives its grouping keys from the settings below. |
| Layout | Displayed when a bar chart is selected. Choose Grouped or Stacked. |
| Preview Chart | Renders a preview of the chart on the canvas. |
| Save Chart | Saves the chart. |
Server-Side Aggregation
When Server-Side Aggregation is enabled (the default), the following fields are available:
| Field | Description |
|---|---|
| Group By | Select one or more columns to group results by. |
| Metrics | Add one or more aggregate metrics (COUNT, SUM, etc.). Click Add metric to add a row. |
| Order By | Optionally sort the results. Click Add order by to add a sort rule. |
| Limit (optional) | Limit the number of rows returned. Leave blank for no limit. |
When Server-Side Aggregation is disabled, a Legacy field mapping section appears instead, allowing manual mapping of X-Axis Key, Y-Axis Key, and Category Keys.
Example: A Built Chart
How to Build a Chart
| Step | Description |
|---|---|
| 1 | Navigate to the 'Chart Builder' section. |
| 2 | Select 'Create New Chart'. |
| 3 | Name the chart and select a datasource and chart type. |
| 4 | Configure Server-Side Aggregation: set Group By columns and add metrics as needed. |
| 5 | Click 'Preview Chart' to verify the output. |
| 6 | Click 'Save Chart'. |