Charts
Charts are the building blocks of a dashboard. There are over 50 chart types to choose from.
Chart Basics
The dashboard below showcases some of the chart types available.
All charts are live and update from the underlying datasources as soon as the data changes.
Dashboards with multiple charts can be set up so that a weekly report is emailed to selected users containing the latest data.
This feature is located in the ‘New’ module, under the 'Custom Fields'section.
Chart Builder Dialog
Chart Builder Dialog
| Field / Section | Description |
|---|---|
| Chart Name | Name of the chart. |
| Datasource | Selects the datasource the chart will draw from. |
| Chart Type | Selects the visualisation type (e.g. bar chart, donut chart, line chart). |
| Server-Side Aggregation | When enabled, the chart derives its keys from group-by fields and metrics automatically, removing the need to map axes manually. |
| Group By | Defines which column(s) the data should be grouped by. |
| Metrics | Specifies the aggregation or measure to calculate for each group. |
| Metric Alias | Optional label applied to the selected metric. |
| Order By | Controls how grouped results are sorted. |
| Order By Key | Selects the field used for ordering results. |
| Order Direction | Sets the sort direction (ascending or descending). |
| Limit (optional) | Restricts the maximum number of grouped results displayed. |
| Layout | Determines how multiple series are arranged visually (e.g. Grouped or Stacked). |
| Legacy field mapping | Expands older manual axis and category mapping controls for backwards compatibility. |
| X-Axis Key (legacy) | Selects the X-axis field (legacy mapping). |
| Y-Axis Key (legacy) | Selects the Y-axis field (legacy mapping). |
| Category Keys (legacy) | Selects category grouping keys (legacy mapping). |
How to Create a Chart
Charts are created via the New module under Custom Fields & Configuration.
Chart Editor
| Step | Action |
|---|---|
| 1 | Open the New module from the navigation bar. |
| 2 | Expand Custom Fields & Configuration and click Chart Builder. |
| 3 | Click Create New Chart. |
| 4 | Enter a Chart Name. |
| 5 | Select a Datasource. |
| 6 | Select a Chart Type. |
| 7 | Configure Server-Side Aggregation settings: set the Group By column(s), add Metrics, and optionally set Order By and Limit. |
| 8 | Set a Layout if displaying multiple series. |
| 9 | Click Preview Chart to review the output, then click Save Chart to save. |