Charts
Charts are the building blocks of a dashboard. There are over 50 chart types available. All charts are live and update from the underlying datasource as soon as the data changes. Dashboards with multiple charts can be configured to send a weekly report email to selected users containing the latest data.
Who configures this
Administrators with access to the New module. The Chart Builder is accessible from New > Custom Fields & Configuration > Chart Builder.
Chart examples
Chart Builder dialog
Chart Builder dialog
| Field | Description |
|---|---|
| Chart Name | The name of the chart. |
| Datasource | The datasource the chart draws from. |
| Chart Type | The visualisation type (e.g. bar chart, donut chart, line chart). |
| Server-Side Aggregation | When enabled, the chart derives its keys from Group By columns and Metrics automatically, removing the need to map axes manually. |
| Group By | The column(s) the data should be grouped by. |
| Metrics | The aggregation or measure to calculate for each group. |
| Metric Alias | An optional label applied to the selected metric. |
| Order By | Controls how grouped results are sorted. |
| Order By Key | The field used for ordering results. |
| Order Direction | The sort direction (ascending or descending). |
| Limit (optional) | Restricts the maximum number of grouped results displayed. |
| Layout | How multiple series are arranged (e.g. Grouped or Stacked). |
| Legacy field mapping | Older manual axis and category mapping controls, for backwards compatibility. Visible when Server-Side Aggregation is disabled. |
| X-Axis Key (legacy) | The X-axis field (legacy mapping). |
| Y-Axis Key (legacy) | The Y-axis field (legacy mapping). |
| Category Keys (legacy) | Category grouping keys (legacy mapping). |
| Preview Chart | Renders a preview of the chart with current settings. |
| Save Chart | Saves the chart. |
How to create a chart
Chart Editor
| Step | Description |
|---|---|
| 1 | Navigate to New > Custom Fields & Configuration > Chart Builder. |
| 2 | Click Create New Chart. |
| 3 | Enter a Chart Name and select a Datasource and Chart Type. |
| 4 | Configure Server-Side Aggregation: set Group By column(s), add Metrics, and optionally set Order By and Limit. |
| 5 | Set a Layout if displaying multiple series. |
| 6 | Click Preview Chart to review the output, then click Save Chart. |
What can go wrong
| Issue | Detail |
|---|---|
| No datasources available | A virtual view must exist before a chart can be created. Create one in the Query Builder first. |
| Preview shows no data | Check that the datasource contains data and that Group By and Metrics are correctly configured. |
| Chart type shows no data after change | Some chart types require specific data shapes. Verify that Group By and Metrics settings are appropriate for the selected type. |
| Legacy field mapping not working | Legacy field mapping is only accessible when Server-Side Aggregation is disabled. Disable it to access legacy controls, or reconfigure using the SSA fields. |
Related configuration
- Query Builder — creates the virtual views (datasources) that charts draw from
- Dashboards — end-user instructions for viewing and using dashboards