Difference between revisions of "Configuring Interactive List View Charts"
From SmartWiki
| Line 8: | Line 8: | ||
[[Image:Interactive List View Charts.gif|600px|link=]] | [[Image:Interactive List View Charts.gif|600px|link=]] | ||
| − | ==How to== | + | ==How to configure Interactive List View Charts== |
| − | + | * If your list view does not already exist then create a list view of the data you want to chart (List view of a UTA level 1 is shown below). | |
[[Image:ichart-list-view-column.png|600px|link=]] | [[Image:ichart-list-view-column.png|600px|link=]] | ||
| − | If your list view is only going to be used for charts, check '''Configuration Only'''. Note this setting hides this list view from the '''View''' list. You can still pick this list view when configuring an Arcadia X portal. | + | '''NOTE:''' If your list view is only going to be used for charts, check '''Configuration Only'''. Note this setting hides this list view from the '''View''' list. You can still pick this list view when configuring an Arcadia X portal. |
[[Image:ichart-list-view-properties.png|600px|link=]] | [[Image:ichart-list-view-properties.png|600px|link=]] | ||
| − | Go to '''Configuration''' > '''Roles & Permissions''' > '''User Roles''' | + | * Go to '''Configuration''' > '''Roles & Permissions''' > '''User Roles''' |
| − | Click the '''Edit''' button on the desired role with an Arcadia X portal. | + | * Click the '''Edit''' button on the desired role with an Arcadia X portal. |
[[Image:ichart-role-list.png|600px|link=]] | [[Image:ichart-role-list.png|600px|link=]] | ||
| − | Create an '''Action Tab''' for the chart and choose the Content Type of '''Sections''' then '''Save'''. | + | * Create an '''Action Tab''' for the chart and choose the Content Type of '''Sections''' then '''Save'''. |
[[Image:ichart-actiontab.png|600px|link=]] | [[Image:ichart-actiontab.png|600px|link=]] | ||
| − | Add a Section. | + | * Add a Section. |
[[Image:ichart-section-add.png|600px|link=]] | [[Image:ichart-section-add.png|600px|link=]] | ||
| − | Choose the '''Type''' of '''Chart''' | + | * Choose the '''Type''' of '''Chart'''. This will expose additional '''Chart List View''', '''Chart Type''', '''X-Axis''' and '''Y-Axis''' options, as well as the '''Aggregation''' type. |
| + | |||
| + | [[Image:ichart-actiontab-section.png|600px|link=]] | ||
| − | + | * Go to the Chart List view section and select the List View you wish to use as the basis for the Chart. | |
Revision as of 13:08, 2 August 2016
Configuring Interactive List View Charts
Visualize your data with interactive charts. Chart by Status,Type or a value of your choice. Toggle between the chart view and the table view. Drill into the charts to see the data further delineated. Go directly into the object from the table view. Print charts or export them in multiple formats.
This feature is available in Arcadia X, it only takes a few seconds to setup and you don’t need to create a report.
How to configure Interactive List View Charts
- If your list view does not already exist then create a list view of the data you want to chart (List view of a UTA level 1 is shown below).
NOTE: If your list view is only going to be used for charts, check Configuration Only. Note this setting hides this list view from the View list. You can still pick this list view when configuring an Arcadia X portal.
- Go to Configuration > Roles & Permissions > User Roles
- Click the Edit button on the desired role with an Arcadia X portal.
- Create an Action Tab for the chart and choose the Content Type of Sections then Save.
- Add a Section.
- Choose the Type of Chart. This will expose additional Chart List View, Chart Type, X-Axis and Y-Axis options, as well as the Aggregation type.
- Go to the Chart List view section and select the List View you wish to use as the basis for the Chart.
Preview your Arcadia X section.
