Configuring Interactive List View Charts

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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.


Interactive List View Charts.gif

How to

Create a list view of the data you want to chart (List view of a UTA level 1 is shown below).

Ichart-list-view-column.png


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.

Ichart-list-view-properties.png


Go to Configuration > Roles & Permissions > User Roles


Click the Edit button on the desired role with an Arcadia X portal.

Ichart-role-list.png

Create an Action Tab for the chart and choose the Content Type of Sections then Save.

Ichart-actiontab.png

Add a Section. Ichart-section-add.png

Choose the Type of Chart, Chart List View, Chart Type, X-Axis and Y-Axis as well as the Aggregation type and click Save.

Ichart-actiontab-section.png


Preview your Arcadia X section.

Ichart-arcadia-x-preview.png