Configuring Interactive List View Charts
Contents
Why use Interactive List View Charts
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This article will explain why this feature is a benefit to your organization. |
SmartSimple empowers you to create dynamic and impactful charts directly from your current list view without needing to use Report Builder. This feature provides the ability to see the data as tables or charts as well as being able to drill down into the data for a more granular view.
List View Charts instantly aggregate your data into easy-to-understand, vibrant charts. This flexible new feature requires next to no effort to use, maintaining the current columns and filtering the information you want to share directly from your list view. There’s no need to re-input any details. in the GMS space you could see grants aggregated by status represented in a chart, then drill into the charts to see grants of a specific status aggregated by type, then flip the view to table and go directly into a specific grant. You can also download the charts in PNG, JPG, PDF or SVG. Seven descriptive and colorful chart types are available to display your data in a meaningful way.
Note: This feature is available in the Arcadia X interface only; List View Charts cannot be created from the Classic interface.
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
1) 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. This setting hides this list view from the View list but you can still pick it view when configuring an Arcadia X portal.
2) Go to Configuration > Roles & Permissions > User Roles
3) Click the Edit button on the desired role with an Arcadia X portal.
4) Create an Action Tab for the chart and choose the Content Type of Sections then Save.
5) Add a Section.
6) 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.
7) Go to the Chart List view section and select the List View you wish to use as the basis for the Chart.
8) Populate the Chart Title if needed.
This is the title that will appear on the rendered chart.
9) Select the Chart Type you wish to use. The current options include:
- Bar
- Horizontal Bar
- Pie
- Donut
- 3D Bar
- 3D Pie
- 3D Donut
10) Select the List View columns that should appear as X-Axis and Y-Axis.
NOTE: If the Aggregation Type is Sum or Average then the Y-Axis must be a numeric value.
11) Select the Aggregation type from the available options ...
- Sum: provide a sum of all values in the column selected as the Y-Axis for each grouping defined in the column selected in the X-Axis
- Average: provide an average of all values in the column selected as the Y-Axis for each grouping defined in the column selected in the X-Axis
- Count: provide an overall count of records for each grouping defined in the column selected in the X-Axis
12) Select the Default View type. This is how the information will be displayed when the user logs in and accesses the information. The available options are:
- Chart: will display the chart when user logs in
- Table: will display the tabular data when user logs in
- List View: will display the basic list view when user logs in
13) Click Save
14) Preview your Arcadia X section.
