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:: [[File:Portal side menu.png|150px|border]]
5. On the role's portal page, select the '''+''' icon under the heading '''Main Menu.''' This will create a new component for the main page that this role sees.
:: [[File:Chart settings.png|600px|border]]
{| class="contenttable"
|-
||'''Chart Setting'''
||'''Description'''
|-
||Chart List View
||Click into the text box in order to select from the available system list views to display in chart form.
|-
||Chart List View Filters
||Click into the text box in order to select from the available system list view filters that will modify what data is displayed in chart form.
|-
||Chart Title
||
Populate the chart title - go with a naming convention that concisely describes what the chart is visualizing (ex: Grants Funded by Amount).
The title will appear on the rendered chart above the visualization of data.
|-
||Chart Type
||
Select the chart type you wish to use. The current options include:
* Bar
* Horizontal Bar
* Pie
* Donut
* 3D Bar
* 3D Pie
* 3D Donut
|-
||X-Axis
||Select the list view column that should appear as the x-axis of the chart. The columns available are the [[Standard Fields]] associated with that list view.
|-
||Y-Axis
||
Select the list view column that should appear as the y-axis of the chart. The columns available are the [[Standard Fields]] associated with that last view.
'''Note: '''If the Aggregation Type is Sum or Average, then the y-axis ''must'' be a numerical value.
|-
||X-Axis and Y-Axis Label
||Provide appropriate labels for the x-axis and the y-axis. These labels will appear rendered on the chart next to the respective axis.
|-
||Aggregation
||
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.
* '''None: '''No aggregation of data will be displayed.
|-
||Enable View Options
||
Toggling on Enable View Options will allow the user to choose explicitly between which views he wants to see the data in (list, table, chart, etc).
Toggling on this option will allow another option, '''Show Search Panel on List View, '''to appear. Toggling on Search Panel will allow the user to use [[Basic Search]] and [[Advanced Search]] on the list view they access from the chart.
|}
<br /><br />
==Helpful Tips with List Views==
===Accessing the List View Configuration Page===
