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====How to Configure Interactive List View Charts====
If your list view does not already exist, then create a list view with the data that you want to chart. Depending on what type of data you would like to visualize (ex: contact information, grants information, etc) then you can access the configuration mode of list views from various parts of the system. See [[List View Overview#Accessing the List View Configuration Page|Accessing the List View Configuration Page]] for a table of how to access different list views for configuration.
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: [[Image:ichart-list-view-title2.png|link=|600px|border]] <br /><br />
Above is a visual of a chart example.
The different view types for how the information from the Interactive List View Chart is displayed are shown below:
* '''Chart'''': Displayed as a chart
::: [[Image:ichart-list-view-defaultChart.png|link=|600px|border]]
: :* '''List View''': Displayed as a basic list view. :::: [[Image:ichart-list-view-defaultLV.png|link=|600px|border]] :: ::* '''Table''': Displayed as tabular data. ::: :: [[Image:ichart-list-view-defaultTable.png|link=|600px|border]] ::
==Helpful Tips with List Views==
===Accessing the List View Configuration Page===
Most list views can be edited on the fly, by clicking the '''wrench icon '''next to the name of the list view.
:::: [[File:Edit list viewes.png|300px|border]]::
Clicking the wrench will bring you to the [[List View Overview#Configuring List Views|configuration]] page for that record.
A [[:Category:Reports|report]] is needed if your situation includes at least one of the following criteria:
:::* You need more than 30 columns:::* You need formulae or calculations:::* You need more complex aggregations than a simple total (e.g. count distinct, minimum, maximum, sum, group by, total by) :::* You need an OData connection or you need to link multiple datasets that are not automatically connected (e.g. multiple [[Universal Tracking Application|UTAs]]
'''Notes: '''
:::* [[:Category:Reports|Reports]] are more sensitive::::** only 5 criteria are permitted compared to limitless criteria on a List View :::** requires more knowledge of SQL and reporting (although fine if a user is familiar with MS Access or Tableau) :::** less dynamic
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{| style="background-color: #f0f0f0; border-style: solid; border-width: 2px;" cellpadding="5"
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==See Also==
:::* [[Portals]]:::* [[:Category:Reports]] :::* [[Portals#List View and Mixed Record Type|List View and Mixed Record Type]]:::* [[Configuring Interactive List View Charts]]:::* [[Adding Form Fields to a MS Word Document#Preparing Template for List View Export|Preparing Existing Word Template for List View Export]]
