Charts & Dashboard

Basics 

Charts offer an exciting way to visually represent the data that exists on each Page. A SPoC can create Charts for any Page and there is no limit to how many Charts can exist on a Page. Once created, these Charts are available for Users to add to their personal Dashboards if they have access to the Page on which the Chart exists. If desired, a SPoC may also facilitate this on behalf of a User via the Users sub-page. 

Charts work in tandem with Views to create meaningful statistics. It is beneficial to use a layered approach when creating Charts. For example, a date range cannot be specified on a Chart itself but, when layered with a View, the desired result can be achieved. 

Note that the Dashboard tab on the Home Page will only appear if the currently authenticated User has added one or more Charts.

Creating a Chart

Charts are created under System Setup, a restricted area that only a handful of trained and trusted Users should have access to. Below is a step-by-step example of how to create a simple Chart.

  1. Expand the System Setup folder and click Charts.
  2. Click New.
  3. Complete the necessary fields.
  4. Click Save.

Chart Fields

  • Page: The Page whose records will make up this Chart's data. 
  • Chart Name: A friendly title for this Chart. Tip: Users can layer any chart with a View so exercise caution towards overly specific Titles. 
  • Label Field: Categories into which records will be sorted (e.g. Congregations or Contact Statuses).
    • Format: Table_Name.Field_Name (e.g. Attribute_Type_ID_Table.Attribute_Type)
  • Data Field: Field to be used for calculation (e.g. Donor_ID may be useful with Count but Donation_Amount would be preferable with Sum).
    • Format: Page_Name.Field_Name (e.g. Attributes.Attribute_Type_ID)
  • Sort Field: If specified, this value is used for sorting. The value must match either the Label Field or Data Field although it can be wrapped in alternate formatting.
  • Aggregation Type: The calculation which should be imposed on this data set. 
  • Default Chart Type: Type of visual that will be used.
  • Position: Defines where a Chart is displayed on a Page. The lowest value will be displayed first (left) and the highest value last (right).

Assign a User Chart

A SPoC is able to assign User Charts via the Users sub-page. For example, this would allow a SPoC to generate a handful of Charts on a new hire's Dashboard without the need to impersonate that User. 

A Chart's position on the User's Dashboard may be set by assigning a numeric value in the Position field. Charts are arranged in a grid with the lowest value displayed first (top left) and the highest value last (bottom right). A User may drag and drop existing Charts to rearrange in any order (this will automatically update the Position field). 

Chart Example

In this example, Contacts will be sorted according to their Contact Status and the total number of Contacts for each Status will be displayed. Here's how the Chart fields might be populated:

  • Page: Contacts
  • Chart Title: Contacts by Contact Status 
  • Label Field: Contact_Status_ID_Table.[Contact_Status]
  • Data Field: Contact_ID
  • Aggregation Type: Count
  • Default Chart Type: Doughnut 
  • Position: 1

As shown above, when a User adds a Chart to their Dashboard it will display the Chart Title followed by the Aggregation Type in parenthesis. A sub-title will also appear showing the Page on which this Chart is based and the View used to filter the Chart.

Additional Considerations
  • A User must have permissions to at least view the Page a Chart is for, in order to view that Chart on their Dashboard.
  • When the Label Field or Data Field is native to the specified Page it need not be fully qualified (Table.Column). 
  • Brackets are supported but not required. 
  • Table Lookup Convention is supported. 
  • Some SQL Functions such as CONVERT and CAST are supported. 
  • Use of an Alias (Table.Column AS [Something Else]) is not supported . The Label Field will appear as is. 
  • No data type is explicitly disallowed for the Data Field but logical limitations apply. For example, if the Data Field is a date then Aggregation Types 'Sum' and 'Average' would not create a functioning Chart. 
Working With KPI's

Key Performance Indicators, also known as KPI's, generate a single numeric value. 

KPI's are useful for singular, at-a-glance numbers and can often be optimized by layering with a View (rather than pulling from All Records). KPIs support the same Aggregation Types as other Chart Types (e.g. Sum, Count, etc.). Percentages or other "calculations" are not supported.  KPI's will always be displayed in blue and will not appear in other colors, such as red or green, since these might be perceived as indicating good or bad data. 

Because data is not sorted into categories/grouped the Label Field is not considered for KPI's. However, a KPI may be changed to some other Chart Type when an authenticated User saves the chart to their Dashboard so the Label Field should always be considered when creating any new Chart.

Page Charts

Once created a Chart appears on the specified Page and is visible to all Users. However, each User sees the Chart through their own Global Filter (if applied) and any Secured Records are excluded (if applicable).

Charts are dynamically filtered by the currently selected View. Note that Charts are not updated based on search terms and will be hidden when a search is executed. Charts are always shown by default but may be hidden by toggling the Charts icon in the toolbar. Once toggled off, Charts will remain hidden for the specific Page until toggled on or the browser cache is cleared. Hiding Charts on one Page does not impact other Pages or other Users. 

Charts Drill Down

Chart data can become more granular by drilling down on the specific data of interest.  Clicking on a section or data point redirects the User to the selection of records that make up that data point entitled, SYSTEM: Last Chart Drilldown.   

Please note, KPIs chart types cannot be drilled down into further selections.

In the example below, the user wishes to drill down into the people that represent the Inactive number on the Contact Statuses (Count) chart.  By hovering and clicking on the bar graph that represents the inactive number, a selection appears with the 202 individuals that represent that data on the chart.   The Selection name indicates that this is the last section of data the user has chosen and is represented is the selection drop-down menu for further use. 

Dashboard Charts

Selecting the 3-dot icon in the top right of any Page Chart allows a User to add this Chart to their Dashboard.

The Chart's Default Chart Type will be pre-populated but a User may change this to any other Chart Type. This caveat should be kept in mind, especially when creating KPIs - although the Label Field is ignored by the KPI it will be considered if the User switches the Chart Type. 

My Dashboard can be found on the Home Page and is the primary tab displayed. Dashboard Charts clearly indicate the Page and View on which they are based and include a direct link back to this View. They also displayed the total record count of this View. Depending on the Chart's configuration, this may or may not be equal to the number of Records this Chart is evaluating but it offers useful insight. 

Editing Charts

Charts can be edited by selecting the 3-dot icon from the User's Dashboard or Page Chart.  From the edit chart dialog the user can make changes to Chart Type, View Title, and choose whether or not Trend Lines should be displayed.  Select the "Save" or "Add to Dashboard" button to finalize Chart changes.   

Multi-Series and Trend Lines

If a Chart with Chart Type "Line" or "Column" is added to the Dashboard, additional configuration is available. For these Chart Types, a User may display up to 3 Views on the same Chart and, if desired, enable a Trend Line for each View.

Any View available to the currently authenticated User will appear in the View drop-downs. For multi-series Chart Types, a View must be defined for the first drop-down with the current View appearing as a pre-populated value. Views may be defined for the second and third drop-down or these may be set to (clear). If the series should include "All Records" this should be set in the first drop-down. A Trend Line may be enabled or disabled for each View. 

Note: If you need to delete a Chart that a User has added to their Dashboard with multiple Views, you will be prevented. The User must first remove the Chart from their Dashboard, then the Chart can be deleted.

Default Charts

Several Charts have already been created and applied to Pages. These can be added to any User's Dashboard. A SPoC may delete charts if they are unwanted from System Setup > Charts. 

Troubleshooting

  • Error: Operand data type is invalid for operator.
    • Resolution: Indicates the Data Field and Aggregation Type are not compatible. For example, attempting to average a date field. Either the Data Field or Aggregation Type must be changed. 
  • Error: Page view is not found, or does not belong to the chart's page, or is restricted for the user.
    • Resolution: Indicates the User does not have access to a View which was specified on one of their User Charts. Grant the User permission to the View through a User Group or allow all Users access to the View. 
  • Error: The multi-part identifier could not be bound.
    • Resolution: Indicates an error in the chain of Table Lookup Convention. Tip: Use Advanced Search to generate correctly formatted values.
  • Error: The multi-part identifier "[specific field name]" could not be bound. 
    • Resolution: Indicates the User does not have access to view the field related to one of the User Charts on that page.  Tip: See Field Level Restriction best practices for further information.  
 

Last Modified: 5/19/2020

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