Charts and Dashboard
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 needed, 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 result can be achieved.
Note: The Dashboard tab on the Home Page will only appear if the currently authenticated User has added one or more Charts.
Considerations
- A user must have permissions to at least view the page a chart is for 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. For example, most queries can support conversion to your time zone.
- Subqueries (such as EXISTS, NOT EXISTS, and SELECT) are not supported.
- Use of an alias (Table.Column AS [Something Else]) is not supported. The label field displays as is.
- Blank label records are not included in a chart unless they are explicitly added. Consider using ISNULL or ELSE when creating your chart.
- 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.
- Chart labels are formatted with VB and sort by characters. (Learn more about date/time format options in this Microsoft article.) This is important to keep in mind when labels include dates. To sort by a date, use a format that includes a leading zero for the dates to sort correctly. For example:
- d-ddd will result in: 10-Fri, 11- Sat, 7-Tues 8-Wed, 9- Thurs.
- dd-ddd will result in: 07-Tues 08-Wed, 09- Thurs, 10-Fri, 11- Sat.