Create a Chart
Charts are created under System Setup, a restricted area that only a handful of trained and trusted users should have access to.
- Go to .
- Click New.
- Complete the necessary fields.
- 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 (for example, Congregations or Contact Statuses). Use the format: Table_Name.Field_Name. For example, Attribute_Type_ID_Table.Attribute_Type.
- Data Field
- Field to be used for calculation. For example, Donor_ID may be useful with Count, but Donation_Amount would be preferable with Sum. Use the format: Page_Name.Field_Name. For example, 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 displays on a page. The lowest value displays first (toward the left), and the highest value displays last (toward the right).
- Active
- Determines whether the chart is visible or hidden on the selected page.
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 also displays the Page this Chart is based on and the View used to filter the Chart.
Editing Charts
Charts can be edited by selecting the three-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 to display Trend Lines. Click Save or Add to Dashboard to finalize Chart changes.