Chart
Charts provide an accessible snapshot of key data to help your Users get a sense of where things are and where they're headed. A charts record insight is the perfect way to encapsulate recent attendance totals for Groups or recent Household giving. As with all things record insights, the sky's the limit, so get creative. And don't forget to show your work in the MinistryPlatform Community so we can oooh and awww (and maybe borrow some ideas).
- The following pages include these chart record insights:
- Contacts Page: Contacts recent activity by month
- Households Page: Household recent activity by month
- Participants Page: Participant's recent activity by month
- Groups Page: Group's recent attendance totals
- Events Page: Event registration by registration date
- Donors Page: Donor's giving history
- Pledge Campaign Page: Pledge Campaign history
- The chart record insight is based on a sub-page view, so think strategically about where the data you want in your view is and where you can build a view that puts the information into one row per data point. For example, for the Group Attendance record insight, the sub-page view is on the Rooms & Groups tab of the Group record.
Tip: Build your view before configuring your insight.
- Hovering over a section of the chart will display the data point.
Add Chart Record Insights
MinistryPlatform has a bunch of useful record insights by default. But if you want to add your own, you can do that if you have access to the System Setup section.
- Build your view on the tab of the page that will display the record insight. Your view must display the information to be plotted in a single row. So the view for our sample record insight shows Group Attendance for the past six months of meetings, with one Event date per row.
- Some charts will need at least two columns, one for the X-axis (horizontal) and one for the Y-Axis (vertical).
- Some charts will only include the Y-Axis.
- Go to .
- Click New to create a new record insight. Or find one you like, and click Copy.
- Add or edit the necessary information:
- Click Save.
Chart Templates
{Chart: type=column, x=[Event Start Date], y=[Group Attendance]}
Available Charts
Different data calls for different charts. But don't worry, we've got you covered with a whole menu of chart-type options. Pick the chart type that works for you! And don't be afraid to try a new chart type because you can always change it back if it doesn't work out.