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Record Insights

Chart

Explore using chart record insights to visualize key data across various pages so your members can quickly grasp trends and activities within different domains.

Charts provide an accessible snapshot of key data to help your members 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 to show off that creativity!

  • 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 recent activity by month.
    • Groups Page: Group recent attendance totals.
    • Events Page: Event registration by registration date.
    • Donors Page: Donor 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.
  • Hover over a section of the chart to display the data point.
CAUTION: Record insights should be a quick insight to the record. Build chart record insights that will be useful for that page, and be aware that those charts will probably be different than your view charts.

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.

The view for our sample record insight shows group attendance for the past six months of meetings, with one event date per row.

  1. 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.
    • 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.
  2. In the navigation menu, click System Setup > Insights.
  3. Click New to create a new record insight. Or find one you like, and click Copy.
  4. Add or edit the necessary information:
    • Title: A clear, concise title for your record insight. The title displays on the chart record insight, so enter something that others will understand.
    • Page: The page where the record insight will display.
    • Sub Page View: The view the images will be sourced from. In this example, the Current Addresses view on the Participants tab.
    • Template: The template for this insight.
      • type: The type of chart you want the record insight to display.
      • x=: The sub-page view column name will be the X-axis (horizontal) of your chart. If the column name is an alias, use that same alias as the name value.
      • y=: The sub-page view column name will be the Y-axis (vertical) of your chart. If the column name is an alias, use that same alias as the name value.
        Tip: Dates are ideal for the X-axis while IDs and other integers are ideal for the Y-axis. String data types (for example, [Event Title] are not accepted as they cannot be plotted.
    • View Order: The order this insight will display in, from left to right.
    • Active: Whether the insight will display on the page. If it is no longer relevant, set this to No.
  5. Click Save.

Chart Templates

You can copy the template below, but be sure to switch the Template field into source mode before you paste. To do this, click the </> button.

{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.

Important: Chart names are case sensitive, so be sure to copy the chart names exactly.
Figure 1. type=bar
Figure 2. type=column
Figure 3. type=spline
Figure 4. type=splineArea
Figure 5. type=stepLine
Figure 6. type=stepArea
Figure 7. type=line
Figure 8. type=area
Figure 9. type=pie define Y-axis only
Figure 10. type=pyramid define Y-axis only
MinistryPlatform

Last updated: December 5, 2024