Chart Widgets

Chart widgets give a visual representation of data within the DATABASICS application. Administrators have the flexibility to create a new chart widget anywhere within admin the Advance Search is available. Once the Advance Search attributes are selected, the administrator will simply need to press “Apply” and then select the Add as Chart Widget link found under the Filter Icon. 

Helpful tips:

**Chart data must be setup correctly for data to make sense (think excel)
**When the Chart Widget window is open remember that the Category (X-Axis) represents the group, which will include data labels on the chart, while the Data (Y-Axis) represents the data (count, sum, average, max, min….) for the group.
**Also, there is no modification of chart widgets that can be done, you must delete and create new chart (except for Name and Chart Type)

Examples of each Chart Widget:

To create a Chart Widget

Scenario 1:  You want to make a pie chart widget showing all of your Expense Report statuses for this year. 

Here is a video demonstrating how to make a chart widget:

1. Go to the Admin tab on the top of the screen. 
2. Select a role and Continue.
   (For this example, we would choose 'Administrators')
3. Go to Utilities on the left side of the screen and click the plus to extend the Utilities options. 
   
4. Go to Expense Search.
5. Under Advanced Search on the right side of the screen, select the Relative Date that you want to show in your widget and Apply.
   (For this example 'This Year' is the relative date we chose) 
6. The Expense Search Utility will now display all expense report created this year.
7. To make a chart widget, go to the filter icon on the far right before 'Group by:' and select Add as Chart Widget 
8. Choose a name for your new chart widget.
   (For this example, the name is "Expense Report by Status")
9. Next select a chart type (see examples in the picture above)
   a. Line: Best for connecting data points and showing changes in data over time
   b. Column: Best for showing values that are categorized by two separate characteristics
   c: Pie: Best for illustrating numerical proportion
   d. Grid: Almost exactly like a filter widget, but categorized by showing the type and quantity, grid type will display the name based on the field that is selected in the setup
   (For this example, the chart type we would choose is 'Pie')
10. Select a Category (X-Axis) The categories are almost all of the options under Advanced Search
    (For this example, the category field is 'Status')
11. Select the Data/Calculate Method (Y-Axis) 'Count' is always the default Calculate Method. 
    
    1. Count: Counts all the records or rows that are returned in the search
    2. Sum: Total value of all numbers in one column (for numeric columns)
    3. Average: Average of all numbers in one column (for numeric columns)
    4. Max and Min: Maximum or Minimum of all numbers in one column (for numeric columns)
    5. Distinct Count: It doesn't count the same value twice
    6. First: It will select the first number from a large group of the same value
12. Click Create.
13. Your widget is now made and added to the Home page under Admin 
    **(After editing and adding the widget, refresh in order for the change to display on the Home page)
    Here is what your Chart Widget would look like: