Add a Chart Widget

Charts visually represent your data. This widget displays a chart based on queries created in the Query Editor.

PREREQUISITES: You must either add a dashboard or edit a dashboard. See Add a Dashboard or Edit a Dashboard for more information. A query must be built. See Add a Query for more information.

1. Tap Dashboard.
2. Tap Page actions in the activity toolbar and tap Dashboard Management.

NOTE: The 10 most-recently-viewed dashboards display. To quickly switch between recently-viewed dashboards, see Switch Between Dashboards for more information.

The Dashboard Management page opens.

3. Tap the edit icon in the Dashboards panel.
4. On the Dashboard - Edit page, tap the add icon.

The Add Widget panel opens.

5. Select Chart.

NOTE: A preview appears to the right on the Add Widget panel that dynamically changes as you define fields for the widget.

6. Enter the Name.
7. Select the Chart Type.
8. Select the Name Color, Background Color, and Chart Color.
9. Select the Main Text Color or the Pie Chart Palette, depending on which Chart Type you selected.
10. Select the Query.
11. Select the Numeric Type.
12. Select the Group-By Field to determine how to group the results on the x-axis, and Group-By Date Range if applicable.
13. Select the Aggregation Type and Aggregate-By Field if applicable.

14. Select an action. For example, select Open WO(s) to allow work orders to be opened from the value displayed.

NOTE: See Query Action Types for more information on query actions.

15. Tap Save.