Creating a Chart DataPage
Select the Chart Type
In Caspio Bridge, Chart DataPages are created using the DataPage wizard. Select Charts from the DataPage type. Choose a type from the chart types available and press Next.
The second screen allows you to define your data source as well as select a style, localization, and enter a Chart DataPage name.
Create a Search Page (optional)
In Chart DataPages you have the option to provide a search page, allowing your users to query your records. Alternatively, you can create a pre-defined filter and display only the results as chart data. If a Chart DataPage is located in an Authenticated folder, Record Level Security is also available. Chart DataPages can also filter records by receiving parameters.
These options give you the flexibility to display targeted chart data to individual users without having to use additional DataPages.
Once you’ve configured your search page or pre-defined filter you will arrive at the Chart Options screen. This screen is where you will create your chart.
This screen includes four chart elements:
- Chart Area
The chart area element allows you to customize the chart at the highest level including the chart title and dimensions. This is also the area where you can turn the chart legend on and off.
For all chart types other than pie charts you can also enable the zooming feature. This will allow your users to zoom-in on one area of your chart by clicking and dragging across the chart area.
The Category element decides how records are identified and grouped in a chart. The category field is almost always the “name” of the record; it is the field that contains the human-readable identifier or label of that record. For example, if you are creating a chart comparing different departments the category field would probably be “Department” because you want to see the departments listed along the category axis.
In Pie charts there is no category axis, so you can think of the category field as the name of the individual pie slices.
If you are using a date/time field as your category you have the option to categorize records by the whole field or by using the date rollup feature. The date rollup feature allows you to group records by based on a specific date part. When using date rollup you must also use an aggregate function in each Series.
The Value element allows you to customize how the numerical values in your chart will be represented. Specifically, this element deals with formatting your number values (number, currency or percent), and also how those values will appear (basic, DataTip or none).
Whereas the Value element dealt with how your values will be displayed, series indicate where the values are to be found in your records. A series is defined as a field that contains data to be displayed in a chart either directly as an individual data point or collectively through the use of aggregate functions.
Pie charts are unique because they have only one series. All other chart types may have multiple series included in a single chart. Each series in these other chart types are identified by a different colored element. For example, if you want a chart to compare two lines you will need to create a line chart with two series.
Chart Search Order
The last screen in the Chart DataPage wizard is Chart Search Order. This screen is how you can order your category axis. Below are some recommendations for chart sort orders based on chart type.
Line, step and spline charts are frequently ordered by a date/time field such as a timestamp because these charts usually are created to show change over time.
Bar and column charts are frequently ordered by the category field so that bar/column groupings are alphabetically arranged.
Pie charts are frequently ordered by the value field so that pie slices are arranged largest to smallest in a counter clockwise direction around the pie.