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Create charts of Saved Searches to visualize search results in a variety of types and styles.
See examples of the different chart types you can create for your Saved Searches.
Charts help visualize your Saved Search results. Though you can customize in tabular format the data details for your Saved Searches, nothing distills that data like a customized chart. Create and configure two-dimensional charts to visualize Saved Search results after selecting a Saved Search. You may create customized charts regardless of whether you created the Saved Search or if it was shared with you.
Charts use the data results from the Saved Search to visualize those results in a variety of chart types and styles. Chart data may be filtered by using an optional ProcessMaker Query Language (PMQL) query that further filters the data from that Saved Search to visualize minute data.
Customize charts to include the series and/or categories from the both PMQL query parameters and the columns configured in the detailed data view of that Saved Search. For example, if your Saved Search included a custom column called Countries to display how many Requests have started based on a Request variable value called Countries
, that Request variable may also be used as a series or category in a chart in that Saved Search.
The Charts tab displays charts created for a Saved Search.
Screen designers may also embed Saved Search charts into Form- and Display-type Screens using the Saved Search Chart control.
Understand how ProcessMaker Platform defines components in a Saved Search chart. Note that Saved Search charts are visualizations of Saved Search results. The data and how that data presents in a Saved Search chart derive from the columns presented in the data details view of that Saved Search.
See the following sections:
See the following example chart as reference for the following terms ProcessMaker Platform uses in Saved Search charts:
A chart category optionally aggregates the chart series by an additional measurement as indicated by the chart legend. The chart category represents the column from the Saved Search tabular data for applicable chart types. In the example chart above, the chart category additionally aggregates by Request status.
A data marker represents one visualization in the chart data. In the example chart above, two data markers are visible. Data markers can be stacked: data markers overlay on one another in the x- and y-axis. The data markers in the example chart above are not stacked.
A data point represents a point in a line chart's data that shows trending. Data points only apply to line charts. Each visible data marker in the example chart above has four (4) data points.
A key is an item in the chart legend. Each key in the chart legend represents a data marker in the visualized chart data. Keys that have strike-through text style are hidden in the visualized chart data. In the example chart above, there are three keys in the chart legend. The data marker for the Error-status Requests is hidden.
The chart legend identifies how the data markers in the chart are represented. Chart legends may be displayed on the top, bottom, left, or right of the visualized data. In the example chart above, the chart legend is at the top of the chart.
The chart metric indicates the chart contents from the Saved Search tabular-formatted results to aggregate as well as how to aggregate that data. Aggregation is represented by the Y-axis for applicable chart types. In the example chart above, the chart metric is the Request ID as displayed in the # column of Saved Search detailed data view, and then aggregated by the sum of all Requests by status.
The chart series indicates how to group the Saved Search tabular-formatted results. The series groups the chart content by the units of measurement in the X-axis for applicable chart types. In the example chart above, the series is "how many Requests start by day of the week."
Hover your cursor over a data point to see what that data represents.
Filter data that displays in a chart by hiding attributes of that data via the chart's legend. Consider the following chart that shows the number of Requests by status type per day of the week to visualize how many Requests exist for the "Account Process".
This chart contains three keys in the legend that displays at the top of the chart. Each key in the chart legend represents a data marker in the visualized chart data.
To not display the Requests that have an error, click the Error key in the chart's legend. The strike-through text style displays over the Error key in the chart legend that indicates this data marker is hidden from the chart. The other data markers in the chart automatically adjust to show their data points using the chart's current units of measurement. Click the Error key again from the legend to show this chart data marker again.
See the following Saved Search chart types:
The horizontal-style bar chart visualizes Saved Search results in horizontal bars. The following horizontal-style bar chart shows the number of Requests that start for the Account Process per day of the week.
The vertical-style bar chart visualizes Saved Search results in vertical bars. The following vertical-style bar chart shows the number of Requests by status per agency. In this example, data markers are stacked: data markers overlay on one another in the x- and y-axis such that all Request status types display on each other for each agency. Furthermore, this example displays the data marker represents when hovering the cursor over that marker.
The line chart visualizes Saved Search results as data points on a line to show how those results trend. The following line chart shows the number of Requests by status type per day of the week.
The pie chart visualizes Saved Search results as relational proportions between data. The following pie chart shows the number of Requests by status type for the Loan Process.
The doughnut chart visualizes Saved Search results as relational proportions between data similar to the pie chart type but with the inner portion removed. The following doughnut chart shows the number of Requests by status type for the Loan Process.
The count chart displays a single data metric on a canvas. The following count chart shows how many records are in the "Department" Collection.
The list chart displays the raw data or a pivot table for a Saved Search.
The following list chart shows the raw data for Loan Requests.
When a List chart displays a pivot table for a Saved Search, click a column header to pivot how the Saved Search results display.
The following chart shows a pivot table of the number of started Requests by the day of the week for Account Openings.
View all the charts created for a Saved Search.
Follow these steps to view the charts for a type of Saved Search:
View the search results for a Saved Search in which to view its charts. The Data tab displays the data details for that Saved Search.
Click the Charts tab. The Charts tab displays a maximum of ten (10) charts created for this Saved Search. If there are no charts for this Saved Search, the following message displays: No Charts Created: Add a chart to visualize the data from your Saved Search results.
When a List chart displays the raw data for a Saved Search, the chart contents display similarly to the Saved Search results from which the chart is based. Click the Open Record iconto display the specific data in the list chart for that Saved Search.
Create a chart based on the results of a Saved Search to visualize those results.
Follow the steps below only to create a horizontal bar, vertical bar, line, pie, or doughnut chart types. Settings for the count and list chart types vary from the steps described below.
See the following sections for steps to create their chart types:
Follow these steps to create a horizontal bar, vertical bar, line, pie, or doughnut chart types for a Saved Search:
View the search results for a Saved Search in which to create a chart. The Data tab displays the data details for that Saved Search.
Click the Charts tab. The Charts tab displays all charts created for this Saved Search.
In the Name setting, enter the name of the chart. This is a required setting.
From the Chart Type group, select one of the following chart types to visualize the results of this Saved Search:
Bar (Horizontal): The horizontal-style bar chart visualizes Saved Search results in horizontal bars. See chart example.
Bar (Vertical): The vertical-style bar chart visualizes Saved Search results in vertical bars. See chart example.
Line: The line chart visualizes Saved Search results as data points on a line to show how those results trend. See chart example.
Pie: The pie chart visualizes Saved Search results as relational proportions between data. See chart example.
Doughnut: The doughnut chart visualizes Saved Search results as relational proportions between data similarly to the pie chart type but with the inner portion removed. See chart example.
Count: The count chart displays a single data metric on a canvas. See chart example. If you select the Count chart option, see Create a Count Chart for its specific settings.
List: The list chart displays chart data in tabular format. See chart example. If you select the List chart option, see Create a List Chart for its specific settings.
Bar (Horizontal) is the default chart type.
From the Series setting, select how to group the chart data. The series groups the chart content by the units of measurement in the X-axis for applicable chart types. See chart example that references the series grouping. Options that display in the Series drop-down menu derive from the columns configured from the Saved Search tabular data as displayed from the Data tab of this Saved Search. The default configurable columns vary for each type of Saved Search. The Recommended indicator for Saved Search results represent dates, numbers, and/or unique text results and are recommended when configuring the chart series. This is a required setting for applicable charts.
From the Category setting, optionally select a secondary measurement by which to aggregate the chart series. See chart example that references the category measurement. The Category setting does not apply to count charts. Options and their recommendations that display in the Category setting are the same as those in the Series setting.
From the Metric setting, select the chart contents from the Saved Search tabular-formatted results to aggregate as well as how to aggregate that data. The Metric setting options are numerically-based Saved Search results such as # that represents the ID for the Request, Task, or Collection record associated with that Saved Search. See chart example that references how that chart data is aggregated.
Select from the following options how to aggregate the selected chart metric:
Average: The average is the arithmetic mean calculated by adding a group of values, and then dividing by the count of those items.
Count: The chart visualizes the number of values of the metric you select.
Minimum: The chart visualizes the minimum value of the metric you select.
Maximum: The chart visualizes the maximum value of the metric you select.
Median: The median is the middle value of a group of values that is calculated by sorting each of the values of the metric you select, then visualizing the middle value.
Sum: The sum is the arithmetic addition of each value of the metric you select. This is the default option.
This is a required setting.
In the Query setting, optionally enter a ProcessMaker Query Language (PMQL) query from which to further filter the Saved Search's results. See the following topics for information how to use PMQL for Requests, Tasks, and Collections:
From the Color Scheme setting, select the color palette from which to display the chart.
Enable the Stacked toggle key to stack the chart's data markers: overlay the data markers one another in the x- and y-axis. See this chart as an example of stacked data markers.
From the Legend setting, select where to place the legend in respect to the chart from the following options:
None: The chart legend does not display.
Top: The legend displays above the chart. This is the default option.
Bottom: The legend displays below the chart.
Left: The legend displays to the left of the chart.
Right: The legend displays to the right of the chart.
Click Save. If a required setting does not contain a value or selection, the following message displays: The given data was invalid.. Otherwise, the chart and the following message display: Successfully Created Chart.
Follow the steps below only to create a count chart type. Settings for the other chart types vary from the steps described below.
See the following sections for steps to create their chart types:
Follow these steps to create a count chart type for a Saved Search:
View the search results for a Saved Search in which to create this chart type. The Data tab displays the data details for that Saved Search.
Click the Charts tab. The Charts tab displays all charts created for this Saved Search.
In the Name setting, enter the name of the chart. This is a required setting.
From the Chart Type group, select the Count chart type to visualize the results of this Saved Search. The Count chart type displays a single data metric on a canvas. See chart example.
If you select the Bar (Horizontal), Bar (Vertical), Line, Pie, or Doughnut options, see Create a Horizontal Bar, Vertical Bar, Line, Pie, or Doughnut Chart for their specific settings to create those chart types.
If you select the List chart option, see Create a List Chart for its specific settings.
Bar (Horizontal) is the default chart type.
From the Metric setting, select the chart contents from the Saved Search tabular-formatted results to aggregate as well as how to aggregate that data. The Metric setting options are numerically-based Saved Search results such as # that represents the ID for the Request, Task, or Collection record associated with that Saved Search. See chart example that references how that chart data is aggregated.
Select from the following options how to aggregate the selected chart metric:
Average: The average is the arithmetic mean calculated by adding a group of values, and then dividing by the count of those items.
Count: The chart visualizes the number of values of the metric you select.
Minimum: The chart visualizes the minimum value of the metric you select.
Maximum: The chart visualizes the maximum value of the metric you select.
Median: The median is the middle value of a group of values that is calculated by sorting each of the values of the metric you select, then visualizing the middle value.
Sum: The sum is the arithmetic addition of each value of the metric you select. This is the default option.
This is a required setting.
In the Query setting, optionally enter a ProcessMaker Query Language (PMQL) query from which to further filter the Saved Search's results. See the following topics for information how to use PMQL for Requests, Tasks, and Collections:
Click the Display tab to configure the appearance and style of the Saved Search chart.
From the Background Color setting, select a color as the background for the count chart canvas.
From the Icon setting, select an icon to display beside to the left of the count chart metric. The Line Chart icon is the default icon.
In the Label setting, optionally enter a label to describe the count chart metric instead of the metric's default label.
Click Save. If a required setting does not contain a value or selection, the following message displays: The given data was invalid.. Otherwise, the chart and the following message display: Successfully Created Chart.
Follow the steps below only to create a list chart type. Settings for the other chart types vary from the steps described below.
See the following sections for steps to create their chart types:
Follow these steps to create a list chart type for a Saved Search:
View the search results for a Saved Search in which to create this chart type. The Data tab displays the data details for that Saved Search.
Click the Charts tab. The Charts tab displays all charts created for this Saved Search.
In the Name setting, enter the name of the chart. This is a required setting.
From the Chart Type group, select the List chart type to visualize the results of this Saved Search. The List chart type displays chart data in tabular format. See chart example.
If you select the Bar (Horizontal), Bar (Vertical), Line, Pie, or Doughnut options, see Create a Horizontal Bar, Vertical Bar, Line, Pie, or Doughnut Chart for their specific settings to create those chart types.
If you select the Count chart option, see Create a Count Chart for its specific settings.
Bar (Horizontal) is the default chart type.
Enable the Select Pivot Table toggle key to create a list chart from which any column header in the chart may be selected to sort the raw data. The Select Pivot Table is disabled by default. If the Select Pivot Table toggle key is enabled, the following settings display:
From the Series setting, select how to group the chart data. The series groups the chart content by the units of measurement in the X-axis for applicable chart types. See chart example that references the series grouping. The Series setting does not apply to count charts. Options that display in the Series drop-down menu derive from the columns configured from the Saved Search tabular data as displayed from the Data tab of this Saved Search. The default configurable columns vary for each type of Saved Search. The Recommended indicator for Saved Search results represent dates, numbers, and/or unique text results and are recommended when configuring the chart series. This is a required setting for applicable charts.
From the Category setting, optionally select a secondary measurement by which to aggregate the chart series. See chart example that references the category measurement. The Category setting does not apply to count charts. Options and their recommendations that display in the Category setting are the same as those in the Series setting.
From the Metric setting, select the chart contents from the Saved Search tabular-formatted results to aggregate as well as how to aggregate that data. The Metric setting options are numerically-based Saved Search results such as # that represents the ID for the Request, Task, or Collection record associated with that Saved Search. See chart example that references how that chart data is aggregated.
Select from the following options how to aggregate the selected chart metric:
Average: The average is the arithmetic mean calculated by adding a group of values, and then dividing by the count of those items.
Count: The chart visualizes the number of values of the metric you select.
Minimum: The chart visualizes the minimum value of the metric you select.
Maximum: The chart visualizes the maximum value of the metric you select.
Median: The median is the middle value of a group of values that is calculated by sorting each of the values of the metric you select, then visualizing the middle value.
Sum: The sum is the arithmetic addition of each value of the metric you select. This is the default option.
This is a required setting.
In the Query setting, optionally enter a ProcessMaker Query Language (PMQL) query from which to further filter the Saved Search's results. See the following topics for information how to use PMQL for Requests, Tasks, and Collections:
Click the Display tab to configure the appearance and style of the Saved Search chart.
Follow this step if the Select Pivot Table toggle key is enabled from the Source tab:
Follow these steps if the Select Pivot Table toggle key is disabled from the Source tab:
From the Background Color setting, select a color as the background for the list chart canvas.
Click Save. If a required setting does not contain a value or selection, the following message displays: The given data was invalid.. Otherwise, the chart and the following message display: Successfully Created Chart.
Edit a Saved Search chart that has been created.
Follow the steps below only to edit a horizontal bar, vertical bar, line, pie, or doughnut chart types. Settings for the count and list chart types vary from the steps described below. See the following sections for steps to edit their chart types:
Follow these steps to edit a horizontal bar, vertical bar, line, pie, or doughnut chart types for a Saved Search:
View the search results for a Saved Search in which to view its charts. The Data tab displays the data details for that Saved Search.
Click the Charts tab. The Charts tab displays all charts created for this Saved Search.
Edit the following settings as necessary:
In the Name setting, edit the name of the chart. This is a required setting.
From the Chart Type group, select one of the following chart types to visualize the results of this Saved Search:
Bar (Horizontal): The horizontal-style bar chart visualizes Saved Search results in horizontal bars. See chart example.
Bar (Vertical): The vertical-style bar chart visualizes Saved Search results in vertical bars. See chart example.
Line: The line chart visualizes Saved Search results as data points on a line to show how those results trend. See chart example.
Pie: The pie chart visualizes Saved Search results as relational proportions between data. See chart example.
Doughnut: The doughnut chart visualizes Saved Search results as relational proportions between data similarly to the pie chart type but with the inner portion removed. See chart example.
Count: The count chart displays a single data metric on a canvas. See chart example. If you select the Count chart option, see Edit a Count Chart for its specific settings.
List: The list chart displays chart data in tabular format. See chart example. If you select the List chart option, see Edit a List chart for its specific settings.
Bar (Horizontal) is the default chart type.
Click the Source tab to configure from which Saved Search's results to visualize in the chart. The Source tab settings vary depending on the chart type selected from the General tab.
Edit the following settings as necessary:
From the Series setting, select how to group the chart data. The series groups the chart content by the units of measurement in the X-axis for applicable chart types. See chart example that references the series grouping. Options that display in the Series drop-down menu derive from the columns configured from the Saved Search tabular data as displayed from the Data tab of this Saved Search. The default configurable columns vary for each type of Saved Search. The Recommended indicator for Saved Search results represent dates, numbers, and/or unique text results and are recommended when configuring the chart series. This is a required setting for applicable charts.
From the Category setting, optionally select a secondary measurement by which to aggregate the chart series. See chart example that references the category measurement. The Category setting does not apply to count charts. Options and their recommendations that display in the Category setting are the same as those in the Series setting.
From the Metric setting, select the chart contents from the Saved Search tabular-formatted results to aggregate as well as how to aggregate that data. The Metric setting options are numerically-based Saved Search results such as # that represents the ID for the Request, Task, or Collection record associated with that Saved Search. See chart example that references how that chart data is aggregated.
Select from the following options how to aggregate the selected chart metric:
Average: The average is the arithmetic mean calculated by adding a group of values, and then dividing by the count of those items.
Count: The chart visualizes the number of values of the metric you select.
Minimum: The chart visualizes the minimum value of the metric you select.
Maximum: The chart visualizes the maximum value of the metric you select.
Median: The median is the middle value of a group of values that is calculated by sorting each of the values of the metric you select, then visualizing the middle value.
Sum: The sum is the arithmetic addition of each value of the metric you select. This is the default option.
This is a required setting.
In the Query setting, optionally enter a ProcessMaker Query Language (PMQL) query from which to further filter the Saved Search's results. See the following topics for information how to use PMQL for Requests, Tasks, and Collections:
Click the Display tab to configure the appearance and style of the Saved Search chart. The Display tab settings vary depending on the chart type selected from the General tab.
This step shows the settings for the Horizontal Bar, Vertical Bar, Line, Pie, or Doughnut chart:
Edit the following settings as necessary:
From the Color Scheme setting, select the color palette from which to display the chart.
Enable the Stacked toggle key to stack the chart's data markers: overlay the data markers one another in the x- and y-axis. See this chart as an example of stacked data markers.
From the Legend setting, select where to place the legend in respect to the chart from the following options:
None: The chart legend does not display.
Top: The legend displays above the chart. This is the default option.
Bottom: The legend displays below the chart.
Left: The legend displays to the left of the chart.
Right: The legend displays to the right of the chart.
Click Save. If a required setting does not contain a value or selection, the following message displays: The given data was invalid.. Otherwise, the chart and the following message display: Successfully Saved Chart.
Follow the steps below only to edit a count chart type. Settings for the other chart types vary from the steps described below.
See the following sections for steps to edit their chart types:
Follow these steps to edit a count chart type for a Saved Search:
View the search results for a Saved Search in which to edit this chart type. The Data tab displays the data details for that Saved Search.
Click the Charts tab. The Charts tab displays all charts created for this Saved Search.
Edit the following settings as necessary:
In the Name setting, edit the name of the chart. This is a required setting.
From the Chart Type group, select the count chart type to visualize the results of this Saved Search. The Count chart displays a single data metric on a canvas. See chart example.
If you select the Bar (Horizontal), Bar (Vertical), Line, Pie, Doughnut chart option, see Edit a Horizontal Bar, Vertical Bar, Line, Pie, or Doughnut Chart procedure for its specific settings.
If you select the List chart option, see Edit a List chart for its specific settings.
Bar (Horizontal) is the default chart type.
Click the Source tab to configure from which Saved Search's results to visualize in the chart.
Edit the following settings as necessary:
From the Metric setting, select the chart contents from the Saved Search tabular-formatted results to aggregate as well as how to aggregate that data. The Metric setting options are numerically-based Saved Search results such as # that represents the ID for the Request, Task, or Collection record associated with that Saved Search. See chart example that references how that chart data is aggregated.
Select from the following options how to aggregate the selected chart metric:
Average: The average is the arithmetic mean calculated by adding a group of values, and then dividing by the count of those items.
Count: The chart visualizes the number of values of the metric you select.
Minimum: The chart visualizes the minimum value of the metric you select.
Maximum: The chart visualizes the maximum value of the metric you select.
Median: The median is the middle value of a group of values that is calculated by sorting each of the values of the metric you select, then visualizing the middle value.
Sum: The sum is the arithmetic addition of each value of the metric you select. This is the default option.
This is a required setting.
In the Query setting, optionally enter a ProcessMaker Query Language (PMQL) query from which to further filter the Saved Search's results. See the following topics for information how to use PMQL for Requests, Tasks, and Collections:
Click the Display tab to configure the appearance and style of the Saved Search chart. The Display tab settings vary depending on the chart type selected from the General tab. This step shows the settings for the Count chart.
Edit the following settings as necessary:
From the Background Color setting, select a color as the background for the count chart canvas.
From the Icon setting, select an icon to display beside to the left of the count chart metric. The Line Chart icon is the default icon.
In the Label setting, optionally enter a label to describe the count chart metric instead of the metric's default label.
Click Save. If a required setting does not contain a value or selection, the following message displays: The given data was invalid.. Otherwise, the chart and the following message display: Successfully Saved Chart.
Follow the steps below only to edit a list chart type. Settings for the other chart types vary from the steps described below.
See the following sections for steps to edit their chart types:
Follow these steps to edit a list chart type for a Saved Search:
View the search results for a Saved Search in which to edit this chart type. The Data tab displays the data details for that Saved Search.
Click the Charts tab. The Charts tab displays all charts created for this Saved Search.
Edit the following settings as necessary:
In the Name setting, edit the name of the chart. This is a required setting.
From the Chart Type group, select the list chart type to visualize the results of this Saved Search.
If you select the Bar (Horizontal), Bar (Vertical), Line, Pie, Doughnut chart option, see Edit a Horizontal Bar, Vertical Bar, Line, Pie, or Doughnut Chart procedure for its specific settings.
If you select the Count chart option, see Edit a Count Chart for its specific settings.
Bar (Horizontal) is the default chart.
Click the Source tab to configure from which Saved Search's results to visualize in the chart. The Source tab settings vary depending on the chart type selected from the General tab.
Edit the following settings as necessary:
Enable the Select Pivot Table toggle key to edit a list chart from which any column header in the chart may be selected to sort the raw data.
The Select Pivot Table is disabled by default.
If the Select Pivot Table toggle key is enabled, the following settings display:
From the Series setting, select how to group the chart data. The series groups the chart content by the units of measurement in the X-axis for applicable chart types. See chart example that references the series grouping. The Series setting does not apply to count charts. Options that display in the Series drop-down menu derive from the columns configured from the Saved Search tabular data as displayed from the Data tab of this Saved Search. The default configurable columns vary for each type of Saved Search. The Recommended indicator for Saved Search results represent dates, numbers, and/or unique text results and are recommended when configuring the chart series. This is a required setting for applicable charts.
From the Category setting, optionally select a secondary measurement by which to aggregate the chart series. See chart example that references the category measurement. The Category setting does not apply to count charts. Options and their recommendations that display in the Category setting are the same as those in the Series setting.
From the Metric setting, select the chart contents from the Saved Search tabular-formatted results to aggregate as well as how to aggregate that data. The Metric setting options are numerically-based Saved Search results such as # that represents the ID for the Request, Task, or Collection record associated with that Saved Search. See chart example that references how that chart data is aggregated.
Select from the following options how to aggregate the selected chart metric:
Average: The average is the arithmetic mean calculated by adding a group of values, and then dividing by the count of those items.
Count: The chart visualizes the number of values of the metric you select.
Minimum: The chart visualizes the minimum value of the metric you select.
Maximum: The chart visualizes the maximum value of the metric you select.
Median: The median is the middle value of a group of values that is calculated by sorting each of the values of the metric you select, then visualizing the middle value.
Sum: The sum is the arithmetic addition of each value of the metric you select. This is the default option.
This is a required setting.
In the Query setting, optionally enter a ProcessMaker Query Language (PMQL) query from which to further filter the Saved Search's results. See the following topics for information how to use PMQL for Requests, Tasks, and Collections:
Click the Display tab to configure the appearance and style of the Saved Search chart.
This step shows the settings for the List chart.
Follow this step if the Select Pivot Table toggle key is enabled from the Source tab:
From the Background Color setting, select a color as the background for the list chart canvas.
Follow these steps if the Select Pivot Table toggle key is disabled from the Source tab:
From the Background Color setting, select a color as the background for the list chart canvas.
Enable the Make rows clickable toggle key to allow anywhere within a list chart row to redirect to the corresponding Request, Task or Collection record depending from which type of Saved Search the list chart derives its data. The Make rows clickable toggle key is disabled by default.
Click Save. If a required setting does not contain a value or selection, the following message displays: The given data was invalid.. Otherwise, the chart and the following message display: Successfully Saved Chart.
Arrange the order that multiple Saved Search charts display in the Charts tab of a Saved Search.
Follow these steps to arrange the order of the charts of a Saved Search:
View the search results for a Saved Search in which to view its charts. The Data tab displays the data details for that Saved Search.
Click the +Chart button. The Create Chart screen displays the General tab.
Click the Source tab to configure from which Saved Search's results to visualize in the chart.
Click the Display tab to configure the appearance and style of the Saved Search chart.
Click the +Chart button. The Create Chart screen displays the General tab.
Click the Source tab to configure from which Saved Search's results to visualize in the chart.
Click the +Chart button. The Create Chart screen displays the General tab.
Click the Source tab to configure from which Saved Search's results to visualize in the chart.
From the Background Color setting, select a color as the background for the list chart canvas.
Enable the Display link toggle key to display a link that, when clicked, redirects to the corresponding Request, Task or Collection record depending from which type of Saved Search the list chart derives its data. The link displays as the Open Record iconat the end of each row. The Display link toggle key is enabled by default.
Enable the Make rows clickable toggle key to allow anywhere within a list chart row to redirect to the corresponding Request, Task or Collection record depending from which type of Saved Search the list chart derives its data. The Make rows clickable toggle key is disabled by default.
Click the Configure Chart icon. The General tab displays the current settings for the Saved Search chart.
This step shows the settings for the Horizontal Bar, Vertical Bar, Line, Pie, or Doughnut chart.
Click the Configure Chart icon. The General tab displays the current settings for the Saved Search chart.
The Source tab settings vary depending on the chart type selected from the General tab. This step shows the settings for the Count chart.
Click the Configure Chart icon. The General tab displays the current settings for the Saved Search chart.
This step shows the settings for the List chart.
Enable the Display link toggle key to display a link that, when clicked, redirects to the corresponding Request, Task or Collection record depending from which type of Saved Search the list chart derives its data. The link displays as the Open Record iconat the end of each row. The Display link toggle key is enabled by default.
Click the Charts tab. The Charts tab displays all charts created for this Saved Search.
Hold theicon that displays to the left of the chart's title, and then drag that chart to the location on the Charts tab to display that chart.
in which to view its charts. The Data tab displays the data details for that Saved Search.
Click the Copy Chart iconfor the chart from which to make a copy. The copied chart uses the same name as the source chart with the word Copy appended to it.
in which to view its charts. The Data tab displays the data details for that Saved Search.
Click the Configure Chart icon. The General tab displays.
Click the Delete button. The Caution screen displays to confirm the deletion of the Saved Search chart.