Create customized charts to visualize the results of your Saved Searches. These charts use data from Saved Searches and display it in various chart types and styles. You can also filter chart data by applying an optional ProcessMaker Query Language (PMQL), allowing for more detailed data visualization. Screen designers may also embed Saved Search charts into Form and Display Screens using the Saved Search Chart control.
The charts can be personalized to include series and categories from both PMQL query parameters and the columns configured in the detailed data view of the Saved Search. For example, if your Saved Search includes a custom column called 'Department' that shows the number of Requests initiated by each department, you can use 'Department' as a series or category in your chart to compare Request volumes across departments visually.
Watch the following product tour to learn how to create a chart using a Saved Search.
Watch the following product tour to learn how to create a Bar Chart using a Saved Search.
Saved Search Chart Terminology
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 example chart as reference for the following terms ProcessMaker Platform uses in Saved Search charts:
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Example chart from which to reference Saved Search chart component definitions
Category
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.
Data Marker
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.
Data Point
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.
Key
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.
Legend
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.
Metric
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.
Series
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."
See What a Data Point or Marker Represents
Hover your cursor over a data point to see what that data represents.
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Hover your cursor over a data point to see what that data represents
Filter Data That Displays in a Saved Search Chart
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.
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Saved Search chart showing all key attributes
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.
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Saved Search chart hiding the "Error" data marker
Types of Saved Search Charts
See the following Saved Search chart types:
Bar Chart (Horizontal)
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.
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Bar Chart (Vertical)
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.
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Line Chart
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.
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Pie Chart
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.
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Doughnut Chart
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.
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Count Chart
The count chart displays a single data metric on a canvas. The following count chart shows how many records are in the "Department" Collection.
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List Chart
The list chart displays the raw data or a pivot table for a Saved Search.
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 icon
to display the specific data in the list chart for that Saved Search.
The following list chart shows the raw data for Loan Requests.
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List chart showing 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.
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List chart showing a pivot table for Account Openings