You can use statistics charts to aggregate and analyze data in forms by using different types of charts, for further work planning.
Terminology Explanations
1. Data Source
Data sources are forms that you need to aggregate and analyze.
2. Fields
Fields are data items in forms used to collect or display information. In stats charts, you can drag and drop fields to Dimension or Metric, or add custom fields.
Note:
Formulas support arithmetic operators (+, -, *, /) and functions such as SUM, AVERAGE, MAX, MIN, and COUNT.
Checkbox, Multi Select, Members, and Departments fields in SubForms are not displayed in the field list.
3. Dimension
Dimensions refer to the perspective of data analysis.
4. Metric
Metrics are the results of analyzing data across different dimensions. They can be numbers or ratios.
For example, sales in different months/years and sales ratios in different cities are measures, which help you view the output precisely and measure the results.
5. Filters
You can click Filters to filter data in statistics charts and display data that meet filtering conditions.
Members can check data by selecting All Form Data.
6. Chart Type
After setting dimension fields and measure fields, you can select the chart type. The supported chart types include Indicator, Pivot Table, Line Chart, Column Chart, Bar Chart, Area Chart, Pie Chart, and Radar Chart.
7. Actions
Actions control permissions to view, edit, or interact with charts.
Note: Only Indicator and Pivot Table support Actions settings. Export Data is enabled by default.
8. Chart Linkage
Chart Linkage allows charts to interact with each other. When you select or click data in one chart, linked charts update accordingly.
Note: Only Pivot Table, Line Chart, Column Chart, Bar Chart, Area Chart, Pie Chart, and Radar Chart support initiating chart linkage. Any chart using the same data source can be a linkage target.
9. Data Display
You can display the first N records of charts.
10. X-axis
The X-axis usually represents the independent variable. You can set the label orientation to Horizontal, Vertical, Left Tilt, or Right Tilt.
11. Y-axis
The Y-axis usually represents the dependent variable. You can set the maximum and minimum values for the Y-axis.
12. Data Label
Label Field is usually enabled to display the data values or names.
Statistical Charts
1. Setting the Chart Name
The default name is Untitled Chart and you need to click the upper left corner to rename.
2. Changing the Data Source
Click Change in the upper left corner to change the data source for statistical analysis.
3. Adding Custom Fields
Click beside Fields and then edit the formula.
4. Setting Dimensions
a. Adding dimension fields
Drag and drop fields from the left panel to Dimension.
b. Sorting dimension fields
Sort dimension fields by drag and drop.
c. Setting dimension fields
Put the mouse pointer on a field, click , and then you can delete it.
Click a dimension field and it will show Change Display Name and Delete Field. Then you can click Change Display Name to modify the name or click Delete Field to delete it directly.
If there are Date&Time fields, you can set fields by clicking the fields and select Aggregation. The aggregation ways include Year-Month-Day, Year-Week, Year-Month, Year-Quarter, and Year.
5. Setting Metrics
a. Adding metric fields
Select a field from the left panel and drag and drop it to Metric or add a custom field and then drag and drop it to Metric.
b. Sorting metric fields
Sort metric fields by drag and drop.
c. Setting metric fields
You can click a metric field and it will show Change Display Name, Delete Field, Aggregation, Advanced Computing, Data Display Format, and Sort.
If the measured field is a Number field, you can click Aggregation to select the following ways: Sum, AVG, Max, Min, Count, and Dedupe. If it is not a Number field, you can click Aggregation to select Count or Dedupe.
You can select Numeric or Percentage to display aggregated results.
The Data Display Format includes the predefined formats, Numeric and Percentage, and the custom format.
6. Filters
You can add filters to click Filters to filter data in statistics charts and display data that meet filtering conditions. For details, see Filter.
7. Chart Type
There are thirteen chart types including Indicator, Progress Chart,Pivot Table, Line Chart, Column Chart, Bar Chart, Area Chart, Combo Chart, Scatter Chart, Bubble Chart, Pie Chart, Radar Chart, and Funnel Chart.
8. Data Display
When analyzing a large amount of data, in many cases you only need to view a part of the data.
If you have hundreds of thoulsands of partners’ sales and want to know which partners are the most important ones, you can use this function to check whose sales are higher than others.
For example, you can set how to display partners’ sales in the chart. You can set the chart to display the top 10 partners’ sales or 5 partners’ sales.
9. X-axis
When label names are too long, they may be displayed incompletely. You can customize the display orientation of label names to make them complete and clear.
10. Y-axis
You can customize the maximum/minimum values below the Y-axis or the system will intelligently generate appropriate values.
After you customize the maximum/minimum values, you can view the comparison between data obviously. For some data whose changes are small, you can view data fluctuations clearly.
After you set the maximum/minimum values, filled data below the minimum value or above the maximum value will not be displayed. It is recommended to choose the default method, so the system will automatically adjust the axis size according to the filled data by default.
11. Data Label
Administrators can set the content of Data Label based on their demands.
Note:
The custom label setting of the pie chart does not take effect on mobile and the model version shows all content of the label.
Changing the Charts Size and Position
After editing charts, you can adjust chart sizes and positions on the design page.
Customizing Column Widths of a Pivot Table
On dashboards, you can customize column widths of a pivot table, which helps you display data more efficiently.
Copying and Deleting a Chart
When you analyze data through dashboards, you may need to perform statistical analysis in multiple dimensions and create multiple charts. Nevertheless, there are often few differences between charts. In this case, you can copy charts and modify the details to reduce steps and improve efficiency. You can also delete charts when they are unnecessary.
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