Chart Report Type

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A chart report displays data in a graphical format. Format options include area, stacked area, horizontal bar, ​stacked horizontal bar, vertical bar, stacked vertical bar, doughnut, line, pie, and radar.

Create a chart report

  1. Expand “Reports” on the sidebar navigation.
  2. Select “Design” to design a new report. 
  3. Populate the fields. Data fields with an asterisk (*) are required.
    • Category*: The category grouping for this report. You can create your own categories by navigating to Report Categories under the Lists & Types menu under Configuration.
    • Type*: Select the “Chart” type of report.
    • Name*: Enter the name of the report.
    • Icon*: Select an icon to represent the report.
    • Datasource*: Select the underlying data for the report. 
    • Tags: Enter the list of tags for this report.
    • Description*: Enter a short description of the report.
    • External Identifier: Create a unique identifier for this report.
  4. Select “Save” upon completion.

Chart properties

  1. Locate the report and select the “Edit” button for the desired report.
  2. Select “Edit” within the Chart Properties section. 
  3. Populate the fields. Data fields with an asterisk (*) are required.
    • Category*: Select the data element that appears in the x-axis of a chart. For example, a vertical bar chart of asset counts by type would have the Asset Type.Name data element selected for the Category.
      • Date Grouping: If the Category selected above is a date or time, the Date Grouping field will appear. This is the date grouping for the aggregate function to apply to this column. Options include: No grouping, minute, hour, day, month, and year.
      • Show All Dates: If the Category selected above is a date, the Show All Dates toggle will appear. Toggle on to show the full date range; toggle off to show dates that have data only.
    • Category Format: Enter the custom formatting of dates. For example, you could define the Category Format as “MMM yyyy” to show “JAN 2019”.
    • Series: Enter the data element if there are multiple series in a chart. Leave blank if your chart has only one set of data. For Doughnut-type charts, please do not specify a series.
    • Series Format: Enter the custom formatting of dates within the series. This is a rarely used field that adjusts the format of the data within the tooltip when the mouse hovers over the data point. 
    • Value*: Select the data element that appears in the y-axis of a report. For example, the Value of the vertical bar chart of asset counts by type would simply be Asset.Asset ID (a count of the unique Asset IDs within each Asset Type).
    • Aggregate*: Enter the mathematical function to be applied to the Value field. If you only have a single value that you’re capturing, selecting ‘Maximum’ as the Aggregate will still return your single value.
    • Rounding*: Enter the number of decimal points displayed by the Value field.
    • Chart Type*: Select the type of chart displayed (e.g., bar, line). 
    • Legend Position*: Select the legend location and where it should appear in relation to the chart data.
  4. Select “Save” upon completion.

Filters

  1. Locate the report and select the “Edit” button for the desired report.
  2. Select “Add” in the Filter section.
  3. Populate the fields. Data fields with an asterisk (*) are required.
    • Group*: Select the group of this filter. Groups are used in conjunction with logical statements where the entire group evaluates true or false.
    • Precedence*: Enter a number to define the order of filters within each Group in relation to the other filters defined. This field requires a whole number.
    • Column*: Select the data element chosen for each filter. The naming convention is: [Table.Element] (data type).
      • For example, if you want to filter on the asset type, the appropriate selection would be “Asset Type.Name”.
      • There is a search box within the dropdown that is helpful if you’re not certain which table your data element resides in.
    • Operator*: Select the operator used to apply the filter.
      • The Operator value of “contains any of these items” will return all results that meet the entries. For example, a filter to show only records that “contains any of these items” with “WELL,TANK” would return WELL0001, WELL0002, and TANK0001.
      • The Operator value of “is in the list” is appropriate for matching entire values.
    • Value*: Enter the value(s) to use for this filter. There are several options:
        • Enter a single numerical or text value (please note that text values are not case sensitive).
        • A comma-separated list of numerical or text values.
        • Use a variable. See Variables for more information.
          • The Append Variable button allows you to quickly select a variable from a re-defined list, including {Today}, {CurrentUser}, {StartDate}, or {EndDate}.
          • The two filters {StartDate} and {EndDate} must be applied together; you cannot refer to only one of these two in the filters.
          • Variables are denoted with curly brackets. Certain variables require you to enter a variable’s unique identifier or external identifier to evaluate properly. For example, for {ContactID}, simply enter the Contact’s unique/external identifier within the curly brackets. For Selection Lists, enter the Selection List report’s external identifier within the curly brackets, like so: {SL:Assetas_SL_Active_Assets}.
          • If the filter is referencing one date, please use {AsOfDate}, which uses the current date as the reference point.
    • Logical*: Select either ‘AND’ or ‘OR’ to describe how the filter relates to the following filter (in order of precedence). If the filter directly after this filter is in a different group, then the Logical field will describe how the two groups interact.
  4. Select “Save” upon completion.

Additional filters

  1. Locate the report and select the “Edit” button for the desired report.
  2. Select “Edit” in the Additional Filters section.
  3. Populate the fields. Data fields with an asterisk (*) are required.
    1. Maximum Rows*: Sets the maximum number of rows returned in a report.
    2. Distinct Rows: Toggle to remove any duplicate rows.
  4. Select “Save” upon completion.

View Mapping SQL Select Statement

No SQL skills are necessary to create a report. This is simply for validation if you’d like to use it.

This is a non-editable box that returns the SQL defined by the report parameters chosen in the sections above. The SQL will dynamically adjust as data elements, filters, and sorting rules are changed. If you are comfortable with SQL, reviewing the code within this box may provide additional validation that your report is returning correctly.

Security

Add a security role

Reports are only available for use by users who have appropriate security roles.

  1. Locate the report record and select the View/Edit button for the desired record.
  2. Select the “Add” button in the Security section.
  3. Populate the field. Data fields with an asterisk (*) are required.
    • Security Role*: Select the security role that allows the use of the report.
  4. Select “Grant” upon completion.

Add all security roles

Reports may be available to all users if all security roles are granted access.

  1. Locate the document template record and select the View/Edit button for the desired record.
  2. Select the “Add All” button in the Security section.
  3. Select “Grant All” to confirm your selection.

Manage security roles

  1. Locate the report record and select the View/Edit button for the desired record.
  2. To the right of each record, under the Security menu, you may revoke this security role which will prompt you to confirm revoking access to any user with this security role.

Validate

  1. Locate the report and select the “Edit” button for the desired document template.
  2. Select the “Validate” button to check the report for any issues and display any errors found.

A report without validation errors does not necessarily guarantee that the logic in the report is accurate or that the document template will return data. It simply affirms that the way the mappings, filters, and sorting rules have been defined to generate the report.

Run

  1. Locate the report record and select the “Edit” button for the desired document template.
  2. Select the “Run” button to run the report.
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