Add an analytic block with a chart

Prerequisites

• Open an existing page or create a new one. For example, see our knowledge base article, Add a new page.

Procedures

Add an Analytics block to your page and choose your chart type

1. On your page, select ADD CONTENT, and in the Content dialog box, select the Analytics block.
2. Scroll down and type in a Title for your chart and select SAVE. 
3. Choose the type of chart you want to use, for example, an area, a bar, a column, a line, or a pie chart, and select CONTINUE.

Choose your data

Choose the model

• From the Model list, choose the model whose data you want to use.

Filter data items

• You can optionally restrict the user's data in this block. Otherwise, select CONTINUE and skip to the next section.
• Select the Filter data items option and under the Filter data items section, choose what you want to do:
  • Meet ALL of the following conditions (and) - If you want to hide the selected data when it meets every condition you add, add a condition under this section.
  • Meet ANY of the following conditions (or) - If you want to hide the selected data when it meets just one of several conditions, add your conditions under this section.
• From the Property list, select the model's property. The next options vary, depending on the property that you have chosen.
  • To pass is the Object ID so that the data is relevant, you can choose the settings:
    • Property: "Id"
    • Criteria: "is any of"
    • Value: "objected"
    • For example, you choose the "Id" Property "is any of" the Value "objectId" to only view data based on the signed-in user, or change to "is not any of" to prevent the user from viewing data based on the signed-in user.

• From the Criteria list, select the condition you want the property value to meet to hide the block from the page.
• In the Value box, enter the property's value that you want the condition to meet to hide the block from the page.

Select the properties to use in your chart

1. From the Properties list, select the properties that you want to show on your chart. If you want to show an aggregation of one of your properties, select:
   • Count: Select Count and select the property for which you want to show a count.
   • Sum: Select the property that you want to group by, for example, Job, and then select the number property to show the sum of all values, for example, Salary - Sum.
   • Minimum: Select the property you want to group by, for example, Job, and then select the number property to show the lowest value, for example, Salary - minimum.
   • Maximum: Select the property you want to group by, for example, Job, and then select the number property to show the highest value, for example, Salary - maximum.
   • Average: Select the property you want to group by, for example, Job, and then select the number property to show the average value, for example, Salary - average.
2. Select CONTINUE. and proceed to customize your chart:
   • For pie charts, see our knowledge base article, .
   • For all other charts, see our knowledge base article, . 

Customize your chart

General display - Pie - Skip to area, bar, column, or line

1. In the Title and Sub Title boxes, type a title and subtitle for your chart.
2. If you're using aggregated data in your chart, select the Use Aggregations option.
3. In the Category Property list, make sure the properties you want to appear in your pie chart are selected.
4. If you're creating an area, a bar, a column, or a line chart, in the Value Properties list, review the selected properties and clear any properties you don't want to include in your chart.
5. To remove the tooltip that appears when you place your cursor over a data item on the chart, clear the Enable Tooltip option.

General display - Area, bar, column, line

1. In the Title and Sub Title boxes, type a title and subtitle for your chart.
2. If you're using aggregated data in your chart, select the Use Aggregations option, and then from the Aggregation Properties list, select the values you want to show in your chart. Otherwise, in the Value Properties list, review the selected properties and clear any properties you don't want to include in your chart. This won't show if you're using aggregations as in the previous steps.
3. If you don't want a legend to appear on your chart, clear the Enable legend option.
4. If you want to change your legend to appear vertically, from the Legend item layout list, select "Vertical." "Horizontal" is the default. Clearing the Enable legend option hides this option.
5. To remove the tooltip that appears when you place your cursor over a data item on the chart, clear the Enable Tooltip option.

X-axis settings for the area, bar, column, and line charts - Skip for pie charts

1. To hide the x-axis title, clear the Show title option.
2. To change the x-axis title from the default property name, in the X axis title box, type the title that you want to appear.
3. To hide the x-axis label, clear the Show X axis label option.
4. From the Type list, select what you want to appear on the x-axis:
   • Linear - Number values.
   • Date time - Date and time values.
   • Category - Text values.
5. If you want to show the x-axis on the opposite side of normal, select the Opposite option.
6. If you want to reverse the x-axis. So the highest number is closest to the origin, select the Reversed direction option.

Y-axis settings for the area, bar, column, and line charts - Skip for pie charts

1. To hide the y-axis title, clear the Show title option.
2. To change the y-axis title from the default property name, in the Y axis title box, type the title that you want to appear.
3. To hide the y-axis label, clear the Show Y axis label option.
4. From the Type list, select what you want to appear on the y-axis:
   • Linear - Numerical values.
   • Date time - Date and time values.
   • Category - Text values.
5. If you want to show the y-axis on the opposite side of normal, select the Opposite option.
6. If you want to reverse the y-axis. So the highest number is closest to the origin, select the Reversed direction option.

Additional Series

You can add another series to your chart for either the same property or another property in your model. For example, you can add a line chart to a column chart for the same property to show the trend or another column chart for a second property to show a comparison.

1. To add another chart to this block, under the Additional Series section next to Series, select the plus icon.
2. From the Type list, select the new chart that you want to add, and you can optionally customize how you want this new chart series to appear:
   • The default style for a line chart is a solid line. You can choose another style from the Dash style list, and choose the style that you want to appear.
   • The new series shows a circle marker for each of the values. If you want to change this default from the Marker symbol list, select the shape you want to use.
   • The default marker symbol is black. If you want each marker to be multi-colored, select the Color by point option.
   • To use the theme's assertive color for negative values, select the Negative color option.
3. The additional series' selects the original charts property by default. To choose another property to compare to your first property, select the property you want to use from the Value property list.
4. To remove the additional chart, select the cross "X" icon.

General content settings

Action buttons

1. Under General content settings, next to Action buttons* select the plus "+" icon.
2. In the Title box, type in the text you want to appear on your button.
3. Under the Type of action section, from the Opens in: list, select what and how you want the button to open.
   • Open page - Loads the Target list with pages from your Applaud tenant.
   • URL - You need to type in the full website address in the Target box.
   • Regular / Same tab - Takes the user away from the current page to the new page.
   • Modal - Keeps the user on the page but opens a dialog box with the new page contained in it.
   • New tab - Opens a new tab in the user's browser with the new external website.
4. From the Target list, select a page from the available pages in your Applaud tenant or type the complete URL address, for example, https://www.google.com.
5. From the Icon list, select an icon for your button and from the Color picker, select a color for your button.
6. From the Weight list, select how you want your button to appear:
   • Normal - The button appears with a colored rectangle background with black text.
   • Light - The button doesn't have a background, and the text is your selected color.
7. From the Hide/show based on a model property list, select a property, and then from the Condition list, select either the Hide if true option or the Show if true option.

Show the title and header bar

If you don't want a title on your block, clear the Show the title and header bar option.

Preferred width

To configure how wide you want your block, from the Preferred width list, select an option:

• Automatic - Spans the width of the column on the page depending on what page layout option you have selected.
• Full-width - Spans the width of all columns but doesn't go beyond the margins on either side of the page unless you select the Edge-to-edge option.
• Two-third - If you have a three-column page layout, this spans across two of the columns. If you have a two-column page layout set, this spans just beyond the first column, but further blocks won't appear above the advert in the second column, only below it.
• Half-width - If you have the three-column page layout, this spans across a column and a half. If you have a two-column page layout, this spans one column.

Background color

To set the Background color of your block, select the color of your choice. The color picker shows a list of preconfigured colors with 100% opacity or fully opaque.

1. Color palette
   A chart of preconfigured colors. Scroll down to see more colors. Not available in the call-to-action content block.
2. Color gradient panel
   A mixture of two linear color gradients. Once you select a color from the palette, you can use this panel to pick the color you want.
3. Sample color
   Shows the color you've chosen, and that will be applied.
4. Hue slider
   A linear gradient of colors. You can choose the main hue you want.
5. Opacity slider
   Controls the transparency of the color. Use it to brighten or darken your chosen color.
6. Color mode
   If you know the HEX (Hexadecimal) code you want to use, you can enter it here. You also have the option to toggle to two other formats.
   RGBA - (red, green, blue, alpha) decimal values.

HSLA - (hue, saturation, lightness, alpha) values.

Hide block on certain screen sizes

If you want to prevent this block from being displayed on specific devices from the Hide on list, select those conditions where you want to hide this block.

Hide or show this block using filters

Show or hide this content block when certain conditions are met. For example, show to a manager but hide from a non-manager. You can base these filters on anything, such as job role, department, or location.

1. Select the Hide or show this block using filters option.
2. Under the Conditions section:
   • Hide when ALL of the following conditions are met (and) - If you want to hide this block when the selected data meets every condition you add, add a condition under this section.
   • Hide when ANY of the following conditions are met (or) - If you want to hide the block when the selected data meets just one of several conditions, add your conditions under this section.
3. From the Property list, select the model's property.
4. From the Criteria list, select the condition you want the property value to meet for the block to be hidden.
5. In the Value box, enter the property's value you want the condition to meet for the block to be hidden.

Finish

Once you have chosen your options, select UPDATE.

See more:

• About the analytics block

Reference:

• Content dialog box
• Chart Content page (Analytics)