Create an analytic block with a chart

Prerequisites

• Create a new model
• 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 that you want to use, for example, an area, a bar, a column, a line, or a pie chart, and select CONTINUE.

Choose your data, and if you want to filter your data items

DO NOT use the filter for access control because users can still access data through other means, for example, APIs. See our knowledge base article, Add an access control policy.

1. From the Model list, choose the model whose data you want to use.
2. You can optionally restrict the data in this block, 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.
3. From the Property list, select the model's property.

   You can choose to filter by the Object ID so that the data is relevant to the user, 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.

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.

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.
6. Skip to the Additional Series steps.

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

Add an action button

1. Under General content settings, next to Action buttons* select, 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 - Enter 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 containing the new page.
   • 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.

Block title and header bar

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

   Hiding the title and header bar also hides any action buttons you may have included.

Block width

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

   These options are affected by your Page layout options, which you configure in the Page settings dialog. See our knowledge base article, Configure your page settings.

   • 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.

Block background color

1. 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.

   You can select a pre-configured color nearest to the one you want and then tweak it to what you want using the sliders.

   	1. Color palette	A chart of preconfigured colors.
   	2. Color gradient panel	The color gradient panel shows a mixture of two linear color gradients, your chosen color and black. The color you choose reflects in the color gradient panel, instantly showing where your selected color appears on the panel. You can choose a lighter or darker version of the chosen color from the panel.
   	3. Sample color	Shows the color you've chosen, and that will be applied.
   	4. Hue slider	This slider has a linear gradient of colors. You can choose the main hue you want.
   	5. Opacity slider	Controls the transparency of the color.
   	6. Color mode	This switches between the color value modes: HEX - Sets the color based on a Hexadecimal code value. RGBA - Sets the color based on RBGA (red, green, blue, alpha) decimal values. HSLA - Sets the color based on HSLA (hue, saturation, lightness, alpha) values.

Block visibility

1. 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.
2. Restrict or allow viewing further by selecting the Hide or show this block using filters option and set your Conditions:

   • Hide when ALL of the following conditions are met (and)- Hides this block when the selected data meets every condition.

   • Hide when ANY of the following conditions are met (or) - Hides the block when the selected data meets just one of several conditions.

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.
   • For lookup properties, you can select the lookup option you entered when you added the property to the model.
   • For foreign key properties, you can select any values against the default label property of the linked model. However, if there is nothing to select, there might not be any values for the property.

See more:

• About the analytics block

Reference:

• Content dialog box
• Chart Content page (Analytics)