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'Advanced Filter Chart' gadget

This article helps you understand the dashboard gadget showing a chart based on search filters having advanced options.

Updated over 2 weeks ago

Displays statistics of selected filters in a bar chart, column chart, or doughnut chart - along with an ability to drill down.

When you click the chart, a list of records matching the criteria opens in the 'Files' or 'Project Forms' Tab based on the gadget configuration.

To refresh the gadget data, click the icon. The last refreshed date and time, as applicable, will appear alongside the gadget name.

While editing the 'Advanced Filter Chart' gadget, below details are available for editing:

Gadget Title

To edit the title for the selected gadget.

Gadget Description

To edit the description for the selected gadget.

Filter

Choose one of the existing search filters based on which the selected advanced filter chart will be generated.

Chart Type

You can select a chart type to use for the chosen gadget. Available options include the 'bar chart', 'column chart', and 'doughnut chart'.

Series

You can select a series to use from the chosen search filter. It is a criterion for determining the statistics of the selected gadget.

Statistics Type

Choose a statistics type that will help generate statistics for the selected gadget and the selected 'Series'.

Show Legends

To display the legends used in the chart separately within the same gadget.

The following fields will be available for the series:

Files criteria

  • Status

  • Purpose of Issue

  • Doc Type

  • Publisher

  • Publisher Organisation

  • Active / Inactive

  • Revisions

  • Public / Private

  • Checked Out

  • Distributed

  • Custom attribute (dropdown type) - The same name attribute will work only for 1 project (e.g. if you have a custom attribute named 'country' for 2 projects, it will display the result of 1 project only)

Forms criteria

  • Form Code

  • Originator

  • Originator Organisation

  • Task Assigned By

  • Form Type

  • Active / Inactive

  • Form Status

To understand other options while adding or editing a dashboard gadget, click here (Refer to step 2).

After making the required changes, click the 'Update' button to apply the changes.



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