Dashboard/Chart Creation

[jvmillarez]

Hi everyone. I just want to ask on how can I create interactive dashboard or pie chart with working filters for person in charge, per plant location, per Suppliers, status, the item description, etc.

Thank you.

[WillowMobileSys]

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@jvmillarez wrote:

I just want to ask on how can I create interactive dashboard or pie chart with working filters

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It's a very broad question.  I'll give you the general idea.

First, of course, you need build your data tables - Employees, Plant Locations, Suppliers, etc.  For an interactive dashboard to work there needs to be a relationship between tables.  For example, in Plant Locations you might have a "Person in Charge" column that is a REF type column to the Employees table.  This REF column creates the relationship.  If you were create an Interactive Dashboard and place views for Employees and Plant Locations into the Dashboard, then selecting an Employee will show the Plant Locations with the "Person in Charge" set with that Employee.

You can add to this a Plant Details table that reflects different attributes by "Plant" as a REF column.  Now when you select a person, the list of Plants they are in charge of is filtered by that Employee AND the Plan Details is filtered by the resulting list of Plants.

You can then switch the Plant Details view to a Chart view.  As you switch Employee, the chart will adjust to reflect the details for the associated Plants.

I hope this helps!

[jvmillarez]

Date PR Created

PR No.

Nature of Purchase

Phase of Work

Department

Main Location

Plant Location

Technology

PR Status

PO No.

PO Date

Delivery Lead Time

PO Status

Name of PLD Processor

User ID

I have these columns and  I want it to looks like this chart (interactive chart that will show all the details);

Thank you. 

[jvmillarez]

Thank you so much for your suggestion @WillowMobileSys , can you create a sample chart for this? thank you again. 

[WillowMobileSys]

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@jvmillarez wrote:

can you create a sample chart for this?

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If you are asking if a chart can be built to look like the example shown,  then NO, not exactly like that.  Your original ask was about a pie chart.  You can certainly include a pie chart, and even an analogous bar chart, into an Interactive Dashboard.

If you want a chart experience that look like the example you've provided, you can likely integrate with charting services to produce those charts for you.

If you are asking that I create a sample chart for you, I'm sorry I am way too busy with my own work at the moment.  If I find time in the near future, I'll try to come up with something and re-post here.

[jvmillarez]

Hi, thank you @WillowMobileSys. 

Can I ask on how can I see the specific details of what I selected in the chart.

example:

If I click the blue one in my chart, the details will show beside (Detail) view.

Thank you.

[WillowMobileSys]

I don't believe the charts are interactive in that way - though I haven't used them in quite a while and things could have changed.

What is typically done is to show a View with the details that make up the chart.  So instead of a Detail view that is dynamically shown, you show a static Table view of the rows used to create the chart - which the app should already have.  That table view can be Grouped and show Aggregate values that match to the chart values.  In your example, the Table would be Grouped by PR Status to match those pieces of the pie chart.

I hope this helps!