Intelligence charts in Apptivo allow you to gather real-time metrics as a pictorial representation. Rather than going through multiple records to collect highly important information, you can get clear-cut and absolute information with the Intelligence charts. You can create Intelligence charts with a weekly view.
Step 1: Creating Charts
- Go to Settings → Intelligence → Charts → App in the Opportunities App to view the Charts Page.
- Here, you can either select create to create a new record or open an existing record. For Instance: Consider creating a new Column chart.
- You will be redirected to the Create Column Chart page.
- Create a name for the chart and set the privileges. Based on the selected Privileges, only those employees who have the selected privilege can view the chart.
- To have the chart displayed in the dashboard, turn on the enable feature.
- Once, the basic configuration is complete, navigate to the Inspector tab.
Inspector Tab
- In the Inspector tab, you can perform multiple modifications to the chart.
- Title: You can create a title for the chart.
- Short Description: You can add a subtitle for the chart in this section.
- Background color: This field allows you to customize the background color for the chart.
- Height: Height section enables you to alter the height of the chart.
- Legend: Disabling it removes the legend from the chart.
- Value Restriction: You can set criteria for the values which are to be included in the chart. Here, the criteria are set to include the records only if the probability is 25%.
- Once the criteria are set, you can set the X-Axis value.
X-Axis
- In the X-Axis field, you can set the data type to Weekly.
- Adding weekly as data type will display the graph in the weekly format along X-Axis.
- Along with this, you can set the attribute for X-Axis.
Y-Axis
- Once the attribute is set for X-Axis, you can set the attribute for Y-Axis.
- The Y-Axis refers to the values showing the Y-axis while the Y1 refers to the bar chart drawn on the Graph.
- On saving it, a new chart will be created.
Step 2: Creating a Dashboard
Once the column chart is created, it is mandatory to create a dashboard for the chart to reflect in the Opportunities App.
- Go to Settings → Intelligence → Dashboards → App in the Opportunities App to view the Dashboard Page. Select create to create a new dashboard.
- In the Create App Dashboard page, you can add the name, description of the dashboard while deciding the privilege.
- Once, the privilege is set, drag and drop a section from the palette tab followed by the desired chart.
- On clicking create, a new dashboard will be created.
- Now, navigate to the dashboards section in the Opportunities App. You can see the created dashboard January Chart listed.
- The dashboard is listed in the weeks. The entire year is converted to seven days each, This is an added benefit for businesses who want information calculated in weeks instead of months.
Note: Time (Weekly) Data type is available on the X-Axis for Column chart and Stacked column. Time (Weekly) Data type is available on the Y-Axis for Bar chart and Stacked Bar.
Related Article:
How do I Configure Intelligence Dashboards in Apptivo?
