Chart View

Table of ContentsDown

Overview
Creating a chart
Managing a Chart View

Overview

Charts are visual illustrations of your data. They help you to easily analyze your data at a single glance. For example, if a products sales takes up more than half the share of your pie chart, you know that it is doing well. Or, in a bar chart that compares the sales figures of products over intervals of time, if one bar raises far above the others for all the time intervals, you know that it is doing consistently well . Zoho Creator supports multiple chart types, each of which is designed to convey a specific type of information.

Column chart: A column chart displays data as a set of vertical bars. These charts are useful for showing data changes over a period of time or for illustrating comparisons among items. Zoho Creator supports simple column charts, stacked column charts. 3D column charts and stacked 3D column charts.
Bar chart: A bar chart displays data as a set of horizontal bars. These charts are useful for showing data changes over a period of time or for illustrating comparisons among items. Zoho Creator supports simple bar charts, stacked bar charts. 3D bar charts and stacked 3D bar charts.
Line chart: A line chart is created by connecting a series of data points together with a line. A line chart is often used to visualize a trend in data over intervals of time or categories. Zoho Creator supports line charts where data points are connected by straight lines or as steps.
Pie chart: A pie chart is a familiar way of showing proportions. For example, to show the proportions of a budget for advertising: 40% television, 50% newspaper, and 10% radio. The percentages are encoded as "slices" of a pie, with the area corresponding to the percentage. Pie charts can be an effective way of displaying information, if the intent is to compare the size of a slice with the whole pie. Zoho Creator supports simple pie charts and 3D pie charts.
Area Chart: An area chart displays a series as a set of points connected by a line, with all the area filled in below the line. An area chart is commonly used to represent data that occurs over a continuous period of time. Zoho Creator supports area charts and stacked area charts.
Web chart: A web chart displays changes in values relative to center point.

A 3D pie chart view that shows the profit made by different products

Note:

To display grouped data in charts you can use the Pivot table in Reports.

Creating a chart

Select the New View option in the Views tab. The dialog to create the new view will be displayed.
Select the View Type as Chart.
Specify the View name. The view name is the name displayed in the View header and the view link name is the name displayed in the URL while accessing the view. For example, if the view name is Employee Details, the view link name will be http://creator.zoho.com/zchelp/employee-manager/#View:Employee_Details. The link name is also used internally in Deluge Script.
Select the Form based on which this new view is to be created. Please note that a chart view requires one numeric field (number, decimal, percent, currency) in the form. Hence, only the forms which has at least one numeric field will be displayed here.
Place this view under: If you have created sections under which the existing forms/views are to be displayed, all the existing sections will be displayed here. Select the section under which the new view will be displayed. If no sections are created, the view will be placed under "Home". Refer the topic, Layouts for more information.
Click Next to move to the next dialog where you will specify the chart type and its properties.
Select the Chart type from the list displayed on the left side, as shown in the screen-shot below. The chart type depends on the type of information you want to show. For example, if you want to compare values like sales, cost and profit made by different products, select the "Column chart" type. Again, Zoho Creator supports multiple formats within each chart type. For example, you can select a simple column chart, a staked column chart, 3D column chart or a stacked 3D column chart.
Specify the X- Axis Title and select the Field whose data will be plotted in the X-axis.
Specify the Y-Axis Title and the Fields whose data will be plotted in the Y-axis. For a pie chart, you have to select the number field whose values determine the size of each pie wedge.
Click Finish to create the chart with the specified configurations. A preview of the chart with the configuration details will be displayed in the Preview link on the left-side tree.
To view the chart, click on the button and select the chart view to be displayed. For example, select the Chart View we have created above.