Creating a Calendar Chart
In this guide, we'll guide you through the steps to create a Calendar Chart. Calendar charts are perfect for visualizing data trends on a day-to-day basis over time. Let's dive in!
1. Access the Dashboard
2. Choose the Chart Type
3. Add a Chart Tag
4. Add a Chart Title
5. Add a Chart Description
6. Configure Chart Options
7. Add a Query
To kick off the creation of your Calendar Chart, first access your dashboard. If you haven't set up a dashboard yet, you'll need to create one. Once inside your dashboard, click on the "Add Chart" button if you're in the "Create New Dashboard" dialog. Alternatively, click on the plus (+) icon if you're in the "Edit Dashboard" dialog.
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-03-at-45300_ybgvyz.png)
A dialog box will pop up prompting you to select the type of chart you wish to create. From the dropdown list, pick "Calendar Chart".
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-08-at-23420_g2c67i.png)
Next, input a chart tag. This tag should correlate with the chart you're crafting. For instance, if your chart is about tracking activities over time, a tag like "activity_calendar" would be apt.
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-21-at-24718_p8ekk5.png)
Now, designate a title for your chart. This title should encapsulate what the chart represents. If your chart is tracking activities over time, a title like "Activities per Month" would be fitting.
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-21-at-24734_sysx2h.png)
Incorporate a description for your chart. This elucidates the chart's purpose and the function of the query. For instance, you might describe it as "This chart showcases a calendar indicating the number of activities".
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-21-at-24748_178q3s6.png)
In this phase, you'll adjust various chart options:
- Force the Display of the Chart in Full Width: Activate this if you desire the chart to span the entire width of the screen.
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-21-at-24759_ihjn6s.png)
To wrap things up, you need to input a query that will retrieve the data for your chart. This query should yield a date field showcasing dates, as this is essential for a Calendar Chart. Ensure that the date format is a date format and not a timestamp.
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-21-at-24808_1nyp59m.png)
Test your query to confirm it produces the anticipated results.
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-08-at-23710_1d2e9y8.png)
Ensure you add your filters accordingly to refine the data you want to display.
Make sure the date format is a date format and not a timestamp. This is crucial for the Calendar Chart to function correctly.
That's all there is to it! You've now created a Calendar Chart. Bear in mind, you can always modify your chart later if adjustments are necessary.
1. Access the Dashboard
2. Choose the Chart Type
3. Add a Chart Tag
4. Add a Chart Title
5. Add a Chart Description
6. Configure Chart Options
7. Add a Query
1. Access the Dashboard
To kick off the creation of your Calendar Chart, first access your dashboard. If you haven't set up a dashboard yet, you'll need to create one. Once inside your dashboard, click on the "Add Chart" button if you're in the "Create New Dashboard" dialog. Alternatively, click on the plus (+) icon if you're in the "Edit Dashboard" dialog.
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-03-at-45300_ybgvyz.png)
2. Choose the Chart Type
A dialog box will pop up prompting you to select the type of chart you wish to create. From the dropdown list, pick "Calendar Chart".
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-08-at-23420_g2c67i.png)
3. Add a Chart Tag
Next, input a chart tag. This tag should correlate with the chart you're crafting. For instance, if your chart is about tracking activities over time, a tag like "activity_calendar" would be apt.
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-21-at-24718_p8ekk5.png)
4. Add a Chart Title
Now, designate a title for your chart. This title should encapsulate what the chart represents. If your chart is tracking activities over time, a title like "Activities per Month" would be fitting.
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-21-at-24734_sysx2h.png)
5. Add a Chart Description
Incorporate a description for your chart. This elucidates the chart's purpose and the function of the query. For instance, you might describe it as "This chart showcases a calendar indicating the number of activities".
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-21-at-24748_178q3s6.png)
6. Configure Chart Options
In this phase, you'll adjust various chart options:
- Force the Display of the Chart in Full Width: Activate this if you desire the chart to span the entire width of the screen.
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-21-at-24759_ihjn6s.png)
7. Add a Query
To wrap things up, you need to input a query that will retrieve the data for your chart. This query should yield a date field showcasing dates, as this is essential for a Calendar Chart. Ensure that the date format is a date format and not a timestamp.
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-21-at-24808_1nyp59m.png)
Test your query to confirm it produces the anticipated results.
![](https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738000/screenshot-2023-08-08-at-23710_1d2e9y8.png)
Ensure you add your filters accordingly to refine the data you want to display.
Make sure the date format is a date format and not a timestamp. This is crucial for the Calendar Chart to function correctly.
That's all there is to it! You've now created a Calendar Chart. Bear in mind, you can always modify your chart later if adjustments are necessary.
Updated on: 28/08/2023
Thank you!