Articles on: Dashboards & Jobs

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

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.



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".




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.



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.




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".




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.




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.




Test your query to confirm it produces the anticipated results.




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

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