Charts

Charts let you create beautiful data visualization. It lets you define everything from simple case-specific charts, to complex dashboards.

Create a new chart

To create a new chart:

navigate to the Corteza Low Code page and enter the namespace you wish to edit,
click on the "Admin panel" in the top right corner,
navigate to the "Charts" subpage,
enter the chart name and press the "Add chart" button,
select one of the chart groups.

Refer to below sections on how to configure specific chart groups:

Generic chart configuration,
Funnel chart configuration,
Gauge chart configuration.

You can not change the chart group once it is selected. You will need to create a new chart.

You can only define permissions for existing charts.

Edit a chart

To edit an existing chart:

navigate to the Corteza Low Code page and enter the namespace you wish to edit,
click on the "Admin panel" in the top right corner,
navigate to the "Charts" subpage,
press on the edit button next to the chart you wish to edit.

Refer to below sections on how to configure specific chart groups:

Generic chart configuration,
Funnel chart configuration,
Gauge chart configuration.

Delete a chart

To delete an existing chart:

navigate to the Corteza Low Code page and enter the namespace you wish to edit,
click on the "Admin panel" in the top right corner,
navigate to the "Charts" subpage,
press on the edit button next to the chart you wish to delete,
press the "Delete" button and confirm the operation.

Generic chart configuration

Generic charts include:

bar chart,
line chart,
pie chart,
doughnut chart.

Properties:

Chart name: Chart name defines a user-friendly label for the chart.
Chart handle: Chart handle defines a system label that is used for internal referencing.

The provided handle must:

start with a character,
contain only characters, numbers, _ (underscore), - (dash) or . (dot),
end with a character or a number.

Colour theme: Color theme allows you to style the data quickly.

Make sure that the selected colour theme provides enough colours for your dataset.

Chart module: Chart module defines the module that will be used as a data source (the records).
Chart filters: Chart filters allows you to filter the data source to include only the records you wish to have. The dropdown provides a set of the most common filters, but you are free to edit or define your own by checking the "Customize filter" option.

Dev note: reference QL.

Y-axis: Y-axis allows you to customize the y-axis.
Dimensions: Dimensions specify the data that will be shown in the graph. For example, all of the records bucketed by month based on their creation date.

At the moment you can only define a single dimension.

Metrics: Metrics specify the values that will be shown in the graph. For example, count the records for the given month and display a line.

Metrics define a post-processing function that lets you do some additional transformations on the outputted values.

This is a simple JavaScript expression that must return a number based on two variables:

m: the previous value,
n: the current value.

An example that creates an aggregated chart:

m ? m + n : n

When defining a post-processing function, the previous value (m) is undefined for the first element of the chart.

Funnel chart configuration

Chart name: Chart name defines a user-friendly label for the chart.
Chart handle: Chart handle defines a system label that is used for internal referencing.

The provided handle must:

start with a character,
contain only characters, numbers, _ (underscore), - (dash) or . (dot),
end with a character or a number.

Colour theme: Color theme allows you to style the data quickly.
Chart reports: A chart report defines a series of items to show in the funnel.
Report module: The report module defines the module that will be used as a data source (the records).
Report filter: The report filter allows you to filter the data source to include only the records you wish to have. The dropdown provides a set of most common filter, but you are free to edit or define your own by checking the "Customize filter" option.

DevNote: reference QL.

Report dimension: The report dimension specify the data that will be shown in the graph. For example, all of the records bucketed by month based on their creation date.
Report metrics: The report metrics specify the values that will be shown in the graph. For example, count the records for the given month and display a line.

Gauge chart configuration

Chart name: Chart name defines a user-friendly label for the chart.
Chart handle: Chart handle defines a system label that is used for internal referencing.

The provided handle must:

start with a character,
contain only characters, numbers, _ (underscore), - (dash) or . (dot),
end with a character or a number.

Colour theme: Color theme allows you to style the data quickly.
Chart module: Chart module defines the module that will be used as a data source (the records).
Chart filters: Chart filters allows you to filter the data source to include only the records you wish to have. The dropdown provides a set of most common filter, but you are free to edit or define your own by checking the "Customize filter" option.

DevNote: reference QL.

Y-axis: Y-axis allows you to customize the y-axis.
Dimensions: Dimensions specify the data that will be shown in the graph. For example, all of the records bucketed by month based on their creation date. The steps define the breakpoints in the gauge.

Gauge charts can only show a single dimension.

Metrics: Metrics specify the values that will be shown in the graph. For example, count the records for the given month and display a line.

Metrics define a post-processing function that lets you do some additional transformations on the outputted values.

This is a simple JavaScript expression that must return a number based on two variables:

m: the previous value,
n: the current value.

An example that creates an aggregated chart:

m ? m + n : n

When defining a post-processing function, the previous value (m) is undefined for the first element of the chart.

Permissions for all charts

Read any chart: Determines if the role is allowed to see any Corteza Low Code chart.
Update any chart: Determines if the role is allowed to update any Corteza Low Code chart.
Delete any chart: Determines if the role is allowed to delete any Corteza Low Code chart.

Permissions for a specific chart

Read chart "(chart name)": Determines if the role is allowed to access the given chart.
Update chart "(chart name)": Determines if the role is allowed to update the given chart.
Delete chart "(chart name)": Determines if the role is allowed to delete the given chart.