You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Charts

Charts provide a way of visualizing your data that allows you to define beautiful reports and dashboards.

Corteza Low Code implements a powerful chart building system, that allows you to build charts of arbitrary complexity.

Corteza Low Code supports:

  • Bar charts,

  • pie charts,

  • doughnut charts,

  • pie charts,

  • line charts,

  • funnel charts,

  • gauge charts

Create a new chart

To create a new chart, navigate to the "Charts" administration sub page. Enter a chart name and press on the "Add chart", which asks you to select the chart category.

Once selected, you are presented with the following:

  • Name: The module name should in PascalCase with spaces allowed, it should be short and descriptive, with no special characters except for : (colon), - (dash), _ (underscore), / (forward slash) and \ (backwards slash). For example: Quote Line,

  • Handle: The module handle should be in snake_case, it should be short and descriptive, with no special characters. If provided, it must:

    1. start with a character,

    2. contain only characters, numbers, _ (underscore), - (dash) or . (dot),

    3. end with a character or a number.

  • Color theme: One of the predefined color themes that should be used inside the chart,

  • Module: What module provides the data for the chart,

  • Filter: How the data should be prefiltered before a response is generated. The interface already provides a set of predefined filters for quicker setup.

  • Y-axis: Allows you to customize the y-axis to best fit your data representation,

  • Dimensions: Define the dimension (the x-axis) of the chart. Dimensions can be defined on simple or structured fields.

  • Dimension function: Defines how the data is aggregated before the response is generated,

  • Metrics: Metric define numerical values that will be displayed in the chart. Metrics only support Number type fields and a special "count", that provides the number of records.

  • Metric post processing: A post processing function allows you to take the result of a given metric and perform some additional operations, such as rounding the value, aggregating the values, etc.

  • Metric output: Defines how the values are represented, such as a pie, set of bars or a line.

Permissions

Any chart

  1. Navigate to the Corteza Low Code page and enter the namespace you wish to edit,

  2. click on the "Admin panel" in the top right corner,

  3. navigate to the "Charts" sub page,

  4. press the lock icon in the header of the list.

You can set:

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.

Specific chart

  1. Navigate to the Corteza Low Code page and enter the namespace you wish to edit,

  2. click on the "Admin panel" in the top right corner,

  3. navigate to the "Charts" sub page.

Either:

  1. Click on the edit icon next to the chart you wish to edit and press the lock icon in the header of the list,

  2. click on the lock icon next to the chart you wish to edit.

You can set:

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.