Understanding Columns and Lines Chart

The Columns and Lines Chart is a versatile visualization tool that allows you to analyze data in three primary ways:

1. Count Documents by Status

2. Count Documents by Data Type

3. Count Documents by Value

Depending on the type of analysis selected, the form configuration will adapt to capture the necessary data connections and options.

Configuring the Chart

Data Connections

To set up the chart, you’ll need to configure the following key fields:

1. User Document

   • Connect the chart to the relevant Data Document from which the data will be pulled.

2. Projection

   • Define the specific data that will be visualized (e.g., document name, sales figures, or another relevant field).

3. Group Data Connection

   • Choose how the data will be grouped. This will depend on user needs:

     • Statuses: Select the exact statuses to be analyzed (e.g., "Pending," "Completed").

     • Values: Use specific value fields.

     • Data Types: Connect prior-created data types for grouping.

4. Date Data Connection

   • Select a Date Field for sorting or filtering data.

   • Example: Use the “Created At” field to sort by document creation date, or any other relevant date field such as "Invoice Date."

Chart Configuration Options

After setting up the data connections, the following options need to be configured:

1. Option Name

   • A free-form text field to define the name of this configuration (e.g., "Monthly Sales Summary" or "Invoices by Status").

2. Data Index

   • Select the appropriate data field (index) from the data structure that will serve as the foundation for the analysis.

   • Example:

     • For "Documents by Status," select “Document ID” to count the documents.

     • For a chart analyzing "Total Sales," select the sales value field.

3. Operator

   • Choose the type of operation to be performed on the data:

     • Sum: Adds up numerical values (e.g., total sales).

     • Avg: Averages the values (e.g., average spending per month).

     • First: Displays the first occurrence in the dataset.

     • Count Values: Counts the number of occurrences (e.g., total documents by status).

4. Type

   • Select the data type:

     • Number: For numerical fields.

     • String: For text-based fields.

5. Sort

   • Define the sorting order for the data:

     • 1: Ascending (e.g., smallest to largest or A to Z).

     • -1: Descending (e.g., largest to smallest or Z to A).

By following these steps, you can create highly tailored Columns and Lines Charts that provide clear insights into your data.