Creating Graphs within an App

Overview
 
You can create a graph or table with the data in your app. To create a graph within App Settings, see Creating Graphs from App Settings.
 
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Creating a Recommended Graph

  1. From an app, click the Graph Create Graph icon.
  2. Select a graph from Use a Recommended Graph.
  3. Click Apply or Save as New Graph (for app administrators).

Creating a Graph from Scratch

  1. From an app, click the Graph Create Graph icon.
  2. Under Design a Graph Starting from Graph Type, select the desired type of graph.
  3. Select a Chart Type.
    • Some types have additional options, such as "Clustered" or "Stacked".
    • For further information on chart types, see Chart Types.
  4. In the Group by field, in the Level 1 drop-down list, select a field by which to group records. Use this when you want to categorize and summarize records. By using the date or time field, you can summarize records by month, by the day, and so on.
    • To select a second level to Group by, click the Add  icon.
    • To delete an entry click the Delete  icon.
    • To clear all entries for this item, click Clear All.
    • If an item selected by Group by has no value, the record the item belongs to will not be included in summary.
    • When cross-tabulating data (Pivot Table), fields selected in Group by have the following limitations:
      • Level 1: The number of groups generated by categorizing field values must be no more than 50.
      • Level 2: The number of groups generated by categorizing filed values must be no more than 1,000.
    • To summarize data beyond the above limitations, export the summarized results to an Excel file. When exporting the summarized results to a file, limitations are as follows:
      • Level 1: The number of groups generated by classification of field values are no more than 100.
      • Level 2: The number of groups generated by classification of field values are no more than 10,000.
  5. In the Function field, you can select a function that performs a calculation, including SumAverage, Maximum, and Minimum.
    • When you select certain functions a second list shows fields to which you can apply that function. Only Number fields can be used for the Sum and Average functions. If you want to find a record with the latest or the oldest value in the date and time field, select Maximumor Minimum respectively.
  6. In the Filter field, you can select a field or fields to filter the graph by, to define which records are included.
    • When you select a filter, appropriate options display where you can set conditions for the filter. When a field satisfies the conditions, the record is included in the graph or chart.
    • When filtering records using a field inside a table, in any of the rows on the table, the record whose field value matching the filter condition will be included in summarizing.
    • In the field that contains the list of users, if the condition "Priority Department" is specified for filtering, the values (records) that are included in summarizing are those of users whose departments and affiliated departments are set as "Priority Department" for those to perform summary. In the same way, if this operation is performed for the field that contains the list of departments, the values (records) that are included in summarizing are those that belong to departments and affiliated departments that are set as "Priority Department" for those to perform summary.
  7. In the Sort by field, you can leave the default Total, or sort on one of the levels in the Group by field, and select whether to display the data in ascending or descending order. 
    • When you select the Pivot Table for the Chart Type, the result can be sorted by only one of Level 1Level 2, or Level 3. The result cannot be sorted by Total.
  8. Click Apply or Save as New Graph (for app administrators).
  9. The graph is added to the Graph drop-down list for all app users.

Embedding Summarized Results

You can retrieve HTML codes (embed tags) to embed saved graphs and tables of kintone apps into pages on external sites. The viewer must be logged in to Kintone in order to see embedded graphs and tables.

How to Embed Summarized Results:

  1. In the Record List screen of an app, select the graph you wish to embed.
  2. Click the Options Options icon and select Embed Tag.
  3. Select Show graph name if you wish to include the graph name with the graph.
  4. Add the embed tag to the HTML source of the Web page. 

Exporting Summarized Results to a File

This section explains how to export summarized results to a CSV file in a list view format. Please note that to be able to export summarized results to a file, you need the "Export to file" permission for the app. For instructions on changing permissions, see Setting App Permissions.

How to Export Summarized Results to a File:

  1. In the Record List screen of an app, select the summarized result you wish to export.
  2. Click the Options Options icon and select Export to CSV File.*
  3. To include the item names of the table in the export, select Include header row.
  4. Select the desired Character Encoding.
  5. Select the desired Delimiter. The default is Comma.
  6. Click Export.

*Pivot tables can only be exported as an Excel workbook. Select Save as Excel File instead. 

 

Related Topics
Creating Graphs from App Settings
Graph Chart Types

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