An app's data such as numbers, the number of records, and dates can be summarized and the result can be displayed in a graph or table, as well as exported to a CSV file.

For information on how to create a graph or table from data in your app, see Creating Graphs within an App.

 

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.

Procedure

  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.

Procedure

  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. 

 

Generating a Sample Graph 1: Summing Up the Amount of All Product Sales in a Specific Month

In this example, we will generate a table that displays the amount of all product sales for this month in an app that has various product sales records.

Let's assume that the form in the app has the following fields:

  • Date: The date when the sales were made.
  • Sales Amount

Procedure

  1. In the Record List screen of an app, click the Graph Create Graph icon.
  2. Under Design a Graph Starting from Graph Type, select Others.
  3. Set each option in Graph Options as follows:
    • Chart type: "Table"
    • Group by: "--"
    • Function: "Sum" and "Sales Amount"
    • Filter: "Date =(equal to) This Month" and "All days"
  4. Click Apply to create a one-time graph, or click Save as New Graph to save the graph into the app.

 

Generating a Sample Graph 2: Categorizing the Amount of Product Sales by Product Category and Product Name

In this example, we will generate a graph that displays the amount of product sales categorized by the product category and the product name, using an app that has various product sales records.

Let's assume that the form in the app has the following fields:

  • Product Category
  • Product Name
  • Sales Amount

Procedure

  1. In the Record List screen of an app, click the Graph Create Graph icon.
  2. Under Design a Graph Starting from Graph Type, select Column chart.
  3. Set each option in Graph Options as follows:
    • Chart type: "Column chart" and "Stacked"
    • Group by: 
      • Level1: "Product Category"
      • Level2: "Product Name"
    • Function: "Sum" and "Sales Amount"
  4. Click Apply to create a one-time graph, or click Save as New Graph to save the graph into the app.

Once the graph is generated, it should look like this:

Screen_Shot_2018-05-23_at_14.39.38.png

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