Creating Charts

Article Number:040468

You can perform data aggregation on an app's record data, such as numeric values and the number of records, and turn the data into a chart. If you save your chart setting, you can display the chart with the latest data from the app's top page (the "View" screen) whenever you want.
Chart examples

In Kintone, you can perform data aggregation in either of the ways described below and turn the data into a chart or table.

  • Design a Graph Starting from Graph Type
    You will create a chart or table by specifying a chart type and aggregation conditions.
  • Use a Recommended Graph
    Chart/table suggestions, which are automatically generated based on your app data, are displayed.
    You can create a chart or table just by selecting one from the suggestions based on your needs.

For details on which type of charts to use, refer to the following page:
Chart Types and Their Usage

Steps

This section describes the steps to create a chart from the "View" screen.
Here, you will create a chart that displays the monthly sales amount for the year using the "Received Order (Real-time)" app, which is used for managing order dates and amounts. When creating a chart, you will select a chart displayed under Design a Graph Starting from Graph Type.

Image of the created chart The image of the created chart

  1. On the "View" screen of the app, click the Create Graph button Column chart icon. The Create Graph button

  2. Select the chart type from the options displayed under Design a Graph Starting from Graph Type.
    In this example, select Column chart. Selecting a chart Reference: Chart Types and Their Usage

  3. In the Chart Type section, select how the aggregate result is displayed.
    In this example, select Clustered. Chart Type

  4. In the Group by section, configure the grouping used for the chart.
    In this section, you can specify the following three items: Level 1, Level 2, and Level 3 items. The fields for Level 2 and Level 3 items appear when you click the Add button.
    Since you want monthly sales data to be aggregated, specify "Order Date" and "by the month" for Level 1 and "Product Name" for Level 2.
    If you configure Level 1 and Level 2 items for a column chart, the Level 1 item will be displayed on the horizontal axis and the Level 2 item will be used as data series. You can check the preview of the chart on the screen.
    Group by

  5. In the Function section, select a function(s) to specify how you want the data to be aggregated.
    You can select a function(s) from the options Count, Sum, Average, Maximum, and Minimum.
    Since you want to calculate the total sales amount, select Sum for the function and "Price" for the field whose values are to be aggregated.
    In the case of a clustered column chart, the selected function is applied to the vertical axis. Function

  6. Configure the setting in the Filter section.
    You can configure filter conditions when you want to limit the scope of data aggregation to certain records (e.g., when you want to set a date range for the data subject to data aggregation). By clicking Clear All, you can clear all the already added conditions.
    Since you want the sales amount for this year to be aggregated, select "Order Date," = (equal to), and This year.
    Filter

  7. In the Sort by section, configure the ordering of the aggregate result.
    You can select the items used for sorting from the options Total, Level 1, Level 2, and Level 3.

    • If you select Total: Data on the chart is sorted based on the result of aggregation carried out in accordance with the setting in the Function section, which you have configured in step 5. You can select either ascending or descending for the sort order.
    • If you select Level 1, Level 2, or Level 3: Data on the chart is sorted based on the values of the field specified in the Group by section, which you have configured in step 4. You can select either ascending or descending for the sort order.
      In this example, select Ascending for both Level 1 and Total.
      Sort By
  8. Click Save as New Graph or Apply.

  9. If you have clicked Save as New Graph in step 8, name the chart and save. After that, the chart you have created is displayed.
    If you click Apply, the chart you have created is displayed.

You have successfully created a chart that presents the aggregate result. A saved chart

Changing Display Items

By clicking the item names (data series) on a chart, you can change whether to show/hide individual items.
This is useful when you want to compare specific items on a chart to further analyze the displayed result. A saved chart

Displaying Filtered Records from a Chart

By clicking an individual aggregate result, you can display a list of records included in the result.
This is useful when you want to check which records are included in each aggregate result.

As an example, try clicking the part (the bar in the chart) that represents "Apple Pie" in October. Clicking a part of the chart

A list of records that meet the criteria (October, "Apple Pie") is displayed.
The fields displayed on the list and their ordering are the same as those in the default view (the view placed at the top of the view list on the Views tab of the app settings screen).
Filtered view