Creating Graphs

App administrators can create graphs and save them in apps. Users can view the saved graphs.
You can save up to 1,000 graphs per app.
To create a graph, use the following procedure.

Settings

  1. Click the app setting button Setting button on the upper right of the record view, and select "Graphs".

  2. Click Plus (+) icon to create a graph. Create a graph

  3. Enter the graph name.
    Input graph name

  4. Set each item in "Graph Contents". Graph options

    • Chart Type
      Selects how to display the summarized result.
      Chart Type and its Usage
      When you select Pivot Table, check the restrictions when selecting Pivot Table.
    • Group by
      Use it when you want to categorize and summarize records.
      By using the date or time field, you can summarize records "by the month", "by the day", and so on.
      You can specify Level 1, Level 2, or Level 3. For example, in the clustered column chart, Level 1 is reflected in the horizontal axis and Level 2 is reflected in the item group. Group by
    • Function
      Set the method for summarizing records.
      If you want to find a record with the latest or the oldest value in the date and time field, select "Maximum" or "Minimum" respectively.
      Display format of Graph Contents differs depending on the graph type. For example, in the clustered column chart, Graph Contents is reflected in the vertical axis. Graph Contents
    • Conditions
      Sets filter conditions to summarize specific records.
      Notes on using "contains" or "does not contain"
      The difference of filter results when specifying conditions of field values by departments
    • Sort by
      Select the method by which to sort the summarized results.
      Select "Level 1", "Level 2", or "Level 3" to sort the summarized result by each field value that is set respectively.
  5. To enable "Periodic Report", select the "Generate reports periodically" check box, and select the start date and time and the period for the auto logging. Periodic reports

  6. Click "Save" on the upper left side of the screen.

  7. Click "Update App" on the upper right side of the screen.

Restrictions When Selecting Pivot Table

When you select Pivot Table for the chart type, note the following restrictions.

  • Fields that are specified in "Group by" have the following limitations.
    • Level 1:
      The number of groups that are generated by categorizing field values must be no more than 50.
    • Level 2:
      The number of groups that are generated by categorizing field values must be no more than 1,000.
  • To summarize data beyond the above limitations, export the summarized result to an Excel workbook file to summarize the data. For exporting the summarized result to a file, there are the following limitations:
    • Level 1:
      The number of groups that are generated by classification of field values are no more than 100.
    • Level 2:
      The number of groups that are generated by categorizing field values must be no more than 10,000.
  • You can sort values by "Level 1", "Level 2", or "Level 3". The result cannot be sorted by "Total".
  • You cannot enable periodic reports.