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Vertical and horizontal bar charts

Modified on Thu, 24 Nov 2022 at 02:27 PM

Vertical and horizontal bar charts are the simplest form of chart in Aico. This article will show you how to create a vertical or horizontal bar chart.

For this example, we will create a vertical bar chart that shows Tasks by status in the Closing dashboard.

1. Open the Closing Dashboard and click on the cog wheel in the top left corner.

2. Click on Add chart at the bottom of that section. 

A blank chart template will be created. If you have other charts on your dashboard, the new chart will be created after them, so you may need to scroll to the bottom of the page to see it.

3. Name your chart. 

4. Choose either vertical or horizontal Type from the drop-down. For this example, we will use the vertical chart type.

5. Select Workflow status as the Category field because we are interested in grouping documents by their status in the workflow.

6. Select Document ID for the Value field because we want to count the number of documents in each workflow status.

7. For the Aggregate function, select Count because you simply want to know the number of documents in each workflow status in this chart.

Where you set a Value Field which is a number header, for example, Closing Balance or Document Amount, there are other aggregate functions to choose from. You can set a minimum or maximum value from the results, or you can calculate the average of the values, or you can also sum the values.

8. Under Bar type you have three options: Grouped, Stacked or Stacked 100%. Choose the one that shows the data in the most convenient form for you. 

You can click on the refresh arrow in the top right to see what the bar type looks like, and return to the set-up view by clicking on the cog wheel in the top right of the chart view to continue setting up your chart.

If you leave this box empty, Aico will create a grouped view by default.

9. Label your chart axis. Leave these fields empty and Aico will name them after the Category field and Value header field names.

10. Tick the boxes to show the axis names on the chart. Click Show labels to show the number of each category in the chart.

11. Next, you can add in the Visible columns. When you drill down into your chart, these are the columns that you will see. In the above example, the completed chart will look like the one below. Click on any of the bars to drill down to the documents in that category.

Once you have drilled down into the category list, you will see the visible columns are the ones you chose in step 11.

From here, you can choose the document you want to work on and click on it to open as usual.

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