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Donut and pie charts

Modified on Wed, 07 Dec 2022 at 09:42 AM

Pie charts and donut charts are generally used to show results in proportions. They do not show changes over time, but instead offer a snapshot of a specific moment in time.

You can create both types of charts in Aico in the same way. This article will show you how.

There are three main ways to set up these chart types.

First, choose the Category Field method when you want to count the number of documents containing each value in a Header field. In the example below, you could choose to search by purpose to find out about the number of documents set with each of the values in the purpose header value set. 

If you don't choose a category field, you can use queries to divide the data instead.

If there isn't one single Header field that provides the data classifications you are interested in, you can create your own queries to explore more complex criteria.

Using categories.

Let's look at how you would create the donut chart below using a category.

First, you need to create a new chart by clicking on the cog wheel in the top left corner of your dashboard. Scroll to the end of any existing charts to find your new blank chart template.

For this example, we are creating a donut chart in the Journals dashboard that shows the number of journals for each purpose.

1. Name your chart and select Donut chart under Type. This example will also work for pie chart types.

2. Select:

Purpose as the Category field as this is what you want to measure.

Aico document number as the Value field as this is what you are going to be adding the values of.

Count as the aggregate as you want to count the number of Aico documents in each purpose category in order to get the percentages for your donut chart.

3. Tick Tooltip with value to see the number of documents in each arc as opposed to the percentage.

Tick Show labels to make the category of each arc appear on the donut.

4. Next, you can add in the Visible columns. When you drill down into your chart, these are the columns that you will see.  Click on any of the segments to drill down to the documents in that category.

Refresh your chart to save and see it.

Save your entire dashboard.

Adding a filter

If you want, you can add a filter to the chart. In this chart, for example, let's filter it to only look at posted journals.

1. Click on the + to the right of Filters

2. Click on the cog wheel of the filter box that appears.

Give the filter a meaningful name. Click on the Add button and then press Save.

Save the entire dashboard. This donut chart will now show only journals that have been posted.

Using queries

You can also create pie charts or donut charts using queries. Let's look at how you would create the pie chart below using queries.

This chart is set up using queries rather than categories. 

The pie chart is counting the number of documents and using queries to divide those documents into, in this example, three reconciliation classifications. This will allow users to keep an eye on how many documents are auto-reconciled.

First, create a new chart by clicking on the cog wheel in the top left corner of your dashboard. Scroll to the end of any existing charts to find your new blank chart template.

1. Name your chart

2. Select Pie chart from Type

3. Next, select Not set from the Category field.

4. Select:

Aico document number as the Value field as this is what you are going to be adding the values of.

Count as the aggregate as you want to count the number of Aico documents in each purpose category in order to get the percentages for your pie chart.

5. Click on the + sign next to Queries. This will open a new query. Because we want to add a special query, click on the cog wheel to the right of the drop-down arrow.

6. This will open a new blank query field. Click add.

7. Give your query a meaningful name.

In this instance, because we want to see the number of auto-reconciled documents, we use a Boolean where Auto-reconciled is equal to Yes.

Save your query.

 

8. Next we want to see the unreconciled documents. 

Add a query as above.

Unreconciled documents are those with the following statuses:

  • waiting for approval
  • waiting for preparer
  • returned to approver

So, we will set those as queries nested under the Unreconciled query.

Save your query.

9. Finally, we have manually reconciled documents. 

Here, we wanted documents that had been completed and were either waiting for archival or archived.

As this query related to manually completed documents, we also added a Boolean Auto Reconciled Equal to No.

10. Tick Tooltip with value to see the number of documents in each slice as opposed to the percentage.

Tick Show labels to make the category of each slice appear on the pie 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.

12. Refresh your chart to save and see it.

Save your entire dashboard.

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