Adding a Chart Widget

About this task

Use the Chart widget to display a visual relationship between data.

Procedure

  1. In the Canvas, open the Widgets tab.
  2. Double-click or drag and drop the Chart widget onto the app canvas.

    Chart widget in the Widgets tab

    The Chart Properties panel displays on the right with its sections.
  3. In the Chart section, set the following fields:
    1. Enter an ID and Name for the widget or keep the defaults.
  4. In the Configure Chart section, select Configure Chart to launch the Configure Chart dialog box.

    Configure Chart dialog in the Chart widget

    1. Open the Chart Formatting.
    2. For the Type option, select the chart type
      • Column Chart
      • Bar Chart
      • Pie Chart
      • Line Chart
    3. For the Title field, enter a title for the chart type. You can also select Aa to apply Title Formatting.
    4. Toggle the Data Label checkbox to present more details for each of the data values.
      • Column/Bar/Line Chart: Display the exact numerical values for each data point/bar.
      • Pie Chart: For each of the pie chart slice, display the slice's category next to the slice.
    5. Toggle the Legend checkbox to present more details for the entire set of data.
      • Column/Bar/Line Chart: At the bottom of the chart, display each of the selected Series field.
      • Pie Chart: At the bottom of the chart, display all possible values for the Series field.
    6. For the Source Selection selection, select the source of the data used by the chart. Choose from:
      • Rest API: This is the default selection, with Default API (Test Data) chosen. Select to add more REST API connections.
        Restriction: If you choose to later toggle Save Chart To Report, you cannot submit a chart using the Default API (Test Data) to the SOTI Snap report. SOTI Snap uses the default Default API (Test Data) for testing only.
      • Data Source
      • Form Fields: SOTI Snap builds the chart based on the submitted values of all device users that has access to the chart-widget-using app, not just the current device user.
    7. For the Label field, select the data field that represents the independent variables aspect of the chart. You can select both number-based and character-based data fields.
    8. For the Series field, select the data field that represents the dependent variables of the chart. You can only select number-based data fields.
      Restriction: For non-Pie Charts, you can select up to 5 Series. For Pie Charts, you may only select 1 Series max.
    9. Toggle Data Grouping to group identical Label data values together to cluster and transform the Series field 's value with the following aggregate functions:
      1. Sum
      2. Count
      3. Average
    10. Toggle Plot As Distinct Values to transform the Series field 's value without any clustering and display each of the constituent Series values
      Restriction:
      1. This option is only available after you enabled Data Grouping.
      2. This option is not available for Pie Charts.
    11. For the Series Title field, enter a title for the Series field.
    12. Use Data Filtering to dynamically transform the entire chart to see only a subset of all data values. Select to add new filtering rules to extract the exact subset you want.
    13. Select Save to finish configuring the chart.
  5. In the Export section, set the following fields:
    1. Toggle Save Chart To Report to save the chart as part of the SOTI Snap report. Access the report from Using Report Viewer.
  6. In the Data Sync section, set the following fields:
    1. Toggle Auto Refresh to automatically refresh the chart with any updated values of Source Selection's selected data source. You must enter an Auto Refresh Timing (Sec) with a value of at least 1 second.
      Restriction: The Auto Refresh toggle is not applicable if you selected a Data Source for Source Selection. To refresh a chart using a Data Source, you must instead manually import the data source file again or establish a new connection with Cloud-based data source file again.
  7. Optional: In the Rules section, add a visibility rule to the widget.
    Use visibility rules to control when a widget is visible to the app user. For example, you can create a condition that a widget should only appear after the app user fills in a field or submits a form.
    1. Select Visibility Rule to open the Set Visibility Rule dialog box.
    2. Select whether the visibility rule requires meeting all or any conditions.
    3. Select an app field or variable and an operator from the Field list. Enter the value required for the widget to be visible.
    4. Select Add Condition to add another condition.
    5. Select Save.
  8. Move to the Format tab to customize the widget's appearance.
  9. Select Save in the SOTI Snap banner to apply your changes.
    Save app button

Results

Tip: Select Preview to see how the widget appears in your app.