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Data visualisation - Date groups

Data visualisation date grouping allows an iSheet column of 'date' type (which holds individual date records) to be grouped by Month, Quarter and Year as part of the chart creation process.
This is useful for time-series information, to show how a trend or measure has changed over time. It avoids manually creating a separate text value column for each time group.
Using data visualisation date grouping
To create a chart using the data visualisation date grouping, navigate to a site and select
Add panel
 within a section.
The
Add panel
 screen opens.
Select
Data visualisation
. The
Add panel - Data visualisation
 screen opens.
Enter a title for the panel and select your source.
Select the iSheet you want to use (if you have selected iSheets as your source) and then select the view. Please note, that for the date grouping to work, you must select an iSheet column of 'date' type. Once you select these details, you can select the chart type. For this example, we have chosen a Multi-series line.
In the
Data
 tab, you have access to the
Category
 option.
Select
Select
 to display the
Select - Category
 screen.
Select the category you want to report against. If you have selected a date column, there are additional options to choose how to group the dates.
By default, date column data is grouped based on the day.
If you change the selection to group by month, quarter or year, then the chart will group all the relevant records and perform the calculation based on each date group.
Once you have selected the data columns and the date grouping, select
Preview
. The chart will be displayed with a preview of the data, including your selected date grouping.
For more information on customising your panel, click here.

This article applies to:

  • Product: HighQ
  • Subject: Dashboards, Setup