How to create a Bar Chart Widget
To open a Bar Chart widget, follow these steps:
Navigate to the Widget Library (see Manage Widgets for more details).
Locate Bar Charts and click on the card.
Enable or disable the Widget Refresh Rate (in seconds). If enabled, set a time interval — the widget will automatically refresh at this interval.
Select the Module and the field for the Horizontal Axis.
Choose the desired sort order: Ascending or Descending.
Choose whether to include a bar for uncategorised items by enabling or disabling Add Bar with Uncategorised Items.
Select a time interval (Day, Week, Month, Quarter, or Year) for grouping items by date, using the Group Date Values By field.
Configure the Vertical Axis display:
Count – displays the total number of items in the module
Field Summary – aggregates values from a numeric field.
If you select Field Summary, specify:
Field (required): The numeric field to summarise.
Aggregation Type (required): e.g. sum, average.
Apply a Filter to limit the dataset shown. Use Saved Filters to select an existing module filter, or choose Custom Filter to create a new one.
Go to the Appearance tab or click Create to adjust the visual settings:
Choose whether to always show values on the bars by enabling or disabling Show values all the time.
Optionally, enter a Target Value and an optional Target Label.
Select a Target Line Colour.
Define Chart Colours & Styles: choose either a Colour Palette (multiple colours) or a Single Colour.
Optionally, add labels for the Horizontal Axis and/or Vertical Axis.
Optionally, enter a Description to display at the top of the widget.
Click Create to confirm your settings and add the widget.
