How to display Statistics

Authorized users (Managers) can be provided with graphs (bar and pie) presenting any sort of statistical data (the progress of a project, the condition of objects, etc.). A graph can be pointed at any column in any module, but some columns will be more useful to represent in a graph than others. This example graphically displays the condition of objects in the Catalogue:

When a Programme Lead accesses a project, any Forms, Editors and Statistics tools already created will be listed, along with options to edit, delete and add new instances of them, e.g.:

To build a new Statistical graph, click in the Statistics section. The Statistical graph creator displays. Here you configure a Statistical graph and assign permissions to users.

To edit an existing Statistical graph, click Edit beside a Statistical graph's title. The Statistical graph will open ready for editing.

The graph above is configured as:

1. Complete or modify the top section of the Statistical graph

Title	A descriptive name for the graph, which will be listed in the Statistics section for authorized users.
Description	A description of the purpose of the graph. When users access the graph, an Information icon will display alongside the title. Clicking the icon will display a pop-up with details about the graph.
Identifier	A descriptive identifier for the Statistical graph (or leave blank and an alphanumeric identifier will be assigned automatically).
Table	The module that holds the data that will be graphed.

2. Permissions section: specify permissions for Everyone, or for one or more users / groups

Three permissions for project elements (Forms, Editors, Statistics, Query pages) can be assigned :

none

This is the default state for Everyone when a project element is created: the element is not available to users and will not be listed when they log in.

use

When assigned, the project element will be listed when an authorized user logs in. The user can use the project element but not modify it.

edit

When assigned, the project element will be listed when an authorized user logs in. The user can use the project element, modify and delete it.

When the project element is listed in the Dashboard, the edit Edit and delete icons will display beside its name.

To change access permissions that affect all users of a project element, select the appropriate permission from the Everyone drop list:

To change access permissions to a project element for a specific user or group:

Click .
Additional fields display:
Select user or group from the first drop list.
Begin keying a user or group name in the second field and select a name from the list of suggestions that will display:
Select a permission from the Permissions drop-list:

Note: Click beside an assigned user or group permission to remove it.

3. Complete the Statistic Designer section

Type

The type of graph:

Sort Column

A graph can be pointed at any column in any module, and it is possible to filter the data before it is presented in a graph.

In Sort Column you select the column holding the data to be graphed.

It is possible to filter values returned from Sort Column:

Click .
Specify a Column and Value to filter results displayed in the graph.

In the example above, two filters have been specified:

The first filter tells Sapphire to return records only where:

ObjectType = Object

The second tells Sapphire to return records only if there is a value in the ConConditionStatus field.

If Column is a date field (it has a date data type), it is possible to enter a date or to select from a drop list of date values (today, this year, etc.)1:

Date value validation and dynamic date filtering

If Column is a date field, it is possible to enter a date or to select from a drop list of date values, making the filter dynamic, relative to the current date:

Values are:

today
yesterday
this month
last month
this year
last year
this week
last week

Date range queries are also possible using the following operators2: >, >=, <, <=

Only single dates in a value box are currently supported, e.g.:

>2015
<=01/01/2021
>last year

and a value such as >2010 <2015 will not work; however, two separate filters can be specified to achieve the same result:

Valid date formats are dd/mm/yyyy, mm/yyyy and yyyy and an error message will display if non valid date values are entered (on saving the Statistics element)3.

4. Save the graph.