Do custom grouping for charts

When working on a chart widget, it is often useful to be able to group certain values, to make the widget more relevant. 

Thanks to the custom Grouping type, you can select which data will be displayed and what layout they will have. 

Examples of custom Grouping type usage: 

  • Show the tasks without a due date in yellow and the ones with a due date in blue;
  • Show both the Open and In progress grievances in green, and the closed ones in gray.

Create Custom Group for a Chart Widget

  1. Navigate to Widgets in Analytics.
  2. Select the widget to which you want to add a custom grouping or create a new one.
  3. Edit the widget.
  4. In Properties, locate the Grouping type drop-down list.
  5. Select Custom from the drop-down list.
  6. Click the +Add button underneath to create a custom grouping type.
  7. Specify a Comparison type. This lets you define what the grouping type will contain or exclude.
  8. Specify a Value. The available options vary based on the Comparison type selected. For some, you will need to specify a value while others will have a drop-down list.
  9. Specify a Name and a Color. This lets you identify your grouping type in the chart.
  10. Click the Save button.
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