Create a Widget

In order to create your customized Widgets, go to:

1. App Factory Icon > Application Builder > Widgets.
2. Click on the “+” button to create a new one.
   
3. Give a Title to your widget.
4. Select a Category for your widget. Based on the data access, you can define the access levels (Personal, Team, Corporate).
5. Select one of the four types: Report, Grouping, Conditional Grouping (the latter is used by advanced users who are able to write SQL queries), and KPIs.
6. Choose the preferred Graph type:
   1. For report type: Date Report, Table report, Timeline.
   2. For grouping/conditional grouping: Pie, Bar, Horizontal Bar, Line, Doughnut, Progress, Radar, and Tube.
      • Based on the graph type you choose, different fields need to get value based on a dynamic form.
7. There are two Libraries available. Charts.js is available for all graph types, Apex Charts is available only for bar and line types.

Types of Widgets

In the widget creation, as described above, you are able to select among different types of widgets based on your needs. The four widget types are Report, Grouping, Conditional Grouping, and KPIs.
Comidor enables you to create your visual reports based on multiple graph types (Bar, Pie, Line, Doughnut, Progress, Timeline, etc.) as well as create bar charts, pie charts, etc.

• Based on the graph type you choose, different fields need to get value.

See some examples below.

Report

• In Report type, you can select Date Report as the graph type.
• Select the Entity from which the data is going to be retrieved.
• Choose between Count or Sum in the Aggregation field and type in the field that the aggregation will be applied to. Use database names for the fields you choose.
• Define a date field (e.g. the Date created) as a condition to your report.

• You can use Count on ID, to measure how many records this entity has in total.

• Alternatively, use Count/Sum on another numeric field of the selected entity.

• In Report type, you can select Table Report as the graph type.
• Select the Entity from which the data is going to be retrieved.
• In Table columns, you can define the user fields (at least 2) to be displayed as table columns in your report.
• Add a number as a query limit. This refers to the number of rows to be displayed in your report (if left empty, it will display by default 10 rows).
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.
• Limit your chart results, by applying a where condition.
• Finally, define whether you want to have colors in the list value fields (state, priority, etc) or not, by checking the “Remove colors?” option.

After saving your widget, you can see the preview on the top right of your screen.

• In Report type, you can select Timeline Report as the graph type.

• Select the Entity from which the data is going to be retrieved.
• In Table columns, you can define the user fields (max 4) to be displayed as information in your report.
• Add a number as a query limit. This refers to the number of rows to be displayed in your report (if left empty, it will display by default 10 rows).

• Finally, define the date field (e.g. Created On); the timeline of your report.

After saving your widget, you can see the preview on the top right of your screen.

Grouping

Graph type can be either Pie, Bar, Horizontal Bar, Line, Doughnut, Tube, Radar, or Progress. Select the entity you want and define the Aggregation field. Do not forget to select the Group field you wish the data to be grouped by. Ordering based on aggregation or grouping field is also available as well as the ordering type (ascending, descending).

1. For bar charts, you can choose the preferred Libary (Charts.js or Apex Charts).

• You can also give the title that will appear on the y-axis and x-axis.
• Add Aggregation Count on a numeric field if you wish to get a report with the total instances of each value for this specific field.
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.
• Limit your chart results, by applying a where condition.
• See the Bar Chart example below:

2. In Tube graph-type charts, you have to choose Apex Charts library.

• You can also give the title that will appear on the y-axis and x-axis.
• Add Aggregation Count on a numeric field if you wish to get a report with the total instances of each value for this specific field.
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.
• Limit your chart results, by applying a where condition.
• See a Tube preview example below.

3. See a Horizontal Bar example below.

• You can use Aggregation Sum on a numeric field if you wish to get a report with a summary of the values of all entries in a specific field.
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.

4. Another Graph type available for Grouping Charts is Pie. Select the entity you want and define the Aggregation field. Do not forget to select the Group field you wish the data to be grouped by.

• See a Pie Chart example below.

5. For Graph type Line, give the title that will appear on the y-axis and x-axis, select the entity you want, and define Aggregation. Choose an option in the date field (Created on, Updated on, etc.), the Date field group by prefix to be either Month or Day (this will define the x-axis) and the rolling period will define the data to be depicted in your graph.

• See Line Charts examples below.
• For line charts, you can choose the preferred Libary (Charts.js or Apex Charts.)
• Apex Charts can be downloaded in SVG, PNG, or CSV format.

6.  For Doughnut graph type widgets, select the entity you want and define the Aggregation field. Do not forget to select the Group field you wish the data to be grouped by.

• See the example below.

7. For Progress graph type widgets, select the entity you want and define Aggregation. Do not forget to select the Group field you wish the data to be grouped by (a drop-down field e.g. state of the process) as well as the progress Chart target(an option of the drop-down field).

• See the example below.

• The chart will display the total number of instances in the target state Vs all the other options (scheduled, completed, etc.).

8. In the Radar graph type, you have to choose the Charts library.

• Add Aggregation Count on a numeric field if you wish to get a report with the total instances of each value for this specific field. Alternatively, add Aggregation Sum on a numeric field, to get a report with the summary value for this specific field.
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.
• Limit your chart results, by applying a where condition.
• See the example below.

Conditional Grouping

Graph type can be either Pie, Bar, Horizontal Bar, Line, Doughnut, or Progress. Select the entity you want and define the Aggregation field. Do not forget to select the Group field you wish the data to be grouped by. Ordering based on aggregation or grouping field is also available as well as the ordering type (ascending, descending).

• Type a Where condition in case you want to limit the information that will be displayed in the chart.

For example, a process may have several states (Opened, Scheduled, Running, etc.). In this widget, we can monitor only the Running and Completed processes. So, we select Count on ID (how many processes), set State as Group field, add “Completed state” and “Running state” in the Label fields, and the Code that each state has in the Condition.

KPIs

Another option available for Widgets is KPIs.

• Simply choose the Type of KPIs.
• In the KPI field that will appear, choose on KPI record from the list.
• After saving the widget, you will be able to see the chart from the selected KPI that presents a timeline with the targets and the outcomes.

Find out more about KPIs in Comidor and how to create them.

My Widgets 

You can monitor the widgets you are most interested in, from one place in your Home Dashboard.

In order to add the widgets in your Home Dashboard, which is a personal dashboard:

1. Click on the pencil button.
2. Drag and drop the “Graph” tile in your dashboard.
3. Search and select the Widget record you wish.
4. Click on the “Save Changes” button.
5. The widget is now added!
6. You can re-arrange, re-size and delete your tiles.

You can also create Widgets through App Designer and also present them in tabs of applications. Check out steps 3 and step 4 of App Designer.

The post Widgets appeared first on Comidor Low-code Automation Platform.

The available Views in each Unit vary.

Graph

In most Units, you will see that except the list, records can also be displayed in Graph View.

1. Change Folder Categorization, apply Filters and Tags, periods and states or search for specific name and criteria records.
2. Select between Time-based (with options) and Data-based Analysis. 
3. Focus, Print, and Export Pie Charts, Stack Charts for Data Analysis, and Column and Line Charts for Time Analysis.
4. Select different Graph Types such as Pie, Stack, Column chart.

Reports

Comidor Business Intelligence tools offer plenty of predefined reports as well as a report builder tool for customized reports. Comidor Reports unit doesn’t come as a separate Comidor package; to the contrary, the Reports are embedded in each of the modules (Enterprise Collaboration, BPM, Project Management, CRM, Business Administration).

Comidor Analysis with Query Builder

With the analysis function, each user can literally find, filter, format, and classify any kind of information from a single or multiple interconnected unit. Almost all Comidor Units come with this powerful Business Intelligence mechanism which allows users to create any kind of View on-demand. Views are SQL queries and can be simple or as complex as the case orders. Views in Comidor are simple to create through the Analytics option on top of the page. The user can create a new view simply by selecting the desired Unit’s table fields and drag-and-drop these to the Views Build window. Doing so, the SQL query is automatically built for the user.

Users can execute, save, modify or delete views. The true power of Views lies in the Analytics mechanism which is capable of linking information from different units and thus creating complex SQL queries which upon execution, offer results of unprecedented value and clarity. For example, a user can create a view that combines information from the Tasks, Projects, Opportunities, Accounts, and Contacts units just by selecting the associated units and their fields!

For Report View:

1. Utilize Data Management options, using Tags, Filters and Search and View drop-down lists to find the data you want to act upon.
2. Sort and Group data by specific criteria. See results updated below. You can see even the Sums only.
3. Click on Print View or Export View buttons to print and export these data.
   

   

4. You can edit this Query builder’s report and adjust SQL queries upon your criteria.
   • Click on Edit Query and a pop-up window opens. Click on Reset to erase all SQL queries or Drag-and-drop queries from the Query builder list on the left.
   • Execute to see the updated results.
5. On top of that, you can click on Custom View, to create a New View and have it saved in order to re-use it.
   • Click on Custom Views. Select New View from the list.
     

     

   • Click on the “+” sign to expand the tree-list, drag-and-drop SQL queries from the list on the left to the text box on the right. Click on Execute the Query.
   • Save the Query.
     • A new pop-up window appears. Give a name on the new view. Click OK to save it.

Print/Export an Analysis:

Comidor provides you the flexibility of Printing and Exporting reports.

1. Click on the Print View or Export View button on a Comidor unit.
2. If you selected Export View, a box will appear that will ask whether you want to print All pages or the Current page.
   
3. By pressing OK, the file will be immediately downloaded to your computer.

The post Comidor Business Intelligence (BI) Tools appeared first on Comidor Low-code Automation Platform.