Analytics

Build charts and dashboards from Apps, Elements, Tasks, Tables, and CloudLinks data with aggregations, time ranges, and filters

Analytics turns Tables, Elements, Tasks, Apps, and CloudLink-backed data into charts and dashboards. You can aggregate fields, group by time, filter to subsets, and place results on dashboards with widgets that refresh as source data changes.

Analytics vs Reports: Analytics are interactive charts and dashboards you explore in the product. For scheduled or on-demand Excel and PDF outputs from report templates (including via automations), use Reports instead.

Capabilities:

• Charts — Seven types (bar, line, pie, donut, single bar, single line, single value) for comparisons, trends, and KPIs
• Aggregations — Count, sum, average, min/max, percentages, and grouping; use Calculations for formulas before charting when logic is complex
• Time analysis — Intervals (daily through yearly), custom and relative ranges, and period comparisons where configured
• Dashboards — Chart widgets, metric-style layouts, sizing, refresh intervals, and summary-style groupings

Chart types

Type	Use for	Examples
Bar	Categories and distributions	Sales by region, tickets by priority, volume by channel
Line	Trends over time	Recurring revenue by month, satisfaction over quarters
Pie / donut	Parts of a whole	Pipeline by stage, budget split, share by product
Single bar / single line	One metric or a simple comparison	Period vs. target, single KPI trend
Single value	One number with context	Active customers, monthly revenue, response-time average

Create and Configure Charts

1. Open the target view — Table or dashboard where the chart should appear.
2. Choose a chart type — Match the type to the comparison or trend you need.
3. Select the data source — Fields and metrics from connected data (including CloudLinks where available).
4. Set aggregation — Count, sum, average, min/max, or grouped rollups as supported for that source.
5. Apply filters — Narrow rows with saved or ad hoc filters, including combined conditions where supported.
6. Adjust display — Titles, colors, legends, and axis formatting.

Aggregations

• Count — Total rows, distinct values, or conditional counts
• Mathematical — Sum, average, minimum, maximum for numeric fields
• Advanced — Include other values as a single aggregated group; percentage calculations for proportional analysis; custom calculations using field combinations

For logic beyond basic aggregations, define values with Calculations first, then chart the result.

Time ranges and date grouping

• Intervals — Daily, weekly, monthly, quarterly, or yearly (as offered for the field).
• Ranges — Fixed date spans, relative windows (for example last 30 days or this quarter), and rolling periods where supported.
• Date Grouping — By calendar unit or field; compare periods (for example month over month or year over year) when that option exists.

Dashboards and widgets

• Chart widgets — Place charts on dashboard layouts with size and position controls.
• Metric-style widgets — Single values with optional trend indicators and threshold coloring where configured.
• Summary layouts — Multiple related metrics in one area for role-specific views (for example executive or department summaries).

Real-time data updates

Analytics refresh as underlying data changes. Charts update when source data changes through live data sync. You can configure scheduled refresh intervals for automatic updates, run manual refresh when you need an immediate read, and use change indicators for visual cues that data has been updated. Set refresh frequency in line with how volatile your data is so dashboards stay current without overloading slow queries.

Filters, interaction, and layout

Filters

Dynamic filtering: Apply filters to narrow charts to specific data subsets; reuse saved filters for consistent analysis; combine conditions with AND/OR logic where supported.

Segmentation: Segment by categories, status, or custom field values; compare metrics across segments; use cohort-style breakdowns for customer behavior where available.

Conditional display: Show or hide chart elements based on data values; apply conditional formatting for threshold alerts; build legends that respond to which data is present where configured.

Interaction

Chart interaction: Click chart elements to drill into underlying detail where enabled; hover for extra context and exact values; zoom time-series views where available.

Export and sharing: Export charts as images for presentations and reports; download the underlying tabular data for analysis outside Elementum; share chart configurations with collaborators when your permissions allow.

Layout

Visual styling: Set chart titles and descriptions; choose color schemes for brand consistency; adjust legend placement and formatting; customize axis labels and number formats.

Placement and display: Control chart size and position within dashboards; use layouts that adapt for mobile viewing where supported; arrange charts in grid layouts for organized dashboard views.

Example configurations

Use these as templates; rename sources and fields to match your App.

Sales

• Line chart — Sum of deal value by month, filter status = Closed Won (revenue trend).
• Donut chart — Count of opportunities by stage (pipeline mix).

Customer operations

• Line chart — Average survey rating by week.
• Bar chart — Count of tickets by priority.

Operations

• Single value — Average completion time on Task records, filter by team.
• Pie chart — Sum of hours by project type.

Finance

• Bar chart — Sum of amount by budget vs. actual category.
• Single bar — Sum of expenses by department.

Performance

• Prefer shorter time windows, heavier aggregation, and filters so each chart returns fewer points.
• Align refresh frequency with how often the data changes; use manual refresh for rarely viewed boards.
• Group and filter on fields that are practical for your data source (indexed or selective where possible).
• Move heavy logic into Calculations instead of pushing complex expressions into the chart query alone.

Very large result sets or deep aggregations can slow dashboards. Favor focused charts and summary widgets for broad exploration.

Design and metric hygiene

• Clarity — Titles that state the measure and period; chart type that matches the question; limit color categories to a small set; show units on axes and labels.
• Layout — Important metrics first; group related charts; keep styling consistent across a dashboard.
• Definitions — Document what each metric means, reuse the same calculation for the same KPI, and review definitions when fields change.
• Access — Apply permissions appropriate to sensitive metrics; align dashboard access with data access policies.

Work with other Elementum features

• Tables — Charts can follow table filters and table calculations where wired together; table updates flow to chart data.
• Automations — Automations react to record and system events, not to chart widgets directly. Use data changes (for example field thresholds on underlying records) or schedules to drive notifications, reports, and workflows that relate to the same metrics you chart.
• Flows and approvals — Track duration, volume, and outcomes with charts to spot bottlenecks in approval and other processes.
• Data mining — Chart quality or volume metrics to monitor data mining outcomes and source health where you store those values in Elements or Tables.