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Dashboard not Calculating

Hi Team,

Running into some dashboard issues. 

My goal is to show the companies in a bar chart with the amount of open tasks they have.  Optionally , limit the output to the 10 companies with the most open tasks .  Example table below.

Company_Name Request Topic Task Type Created On Due Date Completed On Status
Company 1   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open
Company 2   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open
Company 3   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open
Company 4   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open
Company 5   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open
Company 6   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open
Company 6   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open
Company 6   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open
Company 6   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open
Company 2   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open
Company 3   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open
Company 4   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open
Company 1   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open
Company 1   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open
Company 2   Bi-Weekly Company Follow-Up Review     14-Mar-26   Open

 

 

The response I got from support is as follows:

  1. Adding a formula field like:
    count(select Tasks where Status = "Open")

  2. Using this result in a chart (bar chart)

This did not work.  Since Status is a Choice field I also tried this:

count(select Tasks where text(Status) = "Open”)

Specific steps:

1. Create Page

2. Add Chart layout field to page (Select Bar, Data series is row)

3. In formula field, add the above query (both options).

So far no luck. "Error: Chart has no data.  Please configure at least 1 number column in your view"

Validating table and field are valid:

select Tasks where text(Status) = "Open" lists all tasks as expected.  Any help appreciated! 

1 reply

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    • Fred
    • 1 hr ago
    • Reported - view

    Charts are not very intuitive. I am no expert at them, but I can tell you the basics.

    The chart field is based on tables so the formula field in the chart has to be a selection of records.

    Trying removing the count() command and you should see some results.

    Now to customize the chart.

    Open the chart and click on Edit Columns.

    1. Move over Company_Name and Status.
    2. Click on Company_Name can click on Grouped.
    3. Click on Status and click on Count.
    4. Click on OK
    5. Click on OK

    Now you should see the chart with only one company name and the number of tasks.

    Your next requirement is to find the top 10. I don't know of a way to do it if you use the Task table. Maybe someone else more knowledgeable knows.

    If you created another table that is based on company that then has a single record that counts the number of open tasks. Then you can find the top 10 and create a chart on that.

    Or another option is to use the charting features in  post.  

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