Create Data Queries using the graphical query editor for use by Insights dashboard charts and graphs.

Assign Queries to the "Content" section of the blocks in the Page Builder.

Go to Insights -> Data Queries

 

Click Add

Enter a Name for the query

Select a resource:

• All activities - header field such as Grand total, or Total quantity
• Transaction lines - a transaction line field such as Unit Price After Discount, Unit Quantity
• A resource defined in the Target Manager - this resource is used to display targets that were imported to the Target Manager. See Target Resources for Insights Dashboards for details.

 

Add a series

Aggregator

Sum - will add all the values of the field

Average - calculates the average of the values of the field

Count - returns the total number of values counted in the group

Count Distinct - returns the number of distinct values in a group

Script - write your own calculation using different aggregators and fields. 

Categories

Group by field

Choose a field to group the values by used for the x-axis of the chart. For example: for sales by Month choose ActionDateTime 

Grouping by categories results in all bars/columns/lines of the same color. 

Interval - choose Day, Week, Month, Quarter, Year

Format - Year, YearMonth, Month, MonthDay, YearMonthDay, Week, WeekYear, Quarter, QuarterYear

 

 

Dynamic Series

Break by field

Generate a separate graph per each field value. Usually used for a specific small amount of values.

Grouping by Dynamic series results in a different color for each bar/column/line in the chart.

Limit the number of results - enter the number of values presented

Order - Descending / Ascending

Filter

Account Filter options

All Accounts

Assigned Accounts

Accounts of users under my role (if using Role Hierarchy feature)

User Filter options

All Users

Current User

Users under my role (if using Role Hierarchy feature)

Add Filters

Filter by Transaction Type - ex. show data from only a specific Transaction such as "Sales Order" or "B2B order"

Filter by Status Name - ex. show data from only submitted transactions