This article will show how to create a view with the Ops Portal Graph control.
The Graph view lets you view output data in defined graphical chart types, such as; Line chart, Pie chart, Multi-bar chart, Stacked Area chart, and a Discrete Bar chart.
The chart information provided by this view to monitor all data and investigate any issues and errors that you may encounter with the selected Flow's output.
The article provides guidance on how to:
For more details on the Graph control, click on the following link:
Creating an Ops Portal Graph View
Open the Operations Portal created earlier, go to the Operations Portal menu and click the plus button to add a new View.
Give the View a name and a meaningful description (description optional).
Click on the Save View button.
Select the Control type
Select the Graph option in the Control drop down list.
Click on the Control field.
Select the Graph option from the selection list.
Select the Flow
Select the desired flow from the dropdown list or alternatively create a new flow by clicking on the highlighted plus button.
Options
Select the following options to further define your View.
Chart Type – Select the Chart Type. This is required for the view to work.
Chart Height – Set the size of the Graph to be displayed at 500 pixels.
X Parameter – Set the X parameter for the X-axis of the Graph.
Y Parameter – Set the Y parameter for the Y-axis of the Graph.
The field name Company and Quotation can be obtained from the output of the flow:
Input Schemas
Define an input form to capture input parameters for the flow. This form will be displayed when the View is opened.
The input form is built in the Designer tab. Click on the button highlighted in the image below to build an input form.
The Schema Viewer and Raw Schema tabs are used to view the data only.
The Designer tab is used to add input fields to capture the required data.
Click on the highlighted plus icon (+) to add data objects.
The "string" option is used to select the appropriate data type from the selection list.
The Required checkbox is selected to ensure that the value is entered at runtime. The flow will not continue if the value is not entered.
Allow File Upload – Allow file upload into flow on the file format being used in the flow.
Return Source – The return source from the flow to use.
Auto - Auto detects the appropriate output.
Record - Returns the current record processed by the subflow.
Output - Returns the output of the Writer Step (if any) in the subflow.
Result - Returns the output of the Destination Step (if any) in the subflow.
An example of the input form is shown in the image below.
Execute Automatically – Execute the flow automatically when the View is opened if no parameters are required.
Once the View's configuration is completed, click the Save View button.
Execute the View
To execute the view, follow these instructions:
1. Select the Ops Portal option in the Account menu to open the Operations Portal. This is also the method used by the operations personnel to process these views.
2. Select the Ops Portal view you created from the list of available views.
3. The result of the Graph view is displayed. The view displays the Pie Chart depicting the Company and Quotation values at the time the view was executed.
The graph shows the color of each Pie slice which is the X-axis parameter Company.
Float the mouse pointer on each slice to see the Y-axis parameter Quotation.