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How to create a data chart widget

Learn how to choose different chart types, add and edit data fields, compare date ranges, filter and save your charts

Markus Lanser avatar
Written by Markus Lanser
Updated over 10 months ago

Starting your data chart

You can start a data chart from any page within BOATPro by selecting the + button in the left-hand navigation:

Then select 'Chart' from the widget options:

There are three chart options available currently in the BOATPro app:

Choose your preferred chart type (Tip: you can change this later on before you save your chart), and select Next to enter the Chart Editor. 

Adding fields to your chart

You will see the following explanation when you start creating a chart:

Dimensions and metrics are defined as:

Dimensions are text based fields of different values. Examples of dimensions are:

  • Yacht name

  • Builder

  • Country of Build

  • Selling Broker/Buying Broker

  • Exterior Designer/Interior Designer/Naval Architect

Metrics are numerical fields of values that can have mathematical calculations applied to them. Examples of metrics are:

  • Length Overall (LOA)

  • Beam

  • Asking Price

  • Crew

  • Passenger rooms

The full explanation of how to calculate and aggregate fields explains these in more details. 

In order to generate a valid chart, you require one dimension in the x (horizontal) axis, and two numerical values in the y (left-hand vertical) and z (right-hand vertical axis). Some metrics will work well as a dimension also, such as Crew or Passenger count , but metrics with many integers (e.g. Length Overall) tend not to generate useful charts.

You can pick dimensions and fields using the Most Popular fields list:

 or by selecting from the Show All Fields list hidden behind this button:

 There are over 120 fields available in BOATPro. Descriptions of all fields can be found in the glossary here. Fields are grouped into parent categories, and you can open up a category by clicking on it:

Once you have selected a field you will see it marked with a yellow triangle, and the field will be added to the table:

Moving and removing columns

You can move columns around by dragging on the table header containing the column names:

Editing and sorting charts

Let's use the same examples from how to calculate and aggregate fields to generate some charts.  If we add the Builders and Length Overall fields to our chart builder then we end up with this:

You can sort a chart by any field, so here you could sort Builders alphebetically A-Z or Z-A, or by average Length Overall ascending or descending. Let's filter by average Length Overall descending using the arrow underneath the column header:

If we add an additional metric then this will display in a different colour, measured on a secondary z axis on the right hand side:

Changing the number of data points

The default number of data points is ten, but you can change this at any time to show more results. This is achieved by editing the Max Number of Data Points field:

Filtering your chart data

 If you want to filter your results then you can do so by moving to the filtering stage. You don't need to filter results before you preview or save, this is an optional stage. There is a full guide to filtering here. Let's add a filter to show only yachts built after January 2000:

Previewing and saving your chart

Once you are happy with your chart then you can preview it to see a full-size version. At this point you can change the chart type to visualise the data in a different way, using the options shown here:

If I change the bar chart to a line chart then the same data is redrawn as lines:

As soon as you are happy with your chart, select the Save option. You will see a popup window appear. Choose a name for your chart widget (Tip: make sure to choose a descriptive name to help you find the report later):

Once the widget saves you will be redirected to your widget manager, where you can view, edit, delete and organise all the different widgets you create over time. There is no limit to the number of widgets you can create. 

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