How to Create Chart Based on Custom Table Data

Introduction

This guide will show you how to create a chart based on data from Custom tables (Assets & Configurations) and display it on dashboards. The chart is created by preparing a saved filter with a chart, which is then displayed using the Assets & Configurations – List widget.

Target Audience

User

Prerequisites

Before starting, ensure you have:

• Access to dashboards.
• Custom tables created and filled with data.
• Correct permissions to view the table and manage saved filters.

How to Create Chart Based on Custom Table Data

Step 1: Create a saved filter with a chart

• Go to Global menu >> Asset and Configuration Management.
• Select the Custom table you want to use.
• Apply filters as needed to define the dataset you want to visualize.
• Change the view to Chart.
• Select the chart type (bar, line, pie).
• Adjust grouping and other chart settings.
• Click Save as and give the filter a name (this saved filter will include the chart).

Step 2: Add the Assets & Configurations – List widget to dashboard

• Open the desired dashboard (My dashboard, Project dashboard, Feature dashboard).
• Click Customize.
• Select Add widget.
• In the Assets & Configurations section, choose List.
• In the widget settings, select the saved filter with the chart you created in Step 1.
• Confirm the widget and place it on the dashboard.

Step 3: Save the dashboard

• Click Save to finish the setup.
• The chart from the saved filter will now display inside the List widget.

Troubleshooting

• Check if the saved filter includes a chart view.
• Verify you selected the correct saved filter in the widget settings.
• Ensure the Custom table has data matching your filter.

Conclusion

You have successfully created a chart from Custom table data and displayed it on your dashboard using the Assets & Configurations – List widget with a saved filter.

Related Topics and Further Reading

• How to Show Custom Table Data on Dashboards (How-To)
• How to Show Custom Table Data on Entities (How-To)
• How to Use Alerts with Custom Tables (How-To)

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