Basics

It's no secret that we love a good chart! Charts provide an accessible snapshot of key data to help your Users get a sense of where things are and where they're headed. A charts Record Insight is the perfect way to encapsulate recent attendance totals for Groups or recent Household giving. As with all things Record Insights, the sky's the limit, so get creative. And don't forget to show your work in the MP Community so we can oooh and awww (and maybe borrow some ideas).

• Charts are our jam! So we added these chart Record Insights so they can be your jam, too!
  • Contacts Page: Contacts recent activity by month
  • Households Page: Household recent activity by month
  • Participants Page: Participant's recent activity by month
  • Groups Page: Group's recent attendance totals
  • Events Page: Event registration by registration date
  • Donors Page: Donor's giving history
  • Pledge Campaign Page: Pledget Campaign history
• The chart Record Insight is based on a subpage view, so think strategically about where the data you want in your view is and where you can build a view that puts the information into one row per data point. For example, for the Group Attendance Record Insight above, the subpage view is on the Rooms & Groups tab of the Group record. Pro tip: Build your view before configuring your insight.
• Hovering over a section of the chart will display the data point.
• A note of caution: Record Insights should be just that—a quick insight to the record. Build charts Record Insights that will be useful for that page. And be aware that those charts will probably be different than your view charts.
  

Configuration

MinistryPlatform comes preloaded with a whole bunch of Record Insights. But if you want to add your own, you can do that if you have access to the System Setup section. Here's how ...

1. Build your view on the desired tab of the page that will display the Record Insight. Your view must display the information to be plotted in a single row. So the view for our sample Record Insight shows Group Attendance for the past six months of meetings, with one Event date per row.
   • Some charts will need at least two columns, one for the X-axis (horizontal) and one for the Y-Axis (vertical). 
   • Some charts will only include the Y-Axis.
2. System Setup > Insights
3. Click the "+" to create a completely new Record Insight. Or find one you like and hit that copy button.
4. Add/Edit the desired information
   • Title: A friendly title for your Record Insight. Note: The title will appear on the image collection Record Insight, so choose something casual user friendly.
   • Page: The page where the record insight will be displayed.
   • Sub Page View: The view the images will be sourced from. In this example, the Current Addresses view on the Participants tab. 
   • Template: The HTML template for this insight.
     • type: The type of chart you want the Record Insight to display. Check out all your options below!
     • x=: The subpage view column name will be the X-Axis (horizontal) access of your chart. Note: If the column name is an alias, use that same alias as the name value.
     • y=: The subpage view column name will be the Y-Axis (vertical) access of your chart. Note: If the column name is an alias, use that same alias as the name value.
     Having Algebra Flashbacks? Us too! Here's our Pro Tip: Dates are ideal for the x-axis while IDs and other integers are ideal for the y-axis. Note: String data types (for example, [Event Title] are not accept as they cannot be plotted.
   • View Order: The order this insight will appear in, from left to right.
   • Active: Whether the insight will show up on the page. If it is no longer relevant, set this to No.
5. Save

Chart Templates

{Chart: type=column, x=[Event Start Date], y=[Group Attendance]}

Available Charts

Options, options everywhere! Different data calls for different charts. But don't worry, we've got you covered with a whole menu of chart-type options.

	type=bar		type=column
	type=spline		type=splineArea
	type=stepLine		type=stepArea
	type=line		type=area
	type=pie define Y-axis only		type=pyramid define Y-axis only