Can I create a chart from a summary table?

Question

Is it possible to create a pie chart with totals of the whole.I know it is possible to create a summary of a table to create totals. How can I use those totals to create a Pie Chart?

chuckgrigsby · Answer

You should be able to just create summary fields or formula fields to get your totals in a field. Then create a chart and use those values.

paultrimor · Answer

But that would mean all records have the formula field for totals. That would be a inefficient. Is there a way I could create a new table with a formula fields that contains the sum of a column from another table?&nbsp;Thank you ,Paul

chuckgrigsby · Answer

You don't have to display the formula field on the form of a record or a report besides the chart report. And when creating the summary fields you can filter the totals based on a criteria. You should only need a new table if you want to store values in records. If you already have data and just need to perform some math then I would think you could achieve what you want with reports or formula fields. However if you want to capture the totals of some records at a specific point in time and its possible those values could change, you could store that timestamp plus those values in this new table then compare the values from the timestamp record and the current totals of the same range. Does that make sense? if so is that what you're looking for?Could you provide some more detail on the end result you'd like to see? Any info you can share about the values or totals you need to display could be helpful finding a solution for you. Thanks!

paultrimor · Answer

Hey Chuck thanks for all your help thus far.&nbsp;I have a table where each row represents a school and a count of disabilities in that school.&nbsp;    id   school                          deaf         blind   ..etc  1      New York University            3             4               ... 2      Georgia State University       5             2               ... Then I wanted to aggregate the number for each column; I want to create a pie chart with values Sum(deaf), Sum(blind), ..... So I can see as a how disabilities _compare to the whole. School doesn't matter, just want to add up disability groups/&nbsp;

chuckgrigsby · Answer

Is this what you're looking for? Basically what I did was created another table for disabilities and created a relationship where schools are the parent table. Then you create a dropdown field in the child table called type of disability and enter all the options there. Make sure to check the options in the field settings to prevent duplicates.Then go to the child table and create a pie chart and use these settingsFeel to reach out directly if you get stuck along the way. Chuck@Chuck.SupportGood luck and hope this helps! Also I understand you may have a lot of records and this changes the structure. It would not be difficult to export those values and import them back in after the new table was created.

Forum Discussion

Can I create a chart from a summary table?

Related Content

create pipeline to create new records based on current record

Summary Table

Summary Table Question

New Form - Show Create Record button

Creating a report from 2 or more tables