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I worked in the graph-setup to remind myself what to do for this situation. Here are steps I took:
To set up, I have a Products table that is related, by product, to the sales table.
1. I created a "Month" field that grabs the month from the date field.
2. I created a "SummaryUnitsSold" field which is a summary field that totals the # of units sold.
3. I created a "MonthNo" field that gets the number of the month from the Month field (useful for sorting as on the calendar)
IN the graph, I used the "Month" field for my x-Axis and the summary field for my y-axis.
I then went to the data source tab of the chart setup and did these things:
1. Made the graph show related records from my related sales table.
2. sorted the records by MonthNo and then Month (Just like I'd do on a subsummary form)
3. Displayed on the chart the Summarized group of data rather than the individual records.
Key concepts here:
1. A chart can be a visual subsummary report–what you can do there, you can do here. You can show just the total sales per month on a sub-summary report by removing the body as well.
2. Charts can display summary field data, so leverage those to total up a field, breaking at a specific field (month, in my case).'
This seems a lot of setup, but it actually not too bad. I've worked with web viewer charts (I prefer those) and the set up can be just as complicated.
I've attached a web-viewer based one as well. If you examine the data fields you'll see how this is created.
Thanks Jeremy, you are right on target!
Historically I have used calulcation fields as well. I was just hoping there was en easier way, one could think that this is a very common task so the Graph Setup should include those things.
Thanks for the answer and the examples! Highly appreciated!
Glad the examples were useful. Do explore the webviewer based ones. So much more interactivity. I'm working on a dashboard completely made in the web viewer with the data from FileMaker.
I get what you're saying about an easier way, that is something within the setup. However, I imagine FMI looked at what they already had (calc fields, submmary fields) and decided to leverage those in the graph –the are just fields after all– rather than doing something special for the graph, some special area where you could choose an operation and choose a field and say "Sum all the data in this field". Ultimately the graph is just return-delimited list of records or rows that are thrown in a grid space.