Advice needed for displaying related records on a layout
I'm not sure if this is even technically possible. It just makes sense, but I haven't seen it done just yet so I though I should ask.
I have a 7-table solution (graph below) which consist of the following tables: CONTACTS, FINANCE, ASSETS, DEPARTMENTS, TASKS, CALENDAR and PREFERENCES (used for storing global records i.e: common images etc.)
I have a home layout that I use for efficient navigation purposes and I hope to also use it to highlight some important information such data trends etc. This layout is currently reading from the CONTACTS table and on it I want to display a chart showing some monthly financial data like contributions and expenses. On the same layout, I would also like to display a list of upcoming tasks. Now here's the catch: the chart and the list should be based on all the records that I would specify, not just the current.
For intuitiveness and practical reasons, the home layout is setup to be viewed in browse mode only and I understand that the chart could have been done if the records were displayed in listview.
Can anyone help at least by pointing to some concepts and workarounds?