Built In Charting
Building and working with charts
In agileBase there are two mechanisms for charting and visualising data, each suited to a different purpose
If you’re starting out, we recommend beginning by looking at built-in charting.
For more advanced users, here’s a description of when each of the two options may be appropriate, with reasons why.
This should be the default starting point. It’s great for ad-hoc charting, i.e. to get quick answers to questions you may have about the data in the view you’re looking at.
Charts can be easily created, modified and removed. People with MANAGE privileges on a table can create charts that all users will see, lower privileged users can create charts that only they see.
Creating charts can be used in conjunction with building views, in an agile fashion. For example, if you’re looking at a view of invoice and want to see a breakdown of totals for the year by customer type, but the customer type field isn’t in the view, no problem. Just
Developers can also choose to have certain charts emailed to different groups of people on a regular basis. For example, [TODO]
We provide our own business intelligence tool, an instance of Apache Superset, which is available at https://superset.agilebase.co.uk for easy setup ‘out of the box’, however any tool you wish such as Power BI can also be connected.
This may be useful when
When connecting a Business Intelligence tool, whether that’s the Superset instance we provide, or a third party tool, it’s important to realise that data leaves agileBase and therefore is no longer protected by agileBase’s roles and privileges system.
You may have data in agileBase which is only accessible to certain members of staff, however when accessed outside of agileBase, those rules no longer apply. That doesn’t necessarily mean the data is accessible publicly, but it does mean it’s controlled by whatever privilege system the third party tool uses, which will be different to agileBase’s.
Therefore, from agileBase’s point of view, similar rules will apply when connecting a BI system as to when exporting data to spreadsheets. For example
Building and working with charts
Visualising data in third party Business Intelligence tools
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