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All CollectionsSummaries/Scaled Reports For VividCharts AdminsSummaries For VividCharts Admins (Version 1.7.0)
Build a Summary Template
Build a Summary Template
Kseniya Verenich avatar
Written by Kseniya Verenich
Updated over a year ago

To build your own summary template, start by gathering a few items:

  • Be sure you have the VividCharts Admin and Builder roles

  • Gather any manually created reports that we will use to create a template

  • Select an example record to use as reference while building

Step 1: Create a new View

Step 2: Give your new View a relevant title.

Step 3: Create a field selector chart

For your Data Source, select the table based on the type of template you are creating. Here the some common process areas:

  • Project Status Hub

    • pm_project

    • project_status

  • Demand Review Hub

    • dmn_demand

  • Program Status Hub

    • pm_program

    • program_status

  • Portfolio Health Hub

    • pm_portfolio

  • Change Request

    • change_request

  • CAB Meeting

    • cab_meeting

  • Managed Service Provider Hub

    • core_company

  • Major Incident Hub

    • incident

  • Problem Review Hub

    • problem

Step 4: Fill out the Chart Options.

In this example, we are creating a field selector from the Problem table. So we are selecting a Problem record for the template "PRB0000001". This will be a single cell field selecor, so we have only added 1 row and 1 column. For the fields, we selected "number".

Step 5: Style the chart

In this example, we removed the title, change the Value Formatting by choosing Font size: 20px and Font style: bold, and removed the Cell Colors. Next, resize and position the chart.

Step 6: Create a Chart Template. Now that we have our desired styles set for this chart, let's make it into a chart template in order to keep styling consistent for any additional field selector charts we'd like to use on our template.

With the chart selected, click "SAVE AS CHART TEMPLATE"

Once clicked, the "Save as chart template" modal will appear. Follow these best practices to name your chart template:

Title: "PROCESS AREA" TEMPLATE - "CHART TYPE" - STYLE

Feature group: Select the feature group for the app you are building a template for

To allow for the chart template to be used by anyone within your instance, toggle ON

SAVE

Step 7: Use your chart template.

Go to Charts > Chart templates > then search for your newly created chart template. This chart will be placed on your slide in the same position where the original chart was saved. Select it, and move it to a new position. Once selected, click the data icon to edit the new chart's data.

Step 8: Keep building new charts and using chart templates to complete your template. Then move on to the next article to learn to create a summary template from your build.

Watch the below video about how to build a template from our Project Status Hub Certification to get an idea of the live build experience.

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