TrackVia Charts on Parent Forms: A Hidden Gem

trackvia_charts_hidden_functionality

The ability to chart your data in TrackVia is a powerful way to get information quickly. Most use cases utilize TrackVia charts and graphs on a dashboard for the big wigs to review what is happening in the organization. These are “big picture” views.

trackvia_charts_dashboard

TrackVia charts on parent forms

“We love the smell of productivity in the morning.”

But sometimes we want to see these same metrics on an individual record basis; how is one asset performing compared to another?

For example, this bar chart shows the average score our reviewers give to all of our assets in the field. We can see that most of our assets are receiving high marks from our reviewers.

trackvia_charts_all_scores

“Jacob has high standards…”

Let’s say that we want to see these scores for an individual asset. We can do it two ways: First, we can add some fancy calculations to average and sum all of the scores together, place these numbers on a form to see the performance. But what if we were to place this same view on our asset’s form? We can now leverage the same “big picture” view from before, but get a more focused look at our assets.

TrackVia will actively filter this same view to apply to the specific asset we are looking at.  We can now see the average score that each reviewer gave to this asset specifically. Same view, same data, whole new level of analysis.

trackvia_charts_asset_scores

It’s a common use case to get this valuable information using formulas; the challenge however in that regard is scalability. By using a view in this manner, we’re not adding more fields to our tables, as well as increasing the workload for the app and getting more value from all those various charts and graphs. 

Have a question about adding TrackVia charts to your parent forms? Leave me a comment below, or tweet our Customer Success Team @trackviasupport.