TrackVia Views and Charts: Tips and Best Practices


TrackVia views are a great way to cut down the amount of information we want to see quickly. First things first, our Knowledge Base has some great information on how to create the view and charts in. You can find them here:

How to create views   |    How to create a chart 

Keys to creating TrackVia views:

  • Know which fields need to be included, as well as what needs to be left out of the view. You don’t always want to see every field from the table.
  • Keep in mind your workflow. Who will be using this view? How often will they need to use this view?
  • You can always add/remove any fields after the view has been created, in case you forgot a field or realized it wasn’t needed.


Keys to creating TrackVia charts:

  • Determine what kind of aggregate data you want to see, and then determine how you want to see it. There are multiple ways to display the same data; it’s just a matter of what makes sense to you visually and what works into your workflow. 

Views can display our relevant data as a grid, a sum, or even a graph or chart depending on how we want to view a data. Sometimes combining these various view formats is a great way to see the same data. Below are some examples of these types of views and charts. 

For example, let’s say you have a product management app where you buy products from various companies. Now that you’ve created a view with the records you want to analyze, you’ll want to determine how you want to display the information. 

You can create a summary view to see the quantity of products you receive from a particular company. Summary views are a great way to aggregate your data quickly and easily.


Here’s a view displayed as a bar chart: move visual appearance over a grid or summary view:


This view is displayed as a pie chart: visual representation of the data in terms of composition.


All of these views are built from the same table, using the same fields and represent the same data; but you can see how different the data is being displayed to give you different perspectives. You can then place all of these of views on a single dashboard for your users to quickly analyze this information to make business decisions.

If you have any other questions about TrackVia views and charts, leave a comment for me below, or tweet us @trackviasupport. We’re here to help!