Dropdown menu for pie chart

[ShadowTech]

Hello,

Looking to create a pie chart with a dropdown menu that users can see different data in the pie chart based on the dropdown menu selections which include by "current year" and "current month" of the column called "Status". The column  is a "Choice" SharePoint column. In addition to the SharePoint column I need to see the total count of each value.

Example below:

Active 10
Waiting Approval 5
Complete 6
Not Accepted 3

Thanks in advance.

[RandyHayes]

@ShadowTech 

Can you provide a little more detail on the data you are working with and what your dropdown would be like?  In general, you are just needing a filter for the Items of your pie chart.

[ShadowTech]

@RandyHayes Hi Randy.

Basically, its a SharePoint list with a "Choice" column called "Status" with choice values (Active, Waiting Approval, Complete, Not Accepted).

I need a pie chart representing these values from this column. The dropdown menu will have two selections (Current year, current month) which the pie chart values will be based on the selection in the dropdown menu. Also need a legend that shows the actual total count of each value per "Current year" or "current month. Basically when "current year" is selected in the dropdown menu the pie chart and legend changes to show the proper chart proportions and the legend count changes as well.

The legend can be just a label as well.

I hope that clarifies.

Thanks again.

[RandyHayes]

@ShadowTech 

This is all fine.  I am not sure though still what the date relates to - you mention "Current Year" and "Current Month", that is all fine, but what is the relationship to the data?  Are you trying to filter based on the created by date, or some other column?  And...is it a date column?

[ShadowTech]

@RandyHayes I get your point. I did not factor in the changing of the status. Then I think forgoing the dropdown menu and show the data based on current month. So when the month changes it only shows statistics for that month automatically. So basically as we are in the month of January, it will show only created records for the month of January from the Status column. Then when February comes it shows statistics just for February. I guess this can be based on creation date?

[RandyHayes]

@ShadowTech 

So, then for your dropdown, I would provide the following formula for the Items property:

Table(
   {disp:"Current Year", start:Date(Year(Now()), 1, 1), end:Date(Year(Now(), 12, 31)},
   {disp:"Current Month", start:Date(Year(Now()), Month(Now()), 1), 
        end: DateAdd(DateAdd(Date(Year(Now()), Month(Now()), 1), 1, Months), -1, Days)}
)

Set the Value to display in the properties to disp (probably will default to it)

For your Pie Chart, set the Items property to the following:

ForAll(
    SortByColumns(
        GroupBy(
            AddColumns(
                Filter(yourSharePointList, (Created>=yourDropdown.Selected.start) && (Created<=yourDropdown.Selected.end)),                
                "_status", Status.Value
            ), 
            "_status", "records"
         ), 
         "_status"
     ),
     {Value: Coalesce(_status, "Blank"), 
      Count:CountRows(Filter(records, Status.Value=_status))
     }  
)

This will give you a table of records for the pie chart that will have records for each status value.  The records will have a Value and a Count column.  The Value will be the name of the status and the Count will be the count of the records that match that status.

[ShadowTech]

@RandyHayes This is what I'm seeing below for the Dropdown and pie chart:

[ShadowTech]

@RandyHayes I'm not seeing any data show up in either the dropdown nor the pie chart.

[ShadowTech]

@RandyHayes Ok so I noticed a parentheses missing in the formula for the drop down. I now see data but I'm not seeing an actual number count next to the values in the legend like for example: Active 12.

[RandyHayes]

@ShadowTech 

Please scrub through the formulas I provide as I type them by hand without the aid of a design editor.

There was a missing paren in the dropdown item property, should be this:

Table(
   {disp:"Current Year", start:Date(Year(Now()), 1, 1), end:Date(Year(Now()), 12, 31)},
   {disp:"Current Month", start:Date(Year(Now()), Month(Now()), 1), 
        end: DateAdd(DateAdd(Date(Year(Now()), Month(Now()), 1), 1, Months), -1, Days)}
)