Summarizing and Creating Graphs of Monthly Order Amount

In kintone, you can easily create a graph of a summarized result (daily/monthly/yearly result) just by selecting an item in the screen to summarize data.

Shown below is the procedure to summarize monthly order amount and display the result in a column chart in an app to manage orders.

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Let's assume that the form has the following fields:

  • Order Date field
  • Order Amount field
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Summarize the values in the Order Amount field, and categorize the result by months based on the information entered in the Order Date field, and then display the data in a column chart.

  1. On the record view screen of the app, click the create graph icon Column chart icon.
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  2. From "Design a Graph Starting from Graph Type", click "Column chart".

  3. Specify each item.

    • Chart Type: Column chart, Clustered graph
    • Group by (Level 1): Order Date, Monthly
    • Function: Total, Order Amount
    • Filter: All records
    • Sort by (Level 1): Ascending Image
  4. Click Apply.
    Monthly order amount is calculated and displayed in a graph.