Tip: Interface patterns give you an opportunity to explore different interface designs. Be sure to check out How to Adapt a Pattern for Your Application.
This report provides an attractive, interactive design for exploring different series of data over time. This page explains how you can use this pattern in your interface, and walks through the design structure in detail.
The main components in this pattern are cards used to switch data series and a line chart to display the data.
This pattern introduces a 312-line expression to the interface.
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{
a!localVariables(
/* The value of the data point when clicked. In this template it has no *
* functional impact, but can be used to enhance the behavior available here. */
local!stockDataPoint,
local!timeRangeLabels: {"1M", "2M", "3M", "6M", "1Y", "2Y", "3Y", "5Y"},
local!timeRangeDates: {
edate(today(), -1),
edate(today(), -2),
edate(today(), -3),
edate(today(), -6),
edate(today(), -12),
edate(today(), -24),
edate(today(), -36),
edate(today(), -60)
},
/* A 6-month range is selected by default */
local!selectedView: 4,
local!timeRangeSelection: local!timeRangeDates[4],
/* Sample data for 4 different stocks, where the first half is for the current date, *
* and the second half is for the previous day. Used in the left nav cards. *
* When replacing with a query, sort on date descending so that the right data is returned. */
local!latestPrices: todatasubset({
{id: 30892, name: "AMZN", description: "Amazon", close: 1939.28},
{id: 30782, name: "APPN", description: "Appian Corporation", close: 32.41},
{id: 30894, name: "IBM", description: "IBM Corporation", close: 138.82},
{id: 30893, name: "INTC", description: "Intel Corporation", close: 50.23},
{id: 5003, name: "AMZN", description: "Amazon", close: 1941.02},
{id: 30781, name: "APPN", description: "Appian Corporation", close: 31.42},
{id: 30620, name: "IBM", description: "IBM Corporation", close: 138.27},
{id: 16560, name: "INTC", description: "Intel Corporation", close: 50.78}
}),
/* Because local!latestPrices accounts for today and yesterday, knowing the length of *
* half of the data set will be useful in a number of places in this expression. */
local!halfPricesLength: local!latestPrices.totalCount / 2,
/* Initial stock selection. This variable is not used in this interface because the *
* sample data is hardcoded, but in a real query this would be used in a query filter on *
* load to get trend data for the chart for a single stock. After the initial load, then *
* local!selectedStock.name is instead used for the query filter. */
local!initialStock: "AMZN",
local!selectedStockIndex: 1,
local!selectedStock: index(local!latestPrices.data, local!selectedStockIndex, {}),
/* The following datasubset shows total price history for a single stock. *
* This dashboard is configured so that the data will update correctly when replacing the *
* datasubset with a query that filters on stock name (using local!selectedStock.name) and *
* a time range (using local!timeRangeSelection, and today()) *
* NOTE: This is sample data and does not reflect the actual value of this stock. */
local!stocksDataSubset: todatasubset({
{ close: 168.97, low: 168.53, high: 169.75, open: 168.81, date: date(2019, 2, 28), name: "IBM", id: 30615},
{ close: 168.69, low: 168.53, high: 169.4, open: 168.69, date: date(2019, 3, 1), name: "IBM", id: 30614},
{ close: 168.77, low: 168.3, high: 169.3, open: 169.12, date: date(2019, 3, 2), name: "IBM", id: 30613},
{ close: 169.32, low: 167.86, high: 169.8, open: 168.77, date: date(2019, 3, 3), name: "IBM", id: 30612},
{ close: 168.6, low: 166.98, high: 168.99, open: 167.56, date: date(2019, 3, 4), name: "IBM", id: 30611},
{ close: 168.66, low: 168.23, high: 170.28, open: 169.92, date: date(2019, 3, 5), name: "IBM", id: 30610},
{ close: 169.62, low: 168.4, high: 170.45, open: 169.24, date: date(2019, 3, 6), name: "IBM", id: 30609},
{ close: 169.58, low: 167.66, high: 169.86, open: 168.87, date: date(2019, 3, 7), name: "IBM", id: 30608},
{ close: 168.71, low: 168.67, high: 171.0, open: 170.78, date: date(2019, 3, 8), name: "IBM", id: 30607},
{ close: 170.48, low: 169.94, high: 170.95, open: 170.43, date: date(2019, 3, 9), name: "IBM", id: 30606},
{ close: 170.43, low: 170.43, high: 171.54, open: 171.04, date: date(2019, 3, 10), name: "IBM", id: 30605},
{ close: 171.97, low: 171.57, high: 173.68, open: 173.15, date: date(2019, 3, 11), name: "IBM", id: 30604},
{ close: 170.58, low: 169.56, high: 171.03, open: 170.49, date: date(2019, 3, 12), name: "IBM", id: 30603},
{ close: 170.5, low: 170.01, high: 171.57, open: 170.95, date: date(2019, 3, 13), name: "IBM", id: 30602},
{ close: 171.21, low: 171.17, high: 172.77, open: 172.57, date: date(2019, 3, 14), name: "IBM", id: 30601},
{ close: 172.55, low: 172.14, high: 174.15, open: 172.91, date: date(2019, 3, 15), name: "IBM", id: 30600},
{ close: 171.92, low: 170.65, high: 173.92, open: 173.83, date: date(2019, 3, 16), name: "IBM", id: 30599},
{ close: 174.11, low: 173.97, high: 175.58, open: 175.38, date: date(2019, 3, 17), name: "IBM", id: 30598},
{ close: 175.01, low: 174.84, high: 175.9, open: 175.34, date: date(2019, 3, 18), name: "IBM", id: 30597},
{ close: 175.1, low: 174.23, high: 175.61, open: 174.38, date: date(2019, 3, 19), name: "IBM", id: 30596},
{ close: 174.7, low: 174.43, high: 175.93, open: 174.69, date: date(2019, 3, 20), name: "IBM", id: 30595},
{ close: 175.16, low: 175.06, high: 176.48, open: 176.48, date: date(2019, 3, 21), name: "IBM", id: 30594},
{ close: 176.55, low: 174.68, high: 177.12, open: 175.11, date: date(2019, 3, 22), name: "IBM", id: 30593},
{ close: 174.48, low: 174.01, high: 175.26, open: 174.04, date: date(2019, 3, 23), name: "IBM", id: 30592}
}),
{
a!columnsLayout(
columns: {
a!columnLayout(
contents: {
a!forEach(
/* Use the first half of the data to make cards, because it represents today's prices. */
items: rdrop(local!latestPrices.data, local!halfPricesLength),
expression: a!cardLayout(
contents: {
a!sideBySideLayout(
items: {
a!sideBySideItem(
item: a!richTextDisplayField(
/* Label is set for accessibility purposes even though it is not displayed. */
label: "Rich Text",
labelPosition: "COLLAPSED",
value: {a!richTextItem(
text: fv!item.name,
color: "ACCENT",
size: "MEDIUM"
)}
),
width: "MINIMIZE"
),
a!sideBySideItem(
item: a!richTextDisplayField(
label: "Rich Text",
labelPosition: "COLLAPSED",
value: {a!richTextItem(
text: fixed(fv!item.close),
size: "MEDIUM"
)},
align: "RIGHT"
)
)
},
marginbelow: "NONE"
),
a!sideBySideLayout(
items: {
a!sideBySideItem(
item: a!richTextDisplayField(
label: "Rich Text",
labelPosition: "COLLAPSED",
value: {a!richTextItem(
text: fv!item.description,
size: "SMALL"
)}
),
width: "MINIMIZE"
),
a!sideBySideItem(
item: a!richTextDisplayField(
label: "Rich Text",
labelPosition: "COLLAPSED",
value: {
/* Compare price today to yesterday; *
* if the price went up, use a +, otherwise use a -. */
if(
todecimal(fv!item.close) > todecimal(local!latestPrices.data.close[fv!index + local!halfPricesLength]),
a!richTextItem(
text: "+",
color: "POSITIVE"
),
a!richTextItem(
text: "-",
color: "NEGATIVE"
)
),
a!richTextItem(
/* Set the text for the percent change section, *
/* including the math for calculating the percent change. */
text: abs(round(100 * (todecimal(fv!item.close) - todecimal(local!latestPrices.data.close[fv!index + local!halfPricesLength])) / todecimal(fv!item.close), 2)) & "%",
/* Change the color of the rich text to be POSITIVE or NEGATIVE depending on the price change */
color: if(
todecimal(fv!item.close) > todecimal(local!latestPrices.data.close[fv!index+ local!halfPricesLength]) ,
"POSITIVE",
"NEGATIVE"
),
size: "SMALL"
)
},
align: "RIGHT"
)
)
},
marginbelow: "NONE"
)
},
/* Clicking on the card will not do anything until local!selectedStock *
* is used in a query filter of a query that returns real data. */
link: if(
local!selectedStock.name = tostring(fv!item.name),
{},
a!dynamicLink(saveInto: {
a!save(local!selectedStock, fv!item),
a!save(local!selectedStockIndex, fv!index)
})
),
style: if(
local!selectedStock.name = tostring(fv!item.name),
"ACCENT",
"NONE"
),
marginBelow: "STANDARD"
)
)
},
width: "NARROW"
),
a!columnLayout(
contents: {
a!sideBySideLayout(
items: {
a!sideBySideItem(
item: a!richTextDisplayField(
labelPosition: "COLLAPSED",
value: {
a!richTextItem(
text: local!selectedStock.name,
color: "ACCENT",
size: "LARGE_PLUS",
style: "STRONG"
),
char(10),
a!richTextItem(
text: local!selectedStock.description,
color: "SECONDARY",
size: "MEDIUM"
)
}
)
),
a!sideBySideItem(
item: a!richTextDisplayField(
value: {
a!richTextItem(
text: local!selectedStock.close,
size: "LARGE",
style: "STRONG"
),
" ",
if(
/* Compare price today to yesterday; *
* if the price went up, use a +, otherwise use a -. */
todecimal(local!selectedStock.close) > todecimal(local!latestPrices.data[local!selectedStockIndex + local!halfPricesLength].close),
a!richTextItem(
text: "+",
color: "POSITIVE"
),
a!richTextItem(
text: "-",
color: "NEGATIVE"
)
),
a!richTextItem(
/* Set the text for the percent change section, *
* including the math for calculating the percent change. */
text: abs(round(100 * (todecimal(local!selectedStock.close) - todecimal(local!latestPrices.data[local!selectedStockIndex + local!halfPricesLength].close)) / todecimal(local!selectedStock.close), 2)) & "%",
/* Change the color of the rich text to be POSITIVE or NEGATIVE depending on the price change */
color: if(
todecimal(local!selectedStock.close) > todecimal(local!latestPrices.data[local!selectedStockIndex + local!halfPricesLength].close),
"POSITIVE",
"NEGATIVE"
),
size: "SMALL"
)
}
),
width: "MINIMIZE"
)
},
alignVertical: "TOP",
stackWhen: {
"PHONE",
"TABLET_PORTRAIT"
}
),
/* Clicking on the button will not do anything until local!timeRangeSelection *
* is used in a query filter of a query that returns real data. */
a!buttonArrayLayout(
buttons: {
a!forEach(
items: local!timeRangeLabels,
expression: a!buttonWidget(
label: fv!item,
saveInto: {
a!save(local!timeRangeSelection, local!timeRangeDates[fv!index]),
a!save(local!selectedView, fv!index)
},
style: if(
local!selectedView = fv!index,
"SOLID",
"LINK"
)
)
)
},
align: "START"
),
if(
local!stocksDataSubset.totalCount > 0,
a!lineChartField(
labelPosition: "ABOVE",
categories: index(local!stocksDataSubset.data, "date", null),
series: {
a!chartSeries(
label: "Close Price",
data: index(local!stocksDataSubset.data, "close", null),
links: a!forEach(
items: index(local!stocksDataSubset.data, "date", null),
expression: a!dynamicLink(
value: fv!item,
saveInto: local!stockDataPoint
)
)
)
},
yAxisTitle: "Close Price",
showLegend: false,
showTooltips: true,
connectNulls: true
),
{}
)
}
)
}
)
}
)
}
The local variables defined in this section all feature hard-coded data that would normally come from queries.
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{
a!localVariables(
/* The value of the data point when clicked. In this template it has no *
* functional impact, but can be used to enhance the behavior available here. */
local!stockDataPoint,
local!timeRangeLabels: {"1M", "2M", "3M", "6M", "1Y", "2Y", "3Y", "5Y"},
local!timeRangeDates: {
edate(today(), -1),
edate(today(), -2),
edate(today(), -3),
edate(today(), -6),
edate(today(), -12),
edate(today(), -24),
edate(today(), -36),
edate(today(), -60)
},
/* A 6-month range is selected by default */
local!selectedView: 4,
local!timeRangeSelection: local!timeRangeDates[4],
/* Sample data for 4 different stocks, where the first half is for the current date, *
* and the second half is for the previous day. Used in the left nav cards. *
* When replacing with a query, sort on date descending so that the right data is returned. */
local!latestPrices: todatasubset({
{id: 30892, name: "AMZN", description: "Amazon", close: 1939.28},
{id: 30782, name: "APPN", description: "Appian Corporation", close: 32.41},
{id: 30894, name: "IBM", description: "IBM Corporation", close: 138.82},
{id: 30893, name: "INTC", description: "Intel Corporation", close: 50.23},
{id: 5003, name: "AMZN", description: "Amazon", close: 1941.02},
{id: 30781, name: "APPN", description: "Appian Corporation", close: 31.42},
{id: 30620, name: "IBM", description: "IBM Corporation", close: 138.27},
{id: 16560, name: "INTC", description: "Intel Corporation", close: 50.78}
}),
/* Because local!latestPrices accounts for today and yesterday, knowing the length of *
* half of the data set will be useful in a number of places in this expression. */
local!halfPricesLength: local!latestPrices.totalCount / 2,
/* Initial stock selection. This variable is not used in this interface because the *
* sample data is hardcoded, but in a real query this would be used in a query filter on *
* load to get trend data for the chart for a single stock. After the initial load, then *
* local!selectedStock.name is instead used for the query filter. */
local!initialStock: "AMZN",
local!selectedStockIndex: 1,
local!selectedStock: index(local!latestPrices.data, local!selectedStockIndex, {}),
/* The following datasubset shows total price history for a single stock. *
* This dashboard is configured so that the data will update correctly when replacing the *
* datasubset with a query that filters on stock name (using local!selectedStock.name) and *
* a time range (using local!timeRangeSelection, and today()) *
* NOTE: This is sample data and does not reflect the actual value of this stock. */
local!stocksDataSubset: todatasubset({
{ close: 168.97, low: 168.53, high: 169.75, open: 168.81, date: date(2019, 2, 28), name: "IBM", id: 30615},
{ close: 168.69, low: 168.53, high: 169.4, open: 168.69, date: date(2019, 3, 1), name: "IBM", id: 30614},
{ close: 168.77, low: 168.3, high: 169.3, open: 169.12, date: date(2019, 3, 2), name: "IBM", id: 30613},
{ close: 169.32, low: 167.86, high: 169.8, open: 168.77, date: date(2019, 3, 3), name: "IBM", id: 30612},
{ close: 168.6, low: 166.98, high: 168.99, open: 167.56, date: date(2019, 3, 4), name: "IBM", id: 30611},
{ close: 168.66, low: 168.23, high: 170.28, open: 169.92, date: date(2019, 3, 5), name: "IBM", id: 30610},
{ close: 169.62, low: 168.4, high: 170.45, open: 169.24, date: date(2019, 3, 6), name: "IBM", id: 30609},
{ close: 169.58, low: 167.66, high: 169.86, open: 168.87, date: date(2019, 3, 7), name: "IBM", id: 30608},
{ close: 168.71, low: 168.67, high: 171.0, open: 170.78, date: date(2019, 3, 8), name: "IBM", id: 30607},
{ close: 170.48, low: 169.94, high: 170.95, open: 170.43, date: date(2019, 3, 9), name: "IBM", id: 30606},
{ close: 170.43, low: 170.43, high: 171.54, open: 171.04, date: date(2019, 3, 10), name: "IBM", id: 30605},
{ close: 171.97, low: 171.57, high: 173.68, open: 173.15, date: date(2019, 3, 11), name: "IBM", id: 30604},
{ close: 170.58, low: 169.56, high: 171.03, open: 170.49, date: date(2019, 3, 12), name: "IBM", id: 30603},
{ close: 170.5, low: 170.01, high: 171.57, open: 170.95, date: date(2019, 3, 13), name: "IBM", id: 30602},
{ close: 171.21, low: 171.17, high: 172.77, open: 172.57, date: date(2019, 3, 14), name: "IBM", id: 30601},
{ close: 172.55, low: 172.14, high: 174.15, open: 172.91, date: date(2019, 3, 15), name: "IBM", id: 30600},
{ close: 171.92, low: 170.65, high: 173.92, open: 173.83, date: date(2019, 3, 16), name: "IBM", id: 30599},
{ close: 174.11, low: 173.97, high: 175.58, open: 175.38, date: date(2019, 3, 17), name: "IBM", id: 30598},
{ close: 175.01, low: 174.84, high: 175.9, open: 175.34, date: date(2019, 3, 18), name: "IBM", id: 30597},
{ close: 175.1, low: 174.23, high: 175.61, open: 174.38, date: date(2019, 3, 19), name: "IBM", id: 30596},
{ close: 174.7, low: 174.43, high: 175.93, open: 174.69, date: date(2019, 3, 20), name: "IBM", id: 30595},
{ close: 175.16, low: 175.06, high: 176.48, open: 176.48, date: date(2019, 3, 21), name: "IBM", id: 30594},
{ close: 176.55, low: 174.68, high: 177.12, open: 175.11, date: date(2019, 3, 22), name: "IBM", id: 30593},
{ close: 174.48, low: 174.01, high: 175.26, open: 174.04, date: date(2019, 3, 23), name: "IBM", id: 30592}
}),
In this section, you can see the card is formatted with rich text components. Rather than create 4 separate cards, use the forEach function to create them from a list. By looping over a single card definition, you can easily make changes to the card design/formatting without needing to repeat changes.
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{
a!columnsLayout(
columns: {
a!columnLayout(
contents: {
a!forEach(
/* Use the first half of the data to make cards, because it represents today's prices. */
items: rdrop(local!latestPrices.data, local!halfPricesLength),
expression: a!cardLayout(
contents: {
a!sideBySideLayout(
items: {
a!sideBySideItem(
item: a!richTextDisplayField(
/* Label is set for accessibility purposes even though it is not displayed. */
label: "Rich Text",
labelPosition: "COLLAPSED",
value: {a!richTextItem(
text: fv!item.name,
color: "ACCENT",
size: "MEDIUM"
)}
),
width: "MINIMIZE"
),
a!sideBySideItem(
item: a!richTextDisplayField(
label: "Rich Text",
labelPosition: "COLLAPSED",
value: {a!richTextItem(
text: fixed(fv!item.close),
size: "MEDIUM"
)},
align: "RIGHT"
)
)
},
marginbelow: "NONE"
),
a!sideBySideLayout(
items: {
a!sideBySideItem(
item: a!richTextDisplayField(
label: "Rich Text",
labelPosition: "COLLAPSED",
value: {a!richTextItem(
text: fv!item.description,
size: "SMALL"
)}
),
width: "MINIMIZE"
),
a!sideBySideItem(
item: a!richTextDisplayField(
label: "Rich Text",
labelPosition: "COLLAPSED",
value: {
/* Compare price today to yesterday; *
* if the price went up, use a +, otherwise use a -. */
if(
todecimal(fv!item.close) > todecimal(local!latestPrices.data.close[fv!index + local!halfPricesLength]),
a!richTextItem(
text: "+",
color: "POSITIVE"
),
a!richTextItem(
text: "-",
color: "NEGATIVE"
)
),
a!richTextItem(
/* Set the text for the percent change section, *
/* including the math for calculating the percent change. */
text: abs(round(100 * (todecimal(fv!item.close) - todecimal(local!latestPrices.data.close[fv!index + local!halfPricesLength])) / todecimal(fv!item.close), 2)) & "%",
/* Change the color of the rich text to be POSITIVE or NEGATIVE depending on the price change */
color: if(
todecimal(fv!item.close) > todecimal(local!latestPrices.data.close[fv!index+ local!halfPricesLength]) ,
"POSITIVE",
"NEGATIVE"
),
size: "SMALL"
)
},
align: "RIGHT"
)
)
},
marginbelow: "NONE"
)
},
/* Clicking on the card will not do anything until local!selectedStock *
* is used in a query filter of a query that returns real data. */
link: if(
local!selectedStock.name = tostring(fv!item.name),
{},
a!dynamicLink(saveInto: {
a!save(local!selectedStock, fv!item),
a!save(local!selectedStockIndex, fv!index)
})
),
style: if(
local!selectedStock.name = tostring(fv!item.name),
"ACCENT",
"NONE"
),
marginBelow: "STANDARD"
)
)
},
width: "NARROW"
),
a!columnLayout(
contents: {
a!sideBySideLayout(
items: {
a!sideBySideItem(
item: a!richTextDisplayField(
labelPosition: "COLLAPSED",
value: {
a!richTextItem(
text: local!selectedStock.name,
color: "ACCENT",
size: "LARGE_PLUS",
style: "STRONG"
),
char(10),
a!richTextItem(
text: local!selectedStock.description,
color: "SECONDARY",
size: "MEDIUM"
)
}
)
),
a!sideBySideItem(
item: a!richTextDisplayField(
value: {
a!richTextItem(
text: local!selectedStock.close,
size: "LARGE",
style: "STRONG"
),
" ",
if(
/* Compare price today to yesterday; *
* if the price went up, use a +, otherwise use a -. */
todecimal(local!selectedStock.close) > todecimal(local!latestPrices.data[local!selectedStockIndex + local!halfPricesLength].close),
a!richTextItem(
text: "+",
color: "POSITIVE"
),
a!richTextItem(
text: "-",
color: "NEGATIVE"
)
),
a!richTextItem(
/* Set the text for the percent change section, *
* including the math for calculating the percent change. */
text: abs(round(100 * (todecimal(local!selectedStock.close) - todecimal(local!latestPrices.data[local!selectedStockIndex + local!halfPricesLength].close)) / todecimal(local!selectedStock.close), 2)) & "%",
/* Change the color of the rich text to be POSITIVE or NEGATIVE depending on the price change */
color: if(
todecimal(local!selectedStock.close) > todecimal(local!latestPrices.data[local!selectedStockIndex + local!halfPricesLength].close),
"POSITIVE",
"NEGATIVE"
),
size: "SMALL"
)
}
),
width: "MINIMIZE"
)
},
alignVertical: "TOP",
stackWhen: {
"PHONE",
"TABLET_PORTRAIT"
}
),
The time-range selectors over the chart are a series of simple buttons.
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/* Clicking on the button will not do anything until local!timeRangeSelection *
* is used in a query filter of a query that returns real data. */
a!buttonArrayLayout(
buttons: {
a!forEach(
items: local!timeRangeLabels,
expression: a!buttonWidget(
label: fv!item,
saveInto: {
a!save(local!timeRangeSelection, local!timeRangeDates[fv!index]),
a!save(local!selectedView, fv!index)
},
style: if(
local!selectedView = fv!index,
"SOLID",
"LINK"
)
)
)
},
align: "START"
),
Since the line chart shows linear data, it is simple to setup. Note that while the dynamic link on line 292 lets you store the stock data into a local variable, we aren't using it in this pattern. This is added so that you may configure additional components if necessary. For example, you could use that information to filter a grid below the chart.
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if(
local!stocksDataSubset.totalCount > 0,
a!lineChartField(
labelPosition: "ABOVE",
categories: index(local!stocksDataSubset.data, "date", null),
series: {
a!chartSeries(
label: "Close Price",
data: index(local!stocksDataSubset.data, "close", null),
links: a!forEach(
items: index(local!stocksDataSubset.data, "date", null),
expression: a!dynamicLink(
value: fv!item,
saveInto: local!stockDataPoint
)
)
)
},
yAxisTitle: "Close Price",
showLegend: false,
showTooltips: true,
connectNulls: true
),
{}
)
}
)
}
)
}
)
}
Trend-Over-Time Report
