Minimum option in a panel allows a user to calculate and display the lowest value of a field in the selected form. Also, you can evaluate the minimum for all the records containing the chosen field or based on a set criteria.
To configure minimum in a panel
-
Drag and drop a panel onto the builder area. A sheet with configuration options will automatically slide in from the right side of the screen.
-
Select the
Minimum
option under
Display.
On the following screen, select a
form
from the drop down. All the forms in the current application will be displayed in the drop down.
Note:
The Form dropdown lists all the forms in the application you are currently working on. To select a form from another application, click the
Change App
option give in Blue, on the footer of the
FORM
dropdown. Select another application and click
Done
to view all the forms in it.
-
Select a
field
corresponding to the selected form.
Evaluate for
all records
or
selected records.
-
Selecting
All records
will apply the minimum formula on all records containing the chosen field.
-
Selected records
will use only records that satisfy a specified condition. On choosing this option, you can set a criteria in the Select Records pop up that follows.
Select field -> Select Operator -> Enter Value.
You can also add multiple criteria using
AND
or
OR
option. Click
Done.
You can display the calculated minimum as:
-
Actual:
Displays the calculated minimum on the panel.
-
Percentage of total:
Displays the calculated minimum as a percentage of the sum of the field values.
-
Percentage of a number:
Enter a numeric value to convert the calculated minimum as a percentage of this value.
For example:
If actual minimum = 1000. You want to display this as a percentage of 1200.Then the panel will display: 83%
-
Fraction with total in denominator:
Displays the calculated minimum as a fraction, with the sum of all values of the field in the denominator.
-
Fraction with text in the denominator:
Enter a custom text to display in the denominator.
For example:
1000/
units.
-
Click
Done.
To edit a configured panel
-
Double click the panel to add style to the image in it or single click to select the panel and then click the
Configure
option in the toolbar at the top center of the page builder.
-
Select the configured display data which you want to replace or edit.
-
If the existing data that you want to edit/replace is of display type ->minimum, you can follow steps 3-6 under
configure minimum in a panel.
-
If the existing data is some other aggregate like (sum, maximum, count, average) or a custom text, Select
Minimum
from
Display data
drop-down.
-
In the following screen, follow
step 5
to configure sum.
-
Click
Done.