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Re: Filtering in a chart

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MilaIvanova
4 - Data Explorer
4 - Data Explorer

Hi team,

Can someone help me with the following. I have abase with 10k+ records. I have created a chart, but because of the volume of data the chart shows more than I need. What I am needing is the chart to dynamically display only the top 10 values of any given variable. So if I have created a chart of the Titles I have been in contact with I only displays the top 10 titles, rather than all 100+ titles. How can this be done? Thanks for your support 

5 Replies 5
ATSolutionist
6 - Interface Innovator
6 - Interface Innovator

Hi there!

Would you be able to share a snapshot of your chart setup? That’ll help me better understand the challenge.

 

If I understand correctly, I’ve tackled a similar issue by filtering data to show only the Top 10 values dynamically—for example, displaying the Top 10 states in attendance instead of all 50. Depending on how your data is structured, I might have a solution that works for you!

Let me know, happy to help.

Katelyn
info@consultasolutionist.com

Hmm, assuming your data looks like this:

Screenshot 2025-02-05 at 2.51.09 PM.png

And let's say you wanted to only see the first two titles for the Price and Users category:

Screenshot 2025-02-05 at 2.50.16 PM.png  

If the above looks right, then you could try linking all your records to a single record in another table and using rollups and formulas to help with this:

Screenshot 2025-02-05 at 2.49.00 PM.png

Screenshot 2025-02-05 at 2.49.12 PM.png

Screenshot 2025-02-05 at 2.49.24 PM.png

And here's the field setups:

Screenshot 2025-02-05 at 2.52.20 PM.png

Screenshot 2025-02-05 at 2.52.30 PM.png

I've also set it up for you here and once you duplicate it to your own workspace you'll be able to see all the formulas

 

    

Hei Adam

Thanks for this detailed explanation. My records are not numerical and this is the challenge I believe as I am not able to properly define the sorts nor filters.

Here is an example of the issue I am encountering. In this table are included all of the titles I have been in touch with. The goal is to display only the 10 most common ones: CMO, Chief Revenue Officer etc. so this graph does not get cluttered. Right now I am not able to see anything.

MilaIvanova_0-1738739449879.png

This is another example of the same issue

MilaIvanova_1-1738739845973.png

These are all of the industries these people are from. I need the charts to be set up to dynamically identify only the top 10 most common Industries as I am going to be adding more info to the base weekly if not daily. Thus far this base has over 11k rows with data so you see the challenge

So my questions are:
1. how should I set everything up in the data tables
2. what conditions, formulas, sorts should be applied so that the charts/tables identify top 10 cost common titles etc

Thanks for your help and support

 

 

Hmm yea, I'd try creating a new table where each record represented one of those titles and then use a linked field to that table instead of a single select field.  With that, you'd be able to create a Count field in that new table to get the number of instances, and then you could set up the system above

ATSolutionist
6 - Interface Innovator
6 - Interface Innovator

That's what I've done, too!  @TheTimeSavingCo

There may be an easier to execute (if so, I would love some tips!), but here is an example of my use case (that shows an attendee count from each state at conference) 

New linked table of 'States' sorted in order of total attendees: 

ATSolutionist_0-1738764865585.png

- The added look up field from the states table that shows total number for each state  to the original base 

ATSolutionist_1-1738765134227.png

The condition I utilized on the interface to show only states that had 85+ attendees: 

ATSolutionist_2-1738765406385.png

 

@MilaIvanova , you could also set up another single select option that groups a couple of the titles ("Head of Marketing",  "Associate Manager" )

 

Hope this helps 

 

 

Katelyn
info@consultasolutionist.com