8 - Create a Chart
Last updated 11/12/2025
This documentation will explain how to add a chart for the Portfolio application via Five's Chart Wizard. The chart will use the DailyVolumeQuery we added for the data. A chart can have a menu created for it, however, our chart will be used on a dashboard to see the results.
Add the Daily Volume Chart
1. Select Visual in the menu followed by Chart Wizard in the sub-menu.
Figure 1 - Chart Wizard menu item
2. Type Daily Volume in the Chart Title field and select DailyVolumeQuery in the Data Source field.
3. Select StockPrice.PriceDate in the X Value Column field and StockPrice.Volume in the Y Value Column field.
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The wizard will strip any
WHERE
clauses while in the Chart Wizard, however, the correct data will be displayed in an application. The WHERE
clause is stripped and limited to 1000 records so we can have some sample data to view in the wizard.5. Click the Show Chart Area Title switch.
6. Select Line in the Chart Type field.
Figure 2 - Add Daily Volume chart
7. Type Volume in the Legend Label field.
8. Click in the Color Picker field.
Figure 3 - Color Picker field
9. Select a color block and click the Save button.
Figure 4 - Color picker
10. Click the Save button in the Chart Wizard app bar.
Figure 5 - Save button
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Once you have saved a chart via our Chart Wizard, you will find the chart record in the Charts view. To navigate to the Charts view, click Visual in the menu followed by Charts in the sub-menu.
Figure 6 - Charts menu item
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Select your record in the list and use the Areas and Datasets tabs to view and maintain these chart properties.
Figure 7 - Chart tabs