Create a Smart Chart

Creating a Smart Chart
Sometimes, charts data are complicated and closely tied to your business. Forest Admin allows you to code how the chart is computed. Choose Smart as the data source when configuring your chart. Forest Admin will make the HTTP call to Smart Chart URL when retrieving the chart values for the rendering.
Value Smart Chart
On our Live Demo, we have a MRR value chart which computes our Monthly Recurring Revenue. This chart queries the Stripe API to get all charges made in the current month (in March for this example).
SQL
Mongodb
Rails
SQL
When serializing the data, we use the Liana.StatSerializer() serializer. Check the value syntax below.
{ value: <number> }
/routes/dashboard.js
const P = require('bluebird');
const express = require('express');
const router = express.Router();
const Liana = require('forest-express-sequelize');
const stripe = require('stripe')(process.env.STRIPE_SECRET_KEY);
const moment = require('moment');
​
...
​
router.post('/stats/mrr', (req, res) => {
  let mrr = 0;
​
  let from = moment.utc('2018-03-01').unix();
  let to = moment.utc('2018-03-31').unix();
​
  return stripe.charges
    .list({ 
      created: { gte: from, lte: to }
    })
    .then((response) => {
      return P.each(response.data, (charge) => {
        mrr += charge.amount;
      });
    })
    .then(() => {
      let json = new Liana.StatSerializer({ 
        value: mrr 
      }).perform();
​
      res.send(json);
    });
});
​
...
​
module.exports = router;
Mongodb
When serializing the data, we use the Liana.StatSerializer() serializer. Check the value syntax below.
{ value: <number> }
/routes/dashboard.js
const P = require('bluebird');
const express = require('express');
const router = express.Router();
const Liana = require('forest-express-mongoose');
const stripe = require('stripe')(process.env.STRIPE_SECRET_KEY);
const moment = require('moment');
​
...
​
router.post('/stats/mrr', (req, res) => {
  let mrr = 0;
​
  let from = moment.utc('2018-03-01').unix();
  let to = moment.utc('2018-03-31').unix();
​
  return stripe.charges
    .list({ 
      created: { gte: from, lte: to }
    })
    .then((response) => {
      return P.each(response.data, (charge) => {
        mrr += charge.amount;
      });
    })
    .then(() => {
      let json = new Liana.StatSerializer({ 
        value: mrr 
      }).perform();
​
      res.send(json);
    });
});
​
...
​
module.exports = router;
​
Rails
When serializing the data, we use the serialize_model() method. Check the value syntax below.
{ value: <number> }
/config/routes.rb
Rails.application.routes.draw do
  # MUST be declared before the mount ForestLiana::Engine.
  namespace :forest do
    post '/stats/mrr' => 'charts#mrr'
  end
  
  mount ForestLiana::Engine => '/forest'
end
/app/controllers/forest/charts_controller.rb
class Forest::ChartsController < ForestLiana::ApplicationController
  def mrr
    mrr = 0
​
    from = Date.parse('2018-03-01').to_time(:utc).to_i
    to = Date.parse('2018-03-31').to_time(:utc).to_i
​
    Stripe::Charge.list({ 
      created: { gte: from, lte: to }, 
      limit: 100 
    }).each do |charge|
      mrr += charge.amount / 100
    end
​
    stat = ForestLiana::Model::Stat.new({ value: mrr })
    render json: serialize_model(stat)
  end
end
Repartition Smart Chart
On our Live Demo, we have a Charges repartition chart which shows a repartition chart distributed by credit card country. This chart queries the Stripe API to get all charges made in the current month (in March for this example) and check the credit card country.
SQL
Mongodb
Rails
SQL
When serializing the data, we use the Liana.StatSerializer() serializer. Check the value syntax below.
{
  value: [{
    key: <string> ,
    value: <number>
  }, {
    key: <string> ,
    value: <number>
  }, …]
}
/routes/dashboard.js
const _ = require('lodash');
const P = require('bluebird');
const express = require('express');
const router = express.Router();
const Liana = require('forest-express-sequelize');
const stripe = require('stripe')(process.env.STRIPE_SECRET_KEY);
const moment = require('moment');
​
router.post('/stats/credit-card-country-repartition', Liana.ensureAuthenticated, (req, res) => {
  let repartition = [];
​
  let from = moment.utc('2018-03-01').unix();

  let to = moment.utc('2018-03-20').unix();
​
  return stripe.charges
    .list({ 
      created: { gte: from, lte: to }
    })
    .then((response) => {
      return P.each(response.data, (charge) => {
        let country = charge.source.country || 'Others';
​
        let entry = _.find(repartition, { key: country });
        if (!entry) {
          repartition.push({ key: country, value: 1 }); 
        } else {
          entry.value++;
        }
      });
    })
    .then(() => {
      let json = new Liana.StatSerializer({ 
        value: repartition 
      }).perform();
​
      res.send(json);
    });
});
​
module.exports = router;
Mongodb
When serializing the data, we use the Liana.StatSerializer() serializer. Check the value syntax below.
{
  value: [{
    key: <string> ,
    value: <number>
  }, {
    key: <string> ,
    value: <number>
  }, …]
}
/routes/dashboard.js
const _ = require('lodash');
const P = require('bluebird');
const express = require('express');
const router = express.Router();
const Liana = require('forest-express-mongoose');
const stripe = require('stripe')(process.env.STRIPE_SECRET_KEY);
const moment = require('moment');
​
router.post('/stats/credit-card-country-repartition', Liana.ensureAuthenticated, (req, res) => {
  let repartition = [];
​
  let from = moment.utc('2018-03-01').unix();

  let to = moment.utc('2018-03-20').unix();
​
  return stripe.charges
    .list({ 
      created: { gte: from, lte: to }
    })
    .then((response) => {
      return P.each(response.data, (charge) => {
        console.log(charge.source);
        let country = charge.source.country || 'Others';
​
        let entry = _.find(repartition, { key: country });
        if (!entry) {
          repartition.push({ key: country, value: 1 }); 
        } else {
          entry.value++;
        }
      });
    })
    .then(() => {
      let json = new Liana.StatSerializer({ 
        value: repartition 
      }).perform();
​
      res.send(json);
    });
});
​
module.exports = router;
​
Rails
When serializing the data, we use the serialize_model() method. Check the value syntax below.
{
  value: [{
    key: <string> ,
    value: <number>
  }, {
    key: <string> ,
    value: <number>
  }, …]
}
/config/routes.rb
Rails.application.routes.draw do
  # MUST be declared before the mount ForestLiana::Engine.
  namespace :forest do
    post '/stats/credit-card-country-repartition' => 'charts#credit_card_country_repartition'
  end
  
  mount ForestLiana::Engine => '/forest'
end
class Forest::ChartsController < ForestLiana::ApplicationController
  def credit_card_country_repartition
    repartition = []
​
    from = Date.parse('2018-03-01').to_time(:utc).to_i
    to = Date.parse('2018-03-20').to_time(:utc).to_i
​
    Stripe::Charge.list({ 
      created: { gte: from, lte: to }, 
      limit: 100 
    }).each do |charge|
      country = charge.source.country || 'Others'
​
      entry = repartition.find { |e| e[:key] == country }
      if !entry
        repartition << { key: country, value: 1 }
      else
        ++entry[:value]
      end
    end
​
    stat = ForestLiana::Model::Stat.new({ value: repartition })
    render json: serialize_model(stat)
  end
end
Time-based Smart Chart
On our Live Demo, we have a Charges time-based chart which shows the number of charges per day. This chart queries the Stripe API to get all charges made in the current month (in March for this example) and group data by day.
SQL
Mongodb
Rails
SQL
When serializing the data, we use the Liana.StatSerializer() serializer. Check the value syntax below.
{
  value: [{
    label: <string> ,
    values: { value: <number> }
  }, {
    label: <string> ,
    values: { value: <number> }
  }, …]
}
/routes/dashboard.js
const _ = require('lodash');
const P = require('bluebird');
const express = require('express');
const router = express.Router();
const Liana = require('forest-express-sequelize');
const stripe = require('stripe')(process.env.STRIPE_SECRET_KEY);
const moment = require('moment');
​
router.post('/stats/charges-per-day', (req, res) => {
  let values = [];
​
  let from = moment.utc('2018-03-01').unix();
  let to = moment.utc('2018-03-31').unix();
​
  return stripe.charges
    .list({ 
      created: { gte: from, lte: to }
    })
    .then((response) => {
      return P.each(response.data, (charge) => {
        let date = moment.unix(charge.created).startOf('day').format('LLL');
​
        let entry = _.find(values, { label: date });
        if (!entry) {
          values.push({ label: date, values: { value: 1 } }); 
        } else {
          entry.values.value++;
        }
      });
    })
    .then(() => {
      let json = new Liana.StatSerializer({ 
        value: values 
      }).perform();
​
      res.send(json);
    });
});
​
module.exports = router;
Mongodb
When serializing the data, we use the Liana.StatSerializer() serializer. Check the value syntax below.
{
  value: [{
    label: <string> ,
    values: { value: <number> }
  }, {
    label: <string> ,
    values: { value: <number> }
  }, …]
}
/routes/dashboard.js
const _ = require('lodash');
const P = require('bluebird');
const express = require('express');
const router = express.Router();
const Liana = require('forest-express-mongoose');
const stripe = require('stripe')(process.env.STRIPE_SECRET_KEY);
const moment = require('moment');
​
router.post('/stats/charges-per-day', (req, res) => {
  let values = [];
​
  let from = moment.utc('2018-03-01').unix();
  let to = moment.utc('2018-03-31').unix();
​
  return stripe.charges
    .list({ 
      created: { gte: from, lte: to }
    })
    .then((response) => {
      return P.each(response.data, (charge) => {
        let date = moment.unix(charge.created).startOf('day').format('LLL');
​
        let entry = _.find(values, { label: date });
        if (!entry) {
          values.push({ label: date, values: { value: 1 } }); 
        } else {
          entry.values.value++;
        }
      });
    })
    .then(() => {
      let json = new Liana.StatSerializer({ 
        value: values 
      }).perform();
​
      res.send(json);
    });
});
​
module.exports = router;
Rails
When serializing the data, we use the serialize_model() method. Check the value syntax below.
{
  value: [{
    label: <string> ,
    values: { value: <number> }
  }, {
    label: <string> ,
    values: { value: <number> }
  }, …]
}
/config/routes.rb
Rails.application.routes.draw do
  # MUST be declared before the mount ForestLiana::Engine.
  namespace :forest do
    post '/stats/charges-per-day' => 'charts#charges_per_day'
  end
  
  mount ForestLiana::Engine => '/forest'
end
/app/controllers/forest/charts_controller.rb
class Forest::ChartsController < ForestLiana::ApplicationController
  def charges_per_day
    values = []
​
    from = Date.parse('2018-03-01').to_time(:utc).to_i
    to = Date.parse('2018-03-31').to_time(:utc).to_i
​
    Stripe::Charge.list({ 
      created: { gte: from, lte: to }, 
      limit: 100 
    }).each do |charge|
      date = Time.at(charge.created).beginning_of_day.strftime("%d/%m/%Y")
      entry = values.find { |e| e[:label] == date }
      if !entry
        values << { label: date, values: { value: 1 } }
      else
        ++entry[:values][:value]
      end
    end
​
    stat = ForestLiana::Model::Stat.new({ value: values })
    render json: serialize_model(stat)
  end
end
Objective Smart Chart
Creating an Objective Smart Chart means you'll be fetching your data from an external API endpoint:
This endpoint must return data with the following format:
{
  value: {
    value: xxxx,
    objective: yyyy
  }
}
Here's how you could implement it:
SQL
Mongodb
Rails
SQL
/routes/dashboard.js
​// [...]
const Liana = require('forest-express-sequelize');
​
// [...]
​
router.post('/stats/some-objective', (req, res) => {
  // fetch your data here (a promise must be returned)
  .then(() => {
    let json = new Liana.StatSerializer({
      value: {
        value: fetchedValue,
        objective: fetchedObjective
      }
    }).perform();
    
    res.send(json);
  }
}
Mongodb
/routes/dashboard.js
​// [...]
const Liana = require('forest-express-mongoose');
​
// [...]
​
router.post('/stats/some-objective', (req, res) => {
  // fetch your data here (a promise must be returned)
  .then(() => {
    let json = new Liana.StatSerializer({
      value: {
        value: fetchedValue,
        objective: fetchedObjective
      }
    }).perform();
    
    res.send(json);
  }
}
Rails
/config/routes.rb
...
​
namespace :forest do
  post '/stats/some-objective' => 'customers#some_objective'
end
​
...
/app/controller/forest/your-model-controller.rb
...
​
def some_objective
  # fetch your data here
  stat = ForestLiana::Model::Stat.new({
    value: {
      value: 10, # the fetched value
      objective: 678 # the fetched objective
    }
  })
  render json: serialize_model(stat)
end
​
...
Display record-specific charts in Analytics
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Last updated 3 months ago