Data Visualization

Chart Controls in Atlas Forms

Atlas Forms includes a set of chart controls that render live data from a bound data source. Unlike static charts, these controls execute a SQL query (via a workflow trigger) each time the form loads or refreshes, displaying the latest data directly from your Data Ocean tables.

Supported chart types:

Binding a Chart to SQL Data

Each chart control is bound to a data source workflow — a Flow Studio workflow whose REST trigger returns the aggregated data for the chart. The chart control calls this workflow when the form loads.

Step 1: Create the Aggregate Query Workflow

// Workflow: lead-chart-by-status
// Returns lead counts grouped by status for the current tenant

SqlQueryNode config:
{
  "query": "SELECT Status AS label, COUNT(*) AS value FROM Lead WHERE TenantId = @tenantId AND IsDeleted = 0 GROUP BY Status ORDER BY value DESC",
  "parameters": { "tenantId": "{{workflow.tenantId}}" },
  "outputVariable": "chartData"
}

// Output returned to chart control:
[
  { "label": "New",         "value": 48 },
  { "label": "Contacted",   "value": 31 },
  { "label": "Qualified",   "value": 19 },
  { "label": "Converted",   "value": 12 },
  { "label": "Disqualified","value": 7 }
]

Step 2: Bind the Chart Control

In the AtlasForms designer, select the Bar Chart control and configure its data binding:

// Chart control data binding config
{
  "controlType": "BarChart",
  "title": "Leads by Status",
  "dataSource": {
    "type": "workflow",
    "workflowId": "lead-chart-by-status",
    "labelField": "label",
    "valueField": "value",
    "refreshOnLoad": true,
    "refreshIntervalSeconds": 60
  },
  "colors": ["#6c8cff", "#a78bfa", "#34d399", "#fbbf24", "#f87171"],
  "height": 300
}

Common Dashboard Queries for Lead Management

Leads Created Per Day (Last 30 Days)

SELECT
    CAST(CreatedAt AS DATE) AS label,
    COUNT(*) AS value
FROM Lead
WHERE TenantId = @tenantId
  AND IsDeleted = 0
  AND CreatedAt >= DATEADD(DAY, -30, GETUTCDATE())
GROUP BY CAST(CreatedAt AS DATE)
ORDER BY label ASC;

Total Pipeline Value by Sales Rep

SELECT
    AssignedToUserId AS label,
    SUM(EstimatedValue) AS value
FROM Lead
WHERE TenantId = @tenantId
  AND Status IN ('New', 'Contacted', 'Qualified')
  AND IsDeleted = 0
GROUP BY AssignedToUserId
ORDER BY value DESC;

KPI: Total Qualified Leads This Month

SELECT COUNT(*) AS value
FROM Lead
WHERE TenantId = @tenantId
  AND Status = 'Qualified'
  AND IsDeleted = 0
  AND CreatedAt >= DATEFROMPARTS(YEAR(GETUTCDATE()), MONTH(GETUTCDATE()), 1);

AI Classification Breakdown

SELECT
    ISNULL(ClassificationLabel, 'Not Yet Classified') AS label,
    COUNT(*) AS value
FROM Lead
WHERE TenantId = @tenantId
  AND IsDeleted = 0
GROUP BY ClassificationLabel
ORDER BY value DESC;

Real-Time Dashboard Refresh

For dashboards that need to reflect data as it changes (e.g., a live operations dashboard), configure the chart controls to auto-refresh and optionally subscribe to EdgeStream events:

// Chart control with auto-refresh
{
  "refreshIntervalSeconds": 30,   // Poll workflow every 30 seconds
  "edgeStreamSubscription": {
    "channel": "data-ocean-events",
    "eventType": "lead.created lead.updated",
    "triggerRefresh": true        // Refresh immediately on matching event
  }
}