Detail: Charts Widget

You can add charts to your Detail Layouts and Custom Pages to show data from your tables in a bar, line or donut chart.

Types of displays you can add to your layouts:

  • Bar Chart

  • Line Graph

  • Donut Chart

Add a chart widget

You can add three charts to each widget.

  1. Click Edit layout

  2. Select Charts widget

  3. Click Add Chart

  4. Choose the data source for your chart

  5. Choose the chart type: donut, bar or line chart

  6. Choose how to group your data

  7. Save your layout

Set up Bar Charts

Horizontal axis: Choose which field you’d like to show on the x-axis from your selected data source.

Vertical axis: Choose an aggregate measure for the y-axis, e.g. record count, field sum, or field average.

Group by: Add an optional ‘Group by’ field. For example, you could create a line chart to display the number of tickets every day for the past week, grouped by the teams assigned to each ticket.

Display options

You can choose to:

  • Show Horizontal or Vertical charts

  • Hide labels and values

  • Sort by label or values, and ascending or descending

  • Round or Abbreviate long results

  • Show a maximum number of items to appear on the chart

Tip

To show the colors of your single select or multi select fields choose the field in the "Group by" on the Bar Chart.

Set up Line Chart

Horizontal axis: Choose a date or datetime field to display on the x-axis from your selected data source.

Bucket values by: Choose how you would like to group your records: Day, week, month, quarter, or year.

Vertical axis: Choose an aggregate measure for the y-axis: record count, field sum or field average.

Group by: Add an optional ‘Group by’ field, for example you could create a line chart to display the number of tickets every day for the past week, grouped by the teams assigned to each ticket.

Display options:

You can choose to:

  • Hide labels and values

  • Round or Abbreviate long results

  • Show a maximum number of items to appear on the chart

Set up Donut Chart

Group by: Choose which field to group by.

Aggregate Measure: Choose an aggregate measure for the y-axis: record count, field sum, or field average.

Display options

You can choose to:

  • Hide labels and values

  • Round or Abbreviate long results

  • Show a maximum number of items to appear on the chart

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