Chart View transforms data into dynamic visualizations with support for various chart types, including Bar, Pie and Score Card charts. It enables users to represent aggregated calculations through scorecards for key metrics while offering customization options for legends, colors, and display values to enhance clarity. Advanced features like sorting, normalization, and highlighting improve data analysis, and users can securely share charts for seamless collaboration.
Charts Types:
Kind | Name | Description |
KPI Charts | Scorecards | Highlights a key metric or statistic, making it easy to track performance at a glance. to learn more click here |
Comparison Charts | Vertical Bar Charts | Compares metrics from different categories using bars, ideal for visualizing trends over time. to learn more click here |
Comparison Charts | Horizontal Bar Charts | Suitable for comparing many categories at once, providing a clear side-by-side view. to learn more click here |
Distribution Charts | Pie Charts | Shows the distribution of a whole into parts, best for representing percentages and proportions. to learn more click here |
Distribution Charts | Donut Charts | Displays proportions of different categories as segments of a circle, offering a more space-efficient alternative to pie charts with room for additional insights. to learn more click here |
Distribution Charts | Nightingale Charts | Uses varying bar lengths to highlight differences, useful for emphasizing significant variations within a dataset. to learn more click here |
Distribution Charts | Gauge Charts | Shows a value within a range and highlights its proximity to the target, ideal for performance tracking and goal measurement. to learn more click here |
Create New Chart
to add a new chart:
Within the table, click on the "+" sign above the search bar.
From the drop-down menu, select Chart view.
A box will appear to enter a name for the view—choose a descriptive name that reflects its content.
Select who can edit:
Collaborative for team access and editing.
Personal for individual use. note: you can't add it in dashboards
Click "Add".
Choose the field to define your chart data. After creating the Chart view.
Filtering a Chart
Within the view, click on the funnel icon in the view bar.
A box will appear; click on "Add filter."
Three fields will be displayed:
Choose a Column
Choose a Condition
Choose a Value to Filter by
The filter will be applied directly to the view, updating the displayed data based on the selected criteria.
Sharing a Chart
To share a chart internally with users who have access to the Charts table:
Click the Share Chart icon at the top corner of the view.
Copy the link.
Share it.
Note: Only people with access permission to this view can see it using this link.
Publishing a Chart (SOON)
Once your chart is designed and tested, publishing it involves making it accessible to an audience.
To Publish a Chart:
Click the Share Chart icon at the top corner of the view.
Go to the Publish tab.
Click Publish.
Copy the link.
Share it.
Note: There are options to Restrict Access with Password, Change the Link, or Unpublish the Link.
For more details, visit the public sharing article.