A Chart view turns the records of a table into one picture: bars, columns, lines, areas, a pie, a donut, a scatter, bubbles or a heatmap. The chart counts or sums the records that pass the view's filter, and it redraws as the records change.

Here is the test: do people want one picture of the table rather than its rows? Chart is the view. For several charts from several tables on one page, use a dashboard with Chart widgets instead.

Example: "Findings by severity" on the Findings table. A column chart counts findings per Severity, so Security sees at a glance how many Critical findings are open. A benchmark line marks the number the program is allowed to carry.

The Findings by severity column chart with four columns, Low to Critical, a dashed benchmark line and the legend at the right.

The new view opens with the Chart Settings sidebar already open at the left. The chart starts as a Bar Chart that counts records by their Auto Number, one bar per record, with every record listed in the legend. From there you pick the type, the values and the field to group by.

No field has to exist before you create the view. The chart needs one field to count or sum, and a Single Select, Status or similar field makes a useful group. Findings has Finding ID to count and Severity to group by.

Chart Settings is the first button on the toolbar. It opens and closes the sidebar of the same name; the sidebar has an x at the top. Top to bottom it holds the chart type, Values, Group By, Sort by Values and four collapsed sections: Chart Total, Benchmark Line, Dynamic Filter and Advanced Options. Changes draw at once.

The dropdown at the top of the sidebar lists fifteen types in six groups, in this order:

Each type has its own article with what it adds or removes. See Bar Chart, Column Chart, Line Chart, Area Chart, Pie Chart, Donut Chart, Scatter Chart, Bubble Chart and Chart View: Heat Map. There is no Combo type and no mind map or flowchart type. "Findings by severity" uses Column Chart.

The Chart Settings sidebar with the chart type dropdown open, showing the six groups.

A value is the number each bar, slice or point shows. Each row has a field dropdown with a search box, an aggregation dropdown and a trash icon. ADD NEW under the rows adds a second value, which becomes a second series with its own legend entry and its own color.

The field list offers the table's fields, with a few split in two. A Status field appears as Status value and Status completed or not. A Due Date field appears as Due Date value and Due Date overdue or not. A Time Tracking Log appears as its hours. A Linked Record field is offered too.

The aggregation depends on the field. A field that cannot be summed, such as an Auto Number, is fixed at Count. A number-like field defaults to Sum, with Min, Max and Avg in the list. The legend names a summed series with its function, as in "Time Tracking Log (sum)".

"Findings by severity" has one value: Finding ID, Count.

The Values rows with the aggregation dropdown open on a number field, showing Min, Max and Avg.

Group By is one dropdown, Select Field, with a search box. It splits the records into one bar, column or slice per value of the field. The list offers select, status, member, date, linked record and formula fields, with Status and Due Date split the same way as under Values. Grouped by Status value, a bar chart shows one bar per status with the axis scaled to the largest count.

On Pie Chart and Donut Chart, Group By is locked and shows a lock icon: a pie has one slice per value row instead.

"Findings by severity" groups by Severity: Low, Medium, High, Critical.

A switch, off by default. Its tooltip reads "Chart results will be automatically sorted by the resulting value". On, the groups are ordered by size instead of by the field's own order. It is not shown on Pie, Donut, Scatter, Bubble or Heatmap.

A collapsed section with a Select Field dropdown and an aggregation. Only number-like fields are offered, with Sum shown and Min, Max and Avg in the list. The total is one figure for the whole chart. On Findings, Remediation Progress with Avg gives the average progress across every finding on the chart.

A collapsed section with ADD NEW. Each line has Name (optional), a Number, a color button and a delete button. The chart draws a dashed line at that number and the legend gains a dashed entry. The color button opens a ten-swatch palette, blue by default. It is not shown on Pie, Donut, Scatter, Bubble or Heatmap.

"Findings by severity" carries a benchmark named "Tolerance" at the number of open findings the program accepts.

The Benchmark Line section with one row named Tolerance and its color palette open.

A collapsed section with one Select Field dropdown. Its tooltip reads: "Set filters that can dynamically adjust chart's content with a single click". Pick a field, and the chart gains a control that narrows the records to one value of that field. The Filter panel stays closed. The list offers select, status, member and date fields. Status is the natural choice on Findings, so a viewer clicks to see only New findings.

A collapsed section of checkboxes, all off by default: Include empty values, Show Data Labels, Show X Axis Label, Show Y Axis Label. Line Chart and Area Chart add Show Dots. Pie, Donut and Heatmap show only Include empty values and Show Data Labels. Scatter and Bubble show Include empty values and the two axis labels.

Under the checkboxes sits an axis formatting button for the value axis: X-Axis Formatting on Bar, Y-Axis Formatting on Column, Line and Area, and both on Scatter and Bubble. It opens a popover:

Advanced Options with the Y-Axis Formatting popover open.

The toolbar has two buttons: Chart Settings and Filter. Filter limits the records the chart counts; see Filtering records using conditions. "Findings by severity" filtered to Status is not Resolved counts only open findings. Fields to Display, Sort, Group, Spotlight, Row Size, Find and Share View are not on a Chart view's toolbar.

A member with full access or above creates a public Chart view and saves changes to it. A private view is seen and edited by its creator only. A Solution Manager or Administrator can lock the view so its settings cannot change. Folders carry their own permissions. The detail is in View Panel, Locked Views, Folder Permissions and Shared Views.

Close the sidebar with its x and the chart fills the view. Hover over a bar, column or slice to read a card with the group's name and each series value. Hover over a legend entry to read the series total. Legend entries can be dragged to reorder them.

A click on a legend entry hides that series and a second click brings it back. A click on a bar, column or slice opens the records behind it in a list. The list has its own toolbar and an Export to Excel, Google Sheets or CSV. See Edit records in a drill-in grid.

There is no Share View button on a Chart view's toolbar. The three-dot menu next to the New <record> button carries Print, Export and Copy Link on a Grid view; see Print or export a saved view.

The view menu opens from the chevron next to the view name. It offers Rename View, Add Description, Duplicate View, Change View Type, Public View and Delete View, plus the Autosave changes checkbox. Autosave is on by default on a public view, so a change in Chart Settings saves at once.

Change View Type lists Grid View, Card View, Kanban View, Calendar View, Timeline View, Gantt View, Map View and Chart View, with a check mark on the current type. The records are untouched by a switch. Delete View asks "Are you sure?" with No, cancel and Yes, delete view.

Last verified 1 Nov 2026.