Feature Overview Video
Plan Details
Plan Availability | All plan types |
Permissions | Administrators can configure Chart View settings. Users with appropriate access can view and interact with charts. |
Related Reading |
Chart View allows you to create visualizations for your data, displaying information in a variety of popular chart formats.
Our intuitive chart configuration panel makes it easy to select the perfect settings to best represent your SmartSuite data.
The Report Toolbar Introduction outlines the primary controls for modifying views - all of which are available in Chart View - and provides links to dive deeper into each control’s functionality.
Getting Started:
Select "Chart" from the view dropdown to generate a new Saved View configured to display in Chart View.
Supported Chart Types
Supported chart types include:
Summary of Field Types and Functions
Field Type | Function |
Sum (default), Min, Max, Avg | |
Sum (default), Min, Max, Avg | |
Sum (default), Min, Max, Avg | |
Sum (default), Min, Max, Avg | |
Sum (default), Min, Max, Avg | |
Sum (default), Min, Max, Avg | |
Sum (default), Min, Max, Avg | |
Sum (default), Min, Max, Avg | |
Sum (default), Min, Max, Avg | |
Sum (default), Min, Max, Avg | |
Sum (default), Min, Max, Avg | |
Sum (default), Min, Max, Avg | |
Sum (default), Min, Max, Avg | |
Sum (default), Min, Max, Avg | |
Count | |
Count | |
Count | |
Count | |
Count | |
Count | |
Count | |
Count | |
Count | |
Count |
Note: Charts can be built by a Status value or by whether a status is completed or not.
Chart Configuration
Charts have a Settings display that allows you to set each chart’s type-configurable properties while showing a live preview of the chart.
The Filter option remains on the Report Toolbar, and any configured filters will apply to the data displayed in the saved view. Read more about configuring Saved View filters in this article.
Chart properties vary depending on the selected format and are covered in detail for each individual chart type.
Chart Legend
Use the Chart Legend to click on any colored dots to change the color associated with that value.
Chart Totals
Chart totals allow you to calculate and display a total amount in the selected fields.
You can add up to three totals to be displayed, configurable in the chart settings.
This feature is available for all chart types.
Viewing Series Data
Clicking on any chart data series opens a dialog that displays the underlying data, allowing you to view and edit records directly from the chart view.
The report toolbar is displayed, allowing you to change fields to display as well as sorting, grouping, row size, and spotlights.
You can export series data by clicking on the “Export” button in the toolbar. You can export to:
Microsoft Excel
Google Sheets
CSV
Chart Types
Bar Chart
Useful for comparing things between different groups or tracking changes over time.
Bars are displayed horizontally.
Example: Sum of Number field
Example: Grouping by Date field
Learn more about Bar Chart configuration in this article.
Column Chart
Useful for comparing things over time, displayed vertically.
Example: Count of Single Select
Example: Group by Date
Explore the Column Chart configuration in this article for details.
Line Chart
Best for tracking changes over time with a progression on the horizontal axis and selected metric values on the vertical axis.
Example: Group by Date
Visit the Line Chart settings in this article for more information.
Area Chart
Combines Line and Bar chart features, showing changes over a progression with shading between the line and baseline.
Example: Group by Date (display by Week)
For more details about the Area Chart, read this article.
Pie Chart
Shows percentages or proportions of a value.
Example: Count of Single Select
Example: Sum of Numeric Value (Grouped by Single Select)
Configure Pie charts with this article.
Donut Chart
Similar to Pie Charts but with a central hole.
Example: Count of Single Select
Read this article and learn how to configure every setting for donut charts.
Combo Chart
Displays two sets of data (one as a line, one as columns).
Example: COMING SOON!
Scatter Chart
Uses small dots to represent two numeric variables, highlighting patterns and correlations.
Example: Numeric and Currency Values
Example: Adding a Color Dimension (Single Select)
Find more details in the Scatter Chart in this article.
Bubble Chart
Similar to Scatter charts but includes a third data series to determine bubble size.
Example: Bubble Chart with Grouping
For more information about Bubble charts, read this article
Heatmap Chart
Uses color coding to visually represent different values.
Example: Heatmap with Single Select, Multi-Select, and Sum
Learn more about Heatmap Charts in this article.
Practical Scenarios and Use Cases
Departmental Collaboration
Scenario: The Marketing team needs access to shared workspaces for campaigns and projects.
Solution: Create a "Marketing Team" with relevant members to collaborate on tasks, SmartDocs, and comments.
Data-Driven Decision Making
Scenario: The Sales team wants to track monthly revenue across regions.
Solution: Use Line Charts to display revenue trends and identify growth opportunities.
Project Status Monitoring
Scenario: A project manager needs to visualize task completion status.
Solution: Use Pie or Donut Charts to highlight percentages of completed and pending tasks.