Start Here: Learn about View Types in SmartSuite and how to Create Saved Views.

Overview

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 controls' functionality.

Get started by selecting "Chart" from the view dropdown to generate a new Saved View that is configured to display in Chart View.

Supported Chart Types

This article provides an overview of the following supported Chart types:

Supported Field Types and Functions

Field Type

Function

Number

Sum (default), Min, Max, Avg

Number Slider

Sum (default), Min, Max, Avg

Percent

Sum (default), Min, Max, Avg

Percent Complete

Sum (default), Min, Max, Avg

Currency

Sum (default), Min, Max, Avg

Vote

Sum (default), Min, Max, Avg

Rating

Sum (default), Min, Max, Avg

Count

Sum (default), Min, Max, Avg

Rollup

Sum (default), Min, Max, Avg

Open Comments

Sum (default), Min, Max, Avg

Duration

Sum (default), Min, Max, Avg

Time Tracking Log

Sum (default), Min, Max, Avg

Lookup

Sum (default), Min, Max, Avg

Formula

Sum (default), Min, Max, Avg

Record Title

Count

Auto Number

Count

Yes/No

Count

Single Select

Count

Multiple Select

Count

Record ID

Count

Tag

Count

Assigned To

Count

Linked Record

Count

Status*

Count

📝 NOTE: Chart can be built by a Status value or by whether status is completed or not.

Chart Configuration

Instead of displaying the standard Report Toolbar selector, Charts have a Settings display that allows you to set each Chart's type configurable properties while showing a live preview of the chart. This intuitive interface makes it easy to experiment with Chart settings, to find the perfect display for your data in just a snap.

Also, you'll see that the Filter option remains on the Report toolbar. Any filters configured will be applied to the data displayed in the saved view. Read more about configuring Saved View filters in this article.

We'll cover chart properties in more detail for each individual chart type, as they vary depending on your selected format.

Chart Totals

Chart totals are an advanced option that allows you to calculate a total amount in the selected fields and put it on display. Configuration of totals is made in the chart settings. You can add up to three totals to be displayed. The setting itself is available for all chart types.

Viewing Series Data

Clicking on any chart data series will open a dialog that displays the underlying data, allowing you to view and edit records directly from a chart view.


Chart Types

Bar Chart

The Bar Chart type is useful for comparing things between different groups or to track changes over time. Bars are displayed horizontally, with the Y-axis labeled with the categories to be compared and the X-axis having numerical values representing each category's value.

Example - Sum of Number field

Example - Grouping by Date field

For a deeper dive into Bar charts, you can read this article that describes all of the available configuration settings.


Column Chart

The Column Chart type is useful for comparing things over time since it's easy to compare column lengths. Bars are displayed vertically, with the X-axis labeled with the categories to be compared and the Y-axis having numerical values representing each category's value. Column charts are sometimes referred to as vertical bar charts.

Example - Count of Single Select

Example - Group by Date

We hope you're thinking how Column charts may right for your data. For more information, please have a look at this article.


Line Chart

Line charts are most often used to track changes over periods of time. Line charts are generally preferred over bar or column charts when changes are relatively small. The horizontal (X) axis depicts a progression - often of time - while the vertical (Y) axis shows the value of a selected metric.

Example - Group by Date

If you need more information about configuring your Line charts, you can click on this article to dig into all of its settings.


Area Chart

Area charts combine features of Line and Bar charts to show how one or more values change over the progression of another value, typically that of time. Area charts differ from line charts as they feature shading between the edge of the line and the baseline.

Example - Group by Date (display by Week)

For a deeper dive into Area charts, you can read this article that describes all of the available configuration settings.


Pie Chart

Pie charts typically show the percentage of a value or other proportional information. The percentage represented by each category is represented as a slice of the pie.

Example - Count of Single Select

Example - Sum of Numeric Value (Grouped by Single Select)

To configure the perfect percentage view of your data, read this article and learn about all Pie chart configuration settings.


Donut Chart

A Donut chart presents exactly the same information - percentage or proportionality of a value - except that the chart features a hole in the center (hence the "Donut" - mmm, it's making us hungry! 😋)

Example - Count of Single Select

Ready to take a bite of Donut charts? Read this article and learn how to configure every setting.


Combo Chart

SmartSuite's Combo chart type lets you present two sets of data, one as a line and one as columns. This is very useful when you're looking at related sets of data, such as actual values versus a goal or target value.

Example - COMING SOON!

To start comparing your data with Combo chart, read this article and see how you adjust its configuration settings to present your data perfectly.


Scatter Chart

Scatter charts use small dots to represent value of two different numeric values, such as height and weight, width and length, or similar metrics. This chart is great at showing the relationship between the two variables, allowing users to easily understand patterns and correlations in the data.

You can go one step farther, configuring a Group By property that applies color to the displayed dot. This is fantastic for quickly identifying which groups appear in particular locations across the range.

Example - Numeric and Currency Values

Example - Adding a Color dimension (Single Select)

See the distribution of your data today - this article describes in detail how to configure your Scatter chart quickly and easily.


Bubble Chart

Like Scatter charts, bubble charts use circle shapes to represent numeric data, but add a third data series that determines the size of the circle. Bubble charts are often used to present financial data. For example, you might see a Bubble chart that represents the age of an investment, the return on investment, and (for the bubble size) the amount of the investment.

Example - Bubble Chart with Grouping

For more information about Bubble charts, read this article - it describes all of the available configuration settings and helps you understand where and when to use it most effectively.


Heatmap Chart

A Heatmap is a representation of your data that uses a system of color coding to represent different values. This visual depiction can help you understand data by making it visually obvious how the data are clustered or varied.

Example - Heatmap with Single Select, Multi-Select and Sum

Ready to start visually analyzing your data? This article describes all of the available configuration settings and helps you understand how to use and interpret data in this powerful chart type.


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