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Column Chart

Build a Column Chart view or widget: standard, stacked or 100 percent stacked columns with values, grouping, totals and a benchmark line.

Written by Peter Novosel

A column chart compares values with vertical bars. Each category gets one column, and the taller the column, the larger the value. Categories run along the bottom and values run up the left side.

Here is the test: do you want to compare a number across points in time, or across a handful of short categories? If yes, Column is the type. If the category names are long, see Bar Chart. If you want the trend as a line, see Line Chart.

Example: a Vendor Management solution with a Findings table. The Security lead builds a Chart view called Findings by severity. Each quarter is a cluster of columns, one per severity from Low to Critical, and each column's height is the count of findings. The Critical column in the latest quarter is the one the room looks at.

Findings by severity as a column chart: one cluster per quarter with a column per severity inside it, the Chart Settings sidebar open at the left, the legend at the right.

Findings by severity as a column chart: one cluster per quarter with a column per severity inside it, the Chart Settings sidebar open at the left, the legend at the right.

Plan Availability

All plan types.

Permissions

Full Access members and Solution Managers create and change public views; every member creates private views.

Platform

Web

Related Reading


Choosing Column Chart

Create a Chart view and the Chart Settings sidebar opens at the left of the chart. On an existing view, select Chart Settings in the toolbar to open it. The dropdown at the top of the sidebar lists the chart types in six groups: Bar, Bubble, Column, Heatmap, Line and Pie. A new Chart view starts as Bar Chart; open the dropdown and select Column Chart in the Column group. The chart redraws as you change a setting.

The Column group holds three types :

  • Column Chart: each value as its own column.

  • Stacked Column: the values combined in one column per category, one segment per value.

  • 100% Stacked Column: each value as a share of the category total, so every column is the same height and the segments show the mix.

Tip: Use 100% Stacked Column when the mix matters more than the count. Each category's split reads at a glance, whatever its total.

The chart type dropdown open, with Column Chart selected in the Column group.

The chart type dropdown open, with Column Chart selected in the Column group.


Chart Settings for a column chart

The sidebar holds the settings below in this order. Values and Group By are always open, and Sort by Values shows only while Group By is empty. The rest are collapsed sections; select one to open it.

Values

Values decide what each column measures. Each row has a field dropdown with a search box and a function dropdown. A new view starts with the table's first field after the title and Count, which counts records. A numeric field such as Number or Currency starts on Sum, and its list offers Min, Max and Avg. Select ADD NEW to add a second value; it starts on the next field in the table, so change it. The trash icon removes a row. With two or more values, Stacked Column puts them in one column per category, one segment per value.

A field with more than one way to read it appears more than once. A Status field is listed as Status value and Status completed or not, and a Time Tracking Log field as its hours.

For Findings by severity, the value is Severity with Count. A Single Select or Status field as the value draws one column per choice, so the four severities become four columns in each group.

Group By

Group By decides what each column stands for. Select Field lists the table's fields, with a search box, and the chart draws one column per value of the field you pick. A Date field is listed twice, as its value and as overdue or not. Pick the value and a second dropdown appears to its right with the period: By date to start, then By week, By month, By quarter and By year. Without a Group By field, the chart draws one column per value of the Values field. A select field gives one column per choice; an Auto Number gives one column per record.

For Findings by severity, the Group By field is Due Date value with By quarter, so each quarter is a cluster with one column per severity. Hover over a column and a card shows the series and the count, such as "Critical | 4".

Note: The chart counts only the records that pass the view's Filter, the other control in the toolbar. Two charts of the same table can show different totals by design.

Sort by Values

A switch, off to start, shown only while Group By is empty. Its info tooltip reads "Chart results will be automatically sorted by the resulting value". Turn it on and the columns are ordered by their values instead of the field's own order. Set a Group By field and the switch disappears.

Chart Total

A Chart Total shows one number as a card above the legend: the word Total, the field name and the value. Select Field lists the table's numeric fields, Formula fields included, and the function starts on Sum with Min, Max and Avg in the list. Once a field is set, ADD NEW appears under the row. A chart carries up to five totals, and the same field can be used twice. The trash icon removes a row; on the last row the x in the field box clears it instead.

Benchmark Line

A Benchmark Line draws a dashed reference line across the chart at a value you set. Select ADD NEW and a row appears with Name (optional), a Number box, a color button and a delete button. The color button opens a palette of ten swatches, blue to start. The legend gains a dashed entry for the line. Use it for a goal or a threshold, such as a ceiling of twenty findings per severity.

Dynamic Filter

A Dynamic Filter adds a one-click filter to the chart itself. Its info tooltip reads "Set filters that can dynamically adjust chart's content with a single click." Select Field lists date, member, select and status fields. With Status chosen, a reader switches the chart between the statuses without opening the Filter panel.

Advanced Options

Four checkboxes, all off to start: Include empty values, Show Data Labels, Show X Axis Label and Show Y Axis Label. Include empty values adds a column for the records with no value in the field; without it they are left out. Show Data Labels writes each column's value on the chart.

Y-Axis Formatting

The Y-Axis Formatting button under the checkboxes opens a window for the value axis, which runs up the left side of a column chart. Format offers Number, Percent and Currency, Number to start, with a live preview. Precision runs from 1 to 1.000000, with no decimals to start. Thousands and decimal separators starts on Depends on Member's Locale. Large number abbreviation offers None, Thousand K, Million M and Billion B. The Display thousands separator switch is on. Apply saves the window and Cancel closes it.

The three column types side by side on the example data: Column Chart, Stacked Column and 100% Stacked Column.

The three column types side by side on the example data: Column Chart, Stacked Column and 100% Stacked Column.


Permissions

Who can create a Chart view, change its settings and save them is the same for every chart type. See Chart View for public and private views, autosave and locked views.


Using the chart

Hover over a column and a card shows the category and each value. The legend at the right lists one entry per value with its color dot; hover over an entry to see that value's total. Drag an entry to change the order of the values. Hover over an entry and select the x at its right to hide that value; the dot turns hollow and the name grays. Hover over the entry again and select the + to show it. Select the color dot to pick one of 30 swatches for that value. Both changes are saved with the view. See Interactive Legends in Charts.

Select a column, or one segment of a stacked column, to open the records behind it in a drill-in window over the chart. The window has a title, an Export button with Microsoft Excel, Google Sheets and CSV, and an x. Under them sit a toolbar with Fields to Display, Sort, Group, Spotlight, Row Size and Find, then a grid with the record count at the bottom. See Edit records in a drill-in grid.


In a Chart widget

The same chart goes on a dashboard as a Chart widget. In Edit mode, select Add Widget, then the Chart card. Name the widget, pick the solution and table, and set the chart as above. See Chart widget.


Changing the chart type later

Open the dropdown at the top of Chart Settings and pick another type. The settings that the new type uses stay in place; the ones it lacks disappear from the sidebar. Switching from Column Chart to Bar Chart keeps everything and turns the columns on their side. Switching to Line Chart keeps the values and the Group By and joins the tops of the columns with a line.


Frequently asked questions

When should I use a Bar Chart instead?

When the categories have long names or there are many of them. Bars put the names beside the bars, where they never overlap.

Which functions can a value use?

Count on any field. Sum, Min, Max and Avg on a numeric field, with Sum to start.

Can I stack the columns?

Yes. Add a second value with ADD NEW, then pick Stacked Column to combine the values in one column per category, or 100% Stacked Column to show the mix as shares.

Can I show a target on the chart?

Yes. Open Benchmark Line, select ADD NEW and type the target in the Number box. The line is dashed and can carry a name.

Why does my chart show fewer findings than the table?

The chart counts only the records that pass the view's Filter. Select Filter in the toolbar to see which conditions are on.

Last verified 30 Oct 2026.

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