Plan Availability | All plan types |
Permissions | Solution Creators and Workspace Admins: Add, configure, and manage Donut Charts. |
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Overview
A Donut Chart presents the same information as a Pie Chart, representing percentage or proportionality of values. The key difference is that a Donut Chart features a hole in the center, making it visually distinct.
When to Use a Donut Chart
Part-to-Whole Comparison: Ideal for showing the proportional breakdown of a dataset.
Highlighting Large Differences: Provides a clear visual distinction between small and large categories.
Displaying Fewer Categories: Best suited for 2 to 4 categories for readability.
When Not to Use a Donut Chart
Avoid if comparing more than 4 or 5 categories—Pie Charts are better suited.
Configuring Donut Chart Saved Views
1. Adding a Donut Chart
Create a New Chart Saved View.
Select "Donut Chart" as the Chart Type.
Specify Values for the Chart.
(Optional) Select a "Group By" Field.
Donut Chart Type
Select Donut Chart under Chart Settings to get started with your configuration.
2. Specifying Donut Chart Values
Select a Numeric Field (e.g., Number, Currency) or count occurrences of a Text/List Field.
Available Aggregation Options:
Sum – Adds all values together.
Avg – Computes the average value.
Min – Displays the smallest value.
Max – Displays the largest value.
Single Value and an Optional Group By: Choose a field for grouping slices.
Multiple Values with NO Group By: Displays independent values without grouping.
Note: If you choose to add multiple values to your Donut, click Add New to include additional fields like this (note that the Group By selector is disabled and displays a locked icon:
3. Grouping Data
If selecting a Single Value, a Group By field can be applied (Text, Date, or List fields only).
If selecting Multiple Values, Group By is disabled.
4. Chart Total
Displays the total value of the donut chart.
You can choose to calculate the total for a specific field, with options for SUM, MIN, MAX, and AVG values.
5. Dynamic Filter
Set filters for data that can change over time with a single click, such as status, priority, or numeric fields.
6. Advanced Options
Provides additional customization, including the ability to show data labels on the chart for better readability.
Configuring Donut Chart Widgets
Donut Charts can also be used within dashboards.
Open the Dashboard View and click "Add Widget."
Select "Donut Chart" from the widget options.
Configure Widget Settings:
Widget Name: Define a title for clarity.
Table Selection: Saved Views are configured in the context of a specific Table, but widgets live at the Solution level. Start your configuration by picking which Table contains the data you want on your chart.
Click "Add Widget" to finalize placement on your dashboard.
Note: You can also filter data by specific criteria within the widget view. To learn more, visit this article.
Practical Use Cases and Scenarios
1. Category Composition
Scenario: A business wants to visualize product category sales distribution.
Solution: Use a Donut Chart to highlight the breakdown of sales by product type.
Outcome: Quickly identifies dominant product categories.
2. Emphasizing a Small Fraction
Scenario: A company wants to show that a particular segment accounts for only a small fraction of the market.
Solution: Use a Donut Chart to emphasize the small slice compared to the whole.
Outcome: Enhances the visual impact of minor segments in a dataset.
3. Comparing a Few Key Categories
Scenario: A marketing team needs to show customer preferences between a few select products.
Solution: A Donut Chart is used to compare preferences among 3 major product lines.
Outcome: Provides a clear view of the dominant product and customer trends.
4. Highlighting a Key Statistic
Scenario: A company wants to show the percentage of revenue generated by their top-selling product compared to all others.
Solution: A Donut Chart displays the top product as a large portion, with remaining products grouped as "Other."
Outcome: Emphasizes the importance of a single high-performing product.