A Chart widget draws a chart on a dashboard. It takes the records of any table in the workspace and shows them as bars, columns, lines, a pie or another chart type. The chart redraws as the records change.

Here is the test: do you want a chart beside other widgets, or a chart from a different table? If yes, add a Chart widget. For a chart that lives in its table alone, create a Chart view instead; see Chart View.

Example: a Vendor Management solution with a Findings table. On the Vendor risk overview dashboard, the Security lead adds a Column chart widget called Findings by severity. It has one column per Severity value, and the count of findings sets each column's height. A Chart Total shows the count of open findings and a Benchmark Line marks the target of ten. Finance reads it at the monthly review and selects the Critical column to see the findings behind it.

Findings by severity on the Vendor risk overview: four columns from Low to Critical, the Chart Total card above the legend and the dashed Benchmark Line at ten.

The first widget on a dashboard lands at the top left, at half the row's width; the next lands beside it. Drag the handle on its right or bottom edge to resize it, and the handle in its header to move it; see Managing Widgets.

There is no single Chart card. Pick the card of the type you want. The card sets the Chart Type, and the type can be changed later in the window.

A second card, Chart View under the Views category, embeds a saved Chart view from a table instead. Its description reads "Embed a Chart view in your dashboard." Use it when the chart already exists as a view; see Embedding a saved Chart view below.

The Add New Widget panel open at the Charts category, with the Column card and its tooltip.

The window's sidebar has one tab, General, with three sections: Heading, Source and Settings. There is no Toolbar or Actions tab; those belong to the view-based widgets, see View-Based Widget Settings. The header holds a gear that shows or hides the sidebar, a More Options menu, a ? that opens help, and an X.

Title is the widget's name, shown in its header. It starts as the card's name, "Column" for the example. Description is a switch, off to start. Turn it on and a text box appears, with the choice As A Tooltip or Below The Title; Below The Title is selected to start. For the example, the title is Findings by severity.

Source Select shows the table's name with the solution under it. Select it to open the picker: the current solution's tables first, and a back chevron to the list of every solution you can see, each opening into its tables. Any table in the workspace can be the source, not only the dashboard's own table. For the example, the source is the Vendor Management solution and the Findings table.

The first control under Settings. The dropdown lists the same fifteen types as the Chart view, in six groups. Bar holds Bar Chart, Stacked Bar and 100% Stacked Bar. Bubble holds Bubble Chart and Scatter Chart. Column holds Column Chart, Stacked Column and 100% Stacked Column. Heatmap holds Heatmap Chart. Line holds Area Chart, Stacked Area, 100% Stacked Area and Line Chart. Pie holds Donut Chart and Pie Chart. Each type has its own article; the chooser is Visualize Data with Charts. For the example, the type is Column Chart.

The Chart Type dropdown open in the widget's sidebar, showing the six groups.

What each column, bar or point measures. The first row is Select Value. Pick a field and an aggregation dropdown appears beside it. For a counted field such as an Auto Number, the aggregation is Count. For a numeric field, the default is Sum and the list offers Min, Max and Avg; the current choice is not repeated in the list. Select ADD NEW for a second value, which draws as a second series. For the example, the value is the count of records.

A Filter button sits under the Values rows. It opens the standard Filter control: field, operator, value, And or Or, and filter groups. See Filtering records using conditions. For the example, the filter is Status is not Resolved.

Select Field picks the field that splits the chart into columns, bars or series, one per value of the field. The list holds the table's select, status, member, linked, date and text fields, with a date field offered as its value and, for a Due Date, as "overdue or not". For the example, the Group By field is Severity.

A switch, off to start. Its tooltip reads "Chart results will be automatically sorted by the resulting value". It shows on a Bar or Column chart with no Group By, and goes away as soon as a Group By is set. It is not shown on Pie, Donut, Scatter, Bubble or Heatmap.

A collapsed section that opens on an ADD NEW button. Select it and a row appears: Select Field, an aggregation showing Sum with Min, Max and Avg in the list, and a trash icon. The field list holds the table's numeric fields only. ADD NEW hides until the field is set, then returns for another total. Each total renders as a tile above the chart with the word Total, the field name and the value. A chart carries up to five totals; after the fifth, ADD NEW is gone. For the example, one total shows the sum of Remediation Progress across the open findings.

A collapsed section with ADD NEW. A row holds Name (optional), Number, a color button and a trash icon. The chart draws a dashed line across the value axis at the number, with the name under the axis and a dashed entry in the legend. The color button opens a ten-swatch palette; blue is checked to start. ADD NEW returns once the row is filled, so a chart can carry more than one line. It is not shown on Pie, Donut, Scatter, Bubble or Heatmap. For the example, the line sits at ten and is named Target.

A collapsed section with one Select field dropdown. Its tooltip reads "Set filters that can dynamically adjust chart's content with a single click." The list offers the table's people, date, single select and status fields. Pick one and the preview gains a dropdown pill above the chart, "Status: All" for the example; the viewer opens it to narrow the chart. An x on the row clears the field.

A collapsed section of checkboxes, all off to start. On a Bar or Column chart they are Include empty values, Show Data Labels, Show X Axis Label and Show Y Axis Label. A formatting button follows for the value axis: X-Axis Formatting on Bar and Y-Axis Formatting on Column. Line and Area add Show Dots. Pie, Donut and Heatmap show only Include empty values and Show Data Labels. Scatter and Bubble show Include empty values, the two axis labels and both formatting buttons. The formatting window sets Format (Number, Percent, Currency), Precision, separators and a large number abbreviation. The Bar set was read on the widget; the sets for the other types are the Chart view's, which the widget's Settings follow.

Chart Total, Benchmark Line and Dynamic Filter set for the example, with the total tile, the dashed line and the Status: All pill in the preview.

The Chart View card under the Views category embeds a Chart view that already exists in a table, so a chart is never built twice. See Chart View widget.

Solution Managers and members with Full Access add a Chart widget to a public dashboard and change its settings. The owner does so on a private dashboard. See Dashboard Settings. Every viewer sees the chart within their own permissions: records they cannot open are not counted for them. A shared dashboard shows the chart read-only; see Public Dashboard Sharing.

In View mode, hover over the widget to see a full-screen icon and a three-dot menu with Minimize and Export at its top right. Hover over a bar, column or slice and a tooltip shows the group or series name and its value. The legend lists one entry per series or group; see Interactive Legends in Charts.

Select a bar, column, slice or dot and a drill-in window opens over the chart. Its header holds the widget's name as the title, an Export button and an X. Its toolbar holds Fields to Display, Sort, Group, Spotlight, Row Size and Find. Its body is a grid of the records behind the selection. Finance selects the Critical column and sets the Status of two findings from the grid. See Edit records in a drill-in grid.

A Filter widget on the same dashboard can narrow a connected widget. A Record Selector can supply the record a widget shows.

On a phone, the Chart widget shows in the SmartSuite mobile app. See Mobile Dashboard Widgets: Supported Features and Limitations Guide.

The drill-in window open from the Critical column, with the Export button and the grid of findings.

In Edit mode, hover over the widget. A strip appears in its header with Drag Widget, Move Up, Move Down, Edit and More Options. Select Edit to reopen the window. Its header gains an Export button, its sidebar is named after the widget, and its footer reads Cancel and Save Changes. Cancel, the X or Escape after a change opens a prompt. It reads "Are you sure you want to exit without saving the changes you made?". Its buttons are Exit Without Saving and Save Changes; Save Changes keeps the change and closes the window.

The strip's More Options menu holds Minimize, Highlight Color, Duplicate Widget, Export, Delete Widget and Collapsed by Default. Duplicate Widget opens a dialog where you name the copy, which lands below the original. Delete Widget asks "Are you sure you want to delete the <name> widget?" with No, cancel and Yes, delete widget; a deleted widget does not go to the Recycle Bin. See Manage widgets on a dashboard. There is no Save button on the dashboard: Add Widget or Save Changes in the window is the only commit, and the dashboard autosaves.

Last verified 30 Oct 2026.