Turn your data into powerful visual stories with Chart View in SmartSuite. This feature lets you create visualizations in various popular formats, making it easy to analyze, compare, and communicate data insights.
Plan Availability | All plan types |
Permissions | Users need access to the data being visualized. |
Related Reading |
Why Use Chart View?
Charts help you understand your data at a glance by offering visual representations of relationships, trends, and patterns. SmartSuite’s intuitive chart configuration panel simplifies the process of selecting the best settings for your data.
Chart Use Cases
Note: Regardless of the chart type used, we provide Advanced Options at the bottom of our chart settings that allow you to decide whether you want to display empty values (Coming Soon!) or use data labels.
Configuration Menu
Configuration Menu
1. Compare Grouped Data
Use Bar and Column Charts to analyze shared groupings.
Example: Compare sales figures across different regions or departments.
2. Track Data Over Time
Use Line and Area Charts to visualize trends.
Example: Track month-over-month sales or task completion rates for various teams.
3. Assess Relationships
Pie and Donut Charts: Quickly see how common items relate to each other.
Example: Analyze the percentage breakdown of completed vs. pending tasks.
Stacked Charts: Use stacked line, column, or area charts to compare grouped data over time.
Example: View sales growth by product category month over month.
4. Visualize Complex Data
Scatter Charts: Explore relationships between two variables.
Example: Correlate advertising spend with customer acquisition rates.
Bubble Charts: Add a third variable, with color as a fourth dimension.
Example: Examine project budgets by size, priority, and completion status.
5. Identify Patterns
Heat Maps: Display data in a two-dimensional matrix, using color to highlight patterns.
Example: Spot areas of high activity or concentration in customer support tickets.
Available Chart Types
SmartSuite supports a wide variety of chart types to meet your data visualization needs:
Chart Type | Use Case |
Compare data across categories. | |
Analyze data in vertical groupings. | |
Track changes over time. | |
Highlight cumulative trends over time. | |
Show proportions of a whole. | |
Similar to Pie Charts but with a center cutout for additional insights. | |
Combine two types of charts (e.g., line and bar) for comparative analysis. | |
Display relationships between two variables. | |
Add a third variable (size) and optional fourth variable (color). | |
Visualize patterns and concentrations using color intensity. |
Axis Formatting
SmartSuite charts provide flexible formatting controls for numeric axes, allowing you to customize how values appear on both the X and Y axes. This helps ensure charts are easy to read and appropriately formatted for analysis and presentation.
Axis Formatting Options
Formatting Settings button: Numeric axes include a Formatting Settings button that lets you control how values are displayed.
Supported formats: Axis values can be displayed as numbers, currency, or percentages.
Detailed controls: Adjust precision, decimal and thousands separators, large-number abbreviations, and currency codes as needed.
Automatic defaults: When no custom formatting is applied, axis formatting is derived from the first numeric field in the Values section and updates automatically as fields change.
How Axis Formatting Works
A Formatting Settings button appears next to any numeric axis that supports formatting.
Clicking the button opens a modal with available formatting options.
Until custom settings are applied, axis formatting automatically reflects the numeric fields used in the chart.
Once custom formatting is set, those preferences remain consistent even if chart fields are reordered or changed later.
Using axis formatting ensures your charts present numeric values clearly and consistently across different chart types and use cases.
Numeric Formatting in Chart Tooltips
Chart tooltips display numeric values using the same formatting rules defined for your fields. This ensures numbers shown when hovering over chart segments are consistent, accurate, and presentation-ready.
Formatting Behavior
Field-level formatting respected: Tooltips now reflect each numeric field’s formatting settings, including decimal precision, thousands separators, currency symbols, and abbreviations.
Works across all charts: This behavior applies to all Chart Views, including charts embedded as widgets on dashboards.
Consistent across field types: Numeric values from standard number fields, formulas, and lookup fields all follow their defined formatting rules.
Locale-aware defaults: If a numeric field does not have explicit formatting configured, tooltips automatically follow your locale settings. When required, values default to showing two decimal places.
How Tooltips Display Values
When you hover over a chart segment:
SmartSuite checks the formatting settings for the numeric field driving that value.
The tooltip displays the number using the correct separators, symbols, and precision.
For calculated values (such as averages), default precision is applied when no custom setting is defined.
This formatting approach helps ensure your charts look as polished as the data behind them, making it easier to interpret values accurately and confidently when presenting or analyzing insights.
Practical Scenarios and Use Cases
1. Sales Performance
Scenario: A sales team needs to track monthly revenue by region.
Solution: Use a Column Chart to compare region-wise performance over time.
2. Project Insights
Scenario: A project manager wants to analyze task completion rates across teams.
Solution: Use a Stacked Area Chart to track progress for multiple teams simultaneously.
3. Customer Behavior Analysis
Scenario: A marketing team wants to identify patterns in user behavior.
Solution: Use a Heat Map Chart to highlight areas of high activity in customer interactions.