4 min read

Feature

Who can use this feature

All users 

Available on Enterprise and Pro plans

Need to better analyze the tasks or information within one or multiple boards? Want to see how well your team members are doing when completing their tasks or see the progress of your projects? With our Chart View and Widget, you can showcase various reports for boards in order to enhance your workflow!

What is the Chart Widget?

The Chart Widget is a great tool for processing information in an analytical way. See how well your team members are performing, how fast your tasks are getting done, how they change over time, and more. The possibilities are endless! 

Add a Chart Widget

To add the Chart Widget, click on the "+ Add widget" button and select "Chart".

Choose your chart type

Enjoy and create beautiful charts from our chart gallery. Whether you want a pie chart, a stacked chart, or just any chart, we've got you covered! In the settings menu, simply pick the chart type.  

Customize your chart 

Once you've selected your chart type, you can begin customizing your chart. This includes selecting which columns on your board the chart will pull its data from, and indicating which columns to use for the Y and X axes.

Examples of the most popular charts:

• Pie Chart:

  A pie chart visually displays the distribution of data within a board, helping teams quickly understand task proportions and progress at a glance. You can select labels based on the different column types or values taken from the Numbers Columns on your board.

• Bar graph:

  A bar graph clearly illustrates comparisons between different data categories on a board, enabling teams to assess performance, trends, or workloads quickly. Customize the graph by selecting the Status Column and a y-axis, such as a numerical value.

• Line graph:

  A line graph effectively tracks changes and trends over time, helping teams visualize progress and identify patterns across their workflows. You can also order the x and y axes in ascending or descending order. Simply choose your preferences under "Sort by" in the "More settings" section. 

• Stacked graph:

  A stacked graph displays the cumulative breakdown of data across categories, allowing teams to see both overall totals and individual contributions within a single view. The "Average" option in the stacked graph settings is only available when comparing more than one numerical column. 

The Chart Widget will exclude empty values on your board unless configured in the settings. To show empty values, go to the "Customize" tab in the widget's settings and select "Show empty values".

Note: The Progress Tracking Column on your board is not supported when configuring your chart settings and will not appear in the column type dropdown options

Color coordinate your chart

Color adjustments can be made to charts on your dashboard to ensure accurate data visualization and to align the data with your brand colors!

To customize the colors in your chart, select the "Customization" tab in the chart settings. Click on the "Customize" button, and select the "paint bucket" icon next to your label. From within the color picker, choose the color you would like to represent that label. 

Note: The customization setting for adjusting the colors within your chart is only available on the new dashboard engine.

To sync the chart colors with your brand colors, you can create your own custom color by clicking on the "+" icon at the bottom of the color picker. You can choose a color via the gradient option or input the color code for your branding. 

Note: The option to create a custom color is only available for ENT accounts. 

Configure a multi-board Y-Axis setting 

If you have multiple boards with number columns and you would like to create comparative data on a Bar graph or Line graph, this setting is perfect for you! To utilize this feature, ensure that you are using our new dashboard engine. Select the three dots in the top right-hand corner of your Dashboard and select "Upgrade to new dashboard engine". 

Note: If you are not sure whether your dashboard has already been migrated to the new dashboard engine, in the settings mentioned above, if it has been successfully migrated, you will see "go back to the old dashboard engine".

Once you've added a chart to your dashboard and connected your boards, adjust the settings of the chart by clicking on the three dots in the top right-hand corner of the widget and selecting "Settings". 

Note: Only the Bar graph and Line graph can be used for the multiboard Y-axis setting. For the Y-axis columns, only columns with numerical values, such as the Numbers, Formula, and Time Tracking Columns, can be selected. 

Once in the settings, click on the dropdown arrow next to the "Y-Axis" tab. Ensure that the "All at once" option is selected and choose the column that exists across your boards. You will then be able to see the comparative data from the same columns across your boards. 

Note: To use the multi-board y-axis setting, ensure that more than one board is connected to the dashboard and that the boards have column matching. 

Add a benchmark and cumulative data

In this view, you also have the option to display your chart as cumulative data. This is particularly useful if you want to see the progress over a month. Each month will include all previous months plus the addition of the current month. For instance, if you are a sales team, this chart can be used to show sales progression over each quarter or year:

Add a calculation 

Interested in knowing what the average costs, time commitments, or travel time are in your groups? Maybe the sum or max in a certain column? You can add a sum, average, median, min, or max calculation to your chart! It works with any type of chart and any column or group.

First, choose the labels of your chart based on your board's groups or columns, and then select a Numbers Column to apply the function to. Lastly, select the function you want to calculate! 

For example, in the above image, we are calculating the average travel distance each of our delivery vehicles drives. We've selected our "Vehicle" Status Column as the 'Labels', and our "Travel Distance" Numbers Column as our 'Values', and finally, we chose to 'Average' these values. Now, we can see the average distance each vehicle drives in the pieces of our pie chart. 

Sort your chart

You can customize your graph even more by choosing the order of your values and whether you want them ascending or descending visually on your graph.

Group your dates

You can click on the "Choose Groups " dropdown menu to decide how you would like the dates grouped!

Additional settings

• Filter your chart

You can filter directly on your chart by clicking the "Filter" option at the top of your screen and choosing quick or advanced filter options.

• Export your chart 

You can export your chart view to PDF/PNG/JPEG/SVG/CSV and also print it! Click on the three-dot menu at the top right of your chart and select "Export."

• Share your chart 

You can share charts from both your Board views and Dashboards to ensure that you have beautifully collected data that all relevant team members and stakeholders can review.

Learn more about sharing your Board views and Dashboards in our related articles.