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The Chart View

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, you can showcase various reports for boards in order to enhance your workflow!

 

 

What is the Chart view?

Our Chart View is a great way to see the analytics side of your workflow. See how well your team members are performing, how fast your tasks are getting done, and how they change over time and more. You now have the possibility to see chart reports within one board or multiple boards (via your Dashboard)! Dashboard views are views that allow you to create a report using widgets connected to one board. Board views are views that allow you to visualize your data. 🎉

 

Note: This view is available on our Pro and Enterprise plans only 

  

How to add the view on your board

Click on the "Add View" button and select "Chart" as demonstrated below under "Dashboard Views": 

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Once you add views to your board, they become tabs that you can easily click to toggle between!  

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Once done, you will find a bunch of different settings allowing you to customize your chart view the way you want it to be. Let's dive into these settings!

 

How to add the view on your Dashboard

Once you choose the boards that you want to showcase, click on "Add widget" at the top of the Dashboard page to see the list of options. You will see "Chart" as the first option to click. Select the view to add it to your Dashboard:  

 

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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, pick the chart type as below: 

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Customize your chart 

Once you've selected your chart type, select the breakdown of your chart. Let's go over a few examples of the most popular charts. 

 

  • Pie Chart

For the pie chart, select the labels from the different column types on your board. Let's say we are managing events. We can pick the labels to be the type of events to get a better understanding of which type of events are occurring the most. 

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You can also pick the values. For example, if we want to see which type of event costs us the most, we will pick the value "budget". The chart will then show on which type of event we tend to spend the most. 

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You can also choose to display your values as an item count or as a percentage! But don't sweat over the decision, when you hover over one of the pie pieces, you'll be able to see both the item count and the percentage!

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  • Bar graph

For the bar graph, select the x-axis from the different column types in your board. We can for example select "group" meaning that the x axis of your chart will reflect the different groups of your board. 

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For the y-axis, select the numerical value or any of the other columns in your board. You can select as many numerical values as you want. For example, we want to compare the amount we actually spent per month versus the budget.

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To customize your graph even more, you can order the x and y axis by ascending or descending. Simply click on "order by" and select the relevant setting. 

 

  • Line graph

For the line graph, select the x-axis from the different column types in your board. For the y-axis, select the numerical value or any of the other columns on your board. Similar to the bar graph, you can choose from the Weight by count of the items or for budgeting purposes, you can use the numbers column in your board that represents your budget. 

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  • Stacked graph

Similar to the bar graph, you can pick your X and Y axis to reflect the information of your choice. Let's say we want to see the actual amount spent per month. We can pick the X-axis to be each month and the Y-axis to be the actual money spent. 

Once done, we can stack it by the type of event. This will allow us to break down the amount spent per specific event per month: 

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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 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 progress of the sales over the quarter.  

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You can also add a Benchmark line to display the goal or the low/high threshold.  🙌

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? Well, 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. Then, just select the function you want to calculate! 

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For example, in the animation above, we want to calculate 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 either you want it ascending or descending. 

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Group your dates

You can click on the "Group  By" drop-down to decide if you would like the dates to be grouped by Day, Week, Month, Quarter, or Year.

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Additional settings

  • Filter your chart

You can filter directly on your chart by using the board filters. It's a great way to display the exact information you need. Click on the filter icon located on the top right of your view as below: 

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Whenever you open your timeline view from that board, the filter will automatically be applied.  🎉

  • Export your chart 

You can export your chart view to PDF/PNG/JPEG/SVG/CSV and print it!

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  • Share your chart 

Learn more about sharing your board views here.

 

If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!