--- title: Chart Settings description: Configure your charts to display data exactly how you need it. --- import { ChartIcon } from '/snippets/chart-icon.mdx'; ## Accessing Chart Settings 1. Click the **Edit** button in the top-right corner of your dashboard Edit mode 2. The dashboard enters edit mode 3. Click on any widget to select it 4. The settings panel opens on the right Settings are organized into sections: - **Data**: What data to pull and how to filter it - **X axis**: How to group and sort categories (bar/line charts) - **Y axis**: What to measure and how to display it (bar/line charts) - **Style**: Colors, labels, and visual options Some settings only appear when other settings are configured. For example, **Date granularity** only appears when you select a date field. --- ## Data Settings ### Source Choose which object to pull data from. 1. Click **Source** 2. Select an object (Opportunities, People, Companies, etc.) All your standard and custom objects are available. Changing the source resets other settings since field options depend on the selected object. Source ### Filter Limit which records are included in the chart. 1. Click **Filter** 2. The filter builder opens 3. Click **+ Add filter** 4. Select a field, condition, and value 5. Add more filters as needed Filters work the same as in table views. Use them to focus on specific segments of your data. **Example**: Filter opportunities where Stage equals "Won" to show only closed deals. Filter For date fields, try **Is relative** to create dynamic filters like "Past 7 days" or "This month" that automatically update. Advanced filters are supported—add multiple filter rules and combine them with **And** or **Or** logic. --- ## X Axis Settings These settings control the horizontal axis of bar and line charts—typically how your data is grouped into categories. ### Data on display Select the field to group your data by. This determines the categories shown on the X axis. **Example**: Select "Stage" to see data grouped by pipeline stage, or "Created date" to see data over time. Data on display ### Date granularity When grouping by a date field, choose the time period for grouping. | Option | Groups data by | Example output | |--------|---------------|----------------| | **Day** | Each calendar day | Jan 1, Jan 2, Jan 3... | | **Week** | Calendar weeks | Week 1, Week 2, Week 3... | | **Month** | Calendar months | January, February, March... | | **Quarter** | Fiscal quarters | Q1, Q2, Q3, Q4 | | **Year** | Calendar years | 2023, 2024, 2025 | | **Day of week** | Weekday (aggregated) | Monday, Tuesday... (all Mondays combined) | | **Month of year** | Month (aggregated) | January, February... (all Januaries combined) | | **Quarter of year** | Quarter (aggregated) | Q1, Q2, Q3, Q4 (all Q1s combined) | The "of week/year" options aggregate across all time. Use **Day of week** to see which weekday typically gets the most deals. Use **Month** to see trends month by month. ### Sort by Control the order of categories on the X axis. - **Position** – Uses the order defined in your Select field settings - **Alphabetical** – A to Z (or chronological for dates) - **By value** – Ordered by the metric (highest or lowest first) - **Manual** – Drag to set your own order Sort by **Tip**: For pipeline stages, use **Position** to show stages in your sales process order (Lead → Qualified → Proposal → Won). The options shown depend on your field type. Select fields have all options; date and text fields show fewer. With **Manual** sorting, drag categories to create a custom order—perfect for highlighting specific segments or telling a story with your data. ### Omit zero values Hide categories that have zero or no data. - **On**: Categories with no records are hidden - **Off**: All categories are shown, even if empty Use this to clean up charts with sparse data. --- ## Y Axis Settings These settings control what you're measuring and how it's displayed. ### Data on display Select the field and operation to calculate your metric. - **Counts** – Count all, Count empty, Count not empty, Count unique values - **Math** – Sum, Average, Min, Max (number fields) - **Percentages** – Percent empty, Percent not empty Boolean fields add Count true/false. Aggregate charts with date fields show Earliest/Latest. **Example**: Select "Amount" with Sum to see total deal value per category, or Count all to see number of deals. Data on display The options shown depend on your field and chart type. If you don't see an expected operation, check your field type. ### Ratio For Select, Multi-select, or Boolean fields, you can calculate the percentage of a specific value. 1. Select a Select, Multi-select, or Boolean field 2. Enable **Ratio** 3. Choose the option to measure **Example**: Show "Won" deals as a percentage of all opportunities. If you have 10 Won out of 50 total, the chart shows 20%. ### Group by Add a second dimension to create multiple series (multiple bars or lines). 1. Set your X axis field first 2. Click **Group by** 3. Select a second field **Example**: Group deals by Stage (X axis) AND by Owner (Group by) to see each person's pipeline breakdown side by side. Group by When Group by is set, you'll see multiple colors in your chart and a legend appears. ### Date granularity When Group by is a date field, choose the time period (same options as X axis). ### Sort by When **Group by** is set, control the order of grouped series (e.g., which owner's bar appears first within each category). Same options as X axis sorting—Position, Alphabetical, and Manual—except **value-based sorting is not available** for secondary grouping. ### Cumulative Show running totals instead of individual values. - **Off**: Each bar/point shows its own value - **On**: Each bar/point shows the sum of all previous values plus its own **Example**: January = 10, February = 15 - Cumulative off: Shows 10 and 15 - Cumulative on: Shows 10 and 25 (10 + 15) Use cumulative to track progress toward a goal over time. Cumulative ### Min range / Max range Set fixed minimum and maximum values for the Y axis. - Leave blank for automatic scaling - Enter a number to fix the boundary **When to use:** - Set Min to 0 for accurate visual comparisons - Set both for consistent scales across multiple charts - Focus on a specific value range by setting both --- ## Style Settings ### Colors Set the color scheme for your chart. Choose from a variety of color palettes. When grouping by a Select field, the chart automatically uses the colors defined for each option in your field settings. ### Axis name Choose which axis labels to show: **None**, **X axis**, **Y axis**, or **Both** (bar and line charts only). ### Stacked bars / Stacked lines When Group by is set, choose how multiple series are displayed. - **Off (Grouped)**: Series appear side by side. Use when comparing exact values between groups. - **On (Stacked)**: Series stack on top of each other. Use when showing composition—how parts make up a whole. **Example**: Deals by stage, grouped by owner - Grouped: See each owner's exact numbers side by side - Stacked: See total deals per stage, with each owner's contribution stacked ### Data labels Show values directly on chart elements (bars, points, slices). - **On**: Values appear on the chart - **Off**: No values shown (cleaner look) ### Legend Show or hide the legend (only appears when Group by is set). - **On**: Legend shows what each color represents - **Off**: No legend displayed **Hover** over a legend item to highlight that group. **Click** to temporarily hide it from the chart. --- ## Chart-Specific Notes ### Pie charts - **Each slice represents** – Define how slices are grouped - **Hide empty category** – Remove zero-value slices - **Show value in center** – Display the aggregate value (sum, average, count, etc.) ### Aggregate charts - **Prefix** – Add text before the number (e.g., `$`) - **Suffix** – Add text after the number (e.g., `%`)