---
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

<img src="/images/user-guide/dashboard/dashboard-edit.png" alt="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

<Note>
  Some settings only appear when other settings are configured. For example, **Date granularity** only appears when you select a date field.
</Note>

---

## Data Settings

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="database" />Source </span>

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.

<img src="/images/user-guide/dashboard/dashboard-chart-settings-source.png" alt="Fonte" />

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="filter" />Filter </span>

Limit which records are included in the chart.

1. Fai clic su **Filtro**
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.

<img src="/images/user-guide/dashboard/dashboard-chart-settings-filters.png" alt="Filtro" />

<Tip>
  For date fields, try **Is relative** to create dynamic filters like "Past 7 days" or "This month" that automatically update.
</Tip>

<Tip>
  Advanced filters are supported—add multiple filter rules and combine them with **And** or **Or** logic.
</Tip>

---

## X Axis Settings

These settings control the horizontal axis of bar and line charts—typically how your data is grouped into categories.

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="axis-x" />Data on display </span>

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.

<img src="/images/user-guide/dashboard/dashboard-chart-settings-x-data-on-display.png" alt="Dati visualizzati" />

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="calendar" />Date granularity </span>

When grouping by a date field, choose the time period for grouping.

| Opzione             | 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.

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="arrows-sort" />Sort by </span>

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

<img src="/images/user-guide/dashboard/dashboard-chart-settings-x-sort.png" alt="Ordina per" />

**Tip**: For pipeline stages, use **Position** to show stages in your sales process order (Lead → Qualified → Proposal → Won).

<Note>
  The options shown depend on your field type. Select fields have all options; date and text fields show fewer.
</Note>

<Tip>
  With **Manual** sorting, drag categories to create a custom order—perfect for highlighting specific segments or telling a story with your data.
</Tip>

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="eye-off" />Omit zero values </span>

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.

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="axis-y" />Data on display </span>

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.

<img src="/images/user-guide/dashboard/dashboard-chart-settings-y-data-on-display.png" alt="Dati visualizzati" />

<Note>
  The options shown depend on your field and chart type. If you don't see an expected operation, check your field type.
</Note>

### Rapporto

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%.

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="filters" />Group by </span>

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.

<img src="/images/user-guide/dashboard/dashboard-chart-settings-y-group-by.png" alt="Raggruppa per" />

When Group by is set, you'll see multiple colors in your chart and a legend appears.

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="calendar" />Date granularity </span>

When Group by is a date field, choose the time period (same options as X axis).

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="arrows-sort" />Sort by </span>

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.

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="chart-bar-popular" />Cumulative </span>

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.

<img src="/images/user-guide/dashboard/dashboard-chart-settings-y-cumulative.png" alt="Cumulativo" />

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="math-min" />Min range / <ChartIcon icon="math-max" />Max range </span>

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

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="color-swatch" />Colors </span>

Set the color scheme for your chart. Choose from a variety of color palettes.

<Note>
  When grouping by a Select field, the chart automatically uses the colors defined for each option in your field settings.
</Note>

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="gizmo" />Axis name </span>

Choose which axis labels to show: **None**, **X axis**, **Y axis**, or **Both** (bar and line charts only).

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="stack-2" />Stacked bars / Stacked lines </span>

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

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="badge-2k" />Data labels </span>

Show values directly on chart elements (bars, points, slices).

* **On**: Values appear on the chart
* **Off**: No values shown (cleaner look)

### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}> <ChartIcon icon="text-caption" />Legend </span>

Show or hide the legend (only appears when Group by is set).

* **On**: Legend shows what each color represents
* **Off**: No legend displayed

<Tip>
  **Hover** over a legend item to highlight that group. **Click** to temporarily hide it from the chart.
</Tip>

---

## Chart-Specific Notes

### Grafici a torta

* <span style={{ display: 'inline-flex', verticalAlign: 'middle' }}><ChartIcon icon="chart-pie" size={16} /></span> **Each slice represents** – Define how slices are grouped
* <span style={{ display: 'inline-flex', verticalAlign: 'middle' }}><ChartIcon icon="eye-off" size={16} /></span> **Hide empty category** – Remove zero-value slices
* <span style={{ display: 'inline-flex', verticalAlign: 'middle' }}><ChartIcon icon="number-123" size={16} /></span> **Show value in center** – Display the aggregate value (sum, average, count, etc.)

### Aggregate charts

* <span style={{ display: 'inline-flex', verticalAlign: 'middle' }}><ChartIcon icon="caret-left" size={16} /></span> **Prefix** – Add text before the number (e.g., `$`)
* <span style={{ display: 'inline-flex', verticalAlign: 'middle' }}><ChartIcon icon="caret-right" size={16} /></span> **Suffix** – Add text after the number (e.g., `%`)
