Chart a number by category or time, with series and top N
Split a number across categories (by stage, source, owner) or across time (day, week, month, quarter, year), with a second series, stacking and a running total.
In Edit layout, press Add widget, choose Line chart, Bar chart or Donut chart, and press Continue. You can switch it later in Chart type (Chart types and when to use each one).
2
Choose the unit, the Measure, the field and the Date field.
3
In Group by, choose a select field or the owner, or a date field.
A date field needs Group dates by: Day, Week, Month, Quarter or Year.
4
Optional: pick a second field in Split by (optional), and turn on Stack series or Running total.
5
Set Groups to show, press Continue, then press Add widget.
How it works
Option
What it does
Group by (required)
The main axis: a field’s options, the owner, or time
Split by
Splits each column by a second field (for example, month × source)
Groups to show
The N biggest categories; the rest are combined into “Other”. From 1 up to the group limit (50 by default)
Show empty groups
Shows all the field’s options in their saved order, even if they’re zero
Stack series
Stacks the series on top of each other
Running total
A running total along the axis; for Count and Sum only
Widget filters
Narrow down the records
The time axis
Days, weeks and months follow your workspace’s time zone and week start. Every period in the range shows, in order; an empty period is zero for Count and Sum, and a gap for Average and the others. Groups to show and “Other” don’t apply to time. The axis shows up to 366 periods by default and keeps the most recent ones.
Special values
“(No value)” means records where the field is empty. “(Unassigned)” means records with no owner, or whose owner no longer exists. “(Removed option)” means an option deleted from the field. An archived option shows with its name and “(Archived)”.
In a multi-select field, the columns may add up to more than the number of records, because a record is counted once for each option.
