Add a chart to a document
Draw bars, a line or a donut from the record’s line items, from numbers you type, or from its linked records. It’s drawn again for each record.
Before you start · for owners and managersThe permission to edit document templates
Before you start · for owners and managers
The permission to edit document templates
- You need: The permission to edit document templates
Steps
1
Insert a chart from the
/ menu.2
Choose the type.
3
Choose where the numbers come from, using the second table.
4
Choose the value field and the label field.
5
Set the chart’s options, and its width, height and alignment.
Types
Type
Good for
Bars
Comparing items with long names
Columns
Comparing values
Donut
Shares of a whole
Line
Change over time
Progress
A completion rate out of 100, or out of a value you set
Sparkline
A quick trend with no axes
Sources
Source
The numbers come from
Line items
The smart catalog items in the record. By default, the item name and its total
Numbers you type
Numbers you type in the template
Related records
The latest 24 linked records, drawn from oldest. The value is a number, currency, rating or calculation field
Chart options
Option
Effect
Order
Largest first or smallest first
Show at most
The most points to show, after sorting
Decimals
0, 1 or 2
Before · after
Such as
SAR or %Grid lines
Light lines behind the bars and the line
Legend
Hide it on a donut
A colour for each item
A color for each bar or slice
Linked records are read with your permissions. Without the permission to read the linked unit, the chart isn’t drawn, and the rest of the document prints.
If something goes wrong
What you see
Why
What to do
The chart is empty
The record has no line items or no linked records, or you have no permission on the linked unit.
Preview with another record, or see Who can design templates, and print and save documents.
Some records don’t show
Only the latest 24 are drawn, or the value isn’t a number.
Use Order and Show at most, and choose a number field.
A real example
Shield Security Co.
The situation
The yearly contract report needs a summary of the visits.
What they did
- A vertical bar chart from the linked “Visits” records, with the “Visit duration” field as the value.
- A donut chart from the line items showing how the cost splits, with “SAR” after the number.
The result
The client sees a summary of their year on one page.
A made-up company, to show the idea. The numbers are rounded.
Good to know
Up to 24 points in a chart.
The text before or after the number is up to 12 characters.
The default height is 60 mm.
The assistant doesn’t suggest charts from linked records.
Did this guide solve it?
If not, we’ll ask what was missing.