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Chart View

The Chart view turns your rows into a bar, line or pie chart — counting how many rows fall into each group, or adding up a number property across them. Use it for status breakdowns, pipeline totals, workload by owner, and any question you'd otherwise answer by counting rows by hand.


Creating a Chart View

  1. Click the + next to the view tabs
  2. Select Chart
  3. Choose a chart type, a group by property, and what to measure

The chart stays blank until you pick a group-by property — there's no default, because guessing the wrong one produces a convincing but meaningless chart.


Configuration

All four controls sit in the chart's toolbar:

SettingOptions
Chart typeBar, Line, or Pie
Group byThe property that forms the categories (the X axis, or the pie slices)
MeasureCount — how many rows in each group, or Sum — the total of a number property
Number propertyWhich number to add up; only shown when Measure is Sum

What Can Be Charted

Not every property can be grouped or summed:

RoleEligible property types
Group bySelect, Multi-select, Status, Text, Person
SumNumber only

Date, checkbox, formula and relation properties don't appear in the group-by list.


How Rows Are Counted

A few behaviours are worth knowing, because they change what the numbers mean:

SituationWhat happens
A row has no value for the group-by propertyIt's grouped under Untitled rather than dropped
A multi-select row has several valuesIt's counted once in each group — so the totals across groups can exceed your row count
Sum with an empty numberTreated as 0

That second one is the common surprise. If a task is tagged both Design and Research, a count grouped by tags adds one to each.


The chart is built from the rows that pass the view's filters and the search box — not the whole database. Narrow the filters and the chart redraws immediately.

This makes filters the main tool for slicing: filter to one client, one quarter or one owner, and the same chart answers a different question.


Examples

QuestionChartGroup byMeasure
How much work is in each stage?BarStatusCount
What's the value of the pipeline by stage?BarStageSum of Amount
Who's carrying the most tasks?BarOwnerCount
How does the workload split by type?PieCategoryCount

Sharing

Chart views render on share links and embeds. On a view-only link the chart displays but its configuration controls are disabled, so recipients can't change what's being measured.


Best Practices

DoAvoid
Pick the group-by property deliberatelyLeaving it unset and assuming the chart is empty because of a bug
Use filters to scope the questionCharting the whole database when you mean one client or quarter
Use Pie for a handful of categoriesPie charts with a dozen thin slices — use Bar
Remember multi-select double-countsReading a multi-select total as a row count

Troubleshooting

ProblemSolution
The chart is blankNo group-by property is selected — pick one
A property is missing from Group byOnly Select, Multi-select, Status, Text and Person can be grouped
Sum is unavailableSum needs a Number property; add one, or use Count
An Untitled bar appearsThose rows have no value for the group-by property
Group totals exceed the row countThe group-by property is multi-select, so rows count once per value
The numbers look too lowA filter or the search box is narrowing the rows — the chart only sees what the view sees

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