Chart
Plot your data as a bar, line, area, pie or radar chart.
A chart turns a data source into a visual series. You choose what goes on the category axis, which values to plot, how to aggregate them, and how the chart looks. For the shared editor mechanics, see Build a canvas.
Set the data
In the Data panel:
- Set the Data source to the object the chart reads from.
- Set Labels to the attribute that forms the category axis (the grouping). This is a single choice.
- Set Series to the values to plot. You can pick more than one attribute to draw several series at once.
- Pick a Function to aggregate each series.
The Function options are None, Count, Count distinct, Sum, Avg, Min and Max. The numeric functions (Sum, Avg, Min, Max) are only available when every selected series is a number. Both Labels and Series can reach across relationships, so you can group or plot by an attribute on a linked object.
Choose the chart type
In the Appearance panel, set the Chart type. The available types are:
- Bar
- Line
- Area
- Pie (with an As Donut option)
- Radar
Appearance options
The options change with the chart type. Each is a simple on/off toggle unless noted:
| Chart type | Options |
|---|---|
| Bar | Orientation (Vertical or Horizontal), Axes, Labels, Stacked, Legend |
| Line | Curve Type (Natural, Linear or Step), Axes, Dots, Labels, Legend |
| Area | Curve Type (Natural, Linear or Step), Axes, Stacked Expanded, Legend |
| Pie | Labels, As Donut, Legend |
| Radar | Dots, Lines Only, Hide Grid, Legend |
For line, bar, area and radar charts, a Series colors group lets you set a color per series.
You can also change these display toggles without opening the editor: in view mode, right-click the chart and use the Chart Options submenu, where each option is set to Enabled or Disabled.
Limit the number of labels
To keep a busy chart readable, the Appearance panel has a Max labels option that caps how many categories the chart shows. It keeps the largest categories by value and rolls the rest into a single Others entry.
- On bar, line, area and radar charts, choose All (the default) to show every category, or 5, 10, 15, or 20.
- Pie charts always cap labels: the choices are 5, 10 (the default), 15, or 20.
You can also set Max labels from the right-click Chart Options submenu in view mode.
Focus on a date window
When a chart's category axis is a date or datetime, bar, line and area charts show a Date range option in place of Max labels. It limits the chart to a recent window:
- All time (the default)
- Last 7 days, Last 30 days, Last 90 days
- Last 6 months, Last 12 months
- Month to date, Year to date
The window is anchored to the latest data point in the series, not to today, so a chart whose data ends last week still shows its final days. A Date range badge also appears on the chart in view mode: click it to preview a different window without changing the saved chart.
Filter and sort
The Filters & Sorting panel scopes the chart with the same Filters and Sort by builder used on data views. It also has a Cast Datetime into Date option, useful when you want to group a datetime attribute by day rather than by the exact timestamp.
When you don't set an explicit Sort by, the chart sorts its category axis in ascending order automatically: dates run oldest to newest and text runs alphabetically, with any Others bucket pinned last. Add a Sort by to override this.
Export
From the chart's ⋮ menu in view mode you can Export Chart (the plotted values as a CSV), Export Data (the underlying records as a CSV), or Export card (the chart as a PNG). Expand opens the chart in a large modal. See Build a canvas.