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Configuring a dynamic chart widget
Configuring a dynamic chart widget

Configuring a dynamic widget - chart type

Written by Raymond Carrel
Updated over a week ago

Chart widgets are one of the types of Dynamic Widget available. These can be presented as a column (bar), line, or bar chart.

This widget type can fulfil a range purposes. For example, you can show a chart based on the number of records (e.g. quotes, sales orders) that match a given set of filters e.g.

  • a column chart to show how many opportunities each user has won

  • a pie chart to show the classification split of those won opportunities

Alternatively, you can pull numerical values (e.g. profit, case ratings) from a report and use the sum, average, maximum, or minimum value as the basis for your chart data. For example, you could generate:

  • a column chart showing the average case rating for each service user

  • a pie chart showing the split of total expected profit across your customers.

Check the previous section for instructions on adding a new dynamic widget.

Configuring the widget

Once you've added a new dynamic widget of chart type, you can click on the cog icon to customise it.

By default, all of these settings will apply only to your current dashboard, although they will persist while it remains on the dashboard. They will not be permanently saved against the widget, though we will discuss later how specific configurations can be saved and provided to other users.

For a chart widget, the settings are as follows:


You can override the previously-defined title here.

Timespan Type

You can change from the default month value to day, week, quarter, or year.

Initial Offset

You can choose to view a past or future period instead of defaulting to the current one.

Initial Span

This enables timespans of multiple days, weeks etc. instead of just one.

Chart Type

Choose between:

  • Column (bar) chart

  • Grid view

  • Line chart

  • Pie chart

X-Axis (Group By Column)

For a column or line chart, this will determine which report field will be represented by the X-axis.

For a pie chart, this selection will determine what the segments represent.

For a grid, this will define the left column.

In any case report lines will be grouped by the values in this field.

Exclude Null/Empty Values

This determines what happens with report lines where the selected X-axis column is blank. For example, if a chart is showing case owners, what happens if the case has no owner?

  • Include Empty Values - This will group such lines together and include them in the chart.

  • Exclude Empty Values - Such lines will be not be included at all.


This determines what the Y-axis will represent. For example, case counts, total opportunity profits, or average case ratings.


Your selection will depend on what you need the widget to do. It determines the operation that will be performed on the Y-axis values that you pull from the report data. The options are average, min, max, count, and sum.

X-Axis Display Text

This lets you change the X-axis label from the default.

Y-Axis Display Text

This lets you change the Y-axis label from the default.


By default, all lines in the report will be included in the widget's results. In some cases, this will be sufficient.

However, by adding filters you can unlock the potential of dynamic widgets by including only information that matches certain conditions, e.g. suppliers, customers, statuses.

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