Pie Charts

Create a pie chart to compare proportional record values in one database.


A pie chart shows proportional values as colored slices. Use it to compare categorized record data from one database.

Create a pie chart

  1. Open a dashboard.
  2. Select Add chart > Pie Chart. Blue adds the chart and opens the Edit chart panel.
  3. Enter a Title.
  4. Under Database, select the database that holds the records. The fields in the other settings come from this database.
  5. Under Group by, select the field that defines the slices. Blue creates one slice for each value of the field.
  6. Under Measure, keep Records to count records, or select a numeric field.
  7. If you selected a numeric field, select its aggregation: Sum, Average, Minimum, Maximum, or Count.
  8. Optional: Select Add filters to limit the records in the chart.
  9. Optional: Under Sort by, select an order for the slices. Under Limit, keep only the first slices.
  10. Under Display as, select Number, Percentage, or Currency. Enter the number of Decimals.
  11. Select Save.

Title field for a new pie chart

A pie chart shows one measure. The Group by fields are the same as for a bar graph.

Numeric fields for Measure can be Number, Currency, Percent, Rating, Formula, and Currency conversion fields.

Manual pie chart values and filters

Charts with formula values

A chart can also calculate each slice from a formula. This applies to charts whose data section shows Edit formula instead of Group by. Select Edit formula to open the values editor. For the editor steps, see stat cards.

Available sources in the pie chart formula editor

Function list in the pie chart formula editor

Completed pie chart with colored slices