Bar Graphs

A bar graph compares values across categories. The length of each bar represents the value for its category.

Create a bar graph

1. Open a dashboard.
2. Select Add chart > Bar Chart.
3. Enter a title.
4. Under Mode, select Automatic or Manual.

Create Bars Automatically

Use Automatic mode to create one bar for each value in a field.

1. Under Group by, select the field that defines the bars. You can group by record, assignee, tag, list, status, date, workspace, or a supported custom field.
2. If you selected a date field, choose a day, week, month, quarter, or year interval.
3. Under Measure, select Records to count records or select a numeric custom field.
4. If you selected a custom field, choose its aggregation.
5. Select Add filters if you must limit the records in the chart.
6. Under Display as, select Number, Percentage, or Currency.
7. Select Create. Blue creates the bars from the grouped values.

A chart has a maximum size. If your chart is above the limit, Blue tells you and does not draw it. Add a filter to decrease the number of records, or group by a field with fewer values.

If your chart shows more than one measure, the measures share the maximum. A chart with two measures can show one half of the bars.

You cannot use a breakdown when you group by record. Each bar is already one record, so there is nothing for the breakdown to divide.

Configure Bars Manually

Use Manual mode when each bar needs its own sources or calculation.

1. Under Bars, enter a title and select a color for the first bar.
2. Under the bar’s source, select a workspace.
3. Select Records to count records or select a numeric custom field.
4. If you selected a custom field, choose its aggregation.
5. Add a source title and source filters if needed.
6. Add more sources to the bar if needed.
7. Add a formula to calculate the bar from its sources if needed.
8. Add more bars as needed.
9. Under Display as, select Number, Percentage, or Currency.
10. Select Create.

Numeric field options can include Number, Currency, Percent, Rating, Formula, Time Duration, and Currency Conversion.

Line and area graphs

A bar graph can render as bars, a line, or a filled area. Line and area are presentation styles of the same chart, so they share the entire bar-graph builder: every group-by field, Automatic and Manual modes, measures and aggregations, and filters work the same way.

To create a line or area graph:

1. Select Add chart > Line Chart to start with the line style, or select Add chart > Bar Chart.
2. Build the chart as you would a bar graph.
3. Use the Bar / Line / Area toggle to choose how the chart renders.
4. Select Create.

You can also open an existing bar, line, or area graph and switch its style with the same toggle. Selecting a point on a line or area graph cross-filters the dashboard, the same as selecting a bar.

The same chart can also render as a leaderboard — a ranked table of exact values instead of a plot.

Stacked and 100% charts

Break each bar or band into segments to show what it is made of — records completed per assignee, budget per workspace, and so on. This adds a second grouping dimension on top of the one along the axis.

Stacking is available on bar and area charts built in Automatic mode. Line charts cannot be stacked. It also needs an additive measure: Records (a count) or a numeric field that is summed or counted. Averages, minimums, and maximums cannot be stacked, because their segments would not add up to the whole.

To stack a chart:

1. Build a bar or area chart in Automatic mode as usual.
2. Under Break down by, choose the field that splits each bar into segments. You can break down by workspace, assignee, tag, list, status, or a supported custom field. Leave it on No breakdown for a plain chart.
3. Under Stacking, choose how the segments combine:
   • Stacked: segments stack, so each bar’s height is the group total.
   • 100%: each bar is normalised to 100%, showing the mix within the group rather than the total.
4. Select Create.

When you break down by a field a record can hold more than once, such as tags or assignees, the record is counted once for each value, so the segments can add up to more than the group total.

Order the bars

By default, bars keep the order the data produces. Use Sort by in the chart builder to arrange them:

• By value: rank the bars by their measure, largest or smallest first. This works on any grouped chart. If the chart shows more than one measure, choose which measure ranks the bars.
• By group name: sort the bars alphabetically by the name of the thing they are grouped by, A to Z or Z to A. This works on any grouping except a date. Bars are sorted by name but still grouped by identity, so two workspaces with the same name stay two bars.
• By a record field: when you group by record, sort the bars by the record’s title, list position, due date, created date, updated date, or status, ascending or descending. This option appears only when one bar is one record, because that is the only grouping where the field has a single value per bar.

A chart grouped by date cannot be sorted by group name. Its groups are labelled with dates such as Jan 2026, so A to Z would put April before January. A date axis already draws in date order.

A leaderboard is always ranked by value, highest first, unless you choose another order. Funnel charts cannot be reordered, because each stage is a subset of the one above it.

Show only the top groups

Use Limit in the chart builder to keep only the first bars after sorting and leave the rest out of the plot. Select Top 5, Top 10, Top 20, Top 50, or Custom… to enter any number from 1 to 200. Select All to draw every bar.

A limit needs a sort order to decide which bars stay, so set Sort by first. The control stays disabled until the chart has an order. A leaderboard ranks by value on its own, so its limit is available immediately.

When a limit leaves something out, the chart says so below the plot:

• Showing top N of M when the bars are ranked by value, highest first.
• Showing first N of M for any other order, because the bars that stay are the first in that order, not the largest.

The limit changes the plot only. Statistic cards, funnels, and the chart’s scope caption still read every group, and a CSV export still contains every record the chart counted.

Edit a Bar Graph

Open the chart menu and select Edit. You can change settings within the saved mode, but you cannot switch an existing chart between Automatic and Manual.