Pie Charts

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

Create a pie chart

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

Create Slices Automatically

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

1. Under Segment by, select assignee, tag, list, status, workspace, or a supported custom field.
2. Under Measure, select Records to count records or select a numeric custom field.
3. If you selected a custom field, choose its aggregation.
4. Select Add filters if you must limit the records in the chart.
5. Under Display as, select Number, Percentage, or Currency.
6. Under Center value, select the function for the number in the chart center.
7. Select Create. Blue creates the slices from the selected field.

Configure Slices Manually

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

1. Under Slices, enter a title and select a color for the first slice.
2. Under Sources, 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 slice if needed.
7. Add a formula to calculate the slice from its sources if needed.
8. Add more slices as needed.
9. Under Display as, select Number, Percentage, or Currency.
10. Under Center value, select the function for the number in the chart center.
11. Select Create.

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

If one manual slice uses Currency or Currency Conversion data, all slices must use the same data type.

Add a Manual Formula

Use a formula to calculate a manual slice from its sources.

1. Type { to open the list of available values.
2. Select the values to include in the formula.
3. Type = to open the function list.
4. Select a function.

Available functions include:

• AVERAGE: Calculates the mean of a set of numbers.
• AVERAGEA: Calculates the average and treats text as zero.
• COUNT: Counts entries in a number field.
• COUNTA: Counts non-empty values.
• MAX: Returns the maximum value in a set.
• MIN: Returns the minimum value in a set.
• MINUS: Subtracts one value from another.
• MULTIPLY: Multiplies two values.
• SUM: Adds a series of numbers.