New! Create a chart from reports with grouping and summary

08/09/21

Hi Community,

We just released an update to the chart widget in dashboards to enable charting from reports that have grouping and summary added. To create a chart from a report, create a chart widget or edit an existing widget, select “Add Data”, and choose the report you’d like to use as the source for your chart.

Note: You will only be able to create a chart from the summary data that is in the first level of grouping on your report, the top group in your “Groups” dropdown. This update does not support charting from the second level or third level groups in your report and does not support charting from the “Total” group.

If you'd like to learn more, check out our help content on charting in dashboards and grouping and summary in reports.

As always, let us know what you think through the Product Feedback form (available from the menu here in Community), and thank you to everyone who submits feedback and requests for dashboards — we appreciate everything you send us!

-Brendan

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