Using Chart Widgets

Applies to

Smartsheet
Enterprise

You can add a chart based on a table of data from a sheet.

Learn more about creating a chart widget for your dashboard in Compare Data with a Chart.

NOTE: If you base your chart on data from a report, you’ll want to ensure that you’ve configured the widget so that it shows data the way that you want. For more information, see Control Widget Content When Source Is From a Report.

To do this:

Follow these steps:

Switch how columns and rows are plotted on your chart

Click Switch rows/columns

Change the chart type

Click the tile of the chart type that you want to use

Add a title to your chart and/or axes

Expand the Title & Legend section and enter your titles as needed:

  • When adding a title, make sure that Chart Title is checked
  • To change the format of a title, click in that title’s text box and then use the formatting buttons to make changes to that title

Add or move a legend on your chart

Expand the Title & Legend section and select one of the following options:

  • None
  • Top
  • Right
  • Bottom
  • Left

Add gridlines to your chart (except Pie Charts)

Expand the Horizontal Axis or Vertical Axis sections and check the Gridlines box

Label slices of a pie chart with percentage of the whole or actual values

Expand the Pie Chart section, make sure that Slice Label is checked, and use the dropdown to select one of the following:

  • Percentage
  • Value

Change the colors of data or add labels to data plotted in your chart

Expand the Series section and choose which item to apply formatting to.

NOTE: the Default option will apply to all data in the chart.

Ignore the text labels that you’ve typed in the cells of your table

Check the box for Use column names as labels

Edit the interaction of the widget (interaction is what happens when you click the widget)

Edit the Chart Widget and click on Advanced Options. Under When this widget is clicked on, choose one of the following interaction options:

  • Do nothing (no action)
  • Open the source sheet
  • Go to a URL
  • Open a Smartsheet item

Make your changes and then click Done.

Charts FAQ

I want to use the data in the top row of my table as labels but the chart is using my column names instead. How do I fix this?

When there are integer values in the top row of your data, the Charts widget will assume these values are meant to be plotted and use the column names as labels instead. If you want to force the use of the data in the top row of your table as labels, uncheck Use column names as labels.

Can a chart be created from data in more than one sheet?

Currently, charts can only be created against data in a single sheet or report. If your source data is on multiple sheets, create a report to collect the information, or use cell links or a formula that references data from another sheet to collect your data into one sheet. More information on these options can be found in the following help center articles: