packages/twenty-docs/user-guide/dashboards/capabilities/chart-settings.mdx
import { ChartIcon } from '/snippets/chart-icon.mdx';
Click the Edit button in the top-right corner of your dashboard
The dashboard enters edit mode
Click on any widget to select it
The settings panel opens on the right
Settings are organized into sections:
Choose which object to pull data from.
All your standard and custom objects are available. Changing the source resets other settings since field options depend on the selected object.
Limit which records are included in the chart.
Filters work the same as in table views. Use them to focus on specific segments of your data.
Example: Filter opportunities where Stage equals "Won" to show only closed deals.
<Tip> For date fields, try **Is relative** to create dynamic filters like "Past 7 days" or "This month" that automatically update. </Tip> <Tip> Advanced filters are supported—add multiple filter rules and combine them with **And** or **Or** logic. </Tip>These settings control the horizontal axis of bar and line charts—typically how your data is grouped into categories.
Select the field to group your data by. This determines the categories shown on the X axis.
Example: Select "Stage" to see data grouped by pipeline stage, or "Created date" to see data over time.
When grouping by a date field, choose the time period for grouping.
| Option | Groups data by | Example output |
|---|---|---|
| Day | Each calendar day | Jan 1, Jan 2, Jan 3... |
| Week | Calendar weeks | Week 1, Week 2, Week 3... |
| Month | Calendar months | January, February, March... |
| Quarter | Fiscal quarters | Q1, Q2, Q3, Q4 |
| Year | Calendar years | 2023, 2024, 2025 |
| Day of week | Weekday (aggregated) | Monday, Tuesday... (all Mondays combined) |
| Month of year | Month (aggregated) | January, February... (all Januaries combined) |
| Quarter of year | Quarter (aggregated) | Q1, Q2, Q3, Q4 (all Q1s combined) |
The "of week/year" options aggregate across all time. Use Day of week to see which weekday typically gets the most deals. Use Month to see trends month by month.
Control the order of categories on the X axis.
Tip: For pipeline stages, use Position to show stages in your sales process order (Lead → Qualified → Proposal → Won).
<Note> The options shown depend on your field type. Select fields have all options; date and text fields show fewer. </Note> <Tip> With **Manual** sorting, drag categories to create a custom order—perfect for highlighting specific segments or telling a story with your data. </Tip>Hide categories that have zero or no data.
Use this to clean up charts with sparse data.
These settings control what you're measuring and how it's displayed.
Select the field and operation to calculate your metric.
Boolean fields add Count true/false. Aggregate charts with date fields show Earliest/Latest.
Example: Select "Amount" with Sum to see total deal value per category, or Count all to see number of deals.
<Note> The options shown depend on your field and chart type. If you don't see an expected operation, check your field type. </Note>For Select, Multi-select, or Boolean fields, you can calculate the percentage of a specific value.
Example: Show "Won" deals as a percentage of all opportunities. If you have 10 Won out of 50 total, the chart shows 20%.
Add a second dimension to create multiple series (multiple bars or lines).
Example: Group deals by Stage (X axis) AND by Owner (Group by) to see each person's pipeline breakdown side by side.
When Group by is set, you'll see multiple colors in your chart and a legend appears.
When Group by is a date field, choose the time period (same options as X axis).
When Group by is set, control the order of grouped series (e.g., which owner's bar appears first within each category).
Same options as X axis sorting—Position, Alphabetical, and Manual—except value-based sorting is not available for secondary grouping.
Show running totals instead of individual values.
Example: January = 10, February = 15
Use cumulative to track progress toward a goal over time.
Set fixed minimum and maximum values for the Y axis.
When to use:
Set the color scheme for your chart. Choose from a variety of color palettes.
<Note> When grouping by a Select field, the chart automatically uses the colors defined for each option in your field settings. </Note>Choose which axis labels to show: None, X axis, Y axis, or Both (bar and line charts only).
When Group by is set, choose how multiple series are displayed.
Example: Deals by stage, grouped by owner
Show values directly on chart elements (bars, points, slices).
Show or hide the legend (only appears when Group by is set).
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