Get Data into a Pie Chart

So you're comparing portions! After all, that's what a pie chart does best. (Read more about chart types.)

Since Pie charts are relatively simple, QuickBase offers just a few options.

To select data for a pie chart:

In order to begin the steps below, you must already have accessed the report Builder (by creating or editing a report) and chosen Chart as the report type and pie as the chart type.

Note: If you're interested in seeing only a specific subset of records, you should also set your matching criteria prior to following the steps below.

1. Select a field whose values you want to show in the pie chart.

   Within the Series section, select a field whose values you want display.

   Then tell QuickBase how to format the data from that field using the following options:

   • Group By. Use this dropdown to display data in intervals or set amounts. For example, if your pie chart features a numeric field, you can show amounts in groups of five, ten or hundreds if you want.

   • Display From. Use this dropdown to set the your chart's legend sort order. Select low to high and QuickBase puts the lowest number to the left, or orders words alphabetically. Select High to low and the order reverses.

   Note: After you select the field whose values you want to appear as wedges on your chart, QuickBase displays these values in the Report Builder's Legend box, which shows you what values will eventually display. If you want to customize the colors for these values, click a color swatch to display the color chooser.

2. Select the data you want to show.

   Use the Data Values section to select your measure. For example, you might measure salesperson contribution by number of sales, or by dollar amounts. The field you choose here contains the numbers that determine the size of each pie wedge.

3. Once you've configured all the data options outlined above, return to the creating a chart topic and read how to finish the job.

Example:

The first image below shows the setup for a pie chart. The Instrument field (selected in the Series dropdown), contains the four values that display in the Legend. Values in the legend are those that will appear on your final chart (shown in the second image below).

Return to Creating a Chart