Configuring Column Chart | Zoho Creator Help

Configuring column chart

Column charts displays data along two axes — the vertical axis or Y-axis and the X-axis or the horizontal axis. These charts are helpful in finding trends over time periods by using different colors to represent the collected data.  Stacked column charts  allow part-to-whole comparisons over time, or across other categories, whereas the  stacked percentage column chart  enables you to quickly check a specific percentage of the overall data. Configuring the column chart includes setting values for the X and Y axes.

Steps to configure a column chart

1. Navigate to the edit mode of the target page and click Open Page Builder.
2. Click Chart from the page elements menu on the left. A gallery will slide in.
3. Drag and drop a column chart from the chart gallery. The Chart Configuration pane will slide in from the right.
4. Select a form to represent its data visually on the chart.
Notes
Note: The Select Form dropdown lists all the forms in the application you are currently working on. To select a form from another application, click Change App in the footer of the form dropdown. Select another application and click Done to view all of its forms.
5. Select a field to be mapped with the X-axis of the chart and enter a label that will be displayed on the live mode of the chart.
Notes
Note: If a date field is chosen, you can group the X-axis values based on the time range selected under Group Date Values dropdown that appears below. The available options are ActualYearMonth & YearQuarter & Year.
6. If you're configuring a stacked column or stacked percentage column chart, choose a field under Stack by to compare values of different categories along the Y-axis.
7. Choose a value type to be displayed on the Y-axis.
  1. Aggregate: Display the aggregate values such as Sum, the sum of the chosen field's values, or Count, the number of records that have a value for the chosen field.
  1. Actual data: Display the field value as it is.
8. Enter a label for the Y-axis that will be displayed in the live mode of the chart.
9. Specify an Interval value to determine the spacing of the tick marks on the Y-axis. The first tick mark will be the nearest multiple of the interval below the minimum value in the chosen field's data. For example, with an interval set as 100 and values of 332, 445, and 498, the tick marks will be at 300, 400, and 500.
10. Choose All records to evaluate all records from the selected form or Selected records to evaluate a specific set of records that satisfy a criterion, to create the chart.
Notes
Note: If Selected records is chosen, set a criteria based on which the records will be filtered: Select Field > Select Operator Enter Value. Choose AND or OR to add further conditions.
 11. Select fields under Filter Data Based On to create a filter dropdown in the live mode of the chart. The dropdown will list the values of the chosen fields, which can be selected by the user to display the chart accordingly.
Notes
Note: Only single select fields such a RadioDropdown, and Lookup can be selected to create the filter dropdowns.
12. Enable Data Label under the Chart Controls section to show the Y-axis metrics permanently for each section displayed by a chart. This can either be a
  1. Count of the records based on the selected field for the Y-axis.
  2. Sum of the values of a NumberPercentCurrencyDecimalFormulaPrediction, or OCR field chosen for the Y-axis.
Notes
Note: If Data Label is disabled, the metrics can still be accessed when the sections are hovered upon.
13. Enable Underlying Data to show the associated records upon clicking a chart section. Use the Report dropdown to choose the specific report for displaying these records.
NotesNote: The dropdown will only display list reports.
14. Enable Allow public access to display the chart in a published page.

You can preview the configured chart by clicking Preview at the top right of the Chart Configuration pane, or click Done to save the configuration.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick LinksWorkflow AutomationData Collection
                          Web FormsEnterpriseBegin Data Collection
                          Interactive FormsWorkplaceData Collection App
                          CRM FormsCustomer ServiceAccessible Forms
                          Digital FormsMarketingForms for Small Business
                          HTML FormsEducationForms for Enterprise
                          Contact FormsE-commerceForms for any business
                          Lead Generation FormsHealthcareForms for Startups
                          Wordpress FormsCustomer onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media


                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Configuring bar chart

                                                                                                                A horizontal bar chart displays your categorical data in rectangular bars with lengths proportional to the values they represent. They are similar to column charts and are preferred when dealing with larger data and numbers. Stacked bar charts have ...
                                                                                                              • Configuring web chart

                                                                                                                Web charts resemble a spider web, where its axes radiate out from the center and data points are plotted on each axis using a common scale. These charts are preferred for large sets of different data groups. Web chart configuration includes setting ...
                                                                                                              • Configuring area chart

                                                                                                                Area charts are similar to line charts, the difference being that the area between the x-axis and line is filled with color or pattern. Using area charts, users can analyze individual as well as an overall change in your data and are ideal for ...
                                                                                                              • Configuring line chart

                                                                                                                Line charts are used to depict trends over periods of time such as analyzing long-term trends in sales, financial data, or marketing statistics. The vertical axis usually displays numeric values, while the X-axis indicates certain specific time ...
                                                                                                              • Configuring funnel chart

                                                                                                                Funnel charts are used to visualize the progressive reduction of data in stages. Each stage of the funnel represents a part of the total. Funnel chart configuration includes setting values for the X and Y axes. Steps to configure a funnel chart 1. ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources