Adding And Editing Charts

Grid-linked charts are created from the dashboard data grid. They use the built-in NimbusDash chart editor and update with the grid when linked.

For AI-generated charts created with Dash AI, see Dash AI Charts.

Add A Chart

Load data into the dashboard grid.
Click Add Chart in the top menu bar, or press Option + C or Alt + C.
NimbusDash adds a chart widget and opens the chart editor.

When you add a chart, NimbusDash:

Creates a new chart widget on the dashboard layout.
Uses all currently displayed grid columns as the starting data range, excluding custom link columns.
Starts with a grouped column chart using a sum aggregation.
Matches the chart theme to the dashboard theme selected in Settings.
Opens Edit Chart so you can choose categories, series, and chart type immediately.

If no grid columns are available, NimbusDash cannot create the chart and removes the empty widget.

A new chart may show a message such as Configure the chart using the options to the right until the required fields are selected.

Edit Chart Settings

Open the chart menu from the chart widget and choose Edit Chart to change the configuration.

Available options depend on the chart type, but commonly include:

Chart type such as column, bar, line, area, pie, or combo variants.
Categories and series based on grid columns.
Aggregation such as sum, count, average, min, or max.
Titles, legends, labels, and axis options.
Advanced settings for finer chart styling and behavior.

Charts are based on dashboard grid data. When a chart is linked to the grid, filter and sort changes can affect the chart output.

Use Advanced Settings from the chart menu when you need options beyond the standard editor.

Chart Types

The chart editor supports many chart families, including:

Column and bar charts, including grouped, stacked, and 100% variants.
Line and area charts, including stacked and 100% area charts.
Pie and donut charts for part-to-whole comparisons.
Scatter and bubble charts for relationship analysis.
Combo charts that mix chart types in one view.
Radar and radial charts for multi-axis comparisons.
Heatmap, waterfall, treemap, and sunburst-style visualizations.
Statistical charts such as histograms and box plots.

Choose the chart type that best fits the question you are trying to answer. After changing chart type, review categories, series, and aggregation to make sure the chart still matches your data.

Pivot Charts

If the grid is in pivot mode, NimbusDash can work with pivot chart models. Pivot charts follow the pivoted grid structure rather than a simple column range selection.

Use pivot charts when your dashboard analysis already relies on pivot rows, columns, and values.

Number And Date Formatting

Chart axes, labels, and tooltips use NimbusDash formatting helpers:

Large numeric values may display with K, M, or B suffixes.
Date category values are formatted for readable axis and tooltip labels.

This keeps chart labels consistent with how values appear elsewhere on the dashboard.

Save Chart Configuration

Chart definitions are saved with the dashboard when you save or quick save. NimbusDash stores chart models together with widget size and position so charts can be restored the next time the dashboard opens.

See Saving Dashboards for save behavior.