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When the Group By dropdown is available (on all 2D charts), the Group By tab on the right side of the gadget allows users to customize the chart.

Example: You set the Group By to Status Category and you want to rename the “To Do” segment to “Open Issues” - just move over to the Group By tab and combine those two values!

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Learn More

Table of Contents
minLevel2
maxLevel7
Aura divider
summaryAura Divider
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Standard Options

Customization

Visual Example

Heading Label

In the text box, users can change the Header that appears for the Group By column on the Legend

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Ordering

In the dropdown, users can change the ordering of the Group By segments

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Highlight Empty Segments

By clicking the toggle, users can choose to highlight any empty Group By segments

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Show Zero Counts

By clicking the toggle, users can choose to show segments representing Group By values that are zero

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Reorder segments

By clicking and dragging to the pair of vertical dots next to a segment box, users can change the order of Group By segments

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Rename segments

By clicking the pencil icon next to a segment name, users can change the name of Group By segments

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Group segments

By clicking the + icon next to a segment name, users can combine multiple Group By segments into a single

segments

segment

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Hide segments

By clicking the eyeball icon next to a segment box, users can hide Group By segments from the Chart

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Aura divider
summaryAura Divider
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Date Options

For charts where you choose a date field as the Group By option, you can customize the way the dates are grouped and the range of dates that display on the chart.

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Customization

Options

Grouping

In the dropdown, users can change the way dates are grouped on the chart (i.e. break the dates down by month instead of day)

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Range

In the dropdown, users can change the range of dates that appear on the chart (i.e. only show issues with due dates in the next 30 days)

  • Past 24 hours

  • Past 3 days

  • Past 7 days

  • Past 30 days (default)

  • Past 90 days

  • This week

  • This month

  • This quarter

  • This year

  • Last week

  • Last month

  • Last quarter

  • Last year

  • Dynamic range

    • Enter a dynamic start date and end date for the range

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  • Between dates

    • Choose a specific start date and end date for the range

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  • All dates

Show issues without dates

Click the toggle (it will turns green) to include issues on the chart that do not have a date filled in for the date field selected in the Group by dropdown

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Aura divider
summaryAura Divider
params

...

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Aura inline button
summaryYouTube Tutorials
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Aura inline button
summaryContact Support
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Aura inline button
summaryMarketplace Listing
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