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Chart

Chart visualizes rows from a data source as a bar or line chart. Use it for comparisons or trends over time when the data already exists as a list.

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Availability

Chart can be used in all four placements. Keep the number of categories low in the sidebar.

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Add and configure

  1. Add Chart from CRM data.
  2. Choose the Chart type: bar or line.
  3. Choose the Data source (list).
  4. Choose the Category (X axis).
  5. Choose the Value (Y axis).
  6. Optionally choose Split by.
  7. On a bar chart with a series, you can enable Stack the bars.
When the data source changes, Card Studio automatically picks a category and a numeric-looking field. Fields containing amount, total, sum, or count are preferred for the Y axis.

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Data requirements

The source must be a list from associated records or a connected system. The Y field must be interpretable as a number. The X axis is created as a category axis in the current designer; the schema can also describe date and linear axes, but the type cannot be changed separately in the UI. Split by groups rows by the field’s value. Stacking is only relevant for bar charts with a series.

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Data, rules, and steps

Choosing an associated list creates the required association automatically. The chart can belong to a step and have a visibility rule.

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Limitations and tips

Titles, legends, tooltips, color lists, data labels, axis labels, and sorting exist in the underlying HubSpot components/schema fields, but are not exposed in the current designer. Data is shown in the source’s order. Sort or limit the data in the source if the order matters. A chart with many categories becomes hard to read; use a table for details.