Chart View — Turn Records into Answers
Render live, interactive charts straight from a Table's Records—choosing from 10 chart types, drilling into any data point, and re-filtering without rebuilding the chart.
What Is Chart View?
Chart View is a SmartSuite View type that turns Record data into live, interactive charts so teams can analyze their work and make better decisions without exporting to another tool. It helps GRC, IT, project, and business operations teams visualize trends, distributions, and targets—directly from the governed Table, with drill-down to the underlying Records. Chart View is available on every current SmartSuite plan as part of the Views system.
Chart Library
Choose from 10 Chart Types—Bar to Bubble to Heatmap
Chart View renders Bar, Column, Line, Area, Pie, Donut, Combo, Scatter, Bubble, and Heatmap charts, including stacked variations of bar, column, and area. A live preview updates as you configure, and the settings panel adapts its options to the chart type you pick—so a heatmap asks different questions than a donut.
Aggregation & Grouping
Aggregate Any Numeric Field and Group by What Matters
Sum, average, minimum, or maximum any numeric Field—Number, Currency, Percent, Rating, Duration, Rollup, Formula, and more—or count categorical Fields like Status, Single Select, Assigned To, and Linked Record. Group results by key values such as sales region, project status, or timeframe to compare across the dimension that matters.
Status Fields chart either by value or by completion status, so a portfolio chart can read progress, not just categories.
Targets & Totals
Add Benchmark Lines, Chart Totals, and Custom Colors
Draw benchmark lines to plot performance against targets—quota, SLA threshold, risk appetite—and display up to three simultaneous totals on any chart type. The legend is interactive too: click a colored dot to recolor a value so the chart reads the way your team already codes its work.
Drill-Down
Drill from Any Data Point to the Underlying Records
Every chart stays connected to its data. Click a data series and a dialog lists the Records behind it—sort them, group them, edit them directly, or export the slice to Excel, Google Sheets, or CSV. The number on the chart and the Records that produced it are never two different stories.
Filters set in the Report Toolbar apply automatically, so one saved chart answers many questions as you re-filter.
Beyond the Table
Reuse Charts on Dashboards and Mobile
Chart View lives on the Table, and a companion Chart Widget embeds the same visualizations into Dashboards—executive pages that combine charts from many Tables. Charts also have a dedicated display behavior in the SmartSuite mobile app, so the numbers travel with the team.
Chart View
Chart View turns the risk registers, control libraries, and vendor Tables teams already maintain into live analysis—no export, no separate BI layer for the everyday questions.
Chart the risk register as a heatmap of likelihood against impact. Drill into any cell to see the underlying risk Records, and update treatment owners without leaving the chart.
Chart control Status Fields by completion status to show testing progress by framework. A benchmark line marks the quarter's target so slippage is visible before the deadline.
Plot open findings as columns grouped by severity and age. Remediation owners drill into an aging bucket to the exact Records behind it and reassign stalled items on the spot.
Chart the third-party register by risk tier and assessment status—re-filter to one business unit or region without rebuilding the chart, and drill into any slice to the vendors themselves.
Build the chart once in Chart View, then surface it through Dashboards alongside metrics and Views from other Tables—one governed dataset, from analyst lens to board-ready page.
Chart View is a SmartSuite View type that renders live, interactive charts directly from a Table's Records—no separate dashboard or BI tool required for everyday analysis. It supports 10 chart types with aggregation, grouping, and drill-down.
Bar, Column, Line, Area, Pie, Donut, Combo (line plus columns), Scatter, Bubble, and Heatmap, including stacked variations of bar, column, and area charts.
Numeric Fields—including Number, Currency, Percent, Rating, Vote, Rollup, Duration, Time Tracking Log, Lookup, and Formula—aggregate by Sum, Minimum, Maximum, or Average. Categorical Fields such as Status, Single Select, Assigned To, Linked Record, and Tag use Count.
Yes. Clicking a data series opens a drill-down dialog listing the underlying Records, which you can sort, group, edit directly, or export to Excel, Google Sheets, or CSV.
Yes. Benchmark lines visualize performance targets on the chart, and up to three simultaneous chart totals can be displayed on any chart type.
Filters set in the Report Toolbar or Saved View apply automatically to the chart's data, so you can re-filter the same chart repeatedly without reconfiguring it.
Yes. Chart View is available on every current SmartSuite plan, and a companion Chart Widget brings the same visualizations to Dashboards.
Get Answers from the Data You Already Govern
Chart any Table in minutes—then drill from the trend line to the exact Records behind it.