Visualizing Data with Charts and Dashboards

Charts and Dashboards give you a range of options to visualize your data and better communicate your analysis.

Whether you’re managing a project, tracking deals in a CRM, or just keeping a simple to-do list on track, data visualizations can be a powerful way to analyze and communicate your spreadsheet data.

Using Charts in Your Workbooks supports more than a dozen different types of charts, all of which will be familiar if you’ve used charts in traditional spreadsheet programs like Excel or Google Sheets. Charts can be added to any Sheet View, Gantt View, or Dashboard.

How to Create a New Chart

  1. Click the Insert chart icon in the toolbar, or select Insert > Chart from the workbook menu
  2. From the Setup portion of the dialog, select your chart type under the "Type" header

Learn more about each of the different chart types – including configuration options for each – in our section of articles on Charts.

Using Dashboards

A Dashboard is a graphical overview of various pieces of data and information. Each Dashboard is made up of a grid of widgets, which can include graphs, significant figures, embedded Views and Reports, and more.

Dashboard Sample.png

Like Reports, Dashboards are a separate document type from workbooks, and can display information from multiple workbooks. Creating a Dashboard can help you aggregate data from multiple sources and visualize large amounts of data, as well as present findings to other people without having to grant them access to the underlying workbooks.


Learn More: Charts and Dashboards

With more than a dozen chart types and the ability to feature your data with modular Dashboards, offers a powerful suite of data visualization tools. Learn more with these resources:

  • Introduction to Charts” – Learn more about the dozen-plus chart types you can include in your workbooks
  • Creating a New Chart” – Learn more about adding and configuring new charts
  • Creating a New Dashboard” – Learn how to create and configure new Dashboards
  • Widget Types” – Learn more about widgets, the modular pieces that make up each Dashboard

You’ve reached the end of the Quick Start Guide. Now that you’ve learned about’s suite of powerful features, try exploring them yourself by starting with a template from our Template Gallery.