Use a line and bar chart to easily distinguish between line values and bar values. This is a quick way to visually compare data sets that have different value ranges, like project cost in the millions and project hours in the thousands, or number of sales in the tens and profitability in the thousands.
This example provides a quick view of profitability across an organization:
Like all Quickbase charts, line and bar charts are interactive; click an area of the chart to view the record(s) associated with it. You can also apply dynamic filters to line and bar charts.
To print your chart or save it as an image, click the menu in the top right of the chart:
In this article
Create a line and bar chart
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Open a table in the sidebar, select Reports, then + New report.
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Select Chart and click Create.
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In the Basics section, Name your chart and give it a Description.
Tip: Select Show description on chart page so others can easily understand the purpose of your chart. - In the Reports & Charts Panel section, decide who the report will be visible for. Optionally, you can also assign the report to a group.
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Select Line and bar as the chart Type.
Set up chart details
Decide what this line and bar chart will show:
Category labels on x axis
Select the field you want to display on the x axis.
In the Group by list, select to group values in intervals or set amounts, for example, by Month.
Line values on primary y axis
Select the field you want to display as a line on the primary y axis. If you want to create a formula to display in the chart, select Formula, and then define the formula in the Report Formulas section.
Bar values on secondary y axis
Select the field you want to display as a bar on the secondary y axis.
To customize your chart even more, set minimum and maximum y-axis values for both the primary and secondary y axis.
When you add a min/max value, Quickbase's default axis calculation is overridden. If you only apply a min or max (not both), the blank axis uses Quickbase's default axis calculation.
The min/max is shown on:
- New-style standalone charts
- Charts on the latest version of dashboards
- Charts embedded on forms (including when the forms are printed)
- Charts included in custom emails
- Charts included in document templates
The min/max will not show on:
- Legacy charts
- Charts on legacy forms
Legacy charts display the Quickbase default axis calculation. In other words, they will continue to render as they previously have.
Remember to label the axes; this helps others understand your chart.
Sorting
Decide how to sort your line and bar chart.
Data labels
Select the checkbox if you want to display data labels. You can choose to display the value or the value as the percent of the series.
Add a report formula
If you selected to measure a formula, select define a calculated column, label it, define the formula, and select the type.
Create a report formula when setting up a line and bar chart to calculate values to measure.
1. Enter a report formula. You can use the drop down to add field & functions directly to your formula.
Add filters
Filter to display only certain types of data or data that meets conditions you set.
Example line and bar chart
This line and bar chart shows profitability across an organization. You can see quickly see where profitability has dipped, so you can dig in and address the problem.
This chart is defined as follows:
- Date grouped by month, displayed from low to high on the x axis
- Number of Sales, summed, displays as a line on the primary y axis
- Profitability, summed, displays as a bar on the secondary y axis