Airtable extensions: Chart
  • 05 Mar 2024
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Airtable extensions: Chart

  • Oscuro
    Ligero
  • PDF

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Resumen del artículo

Plan availability

All paid plans

Permissions

  • Owners/Creators - Can create, delete, and modify extensions

  • Editors - Can edit the configuration of previously configured extensions

Platform(s)

Web/Browser, Mac app, and Windows app

Related reading

Guide: Build your own Airtable extensions

Airtable terminology

Extension - Extensions are modular components that add visuals or functionality to a base, and were shown in the base's dashboard. Users can create custom extensions, or they can use extensions created by Airtable or other open-source extensions.

Setting up a chart extension

Learn how the chart extension can be set up to visually display understandings from records in a base. The chart extension lets you visualize records in multiple chart types including bar chart, line chart, scatter plot, pie chart, and donut chart.

Installing the chart extension

When you first install a chart extension, it'll automatically open the new extension's settings page. From the settings, you can select the desired table and view you wish to visualize.

Screen Shot 2017-10-11 at 5.46.42 PM

Choosing a chart type

Next, you can pick which of the chart types you want to use: bar, line, scatter, pie, or donut. Here's some general tips on how to pick the correct chart.

  • Bar charts are generally used to compare specific X-axis values, like the number of assignments each collaborator has in a project management base.

  • Line charts are most often used to track changes over time, but they can also be used for when there is some other sequence, like stages in a pipeline.

  • Scatter plots are most useful for showing how much one variable is affected by another variable.

  • Pie and donut charts are both useful in situations where you want to compare the relative proportions of a data set's constituent subsets.

Configure the x-axis

Once you've picked a chart, you'll need to pick a field for your chart's X-axis.

change x axis

Certain field types offer additional customization choices for the X-axis. For example, if you pick a date field as the X-axis, you'll have the option to bucket the date values by week, month, quarter, and so on. You can also choose to whether or not to include data from cells that are empty in the specified field by selecting the "Include empty cells" option.

Screen Shot 2017-10-11 at 5.49.04 PM

Once you've set up the X-axis, you'll need to set up the Y-axis.

Configure the y-axis

By default, the Y-axis is configured to show Count. This means that the chart will plot the number of records that have each X value on the Y-axis. To use one of your other fields for the Y-axis, click the Field option. Note that you have to pick a numeric field.

Screen Shot 2017-10-11 at 5.51.20 PM

You can either plot all of the values in the field, which is useful for a scatter plot, or you can aggregate the values to show the sum, minimum, maximum, or mean of all of the values, which is more useful for line or bar charts.

Screen Shot 2017-10-11 at 5.52.05 PM

Sorting

For a bar, line, or scatter chart, you can sort using one of the following options.

  • View: Order in view

  • X value: X-axis value (numerical order for number types, alphabetical for string, order of select options for single select / split multi select)

  • Y value: Y-axis value (ie count, summary value, etc)

Sorting a bar chart

Grouping

You can also choose to group by a third field, if you have any single select or single collaborator fields. Choosing to group your records will introduce individual colors for each group, giving you more options for visually distinguishing between different bars, points, and lines.

Screen Shot 2017-10-11 at 5.52.29 PM

Here's another example showing multiple lines plotted by using the grouping option.

line_grouping

The stack option stacks the different groups on top of each other.

Screen Shot 2017-10-11 at 5.52.47 PM

For line graphs and scatter plots, you also have the option of setting the Y-axis to always start at zero.

always start at zero

Interacting with a chart

Once you're done configuring the chart, you can hover over points on the chart to get more information about the underlying data (note that we don't otherwise display the values as labels). Clicking on a point or bar will bring up the relevant record, or a relevant list of records.

Mousing over a chart for more info

You can also double-click an item in the legend for a quick drill down.

Screen Recording 2020-08-06 at 10_11_14 AM

On a line chart or scatter plot, you can zoom in by clicking and dragging your mouse to define a range.

You can also make pie and donut charts with chart extension. A pie chart is used in situations when you want to illustrate proportionality: the arc lengths of the pie slices represent the relative proportions of the data set's constituent subsets. A donut chart is pretty similar to a pie chart, but—as you might guess—it has a hole in the middle.

Screen Shot 2019-02-18 at 7.24.34 PM


Supported fields for chart extensions

Field type


x-axis support

y-axis support

Autonumber



Barcode



Checkbox



Count



Created time



Currency



Date



Duration



Email



Formula



Last modified



Linked record



Long text



Lookups


1


Multiple select



Number



Percent



Phone number



Rating



Rollup


1


Single line text




Single select



URL



User



Must be looking up or rolling up a value that is formatted numerically.

Attachment, Button, Created by, and Last modified by fields are unsupported in the chart extension.

FAQs

Can you plot values?

Currently, the chart extension cannot display more than one field value per record that it's plotting.

Is there a way to separately identify overlapping scattered points in the scatter chart?

At the moment, the Chart Extension scatter option can result in overlapping points when one or more records' field values are close or identical, which can lead to one point covering up the other points on the chart. As an alternative, we recommend checking out the Vega-lite chart extension which can be used for more complex charting capabilities.

How can I sort or filter the Chart Extension's output?

It is possible to further sort or filter the records shown in a Chart Extension by modifying the underlying view that the extension references.

Can I export or print the chart I created using the Chart Extension?

Only the page designer and org chart extensions currently support exporting/printing at this time. As a workaround, we recommend using the screenshot function of your device to take a picture of your created chart.


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