How to Chart Grouped Records

This guide shows you how to make a Bar Chart or Word Cloud show counts or totals of Records per group, such as Tasks per status or per month, without loading every Record into the page.

Prerequisites

• An Experience open in the Experience Designer
• A Schema whose Records you want to chart

Step 1: Add the Chart

1. Add a Visualisation block to the page.
2. In its settings, under Visualisation, set Component to Bar Chart or Word Cloud.

Step 2: Choose the Grouped Query Source

1. Open Bar Chart Settings (or Word Cloud Settings).
2. Set Data source to Grouped query (one group each).
3. Pick the Schema whose Records the chart groups.

Step 3: Pick the Groups

1. For a Bar Chart, pick the Category property: each value is one category on the axis. For a Word Cloud, pick the Words property: each value is one word.
2. If the property is a date, choose Group dates by: Day, Week (from Monday), Month, Quarter or Year, or Exact value.
3. Optionally, for a Bar Chart, pick a Series property. Each category then shows one bar per series value, with a legend.
4. Optionally, when a group property is a date, set its Date labels format: Default, a Preset (such as Medium or Long), or a Custom pattern (such as MMM yyyy). The format applies to every date group of the chart.

You can group by text, number, yes/no, date and duration properties, and by when Records were created or updated and by whom.

Step 4: Pick the Value

1. Choose the Value (or Word size): Count of Records, or the Sum, Average, Minimum or Maximum of a number property.
2. For anything but a count, choose the number property under Of.

Step 5: Narrow and Limit the Groups

1. Optionally, add a Filter to chart only some Records. Filters can use page data and experience parameters, as block query filters can.
2. Optionally, set Most groups shown (default 100, at most 1000). When there are more groups, the chart shows the first ones and notes Showing first N of M groups. With a series, each category and series pair is one group, so the last category shown may be missing some of its bars.

What Viewers See

• Groups appear in ascending order of their values; Records with no value are grouped under (none), shown last.
• With a Date labels format, dates are labelled in that format, in the viewer's locale and timezone. A date grouped by period is formatted as the first day of the period, so choose a format that shows the period, such as MMM yyyy for months or yyyy for years.
• With the Default format, a date grouped by period is labelled with its period in the viewer's locale, such as Mar 2025 for a month, Q2 2025 for a quarter, Week of Mar 3, 2025 for a week, or 2025 for a year. A date grouped by its exact value uses the property's default format, when the Schema sets one.
• The chart counts only Records the viewer can read. On a public Experience, give the space's guest role read access to the Schema, as for any data shown publicly.
• If the settings cannot be charted, for example a value that is not a number, the designer shows the reason under the settings and the chart shows Chart unavailable with the same reason. Viewers of the published Experience see only Chart unavailable.
• Values are formatted for the viewer's locale, with at most two decimal places.
• The chart loads in the viewer's browser after the page appears.

Related

• Visualisation block reference
• Record Queries — Grouped Queries
• How to Publish an Experience to the Public