, you can quickly spot trends, group information, and gain actionable insights for your business. Interactively dig into your data and filter your charts to analyse your operations and records.

1. Creating Basic Charts

1. Open Your Collection

Navigate to the collection

Collection

A list of records in Kinabase, similar to a table in a spreadsheet or database.

whose data you want to visualise.

2. Navigate to the Charts Side-Panel

In the collection’s top menu (or View
View
A customised display of Records in a Collection, defined by filters, sorting, grouping, and visible Fields.
dropdown), choose Charts.
(Look for the pie-chart icon).
This will open the charts side-panel, where you can create, view & edit this collection's charts.
Some AI-powered suggestions may appear, helping you generate charts with minimal setup.

3. Create a New Chart

Click + Add Chart in the top right of the charts side-panel to open the chart configuration. During configuration, you have a few choices:

A) Utilise AI to help create your chart by simply typing into the text box to 'describe a chart, or ask a question about projects...' and explain what you want to visualise.
B) Manually create your chart by picking from one of the chart types such as;
line, pie, bar or scatter.
C) Pick a suggested chart from the list of generated options.

You will need to configure the specifics of your chart if opting for the manual route.

Configuring Chart Specifics

To manually configure (B) the specifics of your chart, or to edit parameters of AI generated charts (A&C), you may need to set the following parameters:

Please Note: some variables below are specific to different types of charts and may not be relevant for your chart.
Different types of charts require different types of fields - for example a scatter chart requires the X & Y axes to be numeric, whereas a pie chart requires categorisation by a select field or similar discrete fields.

Chart Title: Give your chart an appropriate name.
Chart Type: Choose between line, pie, bar or scatter.
Additional Filter
Filter
A set of conditions applied to a Collection or View to narrow down which Records are displayed.
s: Optionally filter records
Record
An individual entry within a Collection, like a row in a database table, representing one item or entity.
by any of the fields in the collection.
X/Y Axis & Grouping: Select the fields for your X & Y axes, and if needed define your grouping (such as 'by Month' for Date fields)
Categorisation: Define the categorisation of your graph (this is equivalent to 'Series' in excel, and will colour the data points, or bars on your chart)
Aggregation: This defines what your chart is plotting, such as; 'Count', 'Sum', 'Average', 'Min/Max', 'Cumulative Sum', 'Percentage' and more.
Weighting: The field by which your pie-chart is weighted.
Category Limit: This defines how many records to show on your chart, such as; 'Top 5' or 'Bottom 5'.

For large datasets, use aggregations to summarize values or category limiting options to keep your chart readable.

Multiple Collection Charts

To create charts that use multiple collections, the X-axis must share a record field or dimensions. Both fields must share the same type or base unit — for example, both must be time-based fields ('History' and 'Created at'), or both must be numeric length fields (such as mm, km, miles).

Open any Dashboard and click Add Widget → Chart.
Pick "Multiple Collections" as your data source.
Give your chart a Title, and select the chart type.
Set your cross-collection aggregation method (if appropriate): Sum, Average, Max, Min, Standard Deviation, or Cumulative Sum.
Set your X & Y Axis Labels.
Add your First Collection and define your chart by selecting fields for each axis, setting categorisation, aggregation, limits, chart type, and axis.
To add your Second Collection, scroll back up and click the + button next to 'Collection 1'.
Select your Second Collection and repeat step 6 to define the chart.
Check your chart details and click Add. Your chart will appear on the dashboard immediately.

4. Save & View

Once done, your chart appears in the Charts panel, updating automatically as data changes in your collection.

Kinabase charts are interactive, hover over the bars or pie-segments to see specific field values and click them to filter your collection & charts.

Please note: The current filter(s) or view in your collection will also filter your chart data.

For additional actions click the three dots ⋯ next to your chart, from here you can:

Edit your chart configuration
Preview your chart fullscreen (right-click to save your chart as a .png)
View data to see the underlying values in a formatted table, with an option to export to CSV
Add your chart to a report in your dashboard
Duplicate your chart
Resize your chart

Tips

Think carefully about how best to display your data when choosing your chart type and configuration.
In the chart panel, use the ⋯ menu to resize or reorder your charts.
From the ⋯ menu of any chart, you can also Add to Report to display it in a custom dashboard
Dashboard
A page you configure with widgets, charts, and reports to monitor key metrics and data at a glance.
for real-time monitoring.
Not sure which chart you need? Let Kinabase's AI propose relevant graphs based on your data fields or a short description of what you want to see.
Right-click the chart area to 'Save as image' to download a PNG. Perfect for presentations or emailing quick snapshots to your team.

Embedding Charts in Document Templates

You can also embed your charts directly into document templates . When a document is generated, each chart pulls live data and renders automatically, so your documents always reflect the latest figures.

Read our Document Templates guide for step-by-step instructions on embedding charts in your documents.

Creating custom charts in Kinabase enables you to rapidly gain insight into your operations without needing to build spreadsheets. Interact with your data intuitively to quickly filter or group your data, add your chart to the reporting dashboard, or embed it in a document template.

For deeper customisations or troubleshooting, check our Help & Support or contact your System Admin for assistance.

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