Turn a sheet of records into a dashboard your customers can read at a glance.
A Charts tab summarises a worksheet instead of listing it. Where a table shows a customer their 4,000 order lines, a chart tab shows them revenue by month, orders by status, and spend by category — as a grid of charts, on one screen.
You don’t prepare the summary yourself. Your sheet keeps one row per record exactly as it already is, and eg2 does the grouping and the maths when the page loads.
That’s it. If you have no numeric column, you can still chart how many records fall into each group.
You can add up to 8 charts to a single tab and drag them into whatever order you want.
| Type | Best for |
|---|---|
| Bar | Comparing amounts across groups. The safe default. |
| Line | A value changing over time. |
| Area | A value over time where the total volume matters. |
| Pie / Doughnut | Parts of a whole — shares of a total. Best with fewer than about seven groups. |
| Polar | Parts of a whole where the sizes vary a lot. |
| Radar | Comparing several measures on the same scale. |
| Scatter | The relationship between two numbers. |
| Bubble | The relationship between two numbers, with a third shown as the size of each point. |
Bar, line and area charts can show several values side by side, and a bar chart can be turned on its side when the group names are long.
When you group by a date column, you also choose the grain: day, week, month, quarter or year.
Choose one. If you leave it on Exact value, every distinct timestamp becomes its own group, which usually means one bar per row and a chart that tells you nothing.
A chart with 200 categories is unreadable. Set Show top to a number — say 10 — and the chart shows only the 10 largest, sorted by value.
Tick Group the rest into “Other” and everything below the cut is added together into one final entry. This is what keeps a pie chart’s slices adding up to the whole.
Turn on Let customers filter the data and choose a column:
The filter applies to every chart on the tab at once, and the chosen range is part of the page address — so a customer can bookmark or share a filtered view.
Set your measure column’s type to Number in the Columns section. A chart will still draw if you leave it as Text, but the totals will be wrong rather than missing, which is much harder to notice.
When a column is marked as Number, eg2 reads the value properly, including:
| In your sheet | Read as |
|---|---|
1234.56 | 1234.56 |
1,234.56 | 1234.56 |
1.234,56 | 1234.56 |
$99 or ₪99 or 99 € | 99 |
12% | 12 |
(500) | -500 |
N/A, #DIV/0!, blank | skipped entirely |
Two things worth knowing:
12% charts as 12, not 0.12.Charts follow your portal’s brand colour and the customer’s light or dark mode automatically. A customer whose device is set to reduce motion sees the charts appear without animation.