Pie charts

To get started creating a chart, see Creating quick charts for Creating and editing charts in Layout mode.

To set up a pie chart:

  1. Find the records you want to chart. See Making a find request.

    If you are charting delimited data stored in a single record or data from related records, you must specify data source settings. See Specifying the data source for a chart.

  2. In the Chart Setup dialog box, for Type choose Pie.
  3. For Category Labels, click Specify button, choose Specify Field Name or Specify Calculation, complete the dialog box, and click OK. This is the data you are comparing (for example, company names) and determines the labels for each slice of the pie.
  4. For Slice Data, click Specify button to specify a data series. This is the data you are measuring (for example, annual sales), which determines the width of each slice in the pie.
  5. If you're creating a quick chart and it contains summary data, you can click the Summary menu in the Chart inspector and select a different summary type.
  6. Select Show Legend to display a legend in the chart.
  7. Select options for the chart.

    Tip  It's not necessary to label all data points on a chart.

  8. To

    Do this

    Display category label values

    Select Show values on chart.

    Display the percentage of the total each slice represents

    Select Percentages.

    Specify the number of decimal places in percentages

    Enter a number for Fixed number of decimals.

    Display data values for slice data

    Select Actual values.

    Specify the field type for slice data

    For Data Type, choose a field type, then choose data format characteristics. For example, you can display number data as a decimal, percentage, or as currency.


    • Custom decimals or thousand separators must be ASCII printable characters. The tilde character (~) is not allowed.
    • Decimal digits must be from 0 (zero) to 99.
    • You must enter a positive number for Fixed number of decimals.

    Display slice data values as stored in the database, as a decimal or percentage, or as currency

    For Format, choose a value.

    Specify a custom decimal or thousands separator character

    For Decimal, enter a character or select Use thousands separator and enter a character.

    Include a decimal or currency notation character

    For Notation, choose a position for the notation and enter a custom character.

  9. To change the color scheme, legend appearance, or font style, click Style in the Chart inspector. See Changing the look of a chart.
  10. Click Print or Save as Layout (quick charts) or Done (Layout mode charts) to finish the chart. See Creating quick charts or Creating and editing charts in Layout mode.