--- title: Editing a Dashboard Chart description: "How to rename, tidy up, copy or remove the charts at the top of a module dashboard, change the field a chart shows, and save the change for everyone who uses that view. Applies to: system administrators (admin role). Module:…" url: "https://support.symbiant.co.uk/kb/editing-a-dashboard-chart/" updated: "2026-10-30" category: System Views --- # Editing a Dashboard Chart How to rename, tidy up, copy or remove the charts at the top of a module dashboard, change the field a chart shows, and save the change for everyone who uses that view. Applies to: system administrators (admin role). Module: any module with a dashboard (the example uses Incidents). ## Before You Start - Chart changes are part of the module's list view. They only reach other users once you save them to a view with **Admin > Save…**, so work on your company-specific view, not a **-generic** one. See Creating Your Own Custom Views. - If you only want to rearrange charts for yourself (tabs, grow, shrink, group), use Dashboard Layout Tools instead. Those changes don't affect anyone else. ## The Chart Options 1. Open the module, for example **Incidents**. 2. Click the three dots (⋮) at the top right of the chart you want to change. Administrators see three extra options above the layout tools: - **Set up…** (1): opens the chart's settings. - **Duplicate** (2): adds a copy of the chart next to it. - **Remove** (3): takes the chart off the dashboard. ![Chart three dots menu with Set up, Duplicate and Remove highlighted](https://support.symbiant.co.uk/wp-content/uploads/2026/10/editing-a-dashboard-chart-01-menu.png) **Note:** Users without admin rights only see **Maximise** and **Collapse** on this menu. ## Changing a Chart's Settings 1. Click **Set up…** on the chart's menu. The chart editor opens. ![The chart editor showing the Chart and Pie settings boxes](https://support.symbiant.co.uk/wp-content/uploads/2026/10/editing-a-dashboard-chart-02-editor.png) The editor shows the chart as boxes of settings. The top box (**Chart**) holds the settings for the whole chart: - **caption** (1): the title shown at the top of the chart, for example change **Status Breakdown** to **Incidents by Status**. - **hide-header?** (2): tick to hide the title bar. - **legend** (3): where the key is shown: **bottom**, **top**, **left**, **right** or **hidden**. - **decimals** (4): how many decimal places to show for values. ![Chart settings with caption, hide-header, legend and decimals highlighted](https://support.symbiant.co.uk/wp-content/uploads/2026/10/editing-a-dashboard-chart-03-chart-settings.png) Scroll down to the box for the chart type (here **Pie**). Its settings depend on the type. For a pie chart: - **aggr** (1): how records are counted. **count** (the number of records) is the usual setting; the other options (avg, sum, min, max and so on) are for charts built on a number field. - **percentage?** (2): tick to show each slice as a percentage instead of a count. ![Pie settings with aggr and percentage highlighted, and the OK button](https://support.symbiant.co.uk/wp-content/uploads/2026/10/editing-a-dashboard-chart-04-pie-settings.png) 1. Make your changes, then click **OK** (3). The dashboard updates straight away, but only on your screen until you save the view (see below). ![The dashboard with the first chart now titled Incidents by Status](https://support.symbiant.co.uk/wp-content/uploads/2026/10/editing-a-dashboard-chart-05-renamed.png) **Note:** Other chart types have their own settings. For example, the **Resolved Analysis** bar chart has a **Column** box with band and period settings. ## Copying or Removing a Chart - **Duplicate** adds an identical copy next to the original (highlighted below). Use **Set up…** on the copy to give it its own caption and settings. - **Remove** takes the chart off the dashboard. Nothing is deleted from your records. ![A second Type Breakdown chart added next to the original](https://support.symbiant.co.uk/wp-content/uploads/2026/10/editing-a-dashboard-chart-06-duplicated.png) **Tip:** Changed your mind? Leave the module and come back before saving: the dashboard goes back to the saved view. ## Changing the Field a Chart Shows Charts break records down by one field, for example **Status** or **Type**. To change that field you need the field selector (shown as **attr** in the editor). It is switched off by default; ask Symbiant Support to turn it on for your administrator account. A quick way to build a new chart is to duplicate an existing one of the same type and point the copy at a different field. In this example a copy of **Status Breakdown** becomes **Impact Breakdown**. 1. Duplicate the chart (see above), then click **Set up…** on the copy and change its **caption**, for example to **Impact Breakdown**. 2. Scroll down to the chart type's box. With the field selector switched on it shows three extra settings: **attr** (1), the field the records are grouped by; **colour** (2), which colour each slice uses; and **label** (3), the text shown in the legend. ![Pie settings showing attr, colour and label highlighted](https://support.symbiant.co.uk/wp-content/uploads/2026/10/editing-a-dashboard-chart-07-field-settings.png) 1. Click the **attr** box and pick the new field, for example **incident/impact**. Fields are listed by their system names; type part of the name in the search box to find one. ![The attr list open with incident/impact highlighted](https://support.symbiant.co.uk/wp-content/uploads/2026/10/editing-a-dashboard-chart-08-field-list.png) 1. Change **label** to the matching **/text** entry, for example **incident.impact/text**, so the legend shows the option names. Leave **colour** as **generic/colour** to use the colours set on the drop-down list. 2. Check **attr** (1) and **label** (2), then click **OK** (3). ![Pie settings with attr set to incident/impact, label set to incident.impact/text, and OK highlighted](https://support.symbiant.co.uk/wp-content/uploads/2026/10/editing-a-dashboard-chart-09-field-changed.png) The new chart appears straight away, using the field's options and colours. Save the view as described below to keep it. ![A new Impact Breakdown pie chart next to Status Breakdown](https://support.symbiant.co.uk/wp-content/uploads/2026/10/editing-a-dashboard-chart-10-new-chart.png) **Note:** Pie charts work best with drop-down fields that have a short list of options, such as Status, Type, Impact or Rating. For a drop-down field, **attr** is the field itself (for example **incident/impact**) and **label** is its text (for example **incident.impact/text**). ## Saving the Change for Everyone 1. Click the three dots (⋮) at the top right of the screen, then **Admin > Save…**. 2. Pick your company-specific view to save over. 3. Sign out and back in to see the saved change. **Critical:** Don't click the blue **Save** button at the top of the screen, and don't save over a **-generic** view. See Loading/Saving a Particular User's View. ## Related Articles - [Loading/Saving a Particular User's View](https://support.symbiant.co.uk/kb/loading-saving-a-particular-users-view/) - [Creating Your Own Custom Views](https://support.symbiant.co.uk/kb/creating-your-own-custom-views/) - [Dashboard Layout Tools](https://support.symbiant.co.uk/kb/dashboard-layout-tools/) - [View Editor Tool Overview](https://support.symbiant.co.uk/kb/view-editor-tool-overview/) - [Sharing Dashboard Layouts with Other Users](https://support.symbiant.co.uk/kb/sharing-dashboard-layouts-with-other-users/)