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Adding Charts to a Custom Page

Learn more about custom pages

Step-by-Step Guide​

1. Go to the Custom Page Editing Page​

2. Add a Chart Component​

Note: A maximum of 30 charts can be added to a custom page.

3. Select the Worksheet and Chart Type​

Example: Create a chart to display the distribution of sales leads by status.

  • Select the "Sales Leads" worksheet.

  • Choose the Pie Chart type.

4. Configure the Chart Further​

Learn more about chart configuration

5. Save the Chart Component​

6. Resize the Chart​

7. Copy Existing Charts from Worksheet to Custom Page​

8. Enable Auto-Refresh​

Charts in a custom page support scheduled refresh.

You can configure the refresh interval in the page settings.

Note: Only chart components support auto-refresh. Other embedded components such as views or URLs do not refresh automatically. You must manually refresh the browser page.

9. Linked Chart Interaction​

Charts based on the same worksheet can interact with each other.

When you select a data point in one chart, it will highlight and filter related data in other linked charts.

Enable "Auto-link components with the same data source" in the page settings.

Note: Only charts added to a custom page support linked interactions.

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