--- title: "Pie Chart" slug: "pie-chart" updated: 2026-01-12T08:56:01Z published: 2026-01-12T08:56:01Z canonical: "help.symphonysummitai.com/pie-chart" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Pie Chart - [Left Panel](/apex/docs/pie-chart#left-panel) - [Center Panel](/apex/docs/pie-chart#center-panel) - [Right Panel](/apex/docs/pie-chart#right-panel) ## Left Panel - [Chart Source](/apex/docs/pie-chart#chart-source) - [Metrics and Columns](/apex/docs/pie-chart#metrics-and-columns) ## Chart Source Chart Source lets you control how a chart is powered. You can edit the dataset, swap it with another, or view the underlying SQL query for analysis. - [Edit Dataset](/apex/docs/pie-chart#edit-dataset) - [Swap Dataset](/apex/docs/pie-chart#swap-dataset) - [View in SQL Lab](/apex/docs/pie-chart#view-in-sql-lab) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/3(30).png) Figure: Chart Source ### Edit Dataset Lets you make changes to the underlying dataset definition used by the chart. It is accessible only for Admins, for other users this option is grayed. ### Swap Dataset Allows you to replace the dataset currently powering the chart with another dataset. For more information, refer to [Field Description](/apex/docs/pie-chart#field-description). > [!WARNING] > Note > > Warning! Changing the dataset may break the chart if the chart relies on columns or metadata that does not exist in the target dataset. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/swap dataset(1).png) Figure: Swap Dataset #### Field Description | Field | Description | | --- | --- | | Name | The display name of the dataset you can swap to. It represents how the dataset is identified in the reporting tool. | | Type | Defines whether the dataset is **Physical** (directly mapped to a database table or view) or **Virtual** (built using a custom SQL query). | | Schema | The database schema where the dataset resides. A schema is a logical grouping of database object that helps organize and locate datasets. | | Connection | The database connection associated with the dataset. It specifies which data source the dataset is linked to. | | Owner | The user or team who created or manages the dataset. Ownership indicates accountability and often controls who can edit or modify the dataset. | ### **View in SQL Lab** Opens the raw SQL query that powers the dataset/chart in a SQL editor. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/2(45).png)Figure: View SQL in Lab Lets you to perform the below actions: - Inspect the actual query running behind the visualization - Modify or extend the SQL for more complex logic - Validate the query results before applying them back into the dataset or chart Useful for power users who need transparency and control over the exact query execution. ### Metrics and Columns Enables you to drag and drop the Metrics and Columns to the center panel of Edit Report Dashboard. Hover on the SQL icon ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/5(17).png) to view the SQL Expression. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/metric.png) Figure: Columns and Metrics ## Center Panel - [Data](/apex/docs/pie-chart#data) - [Customize](/apex/docs/pie-chart#customize) ## Data Data section displays query section for Pie chart, as described below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/pie.png)Figure: Data 1. **Chart Selection** – choose the visualization type for displaying data. Click **View all charts** to view and select the required visualization type. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/visual.png) Figure: Visualization Type 2. **Query**: view or modify the data query powering the chart. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/query1.png) | Field | Description | | --- | --- | | Dimensions | Dimensions contain qualitative values such as names, dates or geographical data. Use dimensions to categorize, segment, and reveal the details in your data. Dimensions affect the level of detail in the view. | | Metrics | Select one or many metrics to display. You can use an aggregation function on a column o write custom SQL to create a metric. | | Filters | Drag and drop columns or metrics here in the Filters. | | Row Limit | Limits the number of rows that are computed in the query that is the source of the data used for this chart. | | Sort by metric | Whether to sort results by the selected metric in descending order. | ## Customize Click on the customize section to view the configuration of other options and visual formatting. ### Chart Options Enables you to design the following: - [Chart Options](/apex/docs/pie-chart#chart-options) - [Legend](/apex/docs/pie-chart#legend) - [Labels](/apex/docs/pie-chart#labels) - [Pie Shape](/apex/docs/pie-chart#pie-shape) #### Chart Options To configure series order, refer to the following: | Field | Description | | --- | --- | | Color Scheme | Select the color scheme for rendering chart. | | Percentage Threshold | Minimum threshold in percentage points for showing labels. | | Rose Type | Whether to show as Nightingale chart. | #### Legend To configure Legend, refer to the following: | Field | Description | | --- | --- | | Show Legend | Select to display a legend for the chart. | | Type | Select legend type from the below: - Scroll - Plain | | Orientation | Select orientation from the below: - Top - Bottom - Left - Right | | Margin | Select additional padding for legend. | #### Labels To configure labels, refer to the following: | Field | Description | | --- | --- | | Label Type | Select **Label Type** from the dropdown, the selected type will e shown on the Label. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/label type.png) Figure: Labels | | Number Format | Select Number Format from the dropdown list. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/number format.png) Figure: Number Format | | Currency Format | Select currency with prefix or suffix. | | Date Format | Select Date Format from the dropdown list. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/date format.png) Figure: Date Format | | Show Labels | Select to display the labels. | | Put Labels Outside | Select to put the labels outside the pie. | | Label Line | Select to draw line from Pie to Label when labels are outside. | | Show Total | Select to display the aggregate count. | #### Pie Shape - **Outer Radius**: Adjust the size of outer radius as required. - **Donut**: Select Donut or Pie type of chart. ## Right Panel View the pie chart on the right panel. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/pie(1).png)Figure: Pie Chart Click **Save** to save the chart as new and save it to the dashboard. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/save as(1).png)Figure: Save Chart