Formatting & appearance
Control how a widget looks and reads, from value and date-axis formats to color schemes, legends, and per-widget appearance options.
Once a widget reports the right numbers, the config panel's appearance controls decide how it reads. The exact options depend on the widget kind, but they share a common set of formats and styles.
Value formatting
By default a widget formats its values from the underlying field's type. Currency fields show a currency symbol and the correct decimal places, and numeric fields use their configured precision, so a dashboard matches how the same data looks on records.
You can override the format per widget with the value format control. Choose a number or currency format, and it applies everywhere the value appears: the KPI number, the gauge readout, the pie center total, the axis labels, and the tooltip.
Date-axis labels
When a chart's category is a date field, the date label format controls how those labels read on the axis, for example Jan 2026 versus 2026-01. Pick the style that fits the granularity you are bucketing by.
Colors
Choose a color scheme for the chart's series. Schemes render as swatches so you can preview them before applying. A scheme sets the colors for every series at once and adapts to light and dark mode automatically, so the board stays legible either way.
Legend
Toggle the legend on or off. When a chart has many series, the legend paginates with a compact ‹ 1 / 2 › control instead of overflowing the tile, so you can page through the entries without resizing the widget.
Per-widget appearance
Each widget kind adds its own appearance options:
| Widget | Options |
|---|---|
| Bar chart | Orientation (vertical or horizontal), stacked series, data labels |
| Line chart | Cumulative running total, data labels |
| Pie chart | Legend and color scheme (single category, no series) |
| KPI | Trend comparison against a previous period |
| Gauge | Min and Max, where max is the target the gauge fills toward |
Next steps
Point a widget at data
Use the config panel to set a widget's data source, metric, category, series, and filters so it reports exactly the numbers you want.
Publishing & versions
Understand the draft model, publish changes to make them live, discard unwanted edits, and restore or delete earlier dashboard versions.