Charts in FileMaker Layouts

Intermediate

Configure FileMaker chart objects for bar, line, pie, and scatter charts -- connecting data sources, formatting axes, and updating charts dynamically.

What you'll learn

  • The three chart data source types and when to use each
  • How to configure axes, labels, and legends
  • How to trigger chart refresh when data changes
  • Common pitfalls with chart data formatting

FileMaker's built-in chart object supports bar, line, pie, scatter, area, and bubble charts. Charts pull data from the current found set, a related set, or a delimited series. Understanding how each data source type works -- and how to trigger chart refresh -- is the key to building dynamic dashboards that update as users change context.

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Chart data source types

FileMaker charts support three data source types: Current Found Set (aggregates across found records), Delimited Data (a text string with values separated by a character), and Related Records (data from a portal/related TO).

TEXT
// Data source type 1: Current Found Set
// X-axis: summary field (e.g., TerritoryName -- grouped by current sort)
// Y-axis: summary field (e.g., sTotal)
// Requires: records sorted by the X field; chart shows one data point per sort group
// Use for: bar/line charts of aggregates across the current list

// Data source type 2: Delimited Data
// X-axis: text string "Jan|Feb|Mar|Apr" (| separated)
// Y-axis: text string "1200|1450|1800|1320"
// Computed by a calculation or set by a script
// Use for: custom series, historical data, pre-computed aggregates

// Data source type 3: Related Records
// Data comes from a portal / related TO
// Use for: showing related record counts or values over time

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