---
title: "Create a line and bar chart"
slug: "create-a-line-and-bar-chart"
updated: 2026-06-01T15:36:35Z
published: 2026-06-01T15:36:35Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a line and bar chart

Use a line and bar chart to easily distinguish between line values and bar values. This is a quick way to visually compare data sets that have different value ranges, like project cost in the millions and project hours in the thousands, or number of sales in the tens and profitability in the thousands.

This example provides a quick view of profitability across an organization:

![Example line and bar chart showing profitability across an organization by month](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4572800326804.png)

Like all Quickbase charts, line and bar charts are interactive; select an area of the chart to view the record(s) associated with it. You can also apply [dynamic filters](/v1/docs/use-dynamic-filters-on-legacy-table-reports) to line and bar charts.

To print your chart or save it as an image, select the menu in the top right of the chart: ![Chart options menu with options to print or save as image](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/30864993540628.png)

## Create a line and bar chart

1. Open a table in the sidebar, select **Reports**, then **+ New report**.
2. Select **Chart** and select **Create**.
3. In the Basics section, **Name** your chart and give it a **Description**. Tip: Select **Show description on chart page**so others can easily understand the purpose of your chart.
4. In the Reports & Charts Panel section, decide who the report will be visible for. Optionally, you can also [assign the report to a group](/v1/docs/organize-reports).
5. Select **Line and bar** as the chart **Type**.

## Set up chart details

Decide what this line and bar chart will show:

### Category labels on x axis

Select the field you want to display on the x axis. In the **Group by** list, select to group values in intervals or set amounts, for example, by Month.

### Line values on primary y axis

Select the field you want to display as a line on the primary y axis. If you want to [create a formula](/v1/docs/using-a-report-formula) to display in the chart, select *Formula*, and then define the formula in the Report Formulas section.

### Bar values on secondary y axis

Select the field you want to display as a bar on the secondary y axis.

To customize your chart even more, set minimum and maximum y-axis values for both the primary and secondary y axis.

When you add a min/max value, Quickbase's default axis calculation is overridden. If you only apply a min or max (not both), the blank axis uses Quickbase's default axis calculation.

The min/max is shown on:

- New-style standalone charts
- Charts on the latest version of dashboards
- Charts embedded on forms (including when the forms are printed)
- Charts included in custom emails
- Charts included in document templates

The min/max will not show on:

- Legacy charts
- Charts on legacy forms

Legacy charts display the Quickbase default axis calculation. In other words, they will continue to render as they previously have.

> [!TIP]
> Tip
> 
> Remember to **label**the axes; this helps others understand your chart.

### Sort

Decide [how to sort](/v1/docs/sorting-chart-reports) your line and bar chart.

### Data labels

Select to display data labels. You can choose to display the value or the value as the percent of the series.

## Add a report formula

If you selected to measure a formula, select [define a calculated column](/v1/docs/using-a-report-formula), label it, define the formula, and select the type.

Create a report formula when setting up a line and bar chart to calculate values to measure.

1. Enter a report formula. You can use the drop down to add field & functions directly to your formula.

![Report formula input field with a drop-down to add fields and functions](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/30864993543316.png)

2. After the report formula has been created, you'll see the new field appear in the list of fields that the chart can measure. ![Field list showing the new report formula available as a measurable field in the chart](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/30864998286740.png) Continue creating your line and bar chart, and save.

## Add filters

[Filter](/v1/docs/filter-records) to display only certain types of data or data that meets conditions you set.

## Example line and bar chart

This line and bar chart shows profitability across an organization. You can quickly see where profitability has dipped, so you can dig in and address the problem.

![Example line and bar chart showing profitability by month across an organization](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4572800326804.png)

This chart is defined as follows:

- *Date* grouped by month, displayed from low to high on the x axis
- *Number of Sales*, summed, displays as a line on the primary y axis
- *Profitability*, summed, displays as a bar on the secondary y axis

![Line and bar chart with date grouped by month on the x axis, number of sales as a line on the primary y axis, and profitability as a bar on the secondary y axis](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/30864998287252.png)