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Creating a Chart

Virto Charts App builds a complete dashboard of visual charts from the data you choose in a single click. This page shows how to create a dashboard and set up its charts. Each chart type is described in Chart types.

Open the chart settings

Open the chart settings with the gear icon in the top right-hand corner of the app.

Virto Charts App header with the gear icon that opens the chart settings

Click New to create a chart.

Chart settings toolbar with the New, Edit and Delete buttons, New highlighted

Set up the dashboard

Specify the dashboard name. Later you will switch between dashboards in this dropdown:

Dashboard dropdown in the Virto Charts App header listing the dashboards Virtosoftware Tasks 34, Burndown and Hiring Status

Select the Default checkbox to show the new dashboard first on the screen. Choose the site from the site collection and pick the source SharePoint list.

Settings panel with the Name field, the Default checkbox and the Site url and List dropdowns

Choose the chart type

Once you pick a source list, a dropdown with the available chart types appears. Choose the type you’d like to use and specify the chart title.

Chart settings with the Chart title field and the Chart type dropdown open

Five chart types are available:

  • Status
  • Members
  • Completion
  • Burndown by tasks
  • Lead time

Define the field to display for the chosen chart type. For example, for a Status chart you can choose Priority, Task Status, Labels, Project or Goal. Some chart types need additional fields:

  1. User field — for the Members chart type.
  2. Due date field — for the Completion chart type.

Remember to save the chart.

Dashboard with a Status donut chart built from the Tasks list, grouped by task status

Continue with Chart types for a detailed description of each chart.

Updated on September 28, 2026