How to Use Notion2Charts to Create Reports and Dashboards

How to Use Notion2Charts to Create Reports and Dashboards

Introduction

Notion2Charts is not only a tool for creating charts, but it's also a powerful tool for creating reports and dashboards. This guide will walk you through the process of creating reports and dashboards using Notion2Charts.

Step 1: Create Multiple Charts

The first step in creating a report or dashboard is to create multiple charts. You can create charts by clicking on the "Create Chart" button and then selecting the chart type, database, and chart name.

Step 2: Organize Charts in Folders

Once you have created multiple charts, you can organize them in folders by clicking on the "Create Folder" button and then adding the charts to the folder.

Step 3: Customize Chart Settings

You can customize the chart settings by clicking on the "Chart Settings" button in the left sidebar. This will open a modal where you can change the chart type, name, show or hide it, change the colors, and customize the data labels.

Step 4: Customize Data Settings

You can customize the data settings by clicking on the "Data Settings" button in the left sidebar. This will open a modal where you can change the x-axis column, y-axis column, and add multiple y-axes.

Step 5: Add Filters

You can add filters to your charts by clicking on the "Add Filters" or "Edit Filters" button in the left sidebar. This will open a modal where you can add filters based on any property type, such as Formula, date, text, select, multi-select, rollup, status, person, relation, etc.

Step 6: Embed Charts

Once you have created your report or dashboard, you can embed it in your website by clicking on the "Copy link" button. This will give you the option to copy the embedding link or the iframe code.