The Overview tab is a customizable dashboard that provides a high-level view of your sheet data. It lets you display key metrics as numerical cards and generate charts to visualize data distribution and trends - giving you at-a-glance insights without leaving the sheet.

Add a widget

1. In your sheet, click on the Overview tab.
2. Choose one of the available widget types: Add custom card, Add custom chart, or Add pivot table.

Create a custom card

Cards display a total, count, or average of a column field - a quick way to view key project metrics at a glance.

1. Select Add card.
2. Name your card: Give it a concise, descriptive name.
3. Choose a field for card: Select the column whose data you want to display.
4. Choose the aggregation type: Select Count, Sum, or Average.
5. Add a unit (optional): Specify a prefix or suffix (for example $, hours, %) to give context to the value.
6. Add filters (optional): Apply conditions to display only relevant data.
7. Click Create to add the card to your overview.

Create a custom chart

1. Name your chart: Give it a clear, descriptive name.
2. Choose a sheet tab: Select the primary data source for your chart.
3. Select a chart style: Choose the visual style that best represents your data (Bar, Pie, Line, or Donut).
4. Configure the X-axis: Select the column for the horizontal axis. Additional filter options may become available based on your selection.
5. Configure the Y-axis: Select the column for the vertical axis.
6. Add filters (optional): Apply conditions to display only the data you need.

Create a pivot table

1. Select a data source: Choose the tab from the sheet to use as the data source.
2. Select values: Choose the field you want to display as the values in your pivot table.
3. Select columns: Choose the field you want to display as columns.
4. Select rows: Choose the field you want to display as rows.
5. Once all fields are configured, click Create pivot.