Chart Cards

Display key metrics and important data on Boards with Chart Cards.

Two Line OfieREQUIRED: The Chart Module is required to perform the functions on this support page. Reach out to your Customer Success Manager to enable Charts for your organization. 


A Chart Card is a Card that displays any Chart in KaiNexus. If you want everyone accessing a particular Board to see a certain Chart without needing to open any Items, we recommend adding a Chart Card.

You can control what information will be displayed on the Card, including if, and where, the legend should appear, in which view the Chart should be displayed, and which series and which date range (if the Chart uses dates) should be shown.

Keep reading to learn about the following:

Add a new Chart Card

Who can add a Chart Card to a Board?

To add a Chart Card to a Board, you must have permission to edit the Board and view the Chart.

Two Line OfieNOTE: Boards can have at most 16 Cards. Once a Board has 16 Cards, you won't be able to add (or copy) additional Cards to it.

Only the following people can edit the Board:

  • The Board's Owner
  • The Board's Editor(s)
  • Anyone with the "Board Administrator" permission for Boards in this Board's Location(s).

Only the following people can view the Chart:

  • Anyone on the Chart's Team.
  • If the Chart is not private and not in the New status, anyone with the "View" permission for Items in the Chart's Location(s).
  • If the Chart is private, anyone with the "View Private" permission for Items in the Chart's Location(s).
  • If the Chart is in the New status and is not private, anyone with the "View New" permission for Items in the Chart's Location(s).

Two Line OfieFor more information on Team Roles (like Authors, Facilitators, Participants, and more!) check out this article.

Add a Chart Card

To add a Chart Card, navigate to the Board with which you want to work, then:

  • Click + Add in the top right corner of the page.

A Board with an arrow pointing to the +Add button

  • Click Chart in the resulting drop-down menu and the "Chart Card" window will open:
    • To create a new Chart from scratch, click Create, and choose a template and type of Chart. Then create the Chart as you normally would. When you're finished, the Chart will be created and the Chart Card will be added to the Board.
    • To add a Card for a Chart that already exists, use the Choose Existing field to search for the Chart you want to add. Once you've selected it, click Add.

    Edit a Chart's data via a Chart Card

    Who can edit a Chart?

    • Anyone on the Chart's Team except for Followers or Participants.
    • Anyone with the “Edit” permission for Items in the Chart's Location(s).

    Edit data via a Chart Card

    To edit the data of a Chart via a Chart Card, navigate to the Board containing that Chart Card, then:

    • Click the ellipsis button in the top right corner of the Chart Card.

    A Board with an arrow pointing to the ellipsis on a Chart Card

    • Click Edit Chart in the resulting drop-down menu and the Chart's Edit Data window will open.
    • Make any changes to the Chart and click Save.

    Two Line OfieFor more information on working with Charts' data, check out the articles for each type of Chart: Threshold, Control Limit, Bowling, Bar/Line, or Pareto.

    Add and view Annotations

    If you have Chart Card on a Board, you can work with Annotations directly from the Card itself without having to first expand the Chart.

    Two Line OfieTo learn everything there is to know about Annotations (what they are and how you can configure them), check out this article.

    Who can annotate a Chart?

    • Anyone on the Chart's Team except for Followers or Participants.
    • Anyone with the “Edit” permission for Items in the Chart's Location(s).

    View Annotations

    An annotated data point will be outlined in a pre-determined color. Hovering over that data point will reveal a tooltip containing a summary of its first five Annotations.

    Click the data point to open a list of all its Annotations, showing any linked items or notes included in each. Click the name of a linked item on this list to open that item.

    Add an Annotation

    To add an Annotation to a Chart on a Chart Card, navigate to the Board containing that Chart Card, then:

    • Click the exact data point you wish to annotate.
    • Click Add Annotation in the resulting window. The "Add Annotation" window will open.
      • Item: If you want to link an item, add it to the “Item” field. You can only add one item per Annotation, so if you want to link multiple items to a particular data point, you’ll need to add multiple Annotations.
      • Note: If you want to add a comment, enter it in the “Note” field.
      • Click Save. This Annotation will be added to the selected data point.

    Configure the appearance of a Chart Card

    Who can configure the appearance of a Chart Card?

    Only the following people can edit the appearance of a Chart Card:

    • The Board's Owner
    • The Board's Editor(s)
    • Anyone with the "Board Administrator" permission for Boards in this Board's Location(s).
    • Anyone who can access the Board and has the "Card Administrator" permission for Cards in this Chart Card's Location(s).

    Temporarily switch between Chart View and Bowling View

    If a Chart Card typically shows a graphical representation of your data, you may occasionally want to see the Bowling View instead, or vice versa. This change will only affect your KaiNexus session and will only last until the Card next loads.

    To switch between views, navigate to the Board containing the Chart Card with which you want to work, then:

    • Click the ellipsis button in the top right corner of the Chart Card.

    A Board with an arrow pointing to the ellipsis on a Chart Card

    • Hover over View in the resulting drop-down menu and the menu will further expand.
      • Click Show Bowling if the Card is in Chart View and you want to switch to Bowling View.
      • Click Show Chart if the Card is in Bowling View and you want to switch to Chart View.

    Configure the Chart Card's settings

    You can decide how the Chart Card should look whenever anyone accesses it by configuring its appearance.

    Two Line OfieChanges made here will only affect the configuration and appearance of this Chart Card, not the Chart itself or any other Chart Cards displaying it.


    To configure the Chart Card's settings, navigate to the Board containing the Chart Card with which you want to work, then:

    • Click the ellipsis button in the top right corner of the Chart Card.

    A Board with an arrow pointing to the ellipsis on a Chart Card

    • Hover over View in the resulting drop-down menu and the menu will further expand.
    • Click Edit View and the "Edit Chart Card View" window will open.
      • The Show Legend checkbox: When this box is checked, the Chart's legend will be included on this Card. If enabled, a new option will appear beneath the checkbox:
        • Position: Expand the drop-down to choose whether the legend should be displayed above, below, to the left, or to the right of the Chart.
      • The Show Values checkbox: When this box is checked, the values of any data series configured on the Chart itself to show its values will appear on the Chart Card. If no data series has been configured in this way, this checkbox will have no effect.
      • Under the Chart Visualization header:
        • Default to: Click either the Chart View or Bowling View radio button to decide in which view this Chart should be displayed by default.
        • The Show Stacked Bar Toggle checkbox: When this box is checked, a "Show Stacked" option will appear by the Chart's legend. Clicking "Show Stacked" will toggle the stacked bar visualization on and off.
        • The Default to Stacked Bar checkbox: When this box is checked, the stacked bar visualization will become the default view.
      • Under the Visible Date Range header: Changes made here will not affect the appearance of a Chart that uses categories instead of dates.
        • Starting: Data preceding the date entered here will not be shown on the Chart Card by default, but a "Toggle Date Range" option will appear by the Chart's legend. Clicking "Toggle Date Range" will toggle the date range filter on and off.
        • Ending: Data from after the date entered here will not be shown on the Chart by default, but a "Toggle Date Range" option will appear by the Chart's legend. Clicking "Toggle Date Range" will toggle the date range filter on and off.
      • Click Save to update the appearance of the Chart Card.

    Two Line OfieThe Show Legend checkbox must be checked for the "Show Stacked" or "Toggle Date Range" options to appear on the Chart Card.

    Common questions

    How does the Location Filter affect a Chart Card?

    When you pick a Location, any shared series from a Chart outside that Location will disappear from any Chart Cards on the Board. Utilize this functionality to quickly and easily toggle the visible data between separate Locations within a single Chart Card.

    Who can see a Chart Card that has already been added to a Board?

    Anyone who has permission to view the Chart, as described above, will be able to see it on the Chart Card.

    People without permission to view it will see the Card with the message "We can't open the request Item. It's possible that it has been deleted or you don't have permission to view it."