Contents
Before You Start
Open the Chart Settings
Choose the Stacking Field
View the Result
Using a Formula Column as the Group By
Good to Know & Limitations
Frequently Asked Questions
1. Before You Start
You will need:
An IQ report (or permission to create one) on a module that has data, such as Intake Opportunities.
At least one Row-Level Formula column defined in that report. You create these in the report's Select Columns step using the Row-Level Formula button.
Anyone who can build or edit IQ reports can use this feature — there is no separate permission or setting to switch on.
⚠️ Note: If you don't see the option described below, make sure your report actually contains a Row-Level Formula column — the stacking list only shows formula columns that exist in the current report. If it still doesn't appear, contact Dazos support.
2. Open the Chart Settings
Open your report and go to the chart settings:
New report: in the report builder, go to Step 4 – Select Chart.
Existing saved report: open the report and click Modify Graph.
Choose the Vertical Stacked Chart type. You'll see the chart configuration controls: Select GroupBy Field, Select Data Fields, and Select Stacking Field.
3. Choose the Stacking Field
Open the Select Stacking Field dropdown. Your Row-Level Formula columns now appear together under a Temporary Column group, listed below the standard fields.
Group in the dropdown | What it contains |
Standard field groups (by module/block) | The regular fields from your report's modules |
Temporary Column | The Row-Level Formula columns you created in this report |
Pick the formula column you want to stack by, then click Save Graph (or Save & Generate Report in the wizard).
💡 Tip: The chart stores your choice by the column's name, so your selection is remembered when you reopen the report.
4. View the Result
The chart draws one bar per Group By value, and each bar is split into stacked segments based on the distinct values your formula produces. Hover over a segment to see its label and count.
5. Using a Formula Column as the Group By
On a stacked chart, you can also pick a Row-Level Formula column as the Select GroupBy Field (the values along the bottom axis), from the same Temporary Column group.
Combine this with a formula stacking field to build fully calculated breakdowns — for example, group bars by a "Sales Stage" formula and stack them by a "Priority" formula.
6. Good to Know & Limitations
Text vs. number formulas. Formulas that return text or categories (for example, "Priority" / "Non Priority") make the cleanest segments. A formula that returns a continuous number (for example, a calculation) creates one segment per distinct number, which can be a lot of segments — prefer a formula that groups values into a few buckets.
Chart types. This works on the Vertical Stacked Chart (and the Horizontal Stacked Chart). Using a Row-Level Formula column as the Group By on non-stacked Bar and Line charts is not yet supported and may not display — use a standard field for Group By on those chart types for now, or use a stacked chart instead.
⚠️ Note: If a formula is deleted or renamed after you set it as the stacking field, the chart will not break — the stacking simply falls back to empty until you pick a valid column again. Reopen Modify Graph and reselect.
7. Frequently Asked Questions
Q: Where do Row-Level Formula columns come from? A: You create them inside the report, in the Select Columns step, using the Row-Level Formula button. Once created, they automatically appear in the stacking (and group-by) dropdowns for that report.
Q: Do I need to add the formula column to the report table to stack by it? A: No. As long as the formula column exists in the report, it appears in the Temporary Column group of the stacking dropdown.
Q: Can I switch the stacking field back to a normal field? A: Yes. Open Modify Graph, open Select Stacking Field, and choose any standard field. Nothing about existing standard-field stacking has changed.
Q: Will this work in a dashboard widget? A: Yes. A saved report that stacks by a formula column renders the same way when added to a dashboard.
Q: My formula shows many tiny segments — why? A: Your formula is probably returning a continuous number. Change it to return a small set of labels/buckets so the chart stacks into a few clear segments.
Q: The formula column isn't in the stacking list — what do I check? A: Confirm the formula column is defined in this report and that you're on a Vertical (or Horizontal) Stacked Chart. The list only shows formula columns from the current report.
Need Help?
If you run into issues:
Reopen Modify Graph and confirm the correct formula column is selected under Temporary Column.
Check that the formula column still exists in the report's Select Columns step (it may have been renamed or removed).
Contact Dazos support with the report name and reference CRM-3460.