Dashboards Troubleshooting & FAQ

Most dashboard problems come down to the data a widget is reading, or to how its fields are set up. This page covers what the common states mean and how to fix them.

What a widget is telling you#

A widget always says which state it is in, so a failure never looks like an empty result. Match what you see to this list:

On a very short widget the same states collapse to a single line, so a one-row KPI still reads cleanly.

My widget shows a "Partial" badge#

A small amber Partial badge in a widget's header means some source or result rows were left out, so sorting and totals reflect only the rows that were available (hover the badge to see this). It does not delete or lose any data. If a table's rows or a total differ from your own count, this badge is usually why. Narrow the widget with a filter (a tighter date range or a single account) so the result is smaller.

A widget shows a fix-it nudge#

If a chart's fields no longer line up (for example the same field ended up on both the Group by and the Value), the widget shows a short fix-it nudge in place of a broken chart, with a one-line explanation and the hint "Open the inspector to fix it."

The nudge itself is not a button. To fix it:

A chart kind is greyed out#

A chart kind can be disabled in the Chart type picker for two different reasons. Read the note next to the greyed-out option to tell which one you are hitting.

1. Your data cannot fill what the kind needs. The picker shows a plain reason like "needs a category or number field." Add the missing kind of field in the inspector and the option turns on.

For example, a pie or donut needs one category to slice by plus one number to size the slices: pick something like Merchant (the category) and Amount (the number), and the pie un-greys. A line or column chart needs a date or category for the bottom axis plus a number to plot.

2. There is no renderer for that kind. Occasionally a kind appears as "(renderer missing)" and stays disabled, with an amber note: 'No renderer for "X". Pick a supported kind above.' This is not about your data: it means that chart type cannot be drawn in your current app version. Pick a supported kind from the list instead. This is rare and usually clears after an app update.

See Binding data for how to add and assign fields.

A chart says "No data yet — the source may not have synced"#

The widget has a source, and the query ran, but it came back with no rows and no filter is narrowing it. Usually the feed or bank behind it has not synced any data yet, or has none for this period. Open the source (for example the bank feed) and check its last sync. Once data arrives, the chart fills in on its own.

If the message is "No rows match the current filters" instead, a dashboard filter is excluding everything: widen it or clear it. "No data source connected yet" means the widget has no source at all: select it and pick one on the Data tab.

A chart says "Choose a category and a value"#

The chart has a source, but not the fields it needs to draw. A bar, column, pie, or treemap needs a category (such as Merchant) and a number (such as Amount). Select the widget, and on the Data tab bind a category to the first slot and a number to the value slot. The chart draws as soon as both are set.

A KPI shows "—"#

A dash means the KPI found no number to show: every value in the chosen field is blank for the current period and filters. BankSync shows "—" rather than 0, so an empty result never looks like a real zero. Check that the Value field is the right one, that the source has synced, and that a filter is not excluding every row.

My edit only changed one dashboard#

When a widget is used on more than one dashboard, the inspector shows "Used on 3 dashboards. Changes apply here only." Edits made that way stay on the dashboard you are on: BankSync gives that dashboard its own copy of the widget, named "… (local)", and the other dashboards keep the original. To change every dashboard, click Change everywhere in that notice before editing, or edit the widget from the Widgets page. A widget used on just one dashboard always saves in place.

A chart only shows one axis#

Only layered (combo) charts draw a second, right-hand axis, and only for a measure you put on the right axis. Every other chart kind shares one axis. To show dollars beside a percentage, use a Layered chart; see Layout & composition widgets.

A widget is missing on my phone#

Check the widget's On phones section on its Style tab. If Show on phones is off, the widget is hidden on phones but still shows on tablets and desktop. Turn it back on to include it in the phone layout. See Phones, tablets, and wide screens.

A chart's handwritten callout is not showing#

A callout only appears when all of these are true:

• Handwritten callouts is on in Dashboard settings.
• The chart draws in Sketch or Doodle. Clean charts never show callouts, and a chart's own Drawing style on its Style tab can override the dashboard.
• The chart's Handwritten callout is not Off.
• It is a single-series line, area, or column chart with at least three points, and one point clearly stands out.
• The widget is wide enough, and there is space to write the note without covering a mark.

If you set the callout to Highest or Lowest and it still does not show, make the widget larger.

A widget says "Make this widget bigger"#

The widget is too small to draw its content legibly. Drag its corner to make it larger, or raise Width and Height on its Style tab. Each kind has a minimum size, shown in the stepper labels.

A table column shows the wrong format#

Each column in a table widget has a cell type that controls how it is displayed: currency, percent, date, a status pill, a progress bar, a sparkline, a rating, chips, a link, and more. If a column is showing a raw number, a plain date, or a block of text where you expected something nicer, the column's cell type just needs to be set.

A non-standard chart stays blank after I bind fields#

The more specialised chart kinds (for example treemap, radar, box plot, heatmap matrix, and sankey) are not the usual two-axis charts, so their fields are set up a little differently. If one of these stays empty even after you picked fields, open its inspector and look at the Fields section: re-pick each field there (for example the path for a treemap, or the axes for a radar) so every slot points at a real field. Saving from that Fields section writes the binding the chart needs, and the chart fills in.

A dashboard will not open#

If a dashboard link shows "unavailable" or not found, check that:

Frequently asked#

Still stuck?#

If a widget keeps erroring after you have checked its data and fields, the underlying feed may need attention (a reconnect or a re-sync). See Bank feeds troubleshooting, or open Settings → Support in the app. Name the dashboard and the widget, and include the error message if there is one.