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Donut Chart Component

The donut chart (and its solid variant, the pie chart) renders proportional data as coloured segments. Use it to show the composition of a total — budget allocation by discipline, risk count by category, resource hours by trade, or headcount by role.

Report Forge donut chart component


When to use

  • Cost allocation by budget category (design, procurement, construction, management).
  • Risk count by severity or category.
  • Resource hours by trade or discipline.
  • Document status breakdown (submitted, approved, under review, rejected).
  • Workforce composition by role, grade, or location.

Avoid donut charts for time-series data or when comparing values across periods — use a bar chart or line chart instead.


Adding the component

  1. Open the report output in the Output Designer.
  2. Click + InsertDonut Chart.
  3. Position and resize the component.
  4. In the Data tab, bind the section and configure segments.

Data source options

Source typeDescription
Repeating-row sectionEach row becomes a segment. The label field provides the segment name; the value field provides the segment size.
Aggregated fieldCount, sum, or average of a field, grouped by a select or multi-select field.
Static valuesEnter segment values manually for fixed reference charts.

Segment configuration

PropertyDescription
Label fieldThe field that provides each segment's name (shown in legend and tooltip).
Value fieldThe numeric, currency, or percent field for segment size.
Colour paletteBuilt-in palette (Categorical, Report theme, Sequential) or custom colours per segment.
Colour by fieldAssign colours by a specific field value (e.g. RAG field → red/amber/green segments).
Min segment %Segments below this threshold are merged into an "Other" segment.
SortBy value (descending), by label (alphabetical), or manual order.
Max segmentsShow top N segments; remaining are grouped as "Other".

Chart style

PropertyOptions
StyleDonut (hollow centre) or Pie (filled centre).
Hole sizeDonut only — 30%–70% inner hole diameter.
Segment gapGap in pixels between segments (default: 2px).
Explode on hoverViewer only — selected segment expands on hover.
Start angleRotation of the first segment (default: 90° — top).

Centre value (donut only)

When using donut style, optionally display a value in the centre hole:

PropertyDescription
Centre textStatic text, or a field value (e.g. total count, sum, or a KPI label).
Centre value fieldThe field or aggregation to show as the main centre number.
Centre sub-labelSecondary text below the centre value (e.g. "Total risks" or the period label).
Centre font size14–40pt.

Legend

PropertyOptions
PositionRight, Bottom, Left, or Hidden.
Show valuesShow the numeric value beside each legend item.
Show percentagesShow the percentage share beside each legend item.
Max itemsLimit legend rows shown.

Labels

PropertyOptions
Label positionOn segment, Outside (callout), or None.
Label contentSegment name, value, percentage, or a combination.
Label thresholdHide labels on segments smaller than N% to avoid overlap.

Export behaviour

  • PDF / Word: Full vector chart with colours and legend preserved.
  • Excel: Chart embedded as a static image; segment data exported as a table on a separate sheet.
  • For small chart sizes (< 150px), disable segment labels to avoid overlap.