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ClickUp Guide to Pie Charts

ClickUp Guide to Creating Pie Charts in Google Sheets

Using Google Sheets with ClickUp helps you turn raw numbers into clear visuals your team can act on quickly. This guide walks you through creating, formatting, and customizing a pie chart in Google Sheets, and shows how to keep the whole workflow organized in ClickUp.

Why Use Pie Charts With ClickUp Reports

Pie charts are ideal when you need to show how parts make up a whole, such as task types, time allocation, or budget distribution. When you pair Google Sheets visuals with a ClickUp dashboard or task, you can:

  • Summarize complex data into an easy snapshot
  • Share clear visuals with stakeholders and teammates
  • Track how work or resources are divided across categories
  • Attach charts to ClickUp tasks for quick reference

You will learn how to build a pie chart in Google Sheets first, then see how it fits into your ClickUp workflows.

Step 1: Prepare Your Data in Google Sheets

Before you create a chart, you need clean data. In most cases, you will have two columns:

  • Category labels (for example, task status or team names)
  • Values (for example, task counts, hours, or budget amounts)

Format Your Data for a Pie Chart

  1. Open your Google Sheet.
  2. In column A, enter your categories, one per row.
  3. In column B, enter the numeric value for each category.
  4. Make sure there are no blank rows in the middle of your data range.

A simple, two-column layout makes it easier to embed the final chart in a document, email, or a ClickUp task description.

Step 2: Insert a Pie Chart in Google Sheets

Once your data is ready, you can create the chart in seconds.

Create the Basic Pie Chart

  1. Select the full data range, including category labels and values.
  2. Go to the top menu and click Insert.
  3. Choose Chart.
  4. Google Sheets will insert a default chart and open the Chart editor on the right.
  5. In the Setup tab, open the Chart type dropdown.
  6. Select Pie chart from the Pie section.

You now have a basic pie chart that displays each category as a slice. This chart can be used directly in reports or shared through a ClickUp link or attachment.

Step 3: Customize Your Pie Chart Style

Google Sheets offers several ways to change how your chart looks so it matches your brand, presentation, or ClickUp dashboard style.

Adjust Chart Style and Colors

  1. Click the chart to select it.
  2. In the Chart editor, go to the Customize tab.
  3. Open the Chart style section.

Here you can:

  • Change background color
  • Set a border color
  • Apply a drop shadow
  • Switch to a 3D pie effect for more depth

To change individual slice colors:

  1. Still under Customize, open Pie slice.
  2. Select a category from the dropdown.
  3. Choose a new color for that slice.

Consistent colors are helpful when you add screenshots of this chart to recurring ClickUp reports, making it easier for your team to interpret data at a glance.

Edit Chart Titles and Labels

  1. In the Customize tab, open Chart & axis titles.
  2. Use the dropdown to select Chart title.
  3. Type a clear title, such as “Task Distribution by Status”.
  4. Adjust font, size, and color as needed.

Descriptive titles reduce confusion, especially when you embed multiple charts into a single ClickUp document or whiteboard.

Step 4: Show Values and Percentages

A pie chart becomes more informative when you display actual numbers or percentages on the chart itself.

Turn On Data Labels

  1. Select the chart.
  2. Go to Customize in the Chart editor.
  3. Open the Pie chart section.
  4. Check the Data labels box.

Now each slice will show a value. You can also adjust how labels appear to match your ClickUp reporting style.

Show Percentages Instead of Raw Values

  1. With the chart still selected, remain in the Customize tab.
  2. In the Pie chart section, locate the Label dropdown.
  3. Choose Percentage.

This view is helpful when you need to explain how much each category contributes to the total in meetings or in ClickUp comments attached to a chart.

Step 5: Use Different Pie Chart Variations

Depending on your data, a standard pie chart may not be the only option. Google Sheets provides related chart types that you can also track through ClickUp tasks and documentation.

Donut Chart

  1. Select the chart.
  2. Open the Setup tab in the Chart editor.
  3. From Chart type, choose Donut chart.

A donut chart works like a pie chart but with a hole in the middle. This can create more white space and a cleaner look for screenshots you attach inside ClickUp.

3D Pie Chart

  1. Click the chart and open the Customize tab.
  2. In Chart style, check the 3D option.

Use 3D charts sparingly, as they are more decorative than precise. For most ClickUp reporting, a flat pie or donut chart offers better readability.

Step 6: Share Your Pie Chart With Your Team

After customizing the chart, you will likely want to share it with others and keep it connected to your ongoing work in ClickUp.

Download or Publish the Chart

  1. Click the three-dot menu on the chart.
  2. Select Download and choose an image format like PNG.
  3. Alternatively, select Publish chart to get a public link or embed code.

You can paste this link or add the image file to a ClickUp task, document, or dashboard widget so the chart lives next to relevant project information.

Attach Charts to ClickUp Tasks

To keep visual reports tied to your workflow:

  • Upload chart images to ClickUp tasks as attachments
  • Paste published chart links into task descriptions
  • Collect all reporting assets in a dedicated ClickUp list or folder

This makes it easier for stakeholders to find context, updates, and related files in one place.

Organize Reporting Workflows With ClickUp

Once your charting process in Google Sheets is set, you can manage the entire reporting cycle in ClickUp. Create tasks for:

  • Gathering raw data from stakeholders
  • Updating Google Sheets on a set schedule
  • Refreshing pie charts before recurring meetings
  • Reviewing and approving final reports

You can also create a recurring ClickUp task that reminds you to refresh pie charts weekly or monthly, ensuring your analytics stay current.

More Resources and Next Steps

To review the original detailed walkthrough of pie chart options in Google Sheets, see the source guide on the ClickUp blog: how to make a pie chart in Google Sheets.

If you want help designing a broader analytics and reporting strategy that includes both Google Sheets visuals and ClickUp workflows, you can explore consulting services at Consultevo.

By combining clear pie charts with structured project management in ClickUp, you give your team a reliable, repeatable process for understanding performance and making data-driven decisions.

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