The Chart Builder

The Chart Builder is a tool used for creating charts and metrics based on data. As you work within the Chart Builder and make changes to your selections, you can see results instantaneously, allowing you to discover new insights about your data.

Anatomy of The Chart Builder

The various areas and panels of the Chart Builder are introduced in the following image:

1. The Data Panel

Data fields from the selected dataset are listed in this panel and can be dragged and dropped into various areas of the screen for analysis. The data fields are divided into Categories and Values, with their data types represented by icons next to each field. The Data Panel is located on the left-hand side of the Chart Builder and is where the data for the chart is selected.

• Categories - Categories are text and date-type columns that can be used as dimensions to slice and group your data. They contain categorical information like sales region, department name, order date, etc.
• Values - Values are numeric columns that can be used as measures. Value columns can be used as they are or aggregated. Examples of aggregated values include average price per product and total sales revenue.

2. The Column Shelf

You can drag and drop data columns that you want to analyze into the fields in this shelf. The number of fields in the shelf and their expected data types vary depending on the chart type. Each column pill offers additional options, such as changing its data format, aggregation, sorting, etc.

The Column Shelf represents the dataset fields that appear under Category or Value in the Data Panel. These column pills can be dragged from the Data Panel and dropped onto corresponding shelves or directly onto the canvas to their corresponding axes. The values appear in blue (Category) or green (Values), regardless of the shelf or axis they’re dropped onto.

Text values are always considered Category values, although in some cases, they may not be suitable for grouping.

1. Click and drag the grippy icon on a Category or Value to move it.
2. The name of the dataset field is displayed alongside a symbol representing its data type: Text, Numeric, or Date.
3. The aggregation applied to the value.
4. The sorting direction applied to the value.
5. The three-dot menu, which provides options such as Aggregations and Table Calculations.

3. The Toolbar

The Toolbar provides the following utilities to configure your chart:

• Buckets
• Formulas
• Filters
• Adjust Chart Colors
• Toggle Full Screen / Modal Views
• Save Chart

4. Chart Configuration Panel

The Chart Configuration Panel consists of two major sections:

• The Charts panel, where you can choose the type of chart you’ll use.
• The Chart Configuration section, for chart-specific style settings.

5. Canvas

The Canvas is where your chart appears and where you can add or change the name and description of the chart.

Create a Chart

To create a chart, follow these steps:

1. Click the Add Chart or Add Metrics button from the screen you are on.
   The default chart is a Bar Chart, but it can be changed from the Charts Panel on the right if you intend to create another chart type. The chart type can also be changed later.
2. Select the dataset you want to build the chart for.
   • If the Chart Builder is accessed from the Analyze section, the dataset is the one you are analyzing, and this step is automatically skipped.
   • If accessed from the Dashboard, selecting the dataset will list its columns in the Data Panel.

You can click the left arrow next to the caption of the Data Panel to return to the list of datasets and choose a different one. Note that you will lose your created chart if you select a different dataset.

Charts are always created as children of the dataset they are based on and depend on that dataset.

3. Drag a column to one of the fields in the column shelf. Doing so will immediately plot the resulting chart in the canvas area. The product assumes that the same column has been added to all the column fields. If any of these fields expect a value column to aggregate, it will aggregate the selected column accordingly.

   • A category column will be aggregated using a Count function, and a value field will be totaled using a Sum function.

   • Drag other desired columns to the other fields in the column shelf and adjust the value columns’ aggregation from the column pills.

   • You can also change other options, such as sorting and format, from each column pill’s three-dot menu. Read about these features in the Anatomy of a Column Pill section.

   • Alternatively, you can drag the data columns onto the chart canvas. All areas that can receive a data column light up when you start dragging the column.

   • Data columns can be dragged and moved out or moved from one column field to another.

   • You may change the chart type at any point. The product will do its best to keep your selections in place and use them to build the new chart.

4. Once the chart is created, you can enhance or restyle it from the sections in the Configuration Panel. Read more about these comprehensive options in the Chart Configuration section of this article. Also, read about the various parts of the chart and the naming conventions used in the Anatomy of a Chart section.

5. Give the chart a name and an optional description.

6. Click the Save Chart button to add the chart to the collection under the dataset. You may also click the X icon in the top-right corner of the Chart Builder and choose the Discard option to close the builder without saving the chart.

Anatomy of a Chart

1. Chart Name and Description - Modify the name and description of the chart by clicking on the field and typing the desired text.
2. Legend - Enabled in certain charts to differentiate between multiple values at a glance.
3. Tooltips - Pop-ups with additional information about a value that appear when you hover over a data point. Read more about Tooltips and how to apply them here.
4. Data Labels - Labels that show the value of a data point and can be shown or hidden.
5. Axis Labels - Labels that show what is displayed on an axis. These can be turned on or off, displayed or hidden, and further stylized. Read more about managing chart axes here.
6. Axes - The X and Y axes of a chart.

Chart Panel

Once a chart is saved, the Chart Builder is closed, and the chart is displayed inside a panel. All charts are created as “children” of their dataset and can always be accessed from the Analyze view of the dataset or by clicking on the dataset inside the Data Panel of the Dashboard.

You can edit your chart at any time by clicking the three-dot menu in the upper-right corner of the panel and selecting Edit.

Other possible actions from the three-dot menu of the panel include various download options, duplicating the chart, and deleting it. If the chart panel is accessed from the Custom View of the Analyze section, it can also be resized to small, medium, or large. Panels can be resized freely inside the Dashboard by grabbing and dragging any corner of the panel. Panel filters can be set up and edited from the filter icon on the panel.