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Version: 9.2

Chart Builder

Use the Chart Builder to create charts and metrics based on data. As you make changes, results update instantly, helping you uncover insights.

Chart Builder Components​

The Chart Builder consists of the following components:

chart-builder

1. Data Panel​

The Data Panel, located on the left, lists data fields from the selected dataset. Fields are divided into:

  • Categories: Text or date columns used to group data (for example, sales region, order date).
  • Values: Numeric columns used as measures, either raw or aggregated (for example, total sales revenue).

Drag fields from the Data Panel to other areas to build your chart.

2. Column Shelf​

Drag data fields to the Column shelf for analysis. The number and type of fields depend on the chart type. Each column pill (field) offers options such as formatting, aggregation, and sorting.

  • Category (Blue): Text or date fields for grouping.
  • Value (Green): Numeric fields for measures.
Column shelf

Key features of column pills:

  1. Drag to move fields.
  2. Display field name and data type (Text, Numeric, Date).
  3. Adjust aggregation (for example, Sum or Average).
  4. Set sorting direction.
  5. Access additional options through the options (three-dot) menu.

3. Toolbar​

The Toolbar provides the following configuration tools:

  • Buckets
  • Formulas
  • Filters
  • Chart Colors
  • Full-Screen View
  • Save Chart

4. Chart Configuration Panel​

Use the Chart Configuration panel to start your chart building process:

  • Charts Panel: Select a chart type.
  • Configuration Section: Customize chart-specific styles.

5. Canvas​

The Canvas displays your chart and allows you to add or edit its name and description.

Charts​

chart-builder-overview

  1. Chart Name and Description: Edit by selecting the fields.
  2. Legend: Displays categories for multi-value charts.
  3. Tooltips: Show additional data when hovering over points.
  4. Data Labels: Display values on data points.
  5. Axis Labels: Label the X and Y axes.
  6. Axes: Represent data dimensions and measures.

Create a Chart​

chart-builder-overview

  1. Add a Chart: Select Add Chart or Add Metrics. The default chart type is a Bar chart, but you can change it in the Charts Panel.
  2. Select a Dataset: Select the dataset for your chart. If accessed from the Analyze section, the dataset is preselected.
  3. Drag Columns: Drag fields to the column shelf or directly onto the canvas. The chart updates automatically:
    • Category fields are grouped using a Count function.
    • Value fields are aggregated using a Sum function.
    • Adjust aggregations, sorting, and formatting by means of the column pill menu.
  4. Customize: Use the Configuration Panel to enhance or style your chart.
  5. Name and Save: Add a name and optional description, then select Save Chart.

After the chart has been saved, it is displayed as a panel. Access it from the Analyze view or the Dashboard's Data Panel.

Use the options (three-dot) menu in the panel to perform the following tasks:

  • Edit the chart.
  • Download, duplicate, or delete the chart.
  • Resize the panel (Dashboard only).
  • Set or edit panel filters.

chart-builder-overview

Create AI Charts - Beta​

Generate charts based on a descriptive prompt.

Note: You must enable and configure AI under Admin > Customization > Features > AI.

To create an AI chart in a dashboard:

  1. Select Insert Chart > Create Chart with AI.
  2. Enter a prompt and generate your chart.
  3. Select Add chart to dataset and dashboard.

To create an AI chart in a dataset (Analyze > Custom View):

  1. Select Create Chart with AI.
  2. Enter a prompt and generate your chart.
  3. Select Add chart to dataset.