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Version: 9.3

Chart Builder

Use the Chart Builder to create charts and metrics based on your data.

Chart Builder Layout​

The Chart Builder includes several key components:

Chart Builder

Data Panel​

Select a dataset from this panel to display its data fields, divided into Categories (text/date columns for grouping) and Values (numeric columns for measures). The panel also lists aggregate formulas for use inside charts as columns. For more information, see Aggregate Formulas.

Chart Builder Data panel

Column Shelf​

Drag fields (column pills) to the Column shelf for analysis. Each column pill offers formatting, aggregation, and sorting options. Depending on the chart type, you can add dimensions.

Chart Builder column shelf

Toolbar​

The following items are available in the toolbar:

Chart Builder toolbar

ToolDescription
Show LabelsSelect Show Default Labels or Show Internationalization Labels to change the label display.
BucketsGroups multiple data points into a single item. For more information, see Buckets.
FormulasOpens the Formula Builder to create new columns of data that do not already exist in the dataset. For more information, see Formulas.
FiltersWhile building your chart, you can create and apply internal filters to its data. For more information, see Filters.
Chart ColorsSelect a color palette for the elements displayed in the chart.
Fit to PanelFits the chart into the panel if the chart contains data that needs to be fitted (requires scrolling in the display).
You can enable the Fit to Panel option in the Self-service Options area of the chart configuration panel. However, the option is only enabled if the chart has a scroll bar.
Full‑Screen ViewSelect to enter full-screen mode while editing the chart.
Auto-RenderAs you make changes, results update instantly. When disabled (default), the toolbar displays a Refresh button to apply and display changes on demand. This prevents unnecessary data requests and reloads of the chart inside the Chart Builder.
Save ChartSelect the button to save your chart settings. You can save updates as a new chart.

Chart Configuration Panel​

Select a chart type and customize chart-specific styles.

Chart Builder Configuration panel

Canvas​

View your chart and edit its name or description.

Chart Builder canvas

Build a Chart​

  1. Add a chart. You can add the chart in the Analyze section of the dataset or directly to the dashboard.

  2. Select a dataset for your chart. If you start from the Analyze section, the dataset is preselected.

  3. Add data fields by dragging fields from the Data Panel to the Column shelf or directly onto the canvas.

    • Category fields are grouped using a Count function.
    • Value fields are aggregated using a Sum function.
    • Adjust aggregations, sorting, and formatting using the column pill menu.

  4. Use the Configuration Panel to customize your chart by adding styles, legends, tooltips, data labels, and axis labels.

  5. Add a name and optional description, then select Save Chart.

After saving, your chart appears as a panel. You can access the panel from the Analyze view or from the existing charts list under the dataset in the dashboard.

Manage and Edit Charts​

Use the options (three-dot) menu on any chart panel to perform the following tasks:

  • Edit the chart.
  • Download, duplicate, or delete the chart.
  • Resize the panel in the Analyze view.

Use the filter icon to set or edit panel filters.

Create AI-Generated Charts (Beta)​

You can generate charts using a descriptive prompt with AI.

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

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.

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.