Create a chart

Target Audience: Non technical users

Goal

Define the data structure and visual representation of a chart using AI-assisted or manual workflows.

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Prerequisites

• A connected and active database.

• A clear idea of the chart you want to create (e.g., employee counts by contract type)

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Steps

1. Access the Chart Creator

• Navigate to the Library tab from the home page.

• Click Add a visualization in the top-right corner.

• Select Add a chart.

2. Choose a Creation Method

Toucan.ai provides two methods for chart creation. Choose the method that matches your requirement:

Method A: AI-Assisted Creation

• Input Prompt: Type a natural language request into the conversational interface (e.g., "Show me the number of employees by contract type").

• Generate: Press Enter to let the AI analyze the database and propose a visualization.

• Review: Inspect the generated chart, summary, and suggested metrics.

Method B: Manual Creation

• Enable Manual Mode: Toggle the Manual Edition switch to exit the AI interface.

• Select Data Source: Choose the specific database and table for the chart.

• Configure Dimensions and Metrics: Manually assign qualitative attributes (Dimensions) and quantitative values (Metrics).

• Define Visualization Type: Select a chart format (e.g., bar, line, pie) and adjust orientation.

3. Refine and Save

• Add Metadata: Enter a factual title and narrative context for end-users.

• Format Data: Set precision, units, and number formatting.

• Finalize: The chart is saved automatically and is now available in the Library.

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Conclusion

The chart is successfully created and stored in the organization's Library. You can now incorporate this visualization into a dashboard or apply Row-Level Security (RLS) rules.

Suggested Next Step: How-to: Create a dashboard with AI