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