Customize a chart manually

Target Audience: Non technical users

Goal

Modify the technical configuration and visual appearance of a chart through the manual editor.

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Prerequisites

• A connected and active database.

• An existing chart created with AI or manually that you wish to customize in the Library.

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Steps

1. Access the Chart Library

• Navigate to the Library tab from the main menu.

• Select an existing chart from the list to open the visualization.

2. Enable Manual Edit Mode

• Click the Manual Edit switch to exit the AI conversational interface.

• Access the manual configuration panels for data and design.

3. Configure Title and Narrative

• Input a factual title for the chart.

• Provide a narrative description to explain the data significance to end-users.

4. Adjust Data and Dimensions

• Data Steps: Review and modify the data processing steps generated by the AI.

• Dimensions: Assign qualitative attributes to the chart axes (e.g., Department, Region).

• Measures: Assign quantitative values to be visualized (e.g., Revenue, Headcount).

5. Modify Chart Type and Layout

• Select a visual format, such as bar, line, or pie charts.

• Adjust the chart orientation between horizontal and vertical layouts.

• Select specific subtypes, such as switching from a stacked bar to a regular bar chart.

6. Refine Data Presentation

• Precision: Set the number of decimal places or round values.

• Formatting: Apply units (e.g., %, $) and define number styles.

• Preview: View the updated chart in the editor to validate the visual output.

7. Save Changes

• Verify that the status indicates the chart is saved.

• The updated chart is now available for placement in dashboards.

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Conclusion

The chart is manually refined and saved to the organization Library. You may now integrate this visualization into a dashboard or apply Row-Level Security (RLS).

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