Customize a chart manually

Manual customization gives you the power to fine-tune every detail of your charts, ensuring your visualizations match your exact needs.

How-to: Customize a Chart Manually in Toucan AI

Objective

In this tutorial, you will learn how to customize a chart manually in Toucan AI. This allows you to modify an existing chart after it's been created either via AI or manually, giving you full control over the chart's design, data, and appearance.

Prerequisites

• A connected database (as seen in previous tutorials).

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

Steps

1. Access to your Chart Library

• From the home page of Toucan AI, click on the Library tab.

2. Select an Existing Chart or Create a New One

• If you already have a chart that you want to customize, you can select it from the Charts tab.

• If you want to create a new chart, choose the Add Chart option, and you can create it via AI (based on the previous tutorial).

3. Enter the Manual Edit Mode

• Once you've selected an existing chart, click on the Manual Edit button to customize it. This opens the chart in the manual editing mode where you can modify various elements of the chart.

4. Customize the Chart's Title and Narrative

• In the Manual Edit section, you can:

  • Change the title of the chart to something more meaningful or appropriate.

  • Add or modify a narrative: This narrative provides context for the end user, explaining the data and its significance.

5. Adjust the Data and Dimensions

• In this section, you can modify the data:

  • Data Steps: The AI may have auto-completed these steps, but you can adjust them to match your specific needs.

  • Dimensions and Measures: You can change the dimension and measure for the chart. For instance, if your chart is showing employees by contract type, you can adjust the measure (e.g., number of employees) or the dimension (e.g., employee contract type).

6. Change the Chart Type

• You can modify the chart type to suit your preferences. For example:

  • Change a stacked bar chart to a regular bar chart.

  • Switch between different chart types such as line charts, pie charts, or bar charts.

  • Adjust the orientation of the chart (e.g., vertical or horizontal bars).

  • And way more options!

7. Refine the Data Presentation

• Under the Measure Options section, you can:

  • Adjust the precision of the data, such as rounding the values or displaying them as percentages.

  • Modify the formatting of numbers, such as adding units or changing the decimal places.

8. Preview the Changes

• You can preview the updated chart and make additional adjustments if needed. This ensures that the chart displays exactly as you want.

9. Save the Custom Chart

• Once you are satisfied with the customisation, wait for your changes to be saved automatically. Your chart is now ready to be included in dashboards and used in your analyses.

Conclusion

Congratulations! You've successfully customized a chart in Toucan AI, adjusting its title, data, chart type, and visual presentation to suit your needs.

Suggested Next Steps: create a dashboard with AI!