Customize a chart manually

GoalCopy Anchor Link

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

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PrerequisitesCopy Anchor Link

• 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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StepsCopy Anchor Link

1. Access the Chart LibraryCopy Anchor Link

• Navigate to the Library tab from the main menu.
• Select an existing chart from the list to open the visualization.

2. Enable Manual Edit ModeCopy Anchor Link

• Click the Manual Edit switch to exit the AI conversational interface.
• Access the manual configuration panels for data and design.

3. Configure Title and NarrativeCopy Anchor Link

• Input a factual title for the chart.
• Provide a narrative description to explain the data significance to end-users.

4. Adjust Data and DimensionsCopy Anchor Link

• 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 LayoutCopy Anchor Link

• 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 PresentationCopy Anchor Link

• 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 ChangesCopy Anchor Link

• Verify that the status indicates the chart is saved.
• The updated chart is now available for placement in dashboards.

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ConclusionCopy Anchor Link

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