Chart Configuration Basics

Regardless of the flow you choose—AI Builder, Manual Drag-and-Drop, or SQL Query Explorer—you will always end up in the Chart Configuration Page. This page is designed to help you fine-tune your chart with various settings, ensuring that it aligns perfectly with your analytical needs. Let’s break down its different sections before diving into customization options.

Key Sections of the Chart Configuration Page

1. Intent, Data, and SQL Panel (Top Section)

At the top of the page, you’ll find three key components:

Intent – The system extracts intent based on your AI Builder prompt or SQL query.
Data – Displays the selected data sources and tables used to build the dataset.
SQL – Shows the AI-generated SQL query (for AI Builder) or the one manually written in the Data Explorer.

🔹 You can modify the Intent, Data, or SQL at any time. 🔹 After making changes, click the "Apply" button to update the chart accordingly.

💡 In 90% of cases, you won’t need to edit these settings manually as the system generates optimized queries automatically.

Directly above the chart, you’ll see a Chart Type dropdown that allows you to switch between different visualization styles.

How to change the chart type:

Click the Chart Type dropdown.
Select a different visualization (e.g., Bar Chart, Line Chart, Pie Chart).
The chart will update instantly based on the new selection.

📌 This allows flexibility in how data is represented without modifying the underlying dataset.

3. Underneath the chart, you’ll find the Chart Data Components section. You can use this to:

Modify Data Components – Add or remove X/Y-axis values, series, and aggregations.
Pivoting – Group data by categories for multi-dimensional analysis.
Filtering – Apply conditions to focus on specific data points.

📌 These tools give you full control over how your data is processed and displayed.

4. Chart Data Section (Below the Data Components)

Underneath the Data Components, you’ll find the Chart Data section. This area displays the actual data points that are being used to plot the visualization.

You can review the dataset to ensure accuracy.
Any modifications to filters, aggregations, or calculations will be reflected here.

📌 Think of this as the raw data powering your visualization.

4. Advanced Chart Settings (Customization Panel)

To the right of the chart, there is an "Advanced Settings" icon that provides a point-and-click menu for in-depth customization.

Customization options include:

Background color and themes
Title options and font styles
Axis labels and scaling options
Gridlines, and legends
Access and Permission
Reference charts (or linked charts)
Custom BOT prompts
and much more.

💡 This is the go-to section for fine-tuning every visual aspect of your chart.

5. AI Chatbot for Customization (In the Bottom right Section)

Infinity also provides an AI-driven chatbot that allows users to modify charts using simple commands.

Examples of AI Bot Commands:

"Change the chart from line to bar."
"Update the color scheme to blue."
"Add a secondary Y-axis for revenue."

💡 The system will process your command and apply the requested changes automatically.

The Chart Configuration Page is the central hub for refining your visualizations. Whether you prefer manual adjustments or AI-assisted modifications, this page ensures you have complete control over how your data is presented.