> For the complete documentation index, see [llms.txt](https://docs.getinfinity.app/user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.getinfinity.app/user-guide/comprehensive-user-guide/2.-charts/chart-customization/chart-configuration-basics.md).

# 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.\ <br>

<figure><img src="/files/cMh2get7jHP8qVHmI7gU" alt=""><figcaption><p>Chart Configuration Page</p></figcaption></figure>

### **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.

<figure><img src="/files/OwZpdgU9RbmrfQN3l1vk" alt=""><figcaption></figcaption></figure>

🔹 *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.**

***

#### **2. Chart Type Dropdown (Above the Chart)**

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:**

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

<figure><img src="/files/pYRWAoE52Vehn17UIMwu" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ZJ2pSZMUOP9cXHw0Mmvr" alt=""><figcaption></figcaption></figure>

📌 *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:&#x20;

* **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.*

<figure><img src="/files/lfNM8USu7f7g9MN5SGOH" alt=""><figcaption></figcaption></figure>

**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.<br>

<figure><img src="/files/oFuo50Bd6jaOLUuj4P2g" alt=""><figcaption></figcaption></figure>

📌 *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**&#x20;
* **Access and Permission**
* **Reference charts (or linked charts)**
* **Custom BOT prompts**
* **and much more.**

<figure><img src="/files/urvB14OUQxlfPAjkXLGf" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/urwc7WIQHZUukEuCD63u" alt=""><figcaption></figcaption></figure>

💡 **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.\ <br>

<figure><img src="/files/F74PKPB0dytXqs9w8wcL" alt=""><figcaption></figcaption></figure>

**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.

####