Modifying Data Components
Last updated
Last updated
The Chart Components section allows you to refine and customize how your data is visualized. Depending on the selected chart type, different configuration options will be available. Below are the key components:
Dynamic Data Mapping Based on Chart Type
When a chart is selected, the relevant data mapping fields will be displayed.
Example: A line chart requires X-Axis, Y-Axis, Pivot, Order By, and Filter fields, whereas a bubble chart will have different data mappings.
Selecting and Modifying Data Fields
Click on a input to open a selection tray.
Multiple fields can be selected or removed from the tray.
Click the X mark on a field (colum) to remove it.
Creating Custom or Calculated Fields
Use the custom metric option to define a calculated field.
A pop-up will appear where you can write a formula and save it.
If an error occurs, AI will automatically prompt you to correct it.
Using Pivot Columns for Advanced Analysis (more details in next section)
Pivoting allows data to be split by a selected category.
Example: To view sales by market per month, you can set:
X-Axis: Month
Y-Axis: Sum(Sales)
Pivot: Market
Sorting with "Order By"
The Order By field controls the arrangement of data points.
Example: Order sales by year (ascending or descending).
Filtering Data for Dynamic User Control
Filters in this section allow dynamic filtering at the chart view level.
Users can select multiple filters for interactivity.
Default values for filters can be set by clicking on a filter chip, which opens a pop-up for customization.
Final Step: Always Click "Apply" After making any changes, clicking "Apply" is a mandatory step to refresh and provision the dataset for visualization. Without this step, changes will not be reflected in the chart.
