# Drag-Drop Builder

The **Drag-and-Drop Builder** in Infinity provides an interactive way to **visually create and customize charts** by selecting tables, defining relationships, and modifying visual elements. Follow these steps to build your chart manually.

***

### **Step 1: Access the Manual Builder**

1. Click on the **"Manual Builder Icon"** in the left sidebar.

💡 *This will open the Manual Builder interface, allowing you to construct datasets and charts visually.*

<figure><img src="/files/Zy7eZLNxMXs0vv8ARL3X" alt=""><figcaption></figcaption></figure>

***

### **Step 2: Select Relevant Data Sources and Tables**

1. Navigate to the **data selection panel**.
2. Choose the appropriate **datasources and tables** (e.g., *global superstore orders*).

📌 *Ensure that you select the correct datasets for your visualization.*

<figure><img src="/files/VzMyG3xLLsOLnDJ5ulhr" alt=""><figcaption></figcaption></figure>

***

### **Step 3: Drag and Drop the Tables**

1. Click and **drag the required tables** from the datasource panel into the workspace.
2. Establish **relationships between tables** if necessary.

🛠️ *This step allows users to build a structured dataset for chart creation.*<br>

<figure><img src="/files/15ouix60j2LxFPoLkh17" alt=""><figcaption></figcaption></figure>

***

### **Step 4: Select Necessary Columns**

1. Choose the **columns** that will be used in the chart.
2. Apply filters, aggregations, or transformations as needed.

📊 *Selecting only the relevant columns ensures that the dataset is optimized for visualization.*<br>

<figure><img src="/files/9VETD5ft9gzxTXzZaciX" alt=""><figcaption></figcaption></figure>

***

### **Step 5: Click "Next" to Build and Customize the Chart**

1. Once the dataset is ready, click **"Next"** to proceed.
2. The system will generate an initial table chart based on the selected data.

🚀 *The builder will transition from dataset creation to chart customization.*<br>

<figure><img src="/files/S01UIl8evNFx8sFiTrUC" alt=""><figcaption></figcaption></figure>

***

### **Step 6: Enter a Chart Name**

1. Click on the **chart title field**.
2. Enter a descriptive name for your chart (e.g., `"Sales Performance by Region"`).

📌 *Naming is required before saving the chart*

<figure><img src="/files/8kjIlYlIeI0Er9dSTX3h" alt=""><figcaption></figcaption></figure>

***

### **Step 7: Customize the Chart as Needed**

1. Modify chart type, labels, colors, and layout.
2. Adjust filters, axes, and formatting based on requirements.

<figure><img src="/files/a3RfDAvOeDtt3FJecF36" alt=""><figcaption></figcaption></figure>

***

### **Step 8: Click "Save" When Done**

1. Once the chart is finalized, click **"Save"** to store it.
2. The chart will be available in your feed.

💾 *Your manually built and customized chart is now ready for use!*\
\
![](/files/H8pAmRinvyIXy47fNNRv)

***

### **Next Steps**

For further refinements, refer to the [**Customization Guide**](/user-guide/comprehensive-user-guide/2.-charts/chart-customization.md) to learn about:

* Using **interactive filters and tooltips**.
* Applying **conditional formatting**.
* Enhancing charts with **computed fields and dynamic metrics**.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.getinfinity.app/user-guide/comprehensive-user-guide/2.-charts/creating-charts/drag-drop-builder.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
