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.

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.

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.

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.

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.

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

Step 7: Customize the Chart as Needed

1. Modify chart type, labels, colors, and layout.

2. Adjust filters, axes, and formatting based on requirements.

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!

Next Steps

For further refinements, refer to the Customization Guide to learn about:

• Using interactive filters and tooltips.

• Applying conditional formatting.

• Enhancing charts with computed fields and dynamic metrics.