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  • Welcome to Infinity - AI Powered Data Analytics tool.
  • Interactive Quick Start Guide
  • Comprehensive User Guide
    • 1. Connecting Your Data
      • Uploading Files as a Datasource
      • Connecting to Databases and Cloud Data Sources
      • AI-Powered Data Definition Wizard
      • Managing Data Sources
      • Supported Data Connectors
    • 2. Charts
      • Creating Charts
        • AI Chart Builder
        • Drag-Drop Builder
        • Data Explorer
      • Chart Customization
        • Chart Configuration Basics
        • Intent and Its Role in Chart Generation
        • Modifying Selected Data Sources and Tables
        • Understanding and Editing the SQL Query
        • Changing the Chart Type
        • Modifying Data Components
        • Using Pivoting for Multi-Dimensional Analysis
        • Applying Filters
        • Customizing Chart with Advanced Editor Panel
          • Styles
            • Chart Background
            • Titles
            • Legend
            • Grid
            • X-Axis
            • Y-Axis
            • Secondary Y-Axis
            • Series
          • Sharing
          • Prompts
          • JS (Code Mode)
        • Using AI Chatbot for Quick Modifications
      • Featured Chart Examples
        • Line/Bar/Column/Scatter Chart
        • Combo Chart
        • Stacked Area/Bar/Column Chart
        • 100% Stacked Column/Bar/Area Chart
        • Pie Chart
        • Metric Chart
        • Bubble Chart
        • Geo Chart
        • Geo with Makers Chart
        • Sankey Chart
        • Histogram Chart
        • Annotation Chart (ToDo)
        • Table Chart
        • Tree Map Chart
        • Timeline Chart (todo)
        • Gauge Chart (todo)
        • Custom Charts
      • Managing Charts
      • Accessing Charts
      • Chart Actions
    • 3. Storyboards
      • Creating Storyboards
      • Storyboard Customization
      • Managing Storyboards
      • Accessing Storyboards
      • Storyboard Actions
    • 4. Feed Page
    • 5. Curated Page
    • 6. Beacons: Working with Unstructured Data
      • Beacon : Basics
      • Creating Beacons
      • Accessing Beacon Data
      • Managing Beacon
    • 7. User and Access Management
      • Inviting Colleagues
      • Approving Join Requests
      • Roles
      • Orgs
      • Distribution Lists
      • Layouts
    • 8. Site Customization
    • 9. Subscriptions
      • Scheduled Emails
      • Event Based Notifications (Alerts)
      • Managing Alerts and Scheduled Emails
    • 10. Profile and settings
    • 11. Making the Most of Infinity's AI-Powered Features
    • 12. Advanced Topics
      • Chart Variables
      • Custom Computes for Event Based Subscriptions
      • Drill-down or Reference Charts
      • Custom XLS Template
      • Custom PPT Template
      • Editing the Chart JavaScript
    • 13. Getting Additional Help
      • Video Resources
      • Best Practices
      • FAQs
        • Error while creating chart
        • User not able to access Charts
        • Unable to Create a DataSource
        • Hard Reset/Reloading the browser
      • Contact Support
  • Topics to address
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  1. Comprehensive User Guide
  2. 2. Charts

Managing Charts

PreviousCustom ChartsNextAccessing Charts

Last updated 2 months ago

This section shows you how to create, edit, copy, and delete charts so that you can easily manage them within your workspace.

Accessing Charts

  1. In the Infinity sidebar, click the Settings (gear icon).

  2. Click on Charts to open the charts management page.

Creating a New Chart

  1. Click the ADD CHART button at the top of the Charts page.

  2. Define the name, chart type (e.g., line, column, metric, etc.), and configure your data sources.

  3. Once configured, click Save to finalize the chart.

Editing an Existing Chart

  1. On the Charts page, find the chart you wish to edit.

  2. Click directly on the chart name to open the chart editor.

  3. Make the desired modifications, such as changing data sources, visual type, or style.

  4. Click Save to apply your changes.

Copying a Chart

To quickly duplicate an existing chart:

  1. Locate the chart you wish to copy.

  2. Click on the three-dot options menu (â‹®) to the right of the chart entry.

  3. Select Copy.

A duplicate chart will immediately appear in the list, allowing you to modify it without altering the original.

Deleting a Chart

To permanently delete a chart:

  1. Locate the chart you wish to delete.

  2. Click on the three-dot options menu (â‹®) next to the chart.

  3. Select Delete.

  4. Confirm your action by clicking Delete in the confirmation dialog. This action is irreversible.