Create a chart

Create a chart for the current table or worksheet by selecting a chart type and then specifying the data columns to be plotted.

It can sometimes be easier to find trends and see differences more easily in a chart. For example, it may be quicker and easier to find the day of sales with the highest profit margin from a chart than from a table of numbers listing the same information. Charting can help you make sense of large amounts of data that might otherwise be too overwhelming to comprehend.
Note: A chart is not retained when you save your analysis as a Quick Query or export it as a QuickApp. To save the chart with your query, save your analysis as a workspace. For instructions, see Save your workspace.

To create a chart:

  1. In an open table or worksheet, click the Visualize tab.
    The 1010data Insights Platform displays the Chart Builder.
  2. In the drop-down list below the Update, Reset, and More Options buttons, select a chart type.
    For information about the available chart types, see Chart types.

    The Insights Platform displays settings related to the selected chart type in the chart data, Interactions, and Settings sections. Within the chart data sections, Drop column areas are provided.

  3. For each column that you want to plot, drag it from the data columns panel into the Drop column area in the chart data section associated with the axis where you want that data plotted.
    Note: You cannot drag columns from one chart data section to another. If you want to remove a column from a chart data section, click the Delete () icon.
  4. To enable certain mouse actions in the chart, select the Enable Interactions option.
    Chart interactions allow you to zoom, recenter, and select data points individually or as a range in the current chart. For more information, see Interactions.
  5. Make any desired changes in the Settings section.

    For instance, if you selected a Pie chart type, you can display it as a donut chart by changing the Layout setting to Donut.

    For a list of available fields and options, see Settings.

  6. Make any desired changes in the customization settings panel.
    The customization settings panel is accessed by clicking More Options at the top of the chart parameters panel and allows you to customize your chart. For example, you can enter a title, change the tick rotation for a particular axis, select a different color for the background, or change the position of the legend.

    For a list of available fields and options, see Customization settings.

  7. Click Update.
    Note: If the customization settings panel is displayed, you must first click Back to the front panel.
    The chart is displayed in the results pane of the TRS window.
    Note: If you make further changes in the Settings section or add/remove columns from any of the chart data sections, you must click Update to see those changes reflected in the chart. Modifications made in the customization settings panel take effect immediately.