Advanced Charts & Visualizations Builder

The Advanced Chart Builder gives you a much broader set of controls over how your data is visualized.

What you can do with the Advanced Chart Builder

  • Choose the exact columns to visualize

  • Filter or group your data to highlight key insights

  • Pick from dozens of chart types—from bar charts to box plots

  • Customize axes, labels, legends, colors, and tooltips

  • Save charts to your pinboards for easy access and sharing

The builder is designed for users who want precision, flexibility, and polish in their visualizations. If Quick Charts aren’t quite capturing what you need, this is the place to go deeper.

Explore these pages to learn more:

  1. Getting Started with the Advanced Chart Builder

    Launch the builder from threads or pinboards and understand the layout.

  2. Selecting and Filtering Columns

    Learn how to control which columns are visible, how to apply filters, and how to prepare your data for visualization.

  3. Defining Categories and Series

    Set the dimensions of your chart, and choose how your values are grouped or broken down.

  4. Chart Types Reference

    View all available chart types with instructions and tips for when to use each.

  5. Customize Your Chart

    Adjust axes, tooltips, colors, series formatting, titles, and overall layout.

  6. Saving or Canceling Your Chart Edits

    Understand what happens when you save a chart, and how to discard changes when needed.

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