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Version: 0.35.7

Create Visualizations

Visualization can help you explore your data and also share insights with others.

To Plot a dataset, you can use:

tip

Before you get started, DataChat recommends:

  • Using the Rename skill to make sure the columns you want to use in your visualizations have short, easy-to-read names.
  • Making sure any time-based columns are placed on the X axis.

Chart Builder

The Chart Builder is an interactive interface that helps you create and customize in-depth visualizations.

Click the Plot button from the sidebar to open the Chart Builder.

Plot form Chart Builder

The components of the Chart Builder:

Chart Types

Select a chart type icon to build a chart. Hover over each icon in the DataChat app to view the chart types.

Plot form types

Required Fields

The required fields change to fit each chart type.

X-axisY-axisColumnBubble SizeSplitDensityPartition
Bar✔️✔️
Box✔️✔️
Bubble✔️✔️✔️
Donut✔️
Heatmap✔️✔️✔️
Horizontal Bar✔️✔️
Line✔️✔️
Single Metric✔️
Scatter✔️✔️
Stacked Area✔️✔️
Stacked Bar✔️✔️✔️
Violin✔️✔️
  • X-axis and Y-axis. The column whose values populate each axis. Optionally, you can click on the column name after selecting it to apply a bin or aggregate (usually the y-axis) to the column. If no aggregate is specified:

    • For bar, heatmap, horizontal bar, line, and stacked bar charts, the average value is used.

    • For stacked area charts, the total value is used.

    • For all other charts, no default aggregate is used.

      aggregates in the chart builder

  • Column. The column whose metric (such as average, total, count of records) to display.

  • Bubble size. The column whose values determine the size of each bubble.

  • Split. The column whose values populate the donut chart.

  • Density. The column whose values populate the cells of the heatmap.

  • Partition. The column whose values divide the values of each bar into stacks.

Once you enter the required values, a preview of the new chart appears in the chart display. You can adjust values to view changes in real time before you click Submit and continue with your DataChat session.

Optional Fields

The optional fields change to fit each chart type and allow you to tune and detail your visualizations.

ColorGroupLabelOverlaySliderSmoothSplitSubplotSlice Size
Bar✔️✔️✔️✔️
Box✔️✔️
Bubble✔️✔️✔️✔️
Donut✔️✔️✔️
Heatmap✔️✔️
Horizontal Bar✔️✔️✔️✔️
Line✔️✔️✔️✔️✔️
Scatter✔️✔️✔️✔️
Single Metric✔️✔️
Stacked Area✔️✔️✔️
Stacked Bar✔️✔️
Violin✔️✔️✔️
  • Color. The column whose values specify a color for each bubble.
  • Group. The column whose values group each data point by each unique value.
  • Label. The column whose values add a label above each point or bubble.
  • Overlay. The column whose values populate an overlay (a second y-axis) on top of the existing chart.
  • Slider. The column whose values create slider sections.
  • Smooth. Determines whether the line is smoothed out from point to point.
  • Split. The column whose values group the chart into sections. The column must include exactly two distinct values, such as "True" and "False".
  • Subplot. The column whose values create separate plots for each unique value.
  • Slice Size (donut charts only). The column values, grouped by the required Split column, to use to create the chart's slices. If this field is empty, the entire dataset is used and grouped by the required Split column.

Once you enter the optional fields, view the chart display to check your work. You can adjust values to view changes in real time before you click Submit and continue with your DataChat session.

Dataset Sample Limit

The Row Limit field in the Dataset Sample section allows you to specify the number of rows from your dataset to use as sample when plotting a chart. This helps to generate charts more quickly, especially when working with large datasets. By default, the Chart Builder automatically samples the first 15,000 rows.

dataset sample limit

Filter

You can use Filters to define expressions to limit the data shown in your chart.

Once you enter the filter parameters, click Apply. The labeled filter appears. Multiple filters can be added to a single chart. Saved filters can be removed by editing the chart in the Chart Builder and clicking the X on the labeled filter. You can also enable or disable a filter by clicking on it. The background of enabled filters is blue, while the background of disabled filters is gray.

Chart Builder adding a filter

note

Filtering with date or time types is currently not supported.

Customize

The customize fields change to fit each chart type and allow change the way your chart appears:

AxesLabelsFont SizesPlotAnnotations
Bar✔️✔️✔️✔️✔️
Box✔️✔️✔️✔️✔️
Bubble✔️✔️✔️✔️✔️
Donut✔️✔️✔️
Heatmap✔️✔️✔️✔️
Horizontal Bar✔️✔️✔️✔️✔️
Line✔️✔️✔️✔️✔️
Scatter✔️✔️✔️✔️✔️
Single Metric✔️✔️
Stacked Area✔️✔️✔️✔️✔️
Stacked Bar✔️✔️✔️✔️
Violin✔️✔️✔️✔️
  • Axes. Clicking the toggle enables autoscaling of charts.
  • Labels. The chart title, X-axis and Y-axis labels, and captions.
  • Font Sizes. The size of font for all of your labels, or individual labels.
  • Plot. The color to make your plot points.
  • Annotations. Add aggregate lines (such as maximum, minimum, or average), add text, or annotations.

plot-form-customize

Chart Display

Once you enter the required fields for the selected chart type, the chart display lets you view your changes in real time before you Submit the chart and continue with your DataChat session.

View Sample of Data

Click the arrow next to view sample of data to reveal a table that displays a small sample of the dataset.

note

If the chart is edited from an Insights Board, the data sample is unavailable.

Describe

Click the arrow next to describe to reveal a table that displays each column and its type. The table is a summary of Describe.

Change Dataset

Click the name of the dataset at the top of the Chart Builder to select a different dataset or a different version of a dataset. All Chart Builder fields except Chart Type are cleared.

Input Field

Some chart types are only available using the input field. Alongside the chart types available in the Chart Builder, the Plot skill also offers the following chart types:

  • Confusion Matrix
  • Correlation Matrix
  • Geomap
  • Hybrids
  • Parallel Coordinates
  • Ridgeline
  • Sunburst
  • Treemap

You can also use the input field to create your visualization:

  1. Enter Plot a and select the plot, chart, graph, or matrix you want to create.
  2. Use the autocomplete suggestions to configure your axes, sliders, and any other options you need to complete your chart.

For example, to generate a scatter chart from the "Titanic Dataset" that compares the age and fare of each passenger, grouped by gender, and sliding by class, enter in the input field:

Plot a scatter chart with the x-axis Age, the y-axis Fare, for each Gender, and sliding by Pclass

The resulting scatter chart looks like this:

titanic scatter chart