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Version: 0.17.6

Create Visualizations

After your data has been cleaned and wrangled, you can start to create data products, such as charts and graphs. The available charts, plots, and graphs are known collectively as visualizations.

Create a Chart

In Grid mode, you can quickly create the following charts with the Plot skill:

  • Bar
  • Box
  • Bubble
  • Donut
  • Heatmap
  • Histogram
  • Horizontal Bar
  • Line
  • Scatter
  • Stacked Bar

To get started, click the Plot button. Then:

  1. Select the type of chart or plot you want to create.
  2. Select the columns you want to use as your axes and other parameters such as bubble size, bubble color, or overlay.
  3. Select any other options, such as a column to group the values by, whether to create subplots, or a slider.
  4. Click Submit.

the plot form

Optionally, you can also use the chat box to create your plot, graph, chart, or matrix:

  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, consider a dataset called "Titanic" that contains the following data about each passenger:

  • Age. Their age.
  • Gender. Their gender.
  • Name. Their name.
  • PClass. Their class.
  • Survived. Whether they survived the disaster.

To create a scatter chart from the "Titanic" dataset comparing the age of the passengers with their fare, grouped by their gender, and sliding by their class, enter: 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

Remember, you can always type Help me Plot or refer to the reference page for more information on the available plots, charts, graphs, and matrices; and their related options.

Explore a Chart

Plots, charts, graphs, and matrices created in DataChat are interactive. You can explore the data points, zoom in on a particular area, pan around the chart, change how data is shown when hovering the mouse, and more.

The primary ways to explore the chart are through the right-click menu and the mode bar. The right-click menu contains shortcuts to several options, including autoscaling the chart, switching the drag and hover modes, toggling the mode bar, toggling the slider, and more:

right click options

The mode bar can be accessed through the right-click menu or by clicking the ellipses (...) in the corner of the plot. This bar is home to several tools, including, from left to right:

  • Downloading the plot as a PNG.
  • Toggling the drag mode to zoom.
  • Toggling the drag mode to pan.
  • Toggling the box select.
  • Toggling the lasso select.
  • Zooming in.
  • Zooming out.
  • Autoscaling.
  • Resetting the axes.

chart options

note

If you'd like to modify a chart's appearance or caption, you must switch to Notebook or Search mode.

Modify a Chart

note

You can modify only one chart or caption at a time.

You can use Edit Mode to:

  • Adjust the size of all the fonts at once.
  • Change the main title and axis titles.
  • Adjust the font size of the chart's main title, axis titles, axis labels, annotations, and text.
  • Change the colors used in the chart.
  • Add text to the chart.
  • Add annotations and arrows to help call out important observations.
  • Change the size of the markers in line, scatter, and stacked area charts.
  • Change the contents of an annotation.

To open Edit Mode click the Edit Mode button in the chart's or note's header:

the edit mode button

Then, use the menu to modify your chart. You can also add a caption using the field at the bottom:

the edit menu and caption field

When you're happy with your edits, be sure to click the Save button.

Change Titles and Font Sizes

Simply click the chart's title or an axis's title to change it. You can change the size of the titles, labels, and annotations from the menu.

Change the Color

You can change the colors used for each value used to color the chart. On some charts, the y-axis values are used to color the chart. On others, it might be the x-axis or set explicitly (such as the bubble color parameter in a bubble chart). For example, in a bar chart with the values of the TicketClass column on the x-axis and the values of the TicketPrice and Age columns on the y-axis, you can change the colors used for both the TicketPrice and Age values.

To change the color:

  1. Select the value whose color you want to change in the menu.
  2. Click the color box to open the color selector.
  3. Choose the color you want to use. You can use the color wheel, hex codes, RGB values, or pick from a range of default colors.

the color editor

Add Text

To add text to your chart, such as a call-out or note:

  1. Click Add Text in the menu.
  2. Drag and drop the text onto the chart.
  3. Click the text to edit it.

Add Annotations

Annotations are similar to text, but they also use arrows to help you draw attention to important parts of your chart. To add them:

  1. Click Add Annotation in the menu.
  2. Drag and drop the annotation onto the chart. Note that you can click and drag the arrow to move the entire annotation (including the text). You can also click and drag the text to change the direction of the arrow.
  3. Click the text to edit it.

Add a Caption

Captions let you describe a chart for other users. To add a caption:

  1. Click the Add Caption icon from the menu.

caption chart button

  1. Enter your caption.
  2. Click Save.

caption chart form

Optionally, you can double click the the chart's caption to edit it.

Chart Builder

When editing a scatter, bubble, or heatmap chart, clicking the Edit Mode button opens the Chart Builder.

chart builder

The Chart Builder has all of the same options as Edit Mode, while also letting you change your axis vales and chart type. It also allows you to see a preview of your modified chart before applying the changes, which makes creating an interesting and useful chart much easier.

chart builder dropdown

Required Fields

Depending on the chart type, the required fields include the X and Y-axis values, density, and bubble size. You can switch the values of each to alter the appearance of the chart. A preview of what the new chart will look like appears on the right side of the chart builder.

chart builder required fields

Optional Fields

Depending on the chart type, the optional fields include groups, subplots, slider, label, and color options. These options allow you to tune and detail your visualizations.

chart builder optional fields

Customize

The fields in the customization section help you make your visualizations more interesting by letting you:

  • Change font sizes.
  • Use custom colors.
  • Add labels and annotations.

chart builder customize fields

Share a Chart

There are a few ways to share your work with others:

  • You can use the + button to publish a chart to an Insights Board. You can then share that Insights Board with others in your organization.

    post to workplace button

  • You can use the link button to copy a link to the chart. You can then send that chart to somebody else. They can then open the link in their browser and interact with the chart.

    copy chart link button

  • You can download the chart as a PNG image to your computer. From there, you can send the image over email, in a chat, with a text message, and more. You can click the download button in the upper corner to download the chart:

    download chart button

  • You can download the dataset that was used to create the chart by clicking the file download icon in the corner of the chart. A CSV file is then downloaded to your computer:

    plot download dataset button

  • You can also use Share to share the chart with another DataChat user. Refer to the Share Content with Others section for more information on using Share.

Outlier Detection

There are a couple of primary ways you can quickly detect outliers and cycles in your data. For visualizations, you can use the Plot skill. For more advanced outlier detection using machine learning, refer to the Detect skill topic for more information.

Detect Outliers with Visualizations

One of the quickest ways to detect outliers is to use the Plot skill to create a violin chart. Violin charts illustrate the distribution of the values in one column in your dataset for each value in another column. Outliers are shown as dots:

an example of a violin chart