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Version: 0.18.3

Modify a Chart

note

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

Edit Mode

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

Clicking the Edit Mode button for one of the following charts opens the Chart Builder:

  • Scatter charts
  • Bubble charts
  • Heatmaps
  • Donut charts
  • Line charts
  • Box charts

chart builder

The Chart Builder has all of the same options as Edit Mode, while also letting you change your axis vales, change your chart type, and add filters to your charts. 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

Filter

note

Filtering based on time or date criteria is currently not supported.

You can use the Filters section to define expressions that filter the data shown in your chart. Multiple filters can be added to a single chart, and saved filters can be removed later by opening the chart in the Chart Builder and removing them from the Filters section.

adding a filter

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