Creating a custom chart
Creating a custom chart
The custom charts feature allows you to create charts from one or more data sources. You can choose from 15 chart types and configure them to suit your needs.
This guide shows you three different ways to create a custom chart.
The custom charts feature allows you to create charts from one or more data sources. You can choose from 15 chart types and configure them to suit your needs.
This guide shows you three different ways to create a custom chart.
The custom charts feature allows you to create charts from one or more data sources. You can choose from 15 chart types and configure them to suit your needs.
This guide shows you three different ways to create a custom chart.
Create a chart from a template
To create a custom chart from a template, go to the Charts tab and click Add new chart in the top right corner.
A modal is opened with a set of chart templates. You can either create a new chart from scratch or pick one of the predefined charts.
Clicking a chart template opens a preview with real data. You can select the data sources from the Data sources menu above the chart. You can pick one or more data sources for your chart and see the results immediately.
The template comes with predefined settings. If you're happy with the chart, you can click Create chart to save it under the Charts tab.
To adjust the settings, click Configure to open the chart for editing.
The chart editor opens, revealing the chart settings. If the chart is anywhere close to what you’re looking for, you should be able to make it perfect with just a few adjustments.
You can adjust the name, unit, metrics, date range, and set filters.
When you click Create chart, the chart is created and you can find it under the Charts tab under the main navigation.
From there, you can assign it to a report or share it with others using the share links.
Create a chart from a template
To create a custom chart from a template, go to the Charts tab and click Add new chart in the top right corner.
A modal is opened with a set of chart templates. You can either create a new chart from scratch or pick one of the predefined charts.
Clicking a chart template opens a preview with real data. You can select the data sources from the Data sources menu above the chart. You can pick one or more data sources for your chart and see the results immediately.
The template comes with predefined settings. If you're happy with the chart, you can click Create chart to save it under the Charts tab.
To adjust the settings, click Configure to open the chart for editing.
The chart editor opens, revealing the chart settings. If the chart is anywhere close to what you’re looking for, you should be able to make it perfect with just a few adjustments.
You can adjust the name, unit, metrics, date range, and set filters.
When you click Create chart, the chart is created and you can find it under the Charts tab under the main navigation.
From there, you can assign it to a report or share it with others using the share links.
Create a chart with the editor
While chart templates can get you started quickly, the chart editor allows the flexibility to create the exact chart you're looking for. To create a custom chart using the chart editor, go to the Charts tab and click Add new chart in the top right corner.
In the modal, select New blank chart:
The chart editor opens, allowing you to select the chart type and the settings for the chart:
The settings depend on the selected chart type. You can adjust the settings and use the Preview feature to see the result.
Once you are happy with the result, you can click Create chart to save the chart under the Charts tab.
You can further customize the chart by selecting the Chart settings from the three dots menu:
In the Chart settings, you can rename labels, set visibility, quick filters, and many other things depending on the chart type.
Create a chart with the editor
While chart templates can get you started quickly, the chart editor allows the flexibility to create the exact chart you're looking for. To create a custom chart using the chart editor, go to the Charts tab and click Add new chart in the top right corner.
In the modal, select New blank chart:
The chart editor opens, allowing you to select the chart type and the settings for the chart:
The settings depend on the selected chart type. You can adjust the settings and use the Preview feature to see the result.
Once you are happy with the result, you can click Create chart to save the chart under the Charts tab.
You can further customize the chart by selecting the Chart settings from the three dots menu:
In the Chart settings, you can rename labels, set visibility, quick filters, and many other things depending on the chart type.
Create a chart with the AI assistant (beta)
This feature is currently in beta and is subject to change
You can create a chart with a prompt using the AI Assistant feature. Ask a question, and get a chart as a response.
The AI assistant can be launched from the charts modal by clicking the Ask AI button on the top right corner:
A chat view opens, and you can start asking questions with the AI. The assistant can help you to create the chart you are looking for by describing the chart in your natural language. You can ask questions like
"Show me task completed this month grouped by label"
"Compare weekly sales numbers in the last 3 months"
"How long does it take for our team to complete a task on average?"
If your prompt was understood by the AI, you should see a chart as a result. You can refine the chart configuration with further asks:
"Switch the colors of the bars to blue and change the grouping to assignee"
The AI assistant adjusts the chart as per your request. You can always undo the latest change.
Even when creating a chart with a prompt, you can always open the chart for editing by clicking Edit below the chart. That opens the chart editor, and you manually adjust the chart configuration.
Clicking Save below the chart saves the chart, and you can find it in the Charts tab.
Create a chart with the AI assistant (beta)
This feature is currently in beta and is subject to change
You can create a chart with a prompt using the AI Assistant feature. Ask a question, and get a chart as a response.
The AI assistant can be launched from the charts modal by clicking the Ask AI button on the top right corner:
A chat view opens, and you can start asking questions with the AI. The assistant can help you to create the chart you are looking for by describing the chart in your natural language. You can ask questions like
"Show me task completed this month grouped by label"
"Compare weekly sales numbers in the last 3 months"
"How long does it take for our team to complete a task on average?"
If your prompt was understood by the AI, you should see a chart as a result. You can refine the chart configuration with further asks:
"Switch the colors of the bars to blue and change the grouping to assignee"
The AI assistant adjusts the chart as per your request. You can always undo the latest change.
Even when creating a chart with a prompt, you can always open the chart for editing by clicking Edit below the chart. That opens the chart editor, and you manually adjust the chart configuration.
Clicking Save below the chart saves the chart, and you can find it in the Charts tab.