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How to add and edit charts in the Dashboard Builder

In this guide, you'll learn how to add, move, resize, and edit charts in your dashboard, connect them to your data, and create different chart types, including bar charts, pie charts, and tables.

Adding a chart

  1. Click 'Add item' in the top-left corner of the dashboard editor.
  2. Choose the chart type you want to use, such as a bar chart, line chart, or table.
  3. Click to place it automatically in an available space, or click and drag to position it exactly where you want it on the dashboard.

Once added, you can move the chart around freely by dragging it, and resize it using the handles that appear around its edges and corners.

Chart options

When you hover over a chart, you'll see four small buttons appear in the top-right corner. These allow you to:

  • 'Edit data': open and connect data sources for that chart
  • 'Clone': duplicate the chart with its current data and settings
  • 'Delete': remove the chart (you can undo this using the pop-up message that appears, or restore via version history)
  • 'Settings': open the sidebar to adjust appearance and behaviour

Connecting data to your chart

To start adding data to your chart, click the 'Data' button. The sidebar will update to show the available datasets from your account. Once you select the dataset, you can search for the data you want to add to the chart. For single-choice dropdown fields, select the field prefaced by 'dropdown_'.

You can drag and drop these columns into the data slots that appear on the chart, such as the X-axis or Y-axis, depending on the chart type.

Click the gear icon next to a data slot to open more settings. Here you can:

  • Change the label that appears on the chart
  • Adjust how values are shown (for example, count, sum, or average)
  • Replace or remove the data by dragging in a new column or clicking the bin icon
  • Change how numerical values are displayed
  • Add a title to your chart to make it easier to identify

Example 1: Creating a bar chart showing Events by Type

This is an example of how to create a chart to display data from a single-choice dropdown field. For multiple-choice dropdown fields, see Example 2 below.

To create a bar chart showing a breakdown of Events by Type:

  1. Add a new chart from the 'Add item' menu and select 'Bar chart'.
  2. Click 'Data', then from the Events dataset, search and drag 'dropdown_events_type' into the 'Y-axis' slot and 'entity_uuid' into the 'X-axis' slot.

The chart will automatically update to show the number of events for each type.

You can open the gear icon next to the data slot to change how the value is shown, for example to change how the data is aggregated, or to rename the label shown on the axis.

Example 2: Creating a pie chart using a multiple-choice field

  1. Add a 'Pie chart' from the 'Add item' menu.
  2. Hover over the chart and click 'Data', then click on the dropdown data set on the right.
  3. Drag 'field_value' into the 'Category' slot, and 'entity_uuid' into the 'Measure' slot.
  4. Click on 'Data' in the pop-up menu and click on 'Add filter'.
  5. In the first dropdown box, search 'field' and select that.
  6. For the field operator (the middle dropdown box), select 'is in'.
  7. In the final dropdown menu, select the field that you want to use as the source of data in the chart.

In the 'Settings' tab, you can adjust the appearance and behaviour of the chart.

Example 3: Creating a table

  1. Add a 'Table' chart from the 'Add item' menu.
  2. Drag in multiple columns, such as 'dropdown_events_type', 'events_description', and 'events_datetime'.

You can adjust the label on the column headings and the order in which the columns appear by clicking the data slots and typing in the new labels. You can drag the columns up and down in this menu to re-order them.

Tables are ideal for reviewing or exporting data from your dashboard. You can apply filters to drill down the data shown and then export the table as a CSV file using the export button on the top right.

Adding charts with AI

You can also build charts automatically using the AI chart builder.

  1. Click 'Add item'.
  2. Choose 'Suggestions'.
  3. Select the dataset you want to use and let the AI suggest suitable chart types based on your data.

Once created, AI-generated charts can be moved, resized, and edited in the same way as manually created ones. For example, you could quickly generate a bar chart showing Events by Type or a table summarising Events by Site.

You can also use the 'Prompt' tab to help you generate charts. Select the data set you wish to use, type in an instruction such as 'Show me Events by Type', and drag and drop the chart it produces into your design space.

Editing chart data and layout

You can fine-tune how your chart looks and behaves by opening the 'Settings' tab in the sidebar. Here you can:

  • Adjust axis labels, titles, and legends
  • Change colours and design
  • Control how charts respond when clicked
  • Configure tooltips and interactivity

If you make a mistake or delete a chart accidentally, use the 'Version history' button in the top-right corner of the dashboard editor to restore an earlier version of your dashboard.