After you have pulled in the data and added the transforms to get the data you need, you can then move to the Chart tab to start creating a chart.
There are six general areas in the Chart tab:
- Values and Chart labels
- Key Values
- Chart Settings
- Data Explorer
- Chart Preview
- Data Area
1: Values and Chart Labels
In this section you can select one or more data series from your data to show in the graph. When you select a data series, the Smart Builder will automatically select the first date column as the category labels (the x-axis). If no date column exists, then you will need to manually select a column to serve as the category labels. While you can have multiple data series selected, you can only select one column as the category labels.
You can reselect a column or change the settings and formatting of the values and labels by clicking on the down arrow to expand the options menu for that specific data series.
2: Key Values
You can highlight one or more specific number values above the chart in each metric. If you have the number already calculated in your data, you can click on "Manual" and select the cell with that data. Otherwise, you can use the automatic key values to calculate that value and any comparison values. (Note that automatic key values are not available if your chart doesn't have a date range as the category labels.)
3: Chart Settings
In this section you can change the settings for aspects of the chart or the metric itself, like adding a legend or a goal line, changing the refresh rate, or selecting any columns to use with Filter and Drill.
4: Data Explorer
The Data Explorer lets you quickly chart your data without having to group, pivot, or filter first. You can select the chart type, then choose your date range and any date grouping, then slice and aggregate the data by a specific column.
You can also preview the data as it's being used by the data explorer by clicking on the chart icon at the top right to toggle between the chart view and the table view.
5: Chart Preview
The chart preview simply shows you what the chart will look like on the dashboard with all of the settings applied.
6: Data Area
You can view the data from each report by clicking on the report tab. If you want to make any changes to the data, you will need to click on the Data tab at the top center to switch to the data view. You can add any reports or export the data like you can while in the data view, and selecting any of these options will take you directly from the chart view to the data view.
Click on the down arrow next to the report number to see a list of options for that report.
Add/Edit Label: You can give each report a label to help distinguish what each report is for.
Duplicate Report: This will make an exact copy of the report, including all of the transforms and settings, and place it after any other reports.
Export raw data: Download a CSV file of the original data from the data source before any transforms are applied.
Export with Transforms: Download a CSV of the data after all of the current transforms are applied.
Remove Report: Delete the report. A dialog box will pop up to confirm your choice before it is deleted.
Show pre-transformed data: When this box is checked, the data displayed will be the original data before transforms were added. This can help you confirm any changes made to the data settings or look through the available data that might be hidden after a transform was applied.
Data preview: To help Grow load and display your data faster, only the first 300 rows are shown by default. The rest of the data is still there and will still show up in the chart. If you want to see the full report, uncheck this box to see more than 300 rows. If the data in the report has less than 300 rows to start with, this option will be unavailable.
If you want to add another report from any data source, click on the "Add Report" button at the far right of the data area. You will then select the data source and report settings like you did with the first report.
If you click on the down arrow next to that, you will see a list of options for special reports:
Spreadsheet Functions: This adds a blank spreadsheet to your report which you can use to add custom data or perform calculations between reports. It is basically a very rudimentary Excel sheet. Learn more about how to use Spreadsheet Functions.
Joined Report: You can combine two reports together based on a common field (like a date or ID number) to perform more advanced analytics. Learn more about how to use Joined Reports.
Master SQL: This allows you to write your own custom SQL query using data from all of the reports. Learn more about how to use the Master SQL report.
Add Report: Will add another report from any data source. This is the same as clicking the main "Add Report" button.