Presight
  • 👋INTRODUCTION
    • What is Presight?
    • Core Concepts
      • Metrics
      • Events
      • Segments
        • Source Columns
        • Custom Segments
    • The Presight Workspace
      • Workspace Overview
      • The Data Docs
      • Data Library (Datahub)
  • ➡️DATA IN
    • Connect
      • Data Warehouse
      • Data Connectors
        • API Connector
        • Google Sheets Connection
        • CSV Import
        • Dimensional Dates (Dimdates table)
        • QuickBooks Online
        • HubSpot Connector
    • Sync
    • Tables & Columns
      • Browse & Edit
      • Primary Key
    • Governance
  • ⚙️MODEL
    • Data Relationships
      • Table Relationships
      • Hierarchy
    • Metrics
      • Create Metrics
      • Ownership & Permission
      • Deletion
    • Events
      • Creating Events
    • Custom Tables
      • Table Builder
        • Filter a Dataset
        • Simple Data Enrichment
        • Advanced Enrichment - Segmentation
      • Custom SQL Query
    • Segments & Custom Segments
      • Dimensions from Data Sources
      • Create a New Dimension
    • Formulas
      • Metric Formulas
      • Data Transformation Formulas
  • 📊ANALYSIS
    • The Data Docs
      • Explorations
        • Docs Widgets
      • Reports
      • Dashboards
      • Layout & Beautify
      • Organize
      • Collaboration
    • Data Widgets
      • Charts
        • Query Syntax
        • Data in a Chart
        • Interacting with a Chart
          • Breakdown
          • Chart Filter
          • Time Change
          • Chart Menu
          • View Constituent Records
          • Version views in Chart
        • Chart Configuration
      • Metric Table
        • Creating a Table
        • Interact with a Table
          • Adding Metrics
          • Adding Sections and Organizing metric list
          • Table Filter
          • Table Summaries
          • Quick Chart Creation from Table
          • Timeline Navigation
        • Table Menu
        • Table Breakdown
        • Breakdown Options
        • Interact with Table Metrics
        • [Advanced] Automatic Variance Calculation
      • Records Table
        • Accessing Data Records on-demand
    • Breakdowns & Filters
      • [Advanced] Dimension Path
    • Event Analytics
      • Event Funnel
      • Cohort
      • Event Path
    • Segmentations
      • Metric Segments
      • Filtered Segments
    • Ask AI (Beta)
      • Ask Presight
      • Presight AI in your Chat Tools
  • 📈PLANNING
    • Creating Versions
    • Interacting with Versions
    • Interacting with Future Data
    • Forecasting a Metric
  • 🏛️GOVERNANCE
    • Overview
    • Table Restriction
    • Metric Permission & Sharing
    • Doc Sharing
  • ⬇️DATA OUT
    • Export Data
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On this page
  • Setup
  • Advanced Chart Types
  • Some Chart examples
  • Chart Setup
  • Styling
  1. ANALYSIS
  2. Data Widgets
  3. Charts

Chart Configuration

PreviousVersion views in ChartNextMetric Table

Last updated 7 months ago

Chart Configuration allows you to change Setup and Styling of a chart.

Setup

Chart Setup includes Chart Type and Data Setup of a chart

Advanced Chart Types

Combo, Metric Funnel and Scatter chart types will be activated when you add at least two (2) metrics to a Chart.

Bubble chart will be activated when you add three (3) metrics to a Chart.

Heatmap will be activated when you add at least two (2) dimensions of one (1) metric to a Chart.

Some Chart examples

KPI Chart helps you to focus in one metric at one data point and do analysis around it. You can choose to compare to Last Actual Period or compare to your Planning Versions.

Scatter Chart uses dots to represent values for two different metrics.

Chart Setup

You can select one or more metrics (depending on chart types), dimensions breakdowns and filters for the chart.

Styling

You can customize chart layout with:

  • Legend Names and Colors

  • Show Data Label

  • Edit Data Label format

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