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
  • AI Command
  • Time View
  • Chart Configuration
  • Percentage Mode
  • Comments
  1. ANALYSIS
  2. Data Widgets
  3. Charts
  4. Interacting with a Chart

Chart Menu

PreviousTime ChangeNextView Constituent Records

Last updated 6 months ago

The Chart Menu will appear when you mouseover to the top of the Chart. You can control AI Command, Percentage Mode, Time View, Time Horizon and Chart Configuration in the Chart Menu.

AI Command

You can quickly command to change time, color, chart type... without moving into Chart Configuration via AI Command.

Enter your prompt and let our AI do the rest!

Time View

You can change the Time Granularity quickly from day, month, quarter, year or infinity by using the group icon D W M Q Y or ♾️; or you can add more time view adjustments by clicking on the time.

Comparison mode in Time View

You can compare the metric over two or more consecutive time periods by ticking on the box Period-over Period mode. Then you can choose how you want to compare.

Chart Configuration

You can customizing the settings and properties of the chart, such as data, chart type, axis, color and data label.

Check out more about Chart Configuration in the documentation below:

Percentage Mode

You can display your metrics with dimensions in percentages using Percentage Mode in a Chart:

Comments

You can use Comments button to add comments to the chart, you can add comments and tag person(s) in charge to notice them about your comments. The person will be noticed and can reply your comments directly at the comment section of the chart.

📊
Chart Configuration
Example for Period over Period comparison
Chart Configuration
Chart Configuration details
Comments