How to Create Visualizations

 

Step 1: Open Your Dataset

1. Navigate to the Warehouse in the left sidebar
2. Open the dataset you want to visualize

Step 2: Expand the Preview Pane

1. Look at the bottom of the dataset editor
2. Expand the Preview Pane
3. You should see your dataset results in table format

Step 3: Create a New Visualization

1. Click the + Create Visualization tab on the right side of the preview pane
2. Assign a unique name to your visualization

Step 4: Select the Visualization Type

Choose from the available types:

Type	Best For	Variants
Bar chart	Comparing categories	Vertical, horizontal, stacked, grouped
Line chart	Trends over time	With gradient area fill
Pie chart	Proportions of a whole	Standard
Doughnut chart	Proportions with context	Center space for labels
Gauge chart	Progress toward a target	Half-circle with value/max and description
Table	Detailed tabular data	Sortable, filterable, formatted headers, row numbers
KPI card (Column Metric)	Key single metrics	Large number with prefix/suffix, goal, delta indicators

Step 5: Configure the Parameters

1. Select X/Y axis columns
2. Choose aggregation functions (sum, count, average, etc.)
3. Configure series grouping to break data into categories
4. Customize colors
5. For bar charts: choose stacked vs grouped mode

Table-Specific Configuration

• Set header background and font colors
• Toggle row numbers on or off
• Configure column formatting

KPI Card Configuration

• Set prefix (e.g., "$") and suffix (e.g., "%")
• Choose currency format and decimal places
• Set a goal value (static number or from a column)
• Choose a delta indicator (arrow or percentage showing change)

Step 6: Save the Visualization

1. Submit your configuration
2. The visualization appears as a permanent tab within the preview pane
3. You can view results visually alongside the raw table data

Next Steps

Once created, visualizations can be added to Dashboards as widgets. See the How to Create Dashboards article.