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Version: 0.0.1-beta.5

Charts

Build visuals on the report Stage by inserting a chart type and assigning fields from the Data panel.

Screenshot: Visuals gallery

Chart types​

Built-in types:

GroupTypes
ComparisonBar, Combo, Pareto, Table, Matrix
TrendLine, Area, Waterfall, Ribbon, Candlestick
RelationshipScatter, Bubble, Radar, Heatmap, Sankey, Geo
DistributionHistogram, Box plot
CompositionPie, Donut, Funnel, Treemap, Sunburst, Metric tree, Sublevel treemap
KPIGauge, KPI card

Quick insert: Ribbon → Insert → Charts shows all types — Bar, Line, Pie, and Scatter in the first four slots, with the rest in the More charts launcher.
Full list: Also available from the Insert menu, or Insert → Visuals gallery.

Stacked bar / area​

With a Series field on Bar or Area, turn on Stacked in the Inspector (or tile context menu → Display). Enable 100% stacked to show each category as a share of 100% (Y-axis in percent). Categories that sum to zero stay at zero.

Bubble​

Relationship chart: Category (X), Values (Y), and Size. Missing Size shows an empty hint — add a size measure before the Stage draws bubbles. Optional Series splits color.

Geo​

Relationship map with two modes in the Inspector GEO MODE section:

  1. Regions (choropleth) — Location × Value. Region labels must match the selected basemap.
  2. Points (lat / long) — Latitude, Longitude, Value, optional Size. Draws a scatter layer on the same basemap (filters/slicers apply). Soft-capped for Stage performance.
MapRegions mode Location values
WorldCountry name or ISO (US, USA, IND, GBR, AE, DE)
Continents / Middle EastSame as World — countries in that region only (Africa, Asia, Europe, North America, South America, Middle East)
AustraliaState / territory (New South Wales, NSW, Victoria, …)
United StatesState name or abbrev (California, CA)
CanadaProvince / territory (Ontario, QC → Québec, BC, …)
IndiaState / UT name or code (Maharashtra, MH, Tamil Nadu, Odisha)
GermanyLand (Bayern, Bavaria → Bayern, …)
FranceRégion (Île-de-France, Bretagne, …)
Japan / China / Brazil / …Admin-1 name as in the basemap (prefecture, province, state)
United Arab EmiratesEmirate (Dubai, DXB, Abu Dhabi, Sharjah)
United KingdomEngland, Scotland, Wales, Northern Ireland (NI)

Pick the basemap under Inspector MAP. Country maps cover the Excel Geo chart set (Austria, Brazil, Canada, Chile, China, France, Germany, Ghana, Japan, Malaysia, Mexico, New Zealand, Nigeria, plus India / UAE / UK).

Default color ramp is brass→amber. In Inspector Looks:

  • Heat scale — continuous legend + region/point colors (Brass default, or Jade / Viridis / …).
  • Conditional format (Highlight) — bind a numeric gradient or band rule — builtins (Traffic, Positive/negative, Jade heat, …) or custom rules you create under Format → Highlight. Gradients replace the legend ramp; band rules paint each region/point and show a piecewise legend. Text / boolean / data-bar rules are not used on Geo.

Tooltip content (Inspector Fields):

  • Tooltip label — hover title (e.g. city / site). Points default to lat, lng when empty; Regions use the Location name (optional override).
  • Tooltip fields — drop up to 6 extra columns (category, code, …). Value (and Size for points) always appear. With a label set, Points also show Lat / Lng under the title.

Empty regions stay light gray. Use the tile’s + / − / reset controls (or scroll/pinch on the map) to zoom; drag to pan. Ribbon Format → Highlight also binds when a Geo tile is selected. Looks → TOOLTIP still controls chrome (Default / Card / Dark).

Histogram​

Distribution chart: Values only (numeric column). Desk bins via Fluxor and draws an ECharts bar chart. Non-numeric or empty columns show a calm empty hint.

Box plot​

Distribution chart: Category + Values. Computes a per-category five-number summary (min, Q1, median, Q3, max) and optional Tukey outliers as scatter. High category counts use Top-N. Series is not used.

Pareto​

Comparison chart: Category + Values. Bars sorted descending with a cumulative % line on a dual Y-axis (same pattern as Combo). Series is not used.

Sunburst​

Composition chart: Level 1 + optional Level 2 + Values. Deeper rings reuse the tile hierarchy path fields when set (ordered coarse → fine). Top-N applies to the first level.

Metric tree​

Composition chart for metric drill-down: ordered Levels (coarse → fine), a Measure, and optional Weight / Trend. Click a bar to drill; breadcrumbs trim the path. The expanded drill path is saved in the workbook (.asbx) so reopen keeps the tree uncollapsed. Dropping a high-cardinality numeric field on Levels materializes a {Field} bins SmartField (equal-width labels, ~4–8 groups) so the tree stays readable — low-cardinality ints (e.g. class / rating) stay raw. Optional Risk threshold in the Inspector toggles High / Low Risk filters. Top-N (and a hard group ceiling) caps each level. Rendered as a React tile (not ECharts) — same performance pattern as Ribbon (Fluxor groupby per level; no full-sheet row dump).

Sublevel treemap​

Composition chart for hierarchical part-to-whole: ordered Levels (coarse → fine), Values (box size), and optional Color (second metric). Click a box to expand that branch in place (accordion), or switch Looks → Zoom for classic drill-down with a breadcrumb. Each Level (except the last) has an Expand checkbox — turn off deeper Levels so parent names stay in a reserved header strip and don’t overlap child labels. Hover shows a smart tooltip for the current level: path, size / color metrics, share of parent, and child counts. Search dims non-matches and can auto-open ancestor chains. Looks → Gaps (Tight by default) controls white gutters. Heat Scale and Highlight color by the Color well (or Values). Expanded keys, expand flags, tiling, and chrome persist in .asbx. Distinct from the flat ECharts Treemap. React + D3 tile; Top-N caps first-level leaf groups.

Sankey​

Relationship chart: Source, Target, and Value. Self-loops are dropped; empty or cyclic link sets show a calm empty hint.

Ribbon​

Trend chart: Period, Category (required), and Value. Stacked bars at each period with flowing ribbons that show how each category moves period-to-period. High category counts use Top-N + Other (and a hard series ceiling); very long period axes are truncated with a calm note. Rendered as a React SVG tile (not ECharts).

Candlestick​

Trend / finance chart: optional Category (time) plus Open, High, Low, and Close measures. Incomplete OHLC shows an empty hint; invalid rows are skipped.

Assign fields​

  1. Select a chart tile (or drop a field on empty Stage to create one).
  2. Drag columns from the Data panel onto Category (X), Values (Y), Series (Z), or type-specific slots (combo second measure, bubble Size, KPI compare field, etc.).
  3. Dropping onto an existing chart opens a slot picker with a suggested placement.

Aggregations include sum, mean, count, min, and max. Dates can be bucketed by day / week / month / year.

Series (color / split)​

Series is optional on Bar, Line, Area, Scatter, Bubble, Heatmap, and similar types. Leave it empty for a single series (or one series per Values measure).

ModeFields
Single measureCategory + Values
Multi-measureCategory + several Values — Series stays empty
Series splitCategory + one Value + Series

Series and multi-measure Values are mutually exclusive: assigning Series keeps the first Value only; adding a second Value clears Series. Clustered columns stay the default — turn on Stacked (or 100% stacked) explicitly in the Inspector.

Smart placement: dates go to Category (with a date bucket), IDs prefer Values (count), and low-cardinality dimensions prefer Series when Category is already filled.

Crowding guardrails​

High-cardinality fields are capped automatically (Top 8 series + Other on assign; hard ceiling in the chart worker) so charts stay readable. The Series picker lists a bounded set of values (“showing N of M”) so the Inspector never freezes. A short Undo toast appears after some slot assignments if you want to reverse them.

Suggestions​

With a dataset loaded, Desk profiles columns and offers graph suggestions (rules-based, not generative AI). Accept a suggestion to place a chart quickly.

Styling​

Select a tile → Inspector to adjust:

  • Title / subtitle, colors and palettes
  • Legend position, tooltip style
  • Chart Corner radius (mark radius; default 0 / square) and tile corner radius
  • Annotations (callouts, thresholds, bands, arrows, and more)

Export a single chart as PNG or SVG from the export controls on the tile — see Export.

Tables & Matrix​

Table is a chart type: a data grid tile on the Stage, with the same filter / page model as other visuals. It uses the shared bi-table chrome (light-blue column rules, zebra rows, sort arrows, bold Total footer).

Matrix uses Rows × Columns × Values wells (not Category/Series) for a pivot-style grid on the Stage. Same bi-table chrome, with square + / − expand on hierarchy rows.