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How to Create Visualizations

Learn how to create and configure visualizations — including bar charts, line charts, KPI cards, and tables — from your datasets to use as building blocks for dashboards.

Visualizations transform your dataset results into visual formats like bar charts, line charts, doughnut charts, KPI cards, and more. They are the building blocks for dashboards.

Open Your Dataset

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

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

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

Select the Visualization Type

Choose from the available types:

TypeBest ForVariants
Bar chartComparing categoriesVertical, horizontal, stacked, grouped
Line chartTrends over timeWith gradient area fill
Pie chartProportions of a wholeStandard
Doughnut chartProportions with contextCenter space for labels
Gauge chartProgress toward a targetHalf-circle with value/max and description
TableDetailed tabular dataSortable, filterable, formatted headers, row numbers
KPI card (Column Metric)Key single metricsLarge number with prefix/suffix, goal, delta indicators

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

  1. Set header background and font colors
  2. Toggle row numbers on or off
  3. Configure column formatting

KPI Card Configuration

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

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.

Updated 4 days ago