Core Workflow
Creating charts
- Charts are created from existing tables on the canvas.
- Select a table and choose a chart type from the chart toolbar.
- The chart stays linked to its source table — when the table updates, the chart updates.
Core Workflow
Chart types
Category comparison: grouped bar, grouped column, stacked bar/column, 100% stacked, donut/pie.
Ordered: line, area, slope, histogram. Best for categories with a meaningful order (years, score bands, ordinal scales).
XY: scatter, quadrant. Require exactly two visible series (X and Y).
Diverging bar: for Likert-style scales. Frame = items being compared, series = ordered scale points, measure = percentage.
Core Workflow
Chart data shape
Every chart reads three things from its source table:
- Frame — categories along the main axis.
- Series — comparison groups layered on each frame category.
- Measure — the numeric value in each cell.
Chart looks wrong?
Check the source table first. Common issues: too many categories, unordered frame for a line chart, wrong measure selected.
Core Workflow
Presentation mode
- Hides editing controls (header, sidebar, agent panel).
- Navigates through canvas frames in sequence.
- Use for reviewing results or presenting to stakeholders.