Accessing Charts

You can find and manage your charts in two places:

• Chart Library: Click Library in the sidebar to browse all charts in your workspace.
• Chart Builder: Click + New → Chart to create a new chart from scratch.

Chart Types

Axion offers 11 chart types. Each is suited to different kinds of analysis:

• Bar: Compare values across categories. Best for simple category comparisons.
• Stacked Bar: Show segments within categories. Useful for part-to-whole breakdowns.
• 100% Stacked Bar: Display proportions as percentages totaling 100%. Best for comparing relative contributions.
• Line: Connect data points over time or sequence. Great for tracking trends.
• Scatter: Plot individual data points to reveal relationships. Useful for identifying correlations.
• Heat Map: Show data density across two variables using color intensity. Good for spotting patterns in large datasets.
• Pie: Divide a circle into segments for part-of-whole snapshots. Best with a small number of categories.
• Hero Number: Highlight a single metric or KPI. Ideal for dashboard tiles.
• Table: Display data in rows and columns. Best for exact values and detail lookups.
• Horizontal Bar: Same as Bar but oriented horizontally. Useful when category labels are long.
• Horizontal Stack: Same as Stacked Bar but oriented horizontally.

Setting Up Your Chart

The Setup tab is where you define what your chart displays:

• Series: Choose the data fields to plot.
• X-axis: Select the field for your horizontal axis. Depending on field type (category, numeric, or date), you’ll see different binning options.
• Y-axis: Select the field and aggregation (count, sum, average, etc.) for your vertical axis.
• Color By: Subdivide your data by a third field for additional breakdown.
• Dual Y-axis: Add a second series on a separate right-side Y-axis for comparing different scales.
• Rolling Window: Apply rolling average or sum functions to smooth trends.

Filtering Your Chart

The Filter tab lets you apply chart-level filters that restrict the data for this specific chart. These filters work the same way as investigation filters — drag fields in, set conditions using AND/OR logic with Set A and Set B.

Customizing Your Chart

The Customize tab gives you control over appearance:

• General: Adjust font size for the entire chart.
• Axis labels: Edit X-axis and Y-axis labels, set label length limits to prevent overlap.
• Max series results: Control how many categories are displayed (default is often 20). Increase this if your chart is cutting off values.
• Include Other: Toggle whether remaining values outside the max are grouped into an “Other” category.
• Scale min/max: Set custom minimum and maximum values for your axes.
• Targets: Add a horizontal reference line at a specific Y-axis value.
• Theme: Customize colors for each series.

Chart Visibility

When you save a chart, choose who can see it:

• Everyone: All workspace members can find and use this chart.
• Only me: The chart is only visible to you.

Exporting

From any chart on a dashboard, you can export to CSV (data) or PNG (image). Note that CSV exports may have row limits for very large datasets. If you need a larger export, contact your Axion account team.

Frequently Asked Questions

Q: Text is overlapping on my chart labels.

A: Try reducing the label length in the Customize tab, reducing the font size, or switching to a horizontal bar orientation.

Q: My dates aren’t in chronological order.

A: Make sure you’re using a Date field (not a Category field) on the X-axis with the appropriate date binning selected.

Q: My chart only shows 20 rows.

A: Increase the “Max series results” value in the Customize tab.

Q: Can I set exact bin ranges for numeric fields?

A: Set the bin count so that the total data range divided by the count gives you your desired bin width.