Templated visuals
The quickest way to visualize your data.
Once you've created a visual cell, templated visuals are the quickest way to start constructing a visual and exploring your data.
Create a templated visual
Create a visual cell — see here for all ways to create a visual cell.
Select a template — choose a template by clicking the template preview image next to Type. Available categories are: Pivot table, Card, Column, Bar, Line, Area, Scatter, Hierarchy, Flow and Statistics.
Select the data source - Pick the source you want to build your visual from the dropdown in the design panel on the right. This can be:
A view from a catalog
A table from a database
Another cell on the canvas
You can also join additional tables or cells using low-code joins.
Choose columns - Drag columns from the sidebar into the available slots for your chosen template.
Once placed, you can configure each column using the ellipses (...) menu:
Logic tab – Choose how the data is calculated (e.g., Total, Average, Count distinct) - see Logic page for full details.
Display tab – Control how the values appear in the chart (e.g., number formats, date styles, text case). See Display page for full details.
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