Charts & formatting
Chart types
Section titled “Chart types”The Insert palette groups visuals by the question they answer — every type has its own page with field wells and usage guidance:
| Group | Types |
|---|---|
| Comparison | Bar, Column, Stacked Bar, Bullet |
| Trend | Line, Area, Stacked Area, Combo, Sparkline |
| Composition | Pie, Donut, Treemap, Sunburst, Funnel, Waterfall, Sankey |
| Distribution | Histogram, Box Plot, Heatmap |
| Relationship | Scatter, Bubble, Radar |
| Geo | Map — world countries and US states, chosen automatically from your data |
| Indicators | KPI, Gauge |
| Data | Table, Pivot Table |
Content cards, shapes, filter cards, and blocks have pages too — see the full visual-type index.
Drag fields from the Fields tab into the chart’s field wells; measures from your model (including SquareX measures) drop in like any field.
Quick calculations
Section titled “Quick calculations”Every measure in a field well has a quick calc dropdown — per-chart calculations computed on the result, no measure required: running total, year-to-date, YoY %, Δ vs previous, % vs previous, moving average (with a window size), % of total, and rank. The chart’s legend and tooltips label the result (e.g. “Revenue (YTD)”). For reusable, model-wide versions of these, define a SquareX measure instead.
Format options
Section titled “Format options”The Format tab is searchable and shows only the sections relevant to the selected chart type:
| Section | Controls |
|---|---|
| Typography | font family and sizes, title/text colors |
| General | in-chart title & subtitle, header-style preset, background, border, shadow, padding; KPI extras (invert trend colors, sparkline) |
| Axis | X/Y labels, dual axis, label size/color/rotation, grid lines, linear/log scale, axis titles, Y min/max |
| Numbers | display units (auto K/M/B, thousands, millions, billions), decimals, prefix, suffix — applied consistently to ticks, labels, tooltips, and KPI values |
| Columns (tables) | totals row; per-column rename, align, hide |
| Series | line width/style, markers, smooth/stepped; bar width, corner radius, opacity |
| Top N | keep the top N categories and group the rest into “Others” (with a custom label) |
| Colors | six built-in palettes (Vivid, Pastel, Earth, Ocean, Mono, Corporate) plus per-series overrides |
| Data Labels | show/hide, position (inside/outside/center), percentages on pie/donut, size, color, number format |
| Conditional Formatting | rules (greater/less/equals/between) driving background, text color, or bold |
| Analytics | reference lines (constant, average, median, min, max) and a trend line |
| Legend | show/hide, position, size, color |
| Tooltip | show/hide and trigger (axis or item) |
To copy one card’s formatting onto others, use the format painter.
Small multiples (trellis)
Section titled “Small multiples (trellis)”On cartesian charts (bar, column, line, area, and their stacked variants), bind a field to the Small multiples well and the chart splits into one mini-panel per value — the classic trellis view for comparing a metric across categories. Set the column count under Format → Axis (leave blank for automatic).
Richer tooltips
Section titled “Richer tooltips”Add fields to the Tooltip well to enrich the hover tooltip with values that aren’t otherwise on the chart.
Related
Section titled “Related”- Canvas basics
- Filters & interactivity
- Themes — palettes and chart detail tokens come from the theme.