Insert and map
- Select a frame (or insert one from the insert panel — I).
- Insert → Charts and pick a type, or insert a column chart and change the type in Properties.
- With the chart selected, link a dataset.
- Map columns in Dimensions. Required roles are marked. Unused optional roles stay empty.
Chart types
Available from the insert panel or the chart type switcher:
Bubble is not in the insert menu.
Try a sample dataset from the Datasets tab if you want a type that already has the right columns.
Series, color, and facets
- Series / Lines / Areas — split the dataset into multiple marks. One column, one series per unique value.
- Color — paint marks from a categorical palette or a numeric scale. Independent of the series split: you can split lines by region and color by another column. On a dumbbell, a number or date color column stays categorical until you switch Scale to Linear in Colors.
- Facet — small multiples. Map a facet column and the block becomes a grid (one mini chart per value). Facets are wired for column, bar, line, area, scatter, slope, and dumbbell. A one-column dumbbell grid gives each region its own height. Other types may show the dimension before the grid is connected.
Legends, labels, and axes
Insert a legend block and point it at the chart. Color and size legends are separate items. Value labels, line labels, and axis titles are editable in Properties and, for many text layers, on the canvas. Use a text style if you want labels to stay in sync with the rest of the frame. Named frame themes (Editorial, Minimal, Bold) and the default palettes are a good first stop before hand-tuning every bar.Filters, tooltips, and pop-ups
Insert a control and point it at one or more charts or tables in the same frame. Pick the column it filters. Dropdown and radio include All. Checkbox can match several values. Slider covers a number or date range, with an optional second thumb. On a chart or table, Details can add a tooltip (hover in Preview) and a pop-up (click; modal by default). Write{Value}, {Series}, or a column name in the text. The editor shows those tokens; Preview fills them in. Bars, columns, pie slices, line and area points, scatter and bubble points, table rows, and big numbers are hit targets. Ranked list, dumbbell, and slope are not yet.
A reliable test path
- Upload or pick a sample dataset.
- Insert a column chart; map X and Y; try Color if the table has a category.
- Change one axis title and one bar color from the layers tree.
- Add a legend and a heading.
- Switch Tablet and Mobile and see what you want to override.

