> For the complete documentation index, see [llms.txt](https://ask.birdie.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://ask.birdie.ai/customer-intelligence/exploration-and-analysis/custom-charts-in-exploration-pages.md).

# Custom charts in Exploration pages

#### What's New

<figure><img src="https://2659701720-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN7EEIMhL4xEKWM6BDyEL%2Fuploads%2Fgit-blob-fac91de09c615bd8f30f72bdaaf1b972e539b9c8%2FScreenshot%202026-04-18%20at%2020.45.25.png?alt=media" alt=""><figcaption></figcaption></figure>

Previously, any changes you applied to a chart were temporary and valid only during your navigation.\
Now, you can edit chart settings and save them, so your customized chart will remain available every time you return.

{% hint style="info" %}
Saved customizations are personalized. Your changes won’t affect other users’ charts.
{% endhint %}

## Default Chart Settings

When you first open an exploration page, the chart will display:

* Chart type: Line chart
* Metric: Overall Count
* Breakdown: Aggregated at the Organization level (all data, no breakdown)

## How to Customize Your Chart

<figure><img src="https://2659701720-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN7EEIMhL4xEKWM6BDyEL%2Fuploads%2Fgit-blob-2ad9da1fe8cf783755f6b27c9d0334da7d609748%2FScreenshot%202026-04-18%20at%2020.53.20.png?alt=media" alt=""><figcaption></figcaption></figure>

1. Click Edit chart.
2. Select your chart type.
3. Go to the setup tab.
4. In Metric, select the metric you want to track.
5. In Breakdown, choose how to segment your data.
   * Use the Selection button (on the right) to narrow down the values of the chosen dimension.
   * Example: You can break your chart by Customer Segments, but only include Customer Tier segments by applying a filter.
6. Optionally, limit breakdown values to the top N.
   * The chart will show only the top N values, ranked by your chosen metric.
7. If using a pivot table, configure breakdowns for both rows and columns.

Once you’re happy with the setup, click Done. Your customized chart will be saved and ready for you next time.

{% hint style="warning" %}
Customizations are applied globally across all exploration pages. You can’t save different setups per page, but you can edit and change them at any moment.
{% endhint %}


---

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