Custom charts in Exploration pages
What's New
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.
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
Click Edit chart.
Select your chart type.
In Interval, choose your date granularity (day, month, or year).
In Metric, select the metric you want to track.
In Breakdown, choose how to segment your data.
Use the filter 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.
Optionally, limit breakdown values to the top N.
The chart will show only the top N values, ranked by your chosen metric.
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.
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.
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