Explorer: Base Charts

On this page, we will explain how to configure different types of charts on Explorer Category view. Select your dataset, on an Explorer dashboard, set up Category View tab. Click on Charts as shown on How to set up aggregation and Charts.

After your category view tab is set up, click on "Charts" under the overview chart to configure per-category charts.

Relevance AI - Configure per-category charts

Column and Bar chart

Column and Bar charts are great tools to show data distribution over different categories.

Relevance AI - How to setup a Column or Bar chart

Select Column or Bar as the chart type
Specify the category field(s) you wish to present
Specify the metrics field you wish to include on the chars, if not selected frequency will be illustrated. For setting up metrics:
- Select a numeric field
- Specify which metric to use (e.g. average, minimum, maximum, etc.)
- Type a name for the metric (optional)
- Select a color for the metric (optional)
- Hit save

Relevance AI - Set up metrics for a Column or Bar chart

Tick "compare Frequency to Dataset", if you wish to see comparison between dataset and categories
Select the sort-by parameter. If no metrics is set, frequency will be used by default
Select the sort order (e.g. descending, ascending, etc.)
Specify maximum number of categories to view on the chart
Hit save

Line chart

Line charts are great tools to illustrate the trend of changes. Setting up a Line Chart on Relevance AI is the same as setting up a Column or Bar chart, which was explained above. The only difference is to select "Line" under type of chart.

Pie chart

Pie charts are great tools to show data distribution over different categories.

Select Pie as the chart type
Specify the category field(s) you wish to present
Select the sort-by parameter
Select the sort order
Specify maximum number of categories to view on the chart
Hit save

Scatter plot

Scatter plots are great tools to illustrate data distribution in scatter formatting.

Select Scatter as the chart type
Specify the category field(s) you wish to present
Specify which metric to use (e.g. average, minimum, maximum, etc.)
Note: more details are available under metrics for Column and Bar charts above
Select the sort-by parameter. If no metrics is set, frequency will be used by default
Select the sort order
Specify maximum number of categories to view on the chart
Hit save